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Continue reading →: D365 Integration – Handling concurrent transactions
In one of our integration requirements, we got to make sure that there wont be any concurrent updates/deletion to the records, to avoid data loss. As an example, lets assume a Record 1 was retrieved by users U1 and U2 and both want to update ‘Name’ field same time, in this scenario…
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Continue reading →: D365/CRM – Document Template – Missing entity relationship
Other day, I was configuring a ‘Document Template’ for a custom entity (Acknowledgement) which has a 1:N Relationship with Contact entity. For some reason, the Relationship was not showing up in the ‘1:N Relationship’ grid of the ‘Document Template’ configuration screen. Reason & Fix: The relationship ‘Searchable’ field was set…
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Continue reading →: CRM (on-prem) – Entity reference cannot have Id and Key Attributes empty error
We encountered below exception from a custom workflow activity in our Dynamics CRM on-prem 8.2.3 application. Reason and Fix: Error message states that the ‘Output’ argument defined in custom workflow activity was returning ‘Null’. I have below output argument of type ‘Lookup’ defined in my custom workflow activity but it…
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Continue reading →: Web Development – Useful jQuery Syntax’s
In this article, I am compiling the useful jQuery syntax’s which comes handy during your Dynmaics/ADX portal development or any other web development. Prerequisite Add jQuery library to your web page using <script> tag. You can get the jQuery CDN here Get Operations: Get HTML element by Id $(“#HTMLelementId“) Get…
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Continue reading →: Dynamics Portals – Add Download feature to the Forms
In my previous article I’ve explained the Portal styling using Metadata option. This article is the extension to the styling article, where I will explain how to add ‘Download’ feature to the Form. I am going to use the ‘Registration’ form as an example, and will see the steps to…
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Continue reading →: [Dynamics CE] Configure and automate Document Template generation
In this article, lets see how to configure ‘Document Template’ on ‘Contact’ entity and automate the template the generation using OOB ‘SetWordTemplate‘ Action from a Workflow. Configuring ‘Document Template’: Form Dynamics application, navigate to ‘Settings -> Templates -> Document Templates’. Create a new Template and choose ‘Filter by entity’ as…
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Continue reading →: Dynamics Portals Styling – Design Forms with rich text and images
Its pretty common requirement in Portals to design the forms with rich text along with images. One option to achieve this is by adding ‘Web Resources’ with HTML content to Dynamics forms. The downside of using ‘Web Resource’ is that it adds a white space towards the end. In this…
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Continue reading →: ‘Address Suggestions’ in Portals using Esri ArcGIS
In our Dynamics Portals, we got a requirement to show ‘Address Suggestions’ as and when the end user start typing the address. We implemented the solution by consuming the Esri ArcGIS mapping service, from our Portal’s web page. In this article lets see how to implement this at a high level.…
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Continue reading →: [Code Snippet] Dynamics Post Assign Plugin
This article is a response to one of the blog questions. Below is the code snippet for Post Assign (i.e., Ownership change) plug-in. In the ‘Post Assign’ plug-in you get 2 Current record as ‘Entity Reference’ in ‘Target‘ attribute. Records new Owner (i.e., Owner or Team) in the ‘Assignee‘ attribute.…
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Continue reading →: C# Error while calling API – Could not create SSL/TLS secure channel
Other day, we were getting following error while calling SSL enables 3rd party API from C# console. The request was aborted: Could not create SSL/TLS secure channel Fix: Add below statement before making your API call, which validates the SSL certification. ServicePointManager.ServerCertificateValidationCallback = delegate (object s, X509Certificate certificate, X509Chain chain,…
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Rajeev Pentyala – Technical Blog on Power Platform, Azure and AI 