Dynamics 365 | Plugin vs Workflow Execution Order – Which runs first?

When extending the backend of Dynamics 365, it is important to understand the execution order of Plugins and Workflows, especially when you have specific backend steps that need to run in a specific order. Once you understand the concept of stages and ranks of plugins and workflows, it becomes easy to understand which one runs … Continue reading Dynamics 365 | Plugin vs Workflow Execution Order – Which runs first?

Dynamics 365 – Retrieve More than 5000 records with FetchXML

When you're working with Dynamics 365, you may have encountered a limitation when it comes to retrieving records. The maximum number of records that can be retrieved in a single query is 5.000. This can be a problem if you need to retrieve a large number of records, such as for a data migration or … Continue reading Dynamics 365 – Retrieve More than 5000 records with FetchXML

Dataflows – Import Bulk Data or Copy Data Between Environments for Dynamics 365 and Dataverse

What is dataflow? Dataflows are a feature of the Power Platform that allows users to extract, transform, and load data from a variety of sources. They provide a simple and efficient way to bring data into the Dataverse. One of the key benefits of dataflows is that they allow users to perform complex data transformations … Continue reading Dataflows – Import Bulk Data or Copy Data Between Environments for Dynamics 365 and Dataverse

Power Automate Flows vs Azure Logic Apps. Which one should we use?

When it comes to creating modern automated workflows for Dynamics 365 or other dataverse applications, the first option that comes into the mind is surely Power Automate flows. Since its replaced old legacy workflows for Dynamics 365, we started building more complex workflows easier and quickier. But Power Automate flows may not be always the … Continue reading Power Automate Flows vs Azure Logic Apps. Which one should we use?

Dynamics 365 – Hide/Disable/Edit Business Process Flow Fields using JavaScript

In Dynamics 365, Business Process Flow attributes are just like Form attributes. You can use most of the controls in the same way as you normally do for Form attributes. Let's look at the most common ones together. Get Business Process Flow attribute control using Javascript To get attributes Add "header_process" before schema name of … Continue reading Dynamics 365 – Hide/Disable/Edit Business Process Flow Fields using JavaScript

Dynamics 365 – Call Power Automate Flow from JavaScript

In this post I will show the steps to call Cloud(Power Automate) flow from Javascript. I will send a JSON request body to my flow and get a JSON response body back. We will do that in 3 simple steps. Let's start. Step 1 - Create a Power Automate Flow Go to https://make.powerautomate.com/ and choose … Continue reading Dynamics 365 – Call Power Automate Flow from JavaScript

Dynamics 365 – Switch Forms Dynamically by Using JavaScript | formselector

In CRM it is common that showing different forms to different user gropus. There might be some conditions that you check to switch and show different forms to users. For cases like these, formSelector() and navigate() functions save the day. formselector.items collection: A list of all the forms accessible to the current user. Only those forms … Continue reading Dynamics 365 – Switch Forms Dynamically by Using JavaScript | formselector

Dynamics 365 – How to Show/Hide Sections and Form tabs

Just like attributes, tabs and sections are also controllers of the forms in Dynamics 365. You can apply same logic to show and hide those controls by using Javascript. For the tabs; you need to know unique name of the tab you are going to show/hide.For the sections, you need to know unique name and … Continue reading Dynamics 365 – How to Show/Hide Sections and Form tabs

Dynamics 365 – Share-Unshare Records with Plugin or Custom Workflow Activity by using C#

In Dynamics 365, you can dynamically change access privileges of users or teams to records by using Plugins or Workflows. There could multiple scenarios you can implement such functions. For instance, when creating a new Record you can share that record with a specific team or user by using GrantAccessRequest message. Again, on changing of … Continue reading Dynamics 365 – Share-Unshare Records with Plugin or Custom Workflow Activity by using C#

Dynamics 365 – Different Ways of Showing Form Level Error Messages – setFormNotification | setIsValid

Form notifications are useful when you want to prevent the user saving the form if the form fields do not meet the conditions. Say you have 2 date fields called "Start Date" and "End Date". You want the records can only be saved if the "End Date" is bigger than the "Start Date". You have … Continue reading Dynamics 365 – Different Ways of Showing Form Level Error Messages – setFormNotification | setIsValid