Null Checks in Power Automate-Empty() vs Equals()
Originally posted on Power Melange:
Hello everyone! I am back with another tiny Power Mantra which we should follow while making Power Automate Flows.Say, we have a scenario where we are updating a row in Dataverse with certain dynamic values…
Getting Started with Dynamics 365 Web Portals
You might know about self-service, considering you are here to read this article. Thanks to that revolutionary feature, we don’t have to take on the traditional approach – calling the customer support agent to cancel or track an order. Not … Continue reading “Getting Started with Dynamics 365 Web Portals”
Business Process Flow Key Notes
Originally posted on Vrushali's Techno Blog:
When we talk about Business Process flow (BPF) , there are lot of questions : How does it operate, how is it stored in D365? Does it create a a background entity which…
How to – manage who can create environments in Power Platform
Through the Power Platform admin center, the administrator can control who can create an environment in the Power Platform. Click on Gear Icon >> Power Platform settings There we can specify who can create production and sandbox environments & trial … Continue reading “How to – manage who can create environments in Power Platform”
How to – Use AlwaysMoveRecordToOwnerBusinessUnit setting in Dynamics 365 / PowerApps/ Dataverse
The setting – AlwaysMoveRecordToOwnerBusinessUnit allows us to move a user to another business unit without moving all his owned records to that unit. This makes sure that other users in the new business unit cannot access the user’s records from … Continue reading “How to – Use AlwaysMoveRecordToOwnerBusinessUnit setting in Dynamics 365 / PowerApps/ Dataverse”
How to – change user’s business unit without removing the security roles in Dynamics 365 / PowerApps (EnableOwnershipAcrossBusinessUnits setting)
When we change the user’s business unit, all the current security roles of the users are removed and we need to assign the roles again to the user. This has always been the default behavior. Also check – Modernize Business … Continue reading “How to – change user’s business unit without removing the security roles in Dynamics 365 / PowerApps (EnableOwnershipAcrossBusinessUnits setting)”
Modernize Business Units / Matrix data access structure -Record ownership across business units (Preview) in Dynamics 365 / Dataverse
To enable this preview feature, log in to the Power Platform admin center, switch on the Environment >> Settings >> Features >> Record ownership across business units (Preview) It took around 5 minutes to enable. Now let us say we … Continue reading “Modernize Business Units / Matrix data access structure -Record ownership across business units (Preview) in Dynamics 365 / Dataverse”
Queues in Case Management: Part 1
Originally posted on Vrushali's Techno Blog:
Customer service management may require different type of attentions and monitoring depending on parameters such as the different types of customer, priority, different products or services, different subscription levels (regular, premium customers), various…
How to – Invoke Power Automate from Dynamics 365 Or Model Driven Apps using Form Scripts
Originally posted on Clavin's Blog:
In this blog post, we will Invoke a Power Automate from Dynamics 365 Or Model-Driven Apps using Form Scripts. Scenario A person fills up the Form and saves it in the Model-Driven app. The…
Modern link sharing UI, co-presence, online status (preview) in the model-driven app (Dynamics 365)
To enable the Collaboration preview feature, log in to the Power Platform Administration Center, select the Environment >> Settings >> Features >> Collaboration Currently, the following entities are supported – Case, Contact, Account, and Opportunity. Enabling this feature adds a … Continue reading “Modern link sharing UI, co-presence, online status (preview) in the model-driven app (Dynamics 365)”
Quickly visualize the VIEW data using Power BI quick report (preview) in Dynamics 365 / Power Apps
With a recent update to the platform, now we can use Power BI quick report (preview) on the view page in a model-driven app, to visualize the data. To enable the feature, open the model-driven app in the modern app … Continue reading “Quickly visualize the VIEW data using Power BI quick report (preview) in Dynamics 365 / Power Apps”
Dynamics 365 For Sales: How to merge Accounts if the subordinate record is associated with one or more active quotes?
