Dynamics 365 Tech Blogs: Dynamics CE

Showing posts with label Dynamics CE. Show all posts

Counting specific-user changes in Dataverse with Audit History

Goal

Show how to count distinct records whose tracked columns were changed by a specific user (e.g., a Power Pages account), using Audit History only.

From Zero to Working Demo: Power Automate → Azure Service Bus → Azure Durable Functions → Clio API

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.

Conditional BPF Switching in Dynamics 365 with JavaScript

Need different Business-Process-Flows (BPFs) for the same entity record depending on a field value? The article below shows how to switch flows dynamically whenever the Appeal Type option-set changes—without hard-coding GUIDs. Drop this into your Blogger post and publish.

Assigning (or Un-assigning) a Contact’s Web Role with a Classic D365 Workflow

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.

Checking Whether a Signed-In User Has a Specific Web Role in Power Pages

Scenario — You need client-side JavaScript to behave differently depending on whether the portal contact holds a particular Web role (e.g. “My Demographics Access”). Power Pages doesn’t expose Web-role data directly to JavaScript, so you must pass that information from Liquid into the page.

1 · Scenario

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.

Automatically Advance a Business Process Flow Stage with an Asynchronous Workflow in Dynamics 365

Objective — Automatically reopen a record’s Business Process Flow (BPF) and set it to a specific stage as soon as a flag on the parent record changes, using only a background workflow (no code, no ribbon commands).

Edit related table records directly from another table’s main form

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.

Dynamically Hide the “New” Button in a Dynamics 365 Sub-Grid

In some business scenarios users should only add one (or two) child records. The quickest way to enforce this in Dynamics 365 is to hide the New button after the sub-grid reaches a specific row count. This article shows how to:

Create a JavaScript enable rule that counts rows.
Refresh only that sub-grid’s ribbon so the rule re-evaluates instantly—no full form reload.

How to Check Whether Any Dataverse Record Is in a Particular Business-Process-Flow (BPF) Stage

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.

Call Dataverse actions directly in Power Fx

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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.

Fixing "Access is Denied" When Creating a Strong Name Key (.snk) File in Visual Studio

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."

How to Get All Outlook Calendar Events (Including Recurring Events) in Power Automate

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.

Understanding Dataverse Storage: From Business Basic to Power Apps Licenses

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.

FW: Change the rollup field update frequency in Dataverse or Dynamics 365

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.

How to Create a Web API Integration for Dataverse Using Azure Portal

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.

How to Retrieve Environment Variable Current Value in JavaScript for Dynamics 365

In Dynamics 365, Environment Variables let you externalize configurable values such as URLs, keys, or feature toggles without changing the solution code.

How to Format a Date Field as "Month Year" in a Dataverse Formula Type Column

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.

User Guide: Managing Export to PDF Settings

This guide explains how to Refresh, Add, Update, and Delete tables for Export to PDF.

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How to Calculate Account Engagement Score in Dynamics 365

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.