Introduction Integrating Dynamics 365 with Azure Functions provides a powerful way to automate business processes and connect external applications with your CRM system. In this guide, we’ll explore how to create new records in Microsoft Dynamics 365 using an Azure Function App with an HTTP trigger. This approach enables developers to expose lightweight, scalable APIs... Continue Reading →
Dynamics 365 Integration: Build and Publish Azure Function Apps
Introduction In modern business environments, extending and automating Dynamics 365 functionality is essential for improving efficiency and integration. One powerful way to achieve this is by using Azure Function Apps. These lightweight, serverless functions let you run custom code in the cloud to handle CRM events, automate processes, or connect Dynamics 365 with other services.... Continue Reading →
Dynamics 365 Integration: Register App in Microsoft Azure Entra ID
Introduction We need to register Dynamics 365 app in Microsoft Entra ID to enable secure authentication and authorization when connecting Dynamics 365 with other applications or services.It allows the app to get a Client ID and Secret, which are used to securely access D365 APIs without using user credentials. Steps: Go to Microsoft Entra admin... Continue Reading →
Update createdon field of existing records in Dataverse
Introduction Dataverse (formerly the Common Data Service) provides powerful capabilities for managing data within Microsoft Power Platform. One of the important metadata fields in every table is CreatedOn (or createdon in the backend), which stores the date and time when a record was created. However, what if you need to update or backdate the CreatedOn... Continue Reading →
Error: Guest user access is restricted in the organization
Issue: After a recent Microsoft update, guest users are unable to log in to the Dynamics system, receiving the error message: "Guest user access is restricted in the organization." Solution: This issue is occurring because Microsoft has recently introduced a new Public Preview feature called "Block guest user access" within the Identity and Access Security... Continue Reading →
Merge Related Table Rows Text Column in Power BI
Scenario: In the Power BI report, we aim to display all technology names associated with the current project using a card or any other visualization. The technologies are stored as a sub-grid within the Project form, with a many-to-many (N:N) relationship between Project and Technology, implemented through the bit_technology_project table. Issue: In Power BI, the... Continue Reading →
‘Attachment is Not a Valid Type or Too Large’ Error When Creating Notes
Issue: When attempting to attach a file in Notes of Dynamics 365 record, the following error occurs: "The attachment is either not a valid type or is too large. It cannot be uploaded or downloaded." This prevents users from successfully uploading or downloading the attachment. Solution: This issue typically occurs due to file size limitations... Continue Reading →
Set Advance Setting Redirection Behavior
The Power Platform Environment Settings app replaces the legacy web client experience, offering a unified interface for application developers to manage settings within their applications. It maintains the same level of security, access control, and extensibility as the previous system, while streamlining the process. The rollout of this feature is phased, starting with the replacement... Continue Reading →
Restore Deleted Dataverse Records Using Recycle Bin
In Microsoft Dataverse, it's common for users to delete records or transactions as part of routine business operations. These deletions can occur either manually or through automated processes and may be intentional or accidental. Records can be deleted using various methods such as single selection, multiple selections, or bulk deletion, all of which can lead... Continue Reading →
Canvas Apps Functionality with Code View
Feature: The Code View feature in Power Apps allows users to interact with the source code of their canvas apps in a readable and manageable format, making it easier to work with components, customize functionality, and create reusable templates. Below are detailed points on how this feature works and what it offers: Feature Details: This... Continue Reading →
Query Builder Error When Deleting Time Entry
Problem: As a result of the Microsoft Project Operation Update 4.106.0.25, we're encountering a Query Builder Error when trying to delete a time entry. Upon reviewing the logs, we found that the Microsoft.Crm.AuditMonikerMessagesPlugin is failing with the error message: "The specified field 'msdyn_createdbycopilot' does not exist in Microsoft Dynamics 365." Solution: This plugin is activated... Continue Reading →
Monitor Performance For Cloud And Desktop Flows
The "Monitor Performance for Cloud and Desktop Flows" feature, released in Microsoft Wave 2 2024, introduces several powerful capabilities for enhanced automation oversight: Unified Dashboard: Access a single, consolidated view to monitor and analyze the performance of your automation workflows across both cloud and desktop environments. Trend Analysis: Identify top trends in your automation assets,... Continue Reading →
Automated Project Task Notes in D365 Project Operations
Project Task Notes: In Dynamics 365 Project Operations, Project Task Notes provide a streamlined way to capture and track important details and updates related to project tasks. These notes can include discussions, decisions, or any relevant information that stakeholders need to be aware of. They enhance collaboration and transparency by keeping all project-related communications centralized... Continue Reading →
Moving Power Portal Records
Problem Statement: In today's digital age, organizations are constantly seeking ways to streamline their processes, enhance user experiences, and make data management more efficient. One area where this need is particularly evident is in the realm of customer and partner interactions, often facilitated through web portals. Microsoft Power Apps Portals, a component of the Power... Continue Reading →
Custom Price List for Quote using Cloud Flow
In our latest blog post, we dive into the power of Cloud Flow in Dynamics Project Operation, specifically focusing on creating custom price lists for quotes. Discover how this innovative feature enables you to tailor pricing options to meet the unique needs of your projects. Learn step-by-step how to leverage Cloud Flow to automate and... Continue Reading →
Enable Smart Email validation for Model Driven Apps
Automatically validate email address columns in model-driven apps without coding. Unlike traditional email column types, smart email address validation offers enhanced validation with specific reasons for invalidity. Text columns in model-driven apps with an email format receive automatic validation, guiding users to input better email data.
Retrieve Calendar Rules in Plugin, Action or Custom API
Discover how to simplify Dynamics 365 calendar management by harnessing the power of retrieving calendar rules in plugins, actions, and custom APIs. This blog explores the process of accessing calendar rules in Dynamics 365 and highlights the benefits it offers organizations. Gain insights into customizing scheduling processes, leveraging plugins, actions, and custom APIs for enhanced flexibility and control. Whether you're a developer or administrator, this blog equips you with practical knowledge, real-world examples, and the potential to automate workflows, improve resource allocation, and maximize productivity. Join us on a transformative journey to efficient calendar management and operational success in Dynamics 365.
Unleashing the Potential: Whisper API’s Speech-to-Text Conversion
Unleashing the Potential: Whisper API's Speech-to-Text Conversion. Multilingual, customizable, with detailed documentation. Transform spoken language into written text effortlessly.
Enhance Chat GPT Integration with Connection References
🔍 Discover the Power of Chat GPT Integration with Connection References!
Chatbot Component in PowerApps
Power App users can embed any Power Virtual Agent bot into their apps using the chatbot control.