Originally posted on XRM Tricks (Power Platform & Dynamics CRM ):
Merging records on Dynamics 365 CRM is a very powerful feature that prevents duplicate records. I was asked to study this feature for a client who wanted to clean up…
Understanding Queues in Dynamics 365 Customer Service (refresher)
What are Queues? Queues are containers to store, organize, prioritize and monitor the progress of work items or queue items. Which entity/table can be enabled for the queues? All customizable entities can be enabled for queues. Below we are enabling … Continue reading “Understanding Queues in Dynamics 365 Customer Service (refresher)”
Dynamics 365 QUEUE setup with shared mailbox
Originally posted on CRM Keeper:
This post is a part of a series of posts for Customer Service. The complete GUIDE can be found hereI assume you have a Dynamics Environment at this point. Exchange Open https://admin.microsoft.com – login with…
Collaborate using Comments (preview) in Modern App Designer – Power Apps / Dynamics 365
A new comments (preview) feature has been added recently in the Modern App Designer Modern App Designer – https://nishantrana.me/2021/06/09/modern-model-app-designer-preview-dataverse-dynamics-365/ To see it in action, open an existing app or create a new app using the Modern App Designer. We can … Continue reading “Collaborate using Comments (preview) in Modern App Designer – Power Apps / Dynamics 365”
{Power 2021} Clear and Update Custom queue field on Case based on Queue items related to the case
Originally posted on MSDYNAMICSBLOG BY DEEPESH:
Pre-requisites: Should have “Customer Service Hub” app installed in your tenant Add out of box “Case” entity in your solution Create a custom lookup field (Lookup to Queue) titled as “Queue” under Case entity…
Fixed – The API version ” is not valid for provider ‘Microsoft.BusinessAppPlatform’ – Action ‘Force_Sync_user’ failed error – Power Automate
Recently while testing a flow we got the below error message The API version ” is not valid for provider ‘Microsoft.BusinessAppPlatform’ The supported list of API versions are: ‘2016-02-01, 2016-11-01, 2018-01-01, 2018-10-01, 2019-05-01, 2019-10-01, 2020-04-01, 2020-05-01, 2020-06-01, 2020-08-01, 2020-09-01, 2020-10-01, … Continue reading “Fixed – The API version ” is not valid for provider ‘Microsoft.BusinessAppPlatform’ – Action ‘Force_Sync_user’ failed error – Power Automate”
The trick to force / trigger user sync – Power Platform / Dynamics 365
Sometimes it takes a long time for the users to appear in Dynamics 365, even though users have the appropriate licenses. E.g. here we have added user6 in Microsoft 365 Admin Center. Back in CRM, we do not see user … Continue reading “The trick to force / trigger user sync – Power Platform / Dynamics 365”
Using Force Sync User to sync PowerApp / CRM users – Power Platform / Dynamics 365
Recently in one of our trial environments, some of the users were not showing up in the Enabled Users view in Dynamics 365, although the users were having appropriate licenses assigned to them. (was more than 24 hours) In such … Continue reading “Using Force Sync User to sync PowerApp / CRM users – Power Platform / Dynamics 365”
Using Custom Process Action with Code for integration – Dynamics 365 / Microsoft Dataverse
There are 2 ways to create a custom message in Dataverse, one is through action, and the other is through Custom API. Check the post on Custom API https://nishantrana.me/tag/custom-api/ https://nishantrana.me/2021/01/13/use-custom-api-to-create-custom-messages-in-dynamics-365/ Custom Process Action vs Custom API – https://docs.microsoft.com/en-us/powerapps/developer/data-platform/custom-actions#compare-custom-process-action-and-custom-api With custom … Continue reading “Using Custom Process Action with Code for integration – Dynamics 365 / Microsoft Dataverse”
Fixed: Action not appearing in Plugin Registration tool (Dynamics 365 / CE)
We had couple of actions created, but they were not appearing in the Plugin Registration Tool Plugin of XrmToolBox as shown below. Refreshing the plugin, re-connecting to the organization, republishing the action, etc. didn’t work. Eventually, we restarted the XrmToolBox … Continue reading “Fixed: Action not appearing in Plugin Registration tool (Dynamics 365 / CE)”
Fixed – Unified routing was unable to provision error while trying to configure Unified routing
Recently while trying to set up Unified Routing, we got the below error. “Unified routing was unable to provision. Please try again or contact Microsoft Support” The user had the system administrator role and we already had the global administrator’s … Continue reading “Fixed – Unified routing was unable to provision error while trying to configure Unified routing”
Fixed – We couldn’t load your user roles from the selected Dynamics 365 Organization error while trying to set up Microsoft Dynamics 365 Marketing
Recently while trying to set up Microsoft Dynamics 365 Marketing on an existing Dataverse environment, we got the below error. “We couldn’t load you user roles from the selected Dynamics 365 Organization. Please try again” The user had the system … Continue reading “Fixed – We couldn’t load your user roles from the selected Dynamics 365 Organization error while trying to set up Microsoft Dynamics 365 Marketing”
Transform your Model-driven app to a multi-session app using settings solution component
Originally posted on XRM Tricks (Power Platform & Dynamics CRM ):
This blog will discuss new component added to Power Apps. It is about the “Settings” component. Indeed, this component allows adding a configuration layer for a model-driven application. This allows…
Dynamics CRM: Create Custom Autonumber Plugin Using Azure SQL Sequence
Originally posted on Temmy Wahyu Raharjo:
In this blog post, I reviewed the Auto Number attribute that already can handle the common scenario. There is a way to give a simple conditional Auto Number from Nishant Rana that you can read…
How to – Use the new command designer to customize the command bar – Dynamics 365 / Power Apps
Using the modern app designer either open an existing model-driven app or create a new model-driven app in https://make.powerapps.com/ Select Edit >> Edit in preview Select any entity/table and select the Edit command bar (preview) The different command bars that … Continue reading “How to – Use the new command designer to customize the command bar – Dynamics 365 / Power Apps”
Dynamics CRM: Proving Auto Number Data Type Is Legit!
