dynamics365 - Dynamics for CRM

Enabling Export to PDF Command on Case Entity in Dynamics 365

Dynamics 365 Sales provides the capability to create and share PDF files of the sales entity records. This feature has been expanded in 2020 release wave 2 to support custom entities. We can configure the entities in the Sales Hub app by managing the setting Convert to PDF However, the

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

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

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.

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

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

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