Category: Dynamics 365 Customer Engagement (CRM)

How to Fix the Binary Operator with Incompatible Types WebApi Error in Dynamics 365

In this post, we will look at how to fix the error “a binary operator with incompatible types was detected. Found operand types ‘Microsoft.Dynamics.CRM.account’ and ‘Edm.Guid’ for operator kind ‘Equal’”. This error occurs when trying to access the WebApi. There are at least a couple of scenarios where this error can happen. Let’s look at these. The first scenario is when you are trying to select a record by filtering the Id. … Continue reading How to Fix the Binary Operator with Incompatible Types WebApi Error in Dynamics 365

Bulk Edit of Records in Dynamics 365

In this post, we will look at how the bulk editing of records works in Dynamics 365. Let’s create a new entity. Go to the Power Apps maker at https://make.powerapps.com and let’s create a new solution: We will call it Bulk Edit Test: Now let’s create a new Table / Entity: The table will hold a list of students: Now let’s go to /apps and create a new app: Click Done: … Continue reading Bulk Edit of Records in Dynamics 365

Focus on a Tab using JavaScript in Dynamics 365

Let’s look at JavaScript code to move a user to a specific tab in Dynamics 365 / Power Apps. Below on the Account record I have these tabs – Summary, Project Price Lists, General etc: Let’s go to the General tab when something happens, like changing a field value. The General tab is called Partner_Details: Here’s the code is below. Be sure to pass the execution context: Now we start … Continue reading Focus on a Tab using JavaScript in Dynamics 365

Change the Color of Business Process Flows to Power Apps Purple

In Dynamics 365 / Power Apps, the Business Process Flow color out of the box is a hex color #E83D0F. Closer up: Let’s change this to “Power Apps Purple”, which looks kinda like it’s hex code #742774. Go to Settings->Customizations->Themes: I’m going to clone the CRM Default Theme: We need to change the Accent Color: To: Publish the theme so it’s the default applied theme: The BPF now has the purple … Continue reading Change the Color of Business Process Flows to Power Apps Purple

Using JavaScript to Go to Next Stage in Business Process Flows

Let’s take a look at how to move a Business Process Flow to the next stage using JavaScript. If you prefer the video version, check out and subscribe to my YouTube channel: Go to https://flow.microsoft.com and select to create a new Business Process Flow: Let’s call it Account BPF: We see: Let’s make 3 stages – Stage 1, Stage 2, Stage 3: . We will add some fields for each … Continue reading Using JavaScript to Go to Next Stage in Business Process Flows

How to Update Dynamics 365 to 2020 Release Wave 1

The Dynamics 365 2020 Release Wave 1 Preview is now available in early access to activate in your orgs. The roadmap from Microsoft looks like below: You can read about some of the features in the link here: https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave1/index And access the PDF on the release here: https://go.microsoft.com/fwlink/?linkid=2116924 To install the release, which you may want to test out on a trial org, head to the Power Platform Admin Center … Continue reading How to Update Dynamics 365 to 2020 Release Wave 1

Overriding the RetrieveMultiple Integration Pattern Updated for Unified Client Interface

In a previous post in 2017, we looked at how to override the RetrieveMultiple through a plugin to display data in Dynamics 365 / Power Apps. We will now revisit this post to show how to use the same pattern when dealing with Unified Client Interface apps, where the old code didn’t work. This will be useful if you’re running the old code and are migrating to unified interface apps. … Continue reading Overriding the RetrieveMultiple Integration Pattern Updated for Unified Client Interface

How to Embed Forms Pro Inside a Power Apps Canvas App

Previously, we looked at how to create a survey using Microsoft Forms Pro. In this post, we will look at how to embed a Forms Pro survey inside a Power Apps Canvas App. This can be very useful if you want people to fill out surveys using an app, which can be very convenient. If you prefer to learn by video, check out my YouTube channel video: First, log into … Continue reading How to Embed Forms Pro Inside a Power Apps Canvas App

What is Microsoft Forms Pro and How to Use It for Enterprise Forms and Surveys

In a previous post, we looked at how to create a survey using Microsoft Forms to capture feedback. In this post, we will look at Microsoft Forms Pro, an enterprise solution from Microsoft for creating forms and surveys. We will create an example of a survey and the different types of questions that can be asked. To use Forms Pro, log in at https://formspro.microsoft.com/ and sign in: You may see the Microsoft … Continue reading What is Microsoft Forms Pro and How to Use It for Enterprise Forms and Surveys

How to Call Microsoft Power Automate Flows from a Business Process Flow

Did you know you can call Microsoft Power Automate Flows directly from Dynamics 365 Power Apps Business Process Flows? In this post, we will look at how to do just that. It’s a useful feature if you want your users to be guided through knowing when to run a flow in a particular business scenario. If you prefer to watch the video on this, check out the video on my … Continue reading How to Call Microsoft Power Automate Flows from a Business Process Flow