PowerDynamics

 In this blog we will try to understand Advance Find in Dynamics CRM. After you click on the funnel, a new window "Advance Find" opens up. If we select any existing view, the filter is not editable, click on Details to edit the same. Let as an example create a new view for Account Table with filter created by equals current user. Click on New or select new from the "Use Saved View" dropdown. Select the field and the filter condition Click on Results , to view records created by current user There are also a list of options/tools that we can perform on the results. Majorly used options are Run Report, Run flow, Export Data. We can also create new record or set regarding to record from here. We can go back to the query by clicking on Advance Find. Click on Save to Save the view, here we are asked for View name and description. If we edit an already existing view, we will have to click Save As to save the view as new. We can see our saved view by clicking on Saved Vi...

  Introduction :  When we add a new row in dynamics CRM, we might end up using the lookup data reterived in previous action. There might be times when the previous record has returned a null. In such cases we get the error-    {    "error" : {      "code" :  "0x0" ,      "message" :  "The supplied reference link --  contacts () -- is invalid. Expecting a reference link of the form /entityset(key)."   } }     For this example; I was creating a new record and wanted to use the Account and its contact as lookup in my new record. The reterived Account did not have a contact and so my flow failed.   Solution :  Use the below if condition, if(empty(triggerOutputs()?['body/_primarycontactid_value']), ' ', concat('contacts(',triggerOutputs()?['body/_primarycontactid_value'],')'))   In this conditio...

  Introduction :  Leadfeeder provides details of companies visiting your website, you can integrate the same to D365 CRM.    STEP 1: Login to LeadFeeder; On the right corner click on your Account and then on Settings. You will see the below screen, click on Account to see all possible integrations.  Click on Dynamics 365 STEP 2: Follow the integrations given on the page, click on the solution to download and then import to your CRM Environment. After publishing, add your CRM URL on point 2 and click authorize on point 3. The Sync process will start and you will be able to see below screen  You can make changes to settings are per your requirements. The auto sync works once per day, you can choose to Sync now. In case of issues, you can Reconnect or Remove the Integration as well.

  Introduction : In this blog we are going to see how we can create an HTML Table from SharePoint List. Here is an example of SharePoint List.   Solution : You can trigger the flow as per your requirment. Also, in this example I am retrieving all items in the list, there are filter options avaliable. Use action: Get Items   We will first initialize an array variable and then append all list values to array variable in loop. Finally we create an HTML Table from the Array.    

  Introduction :   When an appointment is closed in D365 CRM, the appointment is not editable. There can be a requirment when Users wish to edit the closed appointment and add some missing data. This can be achieved by adding a new button on the Appointment form.   Solution :   Add a new button and use below JavaScript. var AppointmentForm =  {        setActive:function(primaryControl)  {         var formContext= primaryControl;         var status= formContext.getAttribute("statecode").getValue();         if (status==1)         {             formContext.getAttribute("statecode").setValue(0);             formContext.getAttribute("statuscode").setVal...

  Introduction :  We have been using Action-Condition for IF in Cloud flow, while this is easy to use, it ends up making your flow bigger in size. Instead if we just need to validate conditions,  we can use expression to do the same checks.   Solution: Add a compose action>> Go to Expression>> Add if()     Example: If(empty(field),'No Data', 'Data found')   Nested IF Example: If(empty(field),'No Data', if(equals(field,'xyz'),' XYZ Data', 'Data Found'))   Input: Account with Name XYZ is created. Action:   Output:  

  Introduction: When we trigger a flow on Email Activity or retrieve email activity. However that does not provide us the recipient details of the email. Recipient details are stored as part of Activity  Party.    In this blog, we will understand how to retrieve the Email Recipients from the activity party of the email.   Solution: From Email messages you will get activity party. Reterive Activity Parties of that ID. Use Filter Array Action to get only the type of recipient you need. If you do not know the Partition type mask, you can check the output of List rows and read the formatted value. The Filter array output will you party type and party ID. In my case the party type was Users so I have used Party ID as input to get the User record.   Based on your party type and requirements, you can make use of the party id value which basically is your recipients