Recently, I saw Canvas App control in the list of custom control and thought of giving it a try. So, let's see how to go about it. Steps to perform You would need a new field to be created in CRM that can hold the App Id Add that field on the form where you…
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RESOLVED: setEntityTypes method not working in UCI
I came across an unusual scenario where setEntityTypes method was working in a regular web interface but that method was not honoring the list of entities specified in a Unified Client interface instead showing all the list of entities. To debug it I removed the method call for setEntityTypes and tried to use the entity…
Azure AD Authentication with Dynamics CRM
People have been asking me on how to setup Azure Active Directory Authentication in order to authenticate D365 without using username and password; especially when you want to write the authentication in a sandbox mode. Let's take a look at it. First you would need to register your App in Azure Active Directory. App Registration…
Automate task creation on User Story in Azure DevOps using Flow
Are you tired of creating multiple duplicate tasks on a user story in Azure DevOps? There is a way to easy that process - by using Microsoft Flow. Let's take an example where we want to create tasks on some user stories which may need testing. We have determined 3 common tasks related to testing:…
Associate & Disassociate lookup data using CRM WebApi
The new CRM WebApi changes has been great to work with. Using the Web API verbs makes things easy to understand and develop. I always love working with Web APIs. While most of the verbs are easy to understand and use, associating and disassociating a lookup attribute on an entity has to be done in…
Add editable embedded form on parent CRM form
Few days ago one of my senior colleague asked me if we can embed editable form on parent CRM form. For example, embedding an editable Contact form inside of Account form. Well, I haven't done this before but wanted to give it a try. This is a very unusual scenario but I was able to…
Azure Attachment Storage in CRM
If you are running out of space for your CRM; you might want to consider moving attachments from Notes and Emails to Azure Blob storage. Azure Blob storage is an cost effective way to storing attachments and Microsoft has a CRM add-on called "Attachment Management". Click here to navigate to the Attachment Management solution in…
How to create SAS Key for Azure Storage
Navigate to your Azure Storage account Click on "Shared access signature" Select your date range (on the end date SAS Key will expire) Click "Generate SAS and connection string" You can now see three things created Connection string SAS Token Blob service SAS Url
Automatically move Attachments from CRM to Azure Blob
Once you setup "Azure Attachment Storage" application in CRM; you can use the "Report and Admin" link to move the existing attachments from CRM to Azure Blob. But the drawback of that is after every few minutes it stops - due to the plugin limitations. And if you have lot of attachments it may take…
Recreate “My Apps” on Default Sitemap
On some instances I have found when the instance is upgraded from v8.2 to v9.0 you may not see some options on Sitemap which you see in vanilla CRM with v9.0. Most of the options are easy to put it back on the sitemap except one that goes missing after an upgrade - "My Apps".…
Power Maverick 