Introduction Integrating Dynamics 365 with Azure Functions provides a powerful way to automate business processes and connect external applications with your CRM system. In this guide, we’ll explore how to create new records in Microsoft Dynamics 365 using an Azure Function App with an HTTP trigger. This approach enables developers to expose lightweight, scalable APIs... Continue Reading →
Error: Guest user access is restricted in the organization
Issue: After a recent Microsoft update, guest users are unable to log in to the Dynamics system, receiving the error message: "Guest user access is restricted in the organization." Solution: This issue is occurring because Microsoft has recently introduced a new Public Preview feature called "Block guest user access" within the Identity and Access Security... Continue Reading →
Merge Related Table Rows Text Column in Power BI
Scenario: In the Power BI report, we aim to display all technology names associated with the current project using a card or any other visualization. The technologies are stored as a sub-grid within the Project form, with a many-to-many (N:N) relationship between Project and Technology, implemented through the bit_technology_project table. Issue: In Power BI, the... Continue Reading →
‘Attachment is Not a Valid Type or Too Large’ Error When Creating Notes
Issue: When attempting to attach a file in Notes of Dynamics 365 record, the following error occurs: "The attachment is either not a valid type or is too large. It cannot be uploaded or downloaded." This prevents users from successfully uploading or downloading the attachment. Solution: This issue typically occurs due to file size limitations... Continue Reading →
Set Advance Setting Redirection Behavior
The Power Platform Environment Settings app replaces the legacy web client experience, offering a unified interface for application developers to manage settings within their applications. It maintains the same level of security, access control, and extensibility as the previous system, while streamlining the process. The rollout of this feature is phased, starting with the replacement... Continue Reading →
Restore Deleted Dataverse Records Using Recycle Bin
In Microsoft Dataverse, it's common for users to delete records or transactions as part of routine business operations. These deletions can occur either manually or through automated processes and may be intentional or accidental. Records can be deleted using various methods such as single selection, multiple selections, or bulk deletion, all of which can lead... Continue Reading →
Query Builder Error When Deleting Time Entry
Problem: As a result of the Microsoft Project Operation Update 4.106.0.25, we're encountering a Query Builder Error when trying to delete a time entry. Upon reviewing the logs, we found that the Microsoft.Crm.AuditMonikerMessagesPlugin is failing with the error message: "The specified field 'msdyn_createdbycopilot' does not exist in Microsoft Dynamics 365." Solution: This plugin is activated... Continue Reading →
Monitor Performance For Cloud And Desktop Flows
The "Monitor Performance for Cloud and Desktop Flows" feature, released in Microsoft Wave 2 2024, introduces several powerful capabilities for enhanced automation oversight: Unified Dashboard: Access a single, consolidated view to monitor and analyze the performance of your automation workflows across both cloud and desktop environments. Trend Analysis: Identify top trends in your automation assets,... Continue Reading →
Moving Power Portal Records
Problem Statement: In today's digital age, organizations are constantly seeking ways to streamline their processes, enhance user experiences, and make data management more efficient. One area where this need is particularly evident is in the realm of customer and partner interactions, often facilitated through web portals. Microsoft Power Apps Portals, a component of the Power... Continue Reading →
Retrieve Calendar Rules in Plugin, Action or Custom API
Discover how to simplify Dynamics 365 calendar management by harnessing the power of retrieving calendar rules in plugins, actions, and custom APIs. This blog explores the process of accessing calendar rules in Dynamics 365 and highlights the benefits it offers organizations. Gain insights into customizing scheduling processes, leveraging plugins, actions, and custom APIs for enhanced flexibility and control. Whether you're a developer or administrator, this blog equips you with practical knowledge, real-world examples, and the potential to automate workflows, improve resource allocation, and maximize productivity. Join us on a transformative journey to efficient calendar management and operational success in Dynamics 365.
Unleashing the Potential: Whisper API’s Speech-to-Text Conversion
Unleashing the Potential: Whisper API's Speech-to-Text Conversion. Multilingual, customizable, with detailed documentation. Transform spoken language into written text effortlessly.
Handle Open Operation Set issue using Disposable Interface
Problem Statement: In C# code, if an exception or error occurs while adding operations to an Operation Set, it remains in an Open state. Since each user has a limit of 10 open Operation Sets, exceeding this limit causes other Operation Sets to fail. To address this issue, the Disposable Interface can be used to... Continue Reading →
Create virtual tables from SQL tables or SharePoint Lists within the Maker Portal
Description: The new Virtual Table creation wizard has simplified the process of creating Virtual Tables from SQL or SharePoint for users. With this new feature, developers no longer need to spend time and effort writing plugins or code to establish connections with SQL Server and SharePoint. The process of creating Virtual Tables has been streamlined,... Continue Reading →
Power Platform Pipeline
If YMAL code restrict you to set the pipeline for solution movement. Microsoft bring a feature which will solve your issue by just doing few setups in the Power Platform admin center. Now you will be able to move the solution into the environments,
Create and edit tables using the table designer in PowerApps Studio
Feature: Power Apps Studio's table designer allows you to conveniently create and edit Dataverse tables within your canvas app, eliminating the need to switch to a separate application. Additionally, you can seamlessly interact with data directly within the table. By using the table designer in Power Apps Studio, you can now create and modify Dataverse... Continue Reading →
Delete disabled/deleted AAD users from Dynamics
Problem Statement: Microsoft Dataverse disables users when we delete user from Azure Active Directory or the Microsoft 365 admin center. However, these disabled users still occupy space and holds historical records. To overcome this issue, Dataverse offers a feature that enables the removal of disabled users. Solution: Microsoft has introduced new feature to delete disabled... Continue Reading →
Set Key Vault Reference to Azure Function
Problem Statement: We cannot store secure values like client ids/secrets, connection strings, references, credentials, etc. directly in Azure Function configuration or code. We can use Key Vault to store these values needed in Azure Function. Azure Key Vault is a cloud-based service provided by Microsoft Azure that allows users to securely store and manage cryptographic... Continue Reading →
Expand Calendar Control in Cloud Flow using Custom API
Problem Statement: To utilize the Expand Calendar feature in Cloud Flow, it's necessary to invoke the Dynamics API. However, this entails exposing the Client ID and Secret, which raises security concerns. To avoid this, a more secure alternative is to use a Custom API. Solution: Scenario: In this scenario, I am trying to retrieve Total... Continue Reading →
Compressing Image Attached in Notes
Problem Statement: Sometimes user has to upload or attach image inside Notes Section of Form. When user uploads any Image in Notes, dynamics stores image in Base 64 form. As frequency of uploading/attaching images increase then it will also increase the size requirement in CDS. To reduce the size requirement in CDS, we can compress... Continue Reading →