Introduction: This blog explains how to resolve the “Custom Business Process Flow is not showing in model-driven app”. Scenario: We had created the custom Business Process Flow on the custom project entity which was not visible… Read More »[SOLVED]Custom Business Process Flow is not showing in Model-driven app.
Introduction: This blog will explain how you can embed the canvas app in the model-driven app form. We will see how to get the context of the current record of Dataverse(Common Data Service) in the… Read More »Embed Canvas App in Model-driven App form
In this blog, we will look at how we can display different business process flow based on user security role in D365 CE. Use Case: Implementation: register an Event On Form Load, as shown below:… Read More »Display different Business Process Flow based on user security role in D365 CE
Introduction: In this blog, we will understand how to create a case in D365 CE whenever an email is received to the queue. (Converting queue items to the case) Use Case: We have a queue named… Read More »Convert Queue Items to Case in D365 CE(Create a Case from emails)
Introduction: In this blog, we will understand how to assign security roles to the model-driven app. Use Case: In my example, I have a custom model-driven app named “Project Management” and a custom security role… Read More »Assign Security roles to Model-driven apps.
It can be frustrating when you are not able to Connect with the organization in XrmToolBox. 😞😓😓 In this blog, we will see how we can connect to the organization in XrmToolBox when the connection… Read More »[SOLVED] Not able to connect to the organization in XrmToolBox.
In this blog, we will look at how we can create email activity records and send them using Web API in D365 CE(CRM). Implementation Creating Email Creating Email with resolved emails (To field of email… Read More »Create and Send Email using Web API in D365 CE(CRM)
In this blog we’ll cover the steps to add the SharePoint Grid on the main form itself. Currently, the user has to navigate to ‘Related’ and then click on ‘Documents’ to open the SharePoint Documents.… Read More »Add SharePoint Documents tab on the Main form in D365 CE(CRM)