Category: Dynamics 365

The Real Reason Your Dataverse Entity Is Missing in Goal Rollup Queries

If you’ve worked with Goals, Goal Metrics, and Rollup Queries in Microsoft Dynamics 365 / Dataverse, you may have faced a frustrating issue: Your custom entity does not appear in the Entity Type dropdown while creating a Goal Rollup Query (goalrollupquery). I recently spent nearly 1–2 days debugging this, trying every possible entity setting, checking … Continue reading The Real Reason Your Dataverse Entity Is Missing in Goal Rollup Queries →

Build a Smart Mobile Phone Field for Dynamics 365 — Country Flags, E.164 Validation & One-Tap Actions

Reading time: ~5 minutesAudience: Dynamics 365 developers, Power Platform makersTech Stack: PCF · React · Fluent UI · libphonenumber-js Managing phone numbers inside Dynamics 365 is something every sales and support team deals with daily. Yet the default phone field experience is still extremely basic. No country picker. No proper validation. No quick actions. No … Continue reading Build a Smart Mobile Phone Field for Dynamics 365 — Country Flags, E.164 Validation & One-Tap Actions →

Sending Tracked Emails with Attachments from Dataverse using Power Automate

If you’ve ever tried sending emails from Power Automate using the Outlook connector, you’ve probably realized one big limitation — those emails are not tracked in Dataverse. So, if you ever need to know which record triggered which email, good luck searching your Outlook Sent Items — it quickly becomes a nightmare! In this blog, … Continue reading Sending Tracked Emails with Attachments from Dataverse using Power Automate →

SpeechToText PCF Control for Dynamics 365 & Power Apps

In today’s fast-paced world, typing every little detail into CRM can feel like a chore. Whether it’s capturing meeting notes, customer feedback, or service visit details, time spent typing is time taken away from engaging with clients. That’s where my new PCF Control — SpeechToText comes in. What is the SpeechToText PCF Control? The SpeechToText … Continue reading SpeechToText PCF Control for Dynamics 365 & Power Apps →

Replace Long URLs with Hyper Link Button in Dynamics 365

Introduction If you’ve worked with Dynamics 365, you already know the struggle of handling URL fields. They’re great for storing links, but when those links come from integrations or backend logic, they often look messy — full of encodings, query strings, and random parameters. For end-users, these long links are not only hard to read … Continue reading Replace Long URLs with Hyper Link Button in Dynamics 365 →

How to Install and Use the Amount Value or Number to Words PCF Control

In this blog post, I'll guide you through the process of installing and using the Amount Value or Number to Words PCF Control. Step 1: Navigate to the Quantril GitHub Repository Go to the Quantril GitHub repository using the link below: https://github.com/Quantril/Number-To-Words-Converter Step 2: Go to the Releases Section Once you're on the GitHub page, … Continue reading How to Install and Use the Amount Value or Number to Words PCF Control →

Fixing Soft Delete Issues in Custom Connectors

Recently, we attempted to deploy a solution from our Development Environment to the UAT Environment and encountered a peculiar issue. Let me explain our use case. We developed a custom connector that integrates with SAP on AWS. This connector was thoroughly tested and deemed ready for UAT release. We had a solution that included this … Continue reading Fixing Soft Delete Issues in Custom Connectors →

Marketing Form to Contact in D365 Marketing

Step 1 : Login to D365 Marketing and Navigate to Outbound Marketing > Internal Marketing >Marketing Form Step 2: Click New and select Template for Marketing form. Step 3: Make sure the Form Type is landing Page and Update Contact/Leads is set to onlyContacts. Change the Name if require. Step 4: Now add or modify … Continue reading Marketing Form to Contact in D365 Marketing →

[Project Operations Error] – Project Task Issue.

Recently i found one issue while working on Project Task, When i created on Project i added some resource and also wanted to assign some task to those resource.I added one task, assigned to one resource and added that task to one bucket called "To-Do" and was able to add it successfully. Adding bucket to … Continue reading [Project Operations Error] – Project Task Issue. →

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[D365 Project Operation] How to Correct Duplicate Invoices

Scenario : There is one invoice with number (INV-02403-B7F0H3) where amount is $ 23,908.and Due to System issue, it Created Duplicate Invoice with number (INV-02402-R5S8B9) where amount is same $ 23,908. Both the invoice are moved to Finance and operation and both invoice proposal are posted in FNO. Now we need to correct these invoices. … Continue reading [D365 Project Operation] How to Correct Duplicate Invoices →

How to limit the responses in Microsoft Forms or send email on behalf of DL?

Hi All, Welcome,Today we will see how to limit the number of responses in Microsoft Forms aka Customer Voice. We have a survey, and customer can fill and submit this survey. But, Requirement is to allow only first 5 customer to reply not more than that. So Before this brand new customer voice product, this … Continue reading How to limit the responses in Microsoft Forms or send email on behalf of DL? →

Customer Feedback from Microsoft Forms Pro to MS Dynamics 365 CE via Microsoft Automate

Hello and Welcome!Today we will know how to leverage Microsoft Flow Pro surveys to get Customer Feedback in CRM for each case. So Requirement is, Whenever the case is resolved or Closed, We want the customer feedback on the product or services provided to them.Create Simple Microsoft Form Pro. You can follow my blog here … Continue reading Customer Feedback from Microsoft Forms Pro to MS Dynamics 365 CE via Microsoft Automate →

Integrate Microsoft Dynamics 365 CE with Python 3.6

Hello and Welcome! Today we will see how we can integrated Microsoft Dynamics 365, Customer Engagement with Python using Odata Web API. Python is very powerful and so its use for modern application is irreplaceable, Be it Web App, Mobile App, Desktop App or Any Machine learning project as a whole. Lets get started. Basically, … Continue reading Integrate Microsoft Dynamics 365 CE with Python 3.6 →

MS-CRM On-Premise Access Team Error – “The name for this record conflicts with an existing record name. You must use unique name”

Hello and Welcome. To know what is access teams and how it works please refer below linkhttps://www.inogic.com/blog/2013/10/access-teams-in-crm-2013/Recently while working on CRM On-Premise Environment i faced one issue and solution was no where on internet. 1. Issue Background : > We have accounts and access teams. > Through access teams we are giving access to user … Continue reading MS-CRM On-Premise Access Team Error – “The name for this record conflicts with an existing record name. You must use unique name” →

MS-CRM Access finder from Fetch XML based API

Hello and Welcome! Today you will have something which is not there on internet. Access Finder through Fetch XML based API or SDK. What i mean by access finder> Access finder as in if someone wants to know on specific entity what access does user has and what all privileges and also from which security … Continue reading MS-CRM Access finder from Fetch XML based API →

Grant Access using Web API for External Application

We recently had a Requirement to share a record using Web API. Situation :  Front End Application is developed in HTML and is integrated with CRM using CRM exposed Web API. As every entity expose API. Performing CRUD become simple using those API.But what about sharing a record with teams or user? One of the challenge … Continue reading Grant Access using Web API for External Application →