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Continue reading →: Dynamics/ADX Portals – Create Notes using SDK
As part of an integration requirement, we had to create ‘Notes’ (i.e., Annotation) with attachment using SDK. Key Notes: ‘Subject’ and ‘Notetext’ field values of Portal Notes follows a specific pattern than that of Dynamics. Values must be set as follows: Subject – Note created on {DateTime.Now.ToString()} by {Portal User…
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Continue reading →: [PowerApps Portal (preview)] Build your first portal
PowerApps Portals, provides ability to build low-code, responsive websites which allow external users to interact with the data stored in the Common Data Service. Refer article for introduction. PowerApps Portals are in Preview now and lets see how to get started with a simple portal. Perquisites: Dynamics 365 trail Steps to build your first Portal:…
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Continue reading →: Post a File and Data to SandBlast API using Postman and generate C# code
We got a requirement to use SandBlast Threat Extraction process, for cleansing the files. SandBlast Threat Extraction, is a solution by ‘Check Point’ company, which removes exploitable content, including active content and embedded objects, reconstructs files to eliminate potential threats. ‘Threat Extraction’ Upload API, requires following parameters Header Authorization Content-Type…
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Continue reading →: HTML & JScript – Read and Encode file
We got a requirement in ADX portal, to read and convert the file content to Base64String , which eventually will be submitted to an external API. Below is the code snippet to read the File content, browsed using the HTML ‘File Upload’ control: function readFileAsText(){ try { // Read the…
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Continue reading →: Dynamics CE – Issue while updating ‘Annotation’ record using SDK
Other day, we encountered following error in our plug-in, which has the logic to retrieve and update the ‘objectid’ field (i.e., Associated record) of Annotation record. ‘new_myentity’ with ID XXX-XXXX-XXXX-XXX does not exists Below is the plug-in code: var entAnnotation=new Entity(“annotation”); entAnnotation.Attributes[“objectid”] = new EntityReference(“new_myentity”,”{GUID}”); crmService.Update(entAnnotation); We are trying to…
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Continue reading →: Office 365 Groups + Dynamics 365
In Dynamics 365 online, records can be owned by ‘Office 365 Groups’. Refer my previous article and following are quick notes. The administrator can create Azure AD group teams that are associated to the Azure AD groups in each of the Customer Engagement and Common Data Service environments and assign…
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Continue reading →: Working with Azure Active Directory (AAD) Groups in Dynamics Customer Engagement
In Dynamics 365 online, along with ‘Owner’ and ‘Access’ type, following types have been introduced in ‘Teams’. AAD Security Group AAD Office Group With these new ‘Team Types’, records in Dynamics 365 can be owned by AAD Groups. Lets understand what is Azure Active Directory (AAD) group and what’s the…
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Continue reading →: D 365 Managed Solutions – Delete Components from target instance using ‘Stage for Upgrade’ option
Assume that you have exported and imported a Managed Solution ‘A’ from DEV to TEST. The solution ‘A’ has 2 entities (E1 and E2) and got imported to Test instance. Now, because of a change in requirement, you no longer required E2 entity and need to delete that from TEST instance.…
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Continue reading →: [Step by Step] Dynamics 365 – Microsoft Forms Pro Survey Solution
Microsoft Forms Pro is an enterprise survey capability powered by both Office 365 and Dynamics 365. Forms Pro is built on Microsoft Forms, and it offers new capabilities that make capturing and analyzing customer and employee feedback simpler than ever. ‘Forms Pro’ will eventually replaces the existing Dynamics Voice of…
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Continue reading →: [Fix] Rollup field error – Record currency is required to calculate rollup field of type currency
I have added a new Rollup field of type ‘Currency’ to my existing custom entity ‘Customer’, which ‘SUM’ up the currency field’s data from related entity ‘Loan’. Post customization, when I open the existing Customer record, following error showed up on Rollup field. Reason: This error would occur, only those…
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Rajeev Pentyala – Technical Blog on Power Platform, Azure and AI 