Dynamics 365 Tech Blogs

How to Register Service Endpoint in the Dataverse Plugin Registration Tool?

Follow the below steps to Register the Service Endpoint in the Dataverse Plugin Registration Tool.

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.

Optimizing Form Performance in Dynamics 365 Finance and Operations: Four Essential Tips

In Dynamics 365 Finance and Operations (D365 F&O), forms are the frontline of user interaction, but poor performance can turn them into bottlenecks—slow loads, UI freezes, and database contention frustrate users and tank productivity. Based on standard Microsoft practices and real-world developer discussions, this article breaks down four key optimization tips: judicious use of select forupdate, query indexing, minimizing client-side loops, and deferring non-essential data asynchronously. These aren't optional niceties; ignore them, and your forms will drag, especially in high-volume environments. We'll explain each with examples, assuming the latest online D365 F&O—no outdated hacks here.

Understanding Table Methods and Transactions in Dynamics 365 Finance and Operations

In Dynamics 365 Finance and Operations (D365 F&O), working with table methods and transactions is fundamental for ensuring data integrity and extending system behavior without overwriting base code. This article dives into Chain of Command (CoC) extensions, the Transaction Tracking System (TTS), key table methods like insert/update/delete and their variants, and the nuances between validation methods such as validateField and reactive ones like modifiedField. Based on real-world discussions and standard Microsoft practices, we'll cover the essentials with examples. Assume the latest online D365 F&O version unless specified otherwise— no outdated workarounds here.

Dynamics 365 F&O developer bootcamp

If your goal is to be job-ready as a Dynamics 365 F&O developer, here’s the list of areas that hiring managers expect you to cover. I’ve grouped them by skill area, and flagged the minimum core vs advanced/bonus:

Dynamics 365 CE(CRM) ↔ F&O: Comparison Cheat Sheet

Audience: CE developers moving into F&O or working across both.

Goal: map concepts, components, and patterns one-to-one with concise examples.

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.

Quickstart: Create a C# Durable Functions app

Source: https://learn.microsoft.com/en-us/azure/azure-functions/durable/durable-functions-isolated-create-first-csharp?pivots=code-editor-visualstudio

Showing Terms & Conditions (or Privacy Notice) in a Power Pages site that uses Azure AD B2C

Why this matters

When you off‑load sign‑in to Azure AD B2C, the portal’s native login screen is bypassed. That can make it look as if the Authentication/Registration/TermsAgreementEnabled switch no longer works. It does—there are just a few extra pieces you need to wire up.

localStorage vs. Cookies — When to Use Each for Front-End State

Both localStorage and cookies let you remember things in the browser. They solve overlapping problems, but each one shines in a different scenario. Here’s a concise guide, plus a real example from an “on-boarding” tooltip that only shows the first time you visit a page.

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.

How to Navigate with Google Maps in a Power Apps Canvas App

You can use the Launch() function in a Canvas App to open Google Maps and navigate to a specific location entered by the user or stored in your data source.

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.

Deploy and install Dynamics 365 App for Outlook

This topic covers how to set up and deploy Dynamics 365 App for Outlook.