Category Archives: Dynamics CRM

Formatting Output result for your actions in Custom Connector

Continuing with the series on Custom Connector, today I touch upon output results of your actions. If you have worked with any of the existing connectors including Common Data Service connectors, you will notice that when you choose an action like List or Read, the CRM record object returns individual field values of the record… Read More »

Match the theme of Dynamics 365 App in Power Apps Control Framework – Part 1

Power Apps Control Framework is what we are using these days for creating re-usable and configurable custom UI or components in Dynamics 365 Modal driven apps. When it comes to designing a component, the Fluent UI is another Microsoft’s tool that empowers developers to use built-in controls like Button, Date Picker, Label, Slider, Textbox, etc.… Read More »

Daily, Weekly, Monthly or Annually – Schedule and Automate Bills Generation in Dynamics 365 CRM/Power Apps with Recurring Billing Manager!

Do you find it hard to manage multiple billings in Dynamics 365 CRM? Do you find it tedious to keep track of overdue payments? Don’t look further! Recurring Billing Manager – our popular billing app for Dynamics 365 CRM/Power Apps is just what you need! With a new name, new look and a very user-friendly… Read More »

Link custom entity record with another entity using Timeline Post

Introduction Let’s consider a scenario, you have a custom entity called Resources and you want to link Resource 1 record in any other entity using Timeline post. So here, by default, you won’t be able to link custom entity record. You can see that by default, the below list of OOB entities are allowed to… Read More »

Auto Scheduling, Optimized Routes, Check In-Out, Radius search et al – One Stop Field Service Solution within Dynamics 365 CRM!

No matter how digital the world gets, door to door servicing is not going away anytime soon. The facility of booking a service like repair, delivery, consultation, etc. at our fingertips and having it at our door in minutes keeps getting more convenient with time. Customers today appreciate being treated as a priority and expect… Read More »

How to set or map null value in Lookup Field using Power Automate CDS Connector (Current Environment)

Introduction Power Automate is a powerful business application that allows the user to create and automate workflows across multiple applications and services without developers’ help. In this blog, we will explore how to set a lookup field as null while mapping the Lookup field with another record’s lookup field which has null value. We can… Read More »

Text Functions Action in Power Automate within Dynamics 365

Introduction Whenever we want to extract part of a string, a common question comes to mind -how do we achieve this? In Power Automate, previously we used to write some expression manually like split, substring and so on. But now, in the recent update of Power Automate, it now gives you prebuilt actions for text/string… Read More »

Get Parent Record ID Using Dynamics 365 CRM Client API

Introduction There are a number of client APIs provided by Microsoft that helps developers work seamlessly with D365. One such useful method is getPageContext() in Xrm.Utility that can be used to get page context as an object representing the page. In this blog, we will see how we can use this method. For an instance,… Read More »