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…

Resolved: Portal Authentication error using Azure B2C

If you have already configured the Portal to use Azure AD B2C but still getting error; something like shown below then follow along to know how to debug and resolve it. There could be several reasons and lets understand what happens behind the scene that will help debug the problem. When a new user signs…

Configuring D365 Portal Authentication using Azure AD B2C

Well most of us have been configuring or rather not doing any configuration with authentication and have been using local authentication. But believe me if we spend more time configuring the Portal Authentication to use Azure AD B2C you will get more secure and more user management capabilities. First thing you will need is Azure…

Create custom action cards in D365 CE

Today I tried my hands on creating a custom action cards in Dynamics CE using Microsoft Flow. This feature is still in Preview First navigate to "Settings" and under "System" find and click "Sales Insights". This will take you to AI setup screen. Before we start creating custom cards you may want to enable "Assistant"…

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