Category: Dynamics 365 Customer Engagement (CRM)

Using Microsoft Flow to Create Recurring Tasks in Dynamics 365

Microsoft Flow can be used to create recurring tasks in Dynamics 365. Let’s go through an example. Let’s say we want to send create a task that reminds a salesperson to call their customers every morning. Sign in to https://flow.microsoft.com. Select My Flows, then New: Pick Scheduled – From Blank: Set a date, time and frequency. The flow can run every Month, Week, Day, Hour, Minute and Second: Click Create. … Continue reading Using Microsoft Flow to Create Recurring Tasks in Dynamics 365

Import Excel Data into a Model Driven PowerApp using Data Integration Project

In this post, we will import data from an Excel spreadsheet into a model-driven PowerApp, creating a Data Integration Project that uses Power Query. First, let’s look at a spreadsheet we have. It contains 2 accounts, with the account name and revenue: This spreadsheet is sitting in a SharePoint library. Let’s go to PowerApps.com and pull up our model-driven app. Select Entities: Clicking on Accounts, we can see the data … Continue reading Import Excel Data into a Model Driven PowerApp using Data Integration Project

Using the Power Query (M) Builder for XrmToolBox to Generate M Code for Dynamics 365

In this post, we will look at using the Power Query (M) Builder in XrmToolBox, developed by Mohamed Rashid and Ulrik “CRM Chart Guy” Carlsson. This tool is a great way to quickly help build Dynamics 365 reports in Power BI. It generates M queries with and without FetchXML as well as handles fields such as option sets. To install it, open the XRMToolBox and find the Power Query (M) Builder app. … Continue reading Using the Power Query (M) Builder for XrmToolBox to Generate M Code for Dynamics 365

Posting Customizations Causing Page Refresh in Dynamics 365

In Dynamics 365, when a developer publishes a customization, users may see a page refresh. This piece of code appears to be specific to using legacy forms. We will demo this with the Account form. Go to the account, and press F12 to open the developer tools: Search for _metadatacacheversion: Open the JsProvider.ashx version (other files may run during other circumstances). Click the curly braces to Pretty Print the file … Continue reading Posting Customizations Causing Page Refresh in Dynamics 365

Using ExecuteMultiple C# in Dynamics 365

ExecuteMultiple in Dynamics 365 is used to execute multiple requests, as opposed to executing requests one at a time. For example, if you wanted to create 5 contacts in Dynamics 365 through code, you could call Create 5 times, or you could call ExecuteMultiple once, with the 5 entity objects defined. This is useful if network latency is an issue. Let’s create a console app that creates 5 contacts using … Continue reading Using ExecuteMultiple C# in Dynamics 365

Using Upsert In C# Dynamics 365

In this post we will look at how to use Upsert to insert/update a record in Dynamics 365. Let’s say we have a contact in the system, Bob Smith: We would like to do an upsert on Bob Smith. To do this, we need to find his record using a key, so the system can decide whether to do the insert or update. To do this, we use Alternate Keys. … Continue reading Using Upsert In C# Dynamics 365

Using formContext in Dynamics 365

In Dynamics 365, the formContext provides a reference to a form or form item through JavaScript. The formContext is part of executionContext, and replaces Xrm.Page which is deprecated in version 9+ of Dynamics 365. The form context object model looks like: Let’s go through an example of using the formContext. Let’s add a script to a form when the form loads, for example, a Contact entity form. Let’s add a … Continue reading Using formContext in Dynamics 365

Hiding the Plus Button on a Subgrid in Dynamics 365

In Dynamics 365, on subgrids there is a plus button which can be used to add records. In some cases, you may want to hide this button from users. For example, let’s say on the Account form you would like to hide the + button on the Contacts subgrid: To do this, we can use the Ribbon Workbench application. Let’s first create a new solution and add the Contact entity … Continue reading Hiding the Plus Button on a Subgrid in Dynamics 365

Office 365 and Dynamics 365 Data Center Locations

To view where Office 365 and Dynamics 365 Data Centers are located, go to http://o365datacentermap.azurewebsites.net/: Select your region, for example, North America: Note there is an updated link to https://products.office.com/en-US/where-is-your-data-located?ms.officeurl=datamaps&geo=All: Select your location or Geo: For the US: