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…

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…

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