Want to pass complex JSON to Custom API but don't know if it is supported? Let's find out.
Dataverse Custom API that supports complex JSON schema
Tag: CRM
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…
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"…
Using new Solution Checker in Dynamics CRM
Recently you might have noticed a new solution named "PowerApp Checker" installed in your Online CRM instance and wondering what it is all about. Well as the name suggests it checks your solution for any usage of code that was deprecated or any performance or security issues in the code. It checks the plugin code…
Embedded PowerApps in D365 CE using custom control
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…
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…
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…
Power Maverick 