Category: Dynamics 365 Customer Engagement (CRM)

Dynamics 365 Conditional Branching in Business Process Flows

In this post, we will look at how conditional branching works with Business Process Flows in Dynamics 365. Let’s create a new BPF: We will call it Account Conditional Flow, and run it on the account entity: Let’s create a new Stage. Rename it to Stage1: And we will create add a new condition by clickind Add Condition, then selecting the + sign next to the Stage: We see our … Continue reading Dynamics 365 Conditional Branching in Business Process Flows

Calling a Dynamics 365 Action from JavaScript using Xrm.WebApi.online.execute

In this post, we will continue with our example of calling a Dynamics 365 action from JavaScript, this time using the Xrm.WebApi. In the previous example, on saving a case, we would call an action to send an email to a developer if the title of the case contained the word “bug”. The action would accept 2 inputs, a “to” user and a “from” user to send the email to … Continue reading Calling a Dynamics 365 Action from JavaScript using Xrm.WebApi.online.execute

Translating and Renaming Dynamics 365 Artifacts into Other Languages

In this post, we will look at how to translate and rename Dynamics 365 artifacts for other languages or for localized meanings. For example, let’s say Dynamics 365 is running Spanish, and we see the words Cuentas and Cuenta for customers: Let’s say we want this to say Clients and Client instead (not Spanish but let’s use it for the demo). In Customizations, create a new solution and add the … Continue reading Translating and Renaming Dynamics 365 Artifacts into Other Languages

How to Install Languages in Dynamics 365

To install languages in Dynamics 365, go through the following steps. First, go to Settings->Administration and select Languages: You will see a list of languages. Let’s install Spanish, by selecting it: You will see “This operation will either enable or disable the selected languages for your Organization.” Click OK: You will see below. This may take some time to complete: Once complete, the language will show as Enabled: Go to … Continue reading How to Install Languages in Dynamics 365

Forcing Unified Interface Only Client in Dynamics 365

In Dynamics 365, there are applications running on the legacy Web Client and those running on the Unified Interface (or Unified Client Interface). There is a way to default users to only run apps on the Unified Interface. To do this, go to System Settings and find the setting Use the new Unified Interface only (recommended): Now, when you go to your Dynamics 365 url, you will see a list … Continue reading Forcing Unified Interface Only Client in Dynamics 365

Client Side Validation for Dynamics 365 and Power Apps Forms With JavaScript and Business Rules

In Dynamics 365 and Power Apps, when we create forms we will probably require users to fill out certain fields. Fields are defined as Business Required, Business Recommended, and Optional. Required fields mean the user needs to enter data into the field before a record can be saved. The Dynamics 365 Power Platform field definition allows us to set which types of fields fall into which category. Once these are … Continue reading Client Side Validation for Dynamics 365 and Power Apps Forms With JavaScript and Business Rules

URL Changes for Unified Client Interface Apps vs Web Client Apps

In this post, we will take a look at how the URL formats are different in new Unified Client Interface Apps, vs the older legacy Web Client. This may come in useful when you are upgrading to the new Unified Interface, in places where you are building a URL dynamically or in a static way. Dashboards Unified Interface https://crm971021.crm.dynamics.com/main.aspx?appid=e7a248bf-f35b-ea11-a811-000d3a5698d2&pagetype=dashboard&id=2701de60-8f2a-48a4-8262-4a35ca7441fa&type=system&_canOverride=true Web Client Note – this is without the navigation bars: https://crm971021.crm.dynamics.com/main.aspx?pagetype=dashboard&id=2701de60-8f2a-48a4-8262-4a35ca7441fa&type=system&_canOverride=true#598527068 … Continue reading URL Changes for Unified Client Interface Apps vs Web Client Apps

Create Data Export Profile Failed Error with Data Export Service

When using the Data Export Service, you may run into the following error when creating a new profile: “Create Data Export Profile failed. Following tables or stored procedures or user-defined types with the destination prefix {0} already exist in the database: TABLE : dbo.AttributeMetadata,dbo.GlobalOptionSetMetadata,dbo.OptionSetMetadata,dbo.StateMetadata,dbo.StatusMetadata,dbo.TargetMetadata. TYPE : dbo.StateMetadataList,dbo.StatusMetadataList,dbo.OptionSetMetadataList,dbo.TargetMetadataList,dbo.AttributeMetadataList. PROCEDURE : dbo.UpsertAttributeMetadata,dbo.UpsertGlobalOptionSetMetadata,dbo.UpsertOptionSetMetadata,dbo.UpsertStateMetadata,dbo.UpsertStatusMetadata,dbo.UpsertTargetMetadata. . Please delete these database objects before you create the profile.” In this case, these tables already exist in the … Continue reading Create Data Export Profile Failed Error with Data Export Service

Updating Bulk Data using the Bulk Data Updater in XrmToolbox

In this post, we will look at using the Bulk Data Updater by Jonas Rapp to update data in bulk in Dynamics 365. First, download the XrmToolbox and install the Bulk Data Updater: Open it up: You will see: Now, we can use FetchXML Builder to create a FetchXML query to retrieve the records we want to update. This is very useful to return a subset of data, ensuring we … Continue reading Updating Bulk Data using the Bulk Data Updater in XrmToolbox

How to Use Custom Status Reasons with Transitions in Dynamics 365

In this post, we will look at how to use custom status reasons and status reason transitions in Dynamics 365. Status Reason Transitions are a way to configure how Status Reasons work in the system. Let’s take a look. First, we should understand that not all entities in the system have custom status reason transitions, but they do have status reasons. For example, the account entity has a field called … Continue reading How to Use Custom Status Reasons with Transitions in Dynamics 365