Dynamics 365

  • If you need to update/re-calculate a rollup field by manually or by a condition you can use the below code to create a custom Workflow Activity for yourself. Then use this WF Activity in a workflow based on your business requests.🥳 The best part of this code is, you can use any entity and rollup…

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  • With the new features of Model Driven Apps in Dynamics 365, the user can now get fancy in-app notifications. The users will see a notification pop-up in their apps based on the condition they want(creating a record, updating a field, deleting a record etc. basically anything you want) and this notifications can also lead users…

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  • When you are working with entities like Accounts, Contacts, Leads, Opportunities you will most likely have more than 5.000 records in your environment. There would be cases like you want to bulk update most or all of the records in your system. When you create your query and fetch the records whether with QueryExpression or…

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  • Each of the following client API examples takes the logical name of the custom page as the required parameter. The logical name is the Name value of the page in the solution explorer. Open the custom page as an inline full page without context Open the custom page as an inline full page with a record context…

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  • Dynamics 365 – Bulk Edit Entity Records Using Views

    In the new 2021 Release Wave 2 that will be go live at October 1st 2021, Microsoft has removed the hybrid experience between Web Client and Unified Interface. With the new Unified Interface dialogues, we now are able to edit multiple records directly from views. The first thing that catches our eyes is the new…

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  • Consider your sales team doing business with accounts in different countries and you have more than 1 currency in your system. They ask you to daily update all the currencies in your system so they can finalize the deal at the latest exchange rate. For on premise versions this would need lot of codes. Like…

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