Category Archives: Technical

Open the respective Knowledge Base search result using the openSearchResult API

Introduction: Microsoft presents a range of client APIs that enable developers to interact flawlessly with Dynamics 365 CRM. One of its recent addition is the openSearchResult, which opens one of the knowledge base article listed as per the search in the search control. Now whenever we search for any article in knowledge based search control,… Read More »

Execute Commands Programmatically in PCF Dataset Component

Introduction: Recently, we came across a new method in PCF – retrieveRecordCommand. This method will help us to retrieve the related commands for specific record(s). It also gives the flexibility to retrieve only specific commands that the user wants to see. So, let’s see a scenario in which this method would come handy. Let’s say… Read More »

Create and Join Teams Meetings from Appointment in Dynamics 365 CRM

Introduction: In the new Microsoft 2022 release wave 1, many new features have been introduced. In this blog, we will learn about the functionality of Join team meetings from appointment in model-driven app feature. With this feature, users will be able to add and join Microsoft Teams meeting to the appointment in Dynamics 365 CRM… Read More »

How to Read the current Model-driven App details using client API references

Introduction: In a recent project while working on client-side scriptings, we had come across a requirement where we interact with Dynamics 365 CRM data using WebAPI and query expressions. In most cases, we needed the current Model-driven app AppId to build the WebAPI URLs. We had achieved this by using Dynamics CRM Client API references.… Read More »

Rich Text Support for All Multi Lines in Dynamics 365 CRM

Introduction Microsoft keeps introducing new enhancements from time to time. One such welcoming enhancement would be the Rich Text Editor. Earlier we noticed the introduction of Rich Text Editor in the Email body but recently we noticed that it is also available in the Description field of the Appointment entity as well. Out of curiosity… Read More »

How to use Invitation Id of Customer Voice Survey Invitation in Power Automate Flow

Introduction Microsoft introduced Customer Voice in 2020 to get feedback from customers and save it into Customer voice entities in Dynamics 365 CRM. Further, they also introduced new features in  Customer voice. Recently, I was setting up Customer Voice and creating its invitations using Power Automate Flow. Here, I came across an error when I… Read More »

How to send multiple attachments in email using Power Automate

Introduction In this blog, let us explore how we can dynamically retrieve the attachment files from notes and then send that attachment via email. To achieve the above requirement we have created one Power Automated Flow as follows: Step 1: Create one automated flow that is triggered on the Account entity record of the Create, Update, and… Read More »