Rama Koneru - Dynamics for CRM (Page 2)

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

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'

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

noninteractiveuser

Creating a Non Interactive User Account in Dynamics 365

Dynamics 365 has the ability to create 5 non-interactive user accounts per instance. These accounts are used for programmatic access to and from Dynamics 365 for Customer Engagement apps between applications. The advantage of using these accounts is that they do not need any license. It is not a ‘user’

crmserviceclient

Get CrmServiceClient Error Log using Tracing

When working on new integrations, updating connection strings, onetime jobs we would often rely on creating a connection string and making sure that it works with CrmServiceClient to instantiate a connection to the target org. However, we sometimes face connection issues be it either due to typos, TLS 1.2

d365

Building Dynamics 365 Web Resources with Vue JS and NPM

There are times when we need to build complex web resources in Dynamics 365 which would be a lot of code if we had to do it using good old fashioned JQuery or vanilla java script and would be hard to manage as the size of the Web Resource increases.

d365

Data Export Service : Unable to connect to the destination mentioned in the KeyVault URL

When recently trying to setup the Data Export Service (DES) to replicate the Dynamics 365 data to an Azure SQL database I was facing issues when trying to validate the connection to the SQL database and got the following error. After some troubleshooting I was able to resolve the issue

d365

Uploading Email or Note Attachments using KingswaySoft for Dynamics 365

When migrating attachments from one organization to another using KingswaySoft it’s straightforward to use the field mapping. But when doing migrations or building integrations where you need to upload files as attachments, we would need to pass in the appropriate format for the file body of the email attachment.