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 →

Number to Words PCF Control

Hello and Welcome! Today, I'm excited to share with you a PCF Control that I recently created. This control is designed to help businesses display currency values in words, and it might just be the solution you're looking for!What inspired me creating this PCF? I was working with a global client that operates not only … Continue reading Number to Words PCF Control →

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 →

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 →

Create Client Secret and Client ID for OData connections

I know this is old thing and everyone knows how to do that but i did not find any blog on internet which describe the whole flow in single Blog. What is this post about? How to connect my external application developed in C#, Python, Java or even Postman with MS CRM and access its … Continue reading Create Client Secret and Client ID for OData connections →

Create MS CRM Form using C#

Yes, We can create MS CRM Form using C# Code. All you need is few lines of Code and one XML file which acts as a Form-XML. Steps : 1> Get Form XML or create one using below form XML.2> Create C# Console app3> Use below Code to create form in CRM Entities. Form XML … Continue reading Create MS CRM Form using C# →

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 →

Error : A binary operator with incompatible types was detected. Found operand types ‘Entity’ and ‘Edm.Guid’ for operator kind ‘Equal’.

I recently found this error while doing Xrm.WebApi.retrieveMultipleRecords() Requirement was to fetch multiple records based on related attribute. So i am having GUID of related record. Medical Record - Parent Entity, Medical Record lines - Child Entity.Also have downloaded the MetaData File. To know how to get metadata file check my blog here The Error … Continue reading Error : A binary operator with incompatible types was detected. Found operand types ‘Entity’ and ‘Edm.Guid’ for operator kind ‘Equal’. →

How to download metadata file From CRM?

Metadata file is file which contacts all the schema name and logical name of entities and fields. This Document has list of all names which can be used to query using JavaScript (Mainly). Where to find it. Go to CRM > Setting > Customization > Developer Resource Click Download OData MetaDataFind all attribute for Specific … Continue reading How to download metadata file From CRM? →

Create Business task Flow

There are two ways you can create Business task flow in MS D365. Way 1 : Directly in default solution from settings > process area Home Page Click Sales Go To setting > Process Click New process Add process Name Select process type as "Business process flow" Select Entity ##Important - Select Business process type … Continue reading Create Business task Flow →

Points to know about D365 Portals.

Points to Remember 1. You now have Unified interface App for Portal2. Change base URL anytime. Question Answers: 1) Can you Migrate Portal Configuration from one Environment to another?Yes, In version 9.0.10 it is now possible to move your portal between environments.2) Can we integrate Portal with Power BI?Yes, Login to instance picker, Click Application … Continue reading Points to know about D365 Portals. →

How Login Works in D365 Portal

Why Portal is best Choice?It give your users a simple view of Portal or their business data.Also because it saves your money for licensing cost.For E.G You have user base of lets says 1000 users, you purchased the license for each user and each user login in to CRM just to Create/view/Edit or delete some … Continue reading How Login Works in D365 Portal →

Calling Workflow In BPF

Things to consider.> You can trigger only workflow from workflow Composition.> Workflow which we want to trigger from action step or workflow composition must be On-Demand Workflow, No background or child workflow will work here >You cannot Copy,Cut and Paste Workflow step.> There is no specific Max Limit of workflow which can be called from … Continue reading Calling Workflow In BPF →

Action Step in BPF

Things to consider.> Action step you can trigger workflow as well as Action.>Action which we want to trigger must be allowed to run as a business process flow. Action which has option "As a Business Process flow action step" Selected. >Action with Input parameter as Entity, Entity Reference or Option sets are not allowed for … Continue reading Action Step in BPF →