Dynamics 365 Tech Blogs
Short Answer: No.
When you use the Dataverse application user pattern, you do not need to:
Add “Dynamics CRM” API permissions to your app registration, or
Click “Grant admin consent” in Entra ID (Azure AD).
Everything is governed by the Dataverse application user + security roles, not by Entra “API permissions”.
In the Rental Smart MVP project, we often need to display filtered data in subgrids on forms like the Property form. This helps property managers quickly view owner expenses without clutter. Here's a simple JavaScript function to dynamically filter the Owner Expense History subgrid for Bills that are historical (Paid or Void), linked to the property owner, and not unit-specific. It uses setFilterXml for UCI compatibility and assumes the subgrid is set up as a related entity grid for Charges.
The two settings that matter
Format: Date only or Date and time.
Behavior: User Local, Date Only, or Time zone independent.
These decide storage, conversion, and what users see.
This guide walks a junior developer from a blank Azure subscription to a running integration that accepts a message, runs a Durable Function, and creates a contact in Clio via OAuth. It includes the Azure setup, the required environment variables, the project structure, and the end-to-end flow.
Portal web-roles drive what a portal user (contact) can see and do. If you only need a straightforward set-it-and-forget-it rule—no complex branching or API calls—a classic background workflow is still the quickest tool in the box.
Problem statement ↴
Records previously flagged as Ineligible (statecode = Inactive)
are later re-activated by users. Their associated Business Process Flow
rows remain inactive and stuck on an early stage.
Reference: 1
There are multiple ways that you can work with related table records on a table form within Power Apps. For example, you can include related tables in read-only mode with a quick view form and create or edit a record using a main form in a dialog.
Another way you can work with related table records is by adding a form component control to another table's main form. The form component control lets users edit information of a related table record directly from another table’s form.
Knowing the current stage of a Business Process Flow (BPF) lets you lock fields, hide buttons, or trigger downstream logic. Below are two generic patterns that work in every online environment—no proprietary entity names, no deprecated APIs, and no plug-ins.
Reference: 1
As a part of the Power Fx language, authors can now directly invoke a Dataverse action within a formula. Both unbound and bound actions are supported. Authors can add a Power Fx Environment language object to their app and access Dataverse actions.
If you're trying to create a .snk file for signing your Dynamics 365 plugin assembly and encounter the error: "The operation could not be completed. Access is denied."
When working with Outlook calendar data in Power Automate, it's important to understand the difference between the “Get events” and “Get calendar view of events” actions—especially if your flow needs to handle recurring events.
When I started exploring Microsoft Power Platform with just a Microsoft 365 Business Basic license (primarily for business email via Outlook), I noticed some limitations when trying to create environments for Power Apps development.
By default, each attribute is updated hourly. When a rollup attribute is created or updated a Mass Calculated Rollup Fields job is scheduled to run in 12 hours But you can change it. Follow below steps to change the frequency.
This guide walks you through creating a secure Web API integration between Microsoft Dataverse (used by Dynamics 365) and an external system using Azure Active Directory (Azure AD) authentication.
In Dynamics 365, Environment Variables let you externalize configurable values such as URLs, keys, or feature toggles without changing the solution code.
In Dataverse, you may need to display a Date and Time column in a readable "Month Year" format — like May 2025. This is especially useful for calculated or formula-type columns where formatting options are limited.
This guide explains how to Refresh, Add, Update, and Delete tables for Export to PDF.
Download latest solution package
In sales and CRM, measuring account engagement is crucial to identifying customer interactions and potential sales opportunities. In this guide, we will walk through how to calculate the engagement score for an account in Microsoft Dynamics 365 using activities such as emails, phone calls, and appointments.
This topic covers how to set up and deploy Dynamics 365 App for Outlook.
In Dynamics 365, calculated columns are processed by SQL, and complex expressions can sometimes lead to unexpected errors. One reported error is:
SQL error: A SQL arithmetic overflow error occurred
CRM ErrorCode: -2147217098
SQL ErrorCode: -2146232060
SQL Number: 8115