How to hide OrgChart from Ribbon

I was posted a question by one of my colleague "how can he hide OrgChart from the ribbon". I had done this a while back but couldn't remember how did I do it but after doing some poking around on the ribbon I identified it and wanted to document the process and what better way…

Why is Entity read-only in Unified Interface

As you make the move from Web Refresh interface to Unified Interface and encountered an issue where the Entity is read-only in UCI but not in Web Refresh . This is true for system admins as well. The application is doing that because the Entity in question is configured as "Read-Only in Mobile". To resolve…

PCF Custom Control Builder

Now with PowerApps Component Framework for model-driven apps and PowerApps CLI generally available, I think the XrmToolbox plugin PCF Custom Control Builder will come very handy. This tool enables you to build Custom Controls with ease where you do not need to write the CLI commands. Most of the commands are consolidated into one button…

Upload file from Canvas App to SharePoint

I had run into a requirement where user wanted to upload a document in CRM but implement a naming format for the file uploaded. Things got little tricky as one Account can have multiple files based on a it's relationship with a particular custom entity and the documents should be uploaded and available on Account…

Configuring Password Reset in D365 Portal using Azure AD B2C

Previously I have written a detailed blog on how to setup Azure AD B2C authentication on CRM Portals and also have a post that lists any possible issues you might face during the setup and how to resolve them. Now, let's look at how to setup Password Reset on CRM Portals that use Azure AD…

How to create sandbox using new Interface

With the new license changes you can create multiple sandbox instances using the new interface. Even though you have the ability to create multiple instances; the process itself doesn’t seem to be intuitive. Below are the following steps you will need to perform for creating a sandbox instance. Ensure you already have at least one…

%d bloggers like this: