Modern Web Resource Workspace in Dynamics 365 – Part 2: Declaration Files

With today advances in Front-end framework and tools, we can easily build a web component or application with better usability, manageability, extendibility, scalability, maintainability, and testability which are often lacked in plain HTML, JavaScript development. In this series, I will setup a modern workspace to work with Web Resources in D365 using most relevant technologies: … Continue reading Modern Web Resource Workspace in Dynamics 365 – Part 2: Declaration Files →

Modern Web Resource Workspace in Dynamics 365 – Part 1: TypeScript

Web Resources are essential components when you want to extend front-end functionalities in Dynamics 365 Customer Engagement. Where HTML, CSS, and Images are used to design the view layer facing users, JavaScript is used to implement the logic layer behind the view. Those components are the most common and basic in Web and Front-end development. … Continue reading Modern Web Resource Workspace in Dynamics 365 – Part 1: TypeScript →

Hiding Power BI report filter pane from report viewers in Power Apps Portal embedded report

Filter pane is a familiar functionality when building reports in Power BI Desktop and using reports in Power BI Service. Hiding filter pane is often a requirement when you want to prevent users from changing filter conditions and save spaces for visualizations. It is straight forward and easily be done by turning off the filter … Continue reading Hiding Power BI report filter pane from report viewers in Power Apps Portal embedded report →

Retrieve Record using Alternate Keys

Instead of retrieve a single record using Entity IOrganizationService.Retrieve(string entityName, Guid id, ColumnSet columnSet); You can easily retrieve the record using its alternate keys if you don't have the id in advance: var keys = new KeyAttributeCollection { { "new_parent", parentRef.Id }, { "new_code", "code01" } }; var request = new RetrieveRequest { ColumnSet = … Continue reading Retrieve Record using Alternate Keys →

The attribute with AttributeId = ‘guid’ was not found in the MetadataCache

I encountered this error when trying to export the solution from Dev environment. There was little information in the exception or the log file, but I could guess that something had been deleted and it didn't update the MetadataCache (or the solution) somehow. After googling, I found the solution is to delete the attribute/component from … Continue reading The attribute with AttributeId = ‘guid’ was not found in the MetadataCache →

Set up Access Team

Enable Access Team in entity configurationCreate an Access Team by navigating to Settings > Security > Access TeamsAdd Access Team Subgrid in entity form with configs:Records: All record typesEntity: UsersDefault View: Associated Record Team MembersTeam template: created team at step 2.

Sync Office 365 User Photos to CRM Users with Flow

Background I got a requirement that the client needs user profile photos in Office 365 to be synced to CRM Users. It is Dynamics 365 CE Online, and users don't change profile photo often. There is no OOB way to achieve it so I need to develop custom synchronization. The workflow First of all, I … Continue reading Sync Office 365 User Photos to CRM Users with Flow →