MK - Dynamics for CRM

Using Data Flows to Migrate Data Between Dynamics 365

Data Flows is one good feature that I feel is underrated and doesn't seem to be used widely for the feature set it provides. Until recently I have used alternative tools like SSIS with KWS connector or Data Transporter from the XrmToolBox for some of the use cases like performing

attachments

Upload Attachments from Canvas App to Dataverse

Requesting attachments is a common use case we encounter every now and than when collecting information from the user for requests tied to cases, contact creation etc. Typically this would require the help of a developer in the pre low-code no-code days when we need to build an attachment control

powerautomate

Power Automate: Easily Replace New Line in Flow Expression

When recently working on a flow to do some data transformations to convert a CSV file into a JSON array, I had to find a way to replace the new line character from the string. My initial thought was, this should be very easy to do using replace [https://docs.

Omnichannel

Omnichannel for Customer Service - Missing Productivity Pane

When recently working on Omnichannel to enhance our existing chat channel configuration, we noticed that the productivity pane disappeared when sessions are created. No Omnichannel Productivity PaneNothing has changed since the previous testing and I was unsure what's causing this behavior. The first odd thing I noticed was that the

Omnichannel for Customer Service - Missing Parameters on Resolve Case Macro Action

Macros [https://docs.microsoft.com/en-us/dynamics365/omnichannel/administrator/macros#overview-of-macros] for Omnichannel in Customer Service, are very useful for performing repetitive and monotonous actions efficiently. One such useful macro action is the Resolve a Case [https://docs.microsoft.com/en-us/dynamics365/omnichannel/administrator/macros#resolve-a-case] When recently building an

Embed Canvas App on a Model Driven App Dashboard

In this post we will look at how we can add a canvas app [https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/getting-started] to a system dashboard on a model driven app [https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/]. For the sake of simplicity I'm using a canvas app

powerautomate

Power Automate: Group By Multiple Columns on a Collection

When recently working on a flow, I had a scenario where we need to group an existing collection using multiple columns. Typically this would be a very straight forward to accomplish using code. I thought the same can be achieved in flow easily. However, after checking the functions reference documentation

cds

Using Environment Variables in Common Data Service

Dynamics 365 now allows configuring of environment variables [https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/environmentvariables] that makes storing and retrieving configuration data easy. This has the following advantages: * Better management of configuration data compared to hard coding and other approaches such as the need for a custom entity

usd

Troubleshooting Unified Service Desk Hang After Clicking Install

When recently installing Unified Service Desk, the installer just keeps hanging with the below blue screen and doesn't do anything. When looking at the Event Viewer there wasn't much information to identify what's causing the installer to hang. After looking up the documentation for known issues the issue seems to

Using FetchXml/Web API to Query Data Between Timestamps(Minute part) in CDS

When working with data validation or some special cases we would need to query data between timestamps. Although we can use Advanced Find to build the query it doesn't allow us to provide the minute part in the query. This blog shows how you could accomplish this easily using both

powerautomate

Power Automate: Send Dynamics 365 Email Using Common Data Service

Power Automate comes with a default Mail connector that we can use to send Emails easily, this just requires us to have the email addresses along with the content of the email. But if we want to send an Email with a mix of both static email address which do

powerautomate

Power Automate: Get Distinct Count From Array/Collection

When working with Power Automate we might be limited by the functions [https://docs.microsoft.com/en-us/azure/logic-apps/workflow-definition-language-functions-reference] that are available to us, that we have traditionally used in programming languages. Recently when working on a requirement that requires using distinct count of records for a certain property

canvasapp

Set the Text on the Text Controls in Canvas App

When working with Text controls in Canvas app, one common use case we often encounter is setting the value of the text in the control based on some event that occurred on a different control. This can be easily accomplished by using one of the below approaches * Set [https://docs.

ApplicationUser

Dynamics365 Application User Form is Missing

As a best practice Microsoft is recommending to use Server-to-Server Authentication or the OAuth for external applications to interact with D365. Once we create the Azure AD application for CRM, we have to create a user with the app id and client secret. To do that CRM has given a

react

Building a Power Apps Code Component in Dynamics 365 using React

Power Apps Component framework provides the ability to create code components that can be used with Model driven app and canvas apps(experimental preview at the time of this writing) which provides a bunch of advantages compared to the traditional HTML Web Resources. To learn more about it refer to

impersonation

Impersonate a User in Dynamics 365 using UCI

Often times when configuring security roles for user groups or when troubleshooting issues for end users, we would need to mimic the security of the user. While this works, it's time consuming and requires manual steps and verification to make sure all the security of our user record matches to

flow

Using Server-to-Server authentication with Power Automate(Flow)

Power Automate(flow) makes automation with Dynamics 365 very easy to setup and configure without the need for a developer in most cases. While there are times we could run the automation for ourselves often times we need to share them or use it across the board. While it's okay

socialengagement

Dynamics 365 Social Care Disabled Error

When recently working with the Social Profile entity in Dynamics 365 I came across this error, when trying to update a Social Profile record in D365. Looking at the log file it provided the below information. The error seems to indicate of some setting that needs to be turned for

webapi

Using JSONView when Querying Web API in Dynamics 365

When working with Dynamics 365 web API to query data, we often try to quickly test the URL for the OData request we created and verify the results in the browser. This is particularly useful when working with JS to make requests or working with integrations to validate the data.

webapi

Web API Tips and Tricks

Web API provides a easy way to compose HTTP requests and quickly get the results from Dynamics 365. There are a lot of good tools out there like PostMan, REST Builder and XrmToolbox which makes it even easier to compose and test with Web API. Below are some request I

Using AssociatedView Action in Unified Interface for USD

When working with USD we often need to show the associated records for an entity in a new tab. In the classic web client we would use the CRM Page hosted control and use the below action This works perfectly fine with the CRM page, but when using the new

dynamics365

Use Postman with Dynamics 365 for WebAPI

Recently when working on Dynamics 365 I had to quickly test a couple of actions and make sure they are working as expected. Traditionally I would have done this either using a console application or within the web client. With Dynamics 365 and introduction of Web API there are now

logicapps

Migrating Dynamics 365 Attachments in Bulk to Azure Blob Storage using Logic Apps

Storage in Dynamics 365 is expensive if we have a lot of attachments. This problem could be easily solved by using the free attachment management solution in the App Source which is currently supported and works well. However, if you are migrating from an on prem environment to online you

svg

Using SVG (Scalable Vector Graphics) Web Resources for Creating Icons

Starting with Dynamics 365 v9.0, there is now support for SVG when creating a web resource. Scalable Vector Graphics is an XML-based vector image format for two-dimensional graphics with support for interactivity and animation(copied from Wikipedia). What this means is that instead of the traditional raster based images(

d365

Server to Server OAuth Authentication with KingswaySoft and Dynamics 365

KingswaySoft is one of the best tools that saves a lot of time, easy to use and is very efficient when building migrations/ integrations with Dynamics 365 using SSIS. It's one of the tools that's well maintained and has frequent updates to accommodate for rapid changes in Dynamics 365 . Let's