Originally posted on Temmy Wahyu Raharjo:
I just saw Nishant Rana’s post about the auto-number data type that you can check here. And to be honest, I just knew about it and felt intrigued to test it. My expectation was pretty…
Use ExecuteWorkflowAction to call Action and Workflow in CDS Destination KingswaySoft – Dynamics 365 / Dataverse
We can use ExecuteWorkflowAction in the CDS/CRM Destination Component of KingswaySoft’s SSIS Integration Toolkit for Dynamics 365 to execute workflow and custom action. If there is no Destination Entity defined (left blank), Workflow/Action options will list down all the global … Continue reading “Use ExecuteWorkflowAction to call Action and Workflow in CDS Destination KingswaySoft – Dynamics 365 / Dataverse”
Set Auto Number field value conditionally in Dynamics 365 / Dataverse
Recently we had a requirement to use auto numbers for lead records. However, based on where the lead records are being created from, we wanted to specify a different prefix to it. For leads created manually, the format should be … Continue reading “Set Auto Number field value conditionally in Dynamics 365 / Dataverse”
Fixed – BadGateway. The request failed. Error code: ‘502’. Error Message: ‘BadGateway’ in PowerAutomate – Start and wait for an approval
Recently we were getting the below error for one of our Flows. BadGateway. The request failed. Error code: ‘502’. Error Message: ‘BadGateway’. Everything seemed right. Finally, found (thanks to the forum) that the fix was to update the Approvals Administrator security … Continue reading “Fixed – BadGateway. The request failed. Error code: ‘502’. Error Message: ‘BadGateway’ in PowerAutomate – Start and wait for an approval”
How to enable Collaboration feature in Dynamics 365 CRM Online?
Originally posted on Arun Potti's MS CRM blog:
Collaborate with others in Model-driven Apps is a Preview feature in Dynamics 365 Online and which enables us to collaborate with colleagues and share links of the records with others. Actually…
Lookup Behavior – Minimum character to trigger search and delay between trigger – Dynamics 365
Within Power Platform Admin Center – (https://admin.powerplatform.microsoft.com/) through Environments >> [Name] >> Settings >> Behavior >> Lookup Behavior settings we can control the minimum number of characters entered before triggering the search in the and delay before the search is … Continue reading “Lookup Behavior – Minimum character to trigger search and delay between trigger – Dynamics 365”
Step by step – Configure Dynamics 365 Marketing in a Dataverse Environment
To configure Dynamics 365 Marketing in an existing Dataverse Environment – Login to Power Platform Admin Center Click on Dynamics 365 apps inside Resources If Dynamics 365 Marketing is not listed there, log in to Microsoft Admin Center and start … Continue reading “Step by step – Configure Dynamics 365 Marketing in a Dataverse Environment”
Comments in Power Platform [Preview] | Power Automate example
Originally posted on D365 Demystified:
Here’s a new feature across Power Platform stack i.e. Power Apps / Power Virtual Agents and Power Automate Comments Let’s consider an example of a Flow / Power Automate for the Comments In a Cloud…
Assign approvals to any user in the Tenant – Power Automate
We recently implemented Approvals, and we required that any user in the tenant should be able to provide approval. For one of the users, we got the below error while testing the flow. UserNotMemberOfCdsSecurityGroup This was because we were using … Continue reading “Assign approvals to any user in the Tenant – Power Automate”
Fixed – You do not have a license to use Microsoft Dynamics 365
Recently we started getting the below error suddenly in one of our environments for all the users. “You need a Microsoft Dynamics 365 license to continue. You do not have a license to use Microsoft Dynamics 365. Contact your Office … Continue reading “Fixed – You do not have a license to use Microsoft Dynamics 365”
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