I recently updated Dynamics 365 Marketing instance and installed the portal application. Here are the steps I followed to deploy the sample event portal: Power Apps portal hosted custom event website (Dynamics 365 Marketing Developer Guide) | Microsoft Docs I… Read More ›
Dynamics 365
Update current time and current user without using Javascript in model driven forms
Sometimes we need to capture field updates for audit purposes. Here is an example: Account form has a field for “Account Application Status” (Options – Approved/Rejected). In either case, we need to capture who approved/rejected the application and date/time. My… Read More ›
Auto update outgoing email subject with case title and case number in Dynamics365 CE
Dynamics 365 unified service desk enables users to compose emails in a separate popup window. Every time an agent is composing an email within a case, he/she will have to manually update the email subject and append case number. This… Read More ›
Data integration using webhooks/HTTP – Part 2 (sending data)
In my previous post, we discussed how to receive data from a webhook by a Power Automate flow. In this post, we can cover sending data to a third party system via HTTP. The flow could be triggered by any… Read More ›
Data integration using webhooks – Part 1 (Receiving data)
A webhook (also called a web callback or HTTP push API) is a way for an app to provide other applications with real-time information. With typical APIs, you would need to poll for data very frequently in order to get… Read More ›
Use business rules in dynamics to populate fields
In my last post – how to use calculated fields to get related record attributes, we were able to get the primary phone number of an account in the opportunity form using calculated fields. Now let’s look at a more… Read More ›
Quick tip – Get lookup record attributes using calculated fields
Let’s look at an example. In my opportunity form, there is an account lookup field. Sales manager requests that he needs to see the primary contact number of the account so that he can make the call from opportunity form…. Read More ›
Access files stored in Dynamics 365 records via PowerAutomate
Dynamics gives the ability to save files within a record. These files are stored in SharePoint. Let’s see how we can create a flow to access a document just by using the dynamics record ID. Prerequisites SharePoint Integration should be… Read More ›
Dynamics CRM auto populate lookup values from custom field – Part 2
This is second part of this series. If you are not familiar with the business case, I highly recommend that you read part 1 where I explain the business case and QuickView creation. Ok, now that we know the background,… Read More ›
Dynamics CRM auto populate lookup values from custom field – Part 1
In most cases, organizations have their own unique ID’s to identify records. As an example, ABC organization uses DBID as their unique internal account code. For each related custom record, they will use DBID as the foreign key to identify… Read More ›
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