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Category : Dynamics 365

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Creating a Popup Dialog Window with Custom HTML Form in Dynamics 365 using Xrm.Navigation

In Dynamics 365, Xrm.Navigation (Client API reference) is used to provide navigation-related methods while writing custom scripts. One of the methods called “navigateTo” is used to navigate to the specified table list, table record, HTML web resource, or custom page. More information on the Microsoft Documentation. https://learn.microsoft.com/en-us/power-apps/developer/model-driven-apps/clientapi/reference/xrm-navigation/navigateto Syntax Xrm.Navigation.navigateTo(pageInput,navigationOptions).then(successCallback,errorCallback); In…

How to use FetchXml with link-entity in WebAPI D365 CE

What is Link-Entity 1. To combine data from different records in your query you need to use the element. 2. Each needs 3 key pieces of information: 2.a. The entity types to link to 2.b. The attribute in the main entity to join from 2.c. The attribute in the another…

Install Viva Sales for Outlook and D365 CE

Introduction: In this blog, we will configure Viva Sales with Outlook and D365 CE. Prerequisites-                                                                      …

Create surveys using Customer Voice

Dynamics 365 Customer voice helps us to capture, analyze and act on customer and employee feedback. Dynamics 365 Customer voice surveys contains several types of questions: choice, date, Likert, ranking, rating, text, and Net Promoter Score (NPS). In our blog we will explain how to create and send survey invites…

Customize a Gallery Control and Show/Hide Forms based on Selection.

Introduction: In this Blog, we will learn how to use Gallery Control and Form Control along with useful functions. Here we are using Gallery Control to show Contacts that exist in Dataverse and Form is used to Show Relative Details of the selected Contact in Gallery. 1. Open make.powerapps.com, select…

How In-App Notifications in D365 CE Can Revolutionize Your Workday

In-app notifications provide real-time updates within the D365 platform, keeping you informed about important events and changes as they happen. Whether it’s a new case assigned to you, a customer inquiry that needs a response, or a critical deadline approaching, in-app notifications ensure that you’re always in the loop. Today,…

Batch Request to Create, Update and Delete records in Dynamics 365 CE

Batch Request allows us to make multiple API calls within a single API call.  We’re limited to 1000 API calls in a single batch request. The HTTP method only supports POST, PATCH & DELETE in Batch Request. In this Blog, We’re calling 3 API calls in a single Batch Request.…

Configure live chat with Power Virtual Agent in D365 Customer Service.

Introduction: In this blog post, we will be exploring the process of setting up live chat and chatbot. We will begin by covering the fundamentals and then move on to all the necessary steps required to configure it successfully. So, let’s get started! Licenses required: Purchase licenses from Microsoft 365…

How to manage Projects using Viva Goals

Introduction :- Viva Goals is a new addition to the Viva Suite for setting and managing business objectives, and Microsoft Life Goals aims to provide ‘the missing link between employee experience and business results’ by setting clear and consistent business goals. What is Microsoft Viva Goals? Microsoft’s Viva platform incorporates…

Create invoice and fulfil order button not visible on sales order D365 CE.

Introduction: This issue occurs when the sales order is integrated with the third-party application. when the Back office processing integration is enabled then create invoice and fulfill order button will not be visible and the new submit button will be visible Resolution: Go to App settings -> Overview -> Back…

How to call Cloud Flow from JavaScript.

Introduction: -In this blog we are going to see how to call cloud flow from JavaScript.  Use Case-: On clicking the ‘Call Flow’ button, we update the name field of the Accounts table in the dataverse. Steps: –  Creating a button in the Model-driven app:- You can check out the…

Automatic Record Creation in Dynamics 365 when an email is received.

Summary : In this blog we will discuss how to create case in Dynamics 365 automatically when an email is received using Automatic record creation and update rules(ARC) in Dynamics Customer Service Hub. Step 1: Go to https://make.powerapps.com/ and sign-in. Select your environment and then select “Apps” from left-hand pane…

Newly introduced client script methods for D365 CE

This blog will talk about the new client script methods that can enhance UI/UX experience. addOption This method adds an option to your choice/choices control. formContext.getControl(arg).addOption(option, index); Example removeOption  Removes an option from a choice/choices control. formContext.getControl(arg).removeOption(value); Example clearOptions  Clears all options from a choice/choices control. formContext.getControl(arg).clearOptions(); Example setFocus  Sets…

How to retrieve data from an sub-grid using JavaScript in D365 CE?

Introduction In this blog, we will discuss how we can fetch data directly from sub-grid without using FetchXML in JavaScript. It is always easy to fetch the data from the fields on form but what about fetching the data from the sub-grid added on the forms? Here is how we…

How to lock fields on editable grid in D365 CE?

Introduction: Recently I got a situation where I need to lock the fields in editable grid. I tried to find the solution on internet. I found a suggestion as to use business rule having scope to “Entity”. But it did not worked as it was locking the fields on forms…