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.
Showing posts with label Dynamics 365. Show all posts
Showing posts with label Dynamics 365. Show all posts
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.
Diagnosing SQL Arithmetic Overflow Errors in Dynamics 365 Calculated Columns
In Dynamics 365, calculated columns are processed by SQL, and complex expressions can sometimes lead to unexpected errors. One reported error is:
SQL error: A SQL arithmetic overflow error occurred
CRM ErrorCode: -2147217098
SQL ErrorCode: -2146232060
SQL Number: 8115
How to Calculate Quarters from Dates in Dynamics 365 and Power BI
When working with date fields in Dynamics 365 or Power BI, you might need to categorize transactions or activities by quarters. A simple formula can help you determine which quarter a given date falls into.
How to Embed SharePoint Document Explorer in a Dynamics 365 Form
Introduction
Integrating SharePoint document libraries into Dynamics 365 allows users to manage files directly from a D365 form without navigating to SharePoint manually. This post provides a step-by-step guide on how to embed SharePoint’s document explorer into a D365 form using an iframe and dynamically set its URL based on the current record.
Resolving SQL Arithmetic Overflow Errors in Dynamics 365 Workflows
Issue Overview
Users may encounter the following error message when executing workflows or other operations in Dynamics 365:
Integrating Dynamics 365 Workflows, Actions, and Power Automate Flows
In Dynamics 365, workflows, actions, and Power Automate flows can be seamlessly integrated to create robust and automated business processes. Understanding how these components interact helps leverage their full potential and simplifies complex automation scenarios.
Using sessionStorage to Pass Values Between HTML Web Resource and D365 Form
In Dynamics 365, you often embed HTML web resources within forms to capture or display additional data. Sometimes, you need to pass values between these web resources and the main form. For example, Amy’s scenario involved preserving the active tab on a booking record after the signature capture form refreshes the parent form.
Dynamically Retrieving a View ID by View Name and Table Name in Dynamics 365
This article demonstrates how to dynamically retrieve the ID of a custom view based on its name and the target table (entity) in Dynamics 365. This technique is useful when you need to apply a custom view for lookups or other scenarios where a filtered set of records is required.
Replacing the "Add Existing" Button with a Filtered Lookup in Dynamics 365
This article demonstrates how to replace the standard "Add Existing" button in Dynamics 365 with a custom solution that opens a filtered lookup dialog. The solution leverages the Dynamics 365 Web API and FetchXML to dynamically retrieve a custom view's ID and use it to filter lookup results. Although the example associates system users with a Driver Group via an N:N relationship, the approach is flexible and can be adapted for other entities and scenarios.
Understanding the Microsoft Dynamics 365 Plugin Execution Pipeline
In Microsoft Dynamics 365, plugins are executed within a pipeline that consists of multiple stages. The three primary stages—PreValidation, PreOperation, and PostOperation—determine when your custom code runs relative to the core data operation. Each stage has its own characteristics, benefits, and use cases. This article explains the differences between these stages.
Filtering the Owner Lookup in Dynamics 365 Forms
This article explains how to customize your Dynamics 365 form by filtering the ownerid lookup field. The goal is to display only system users where the custom boolean field dsl_driver is set to true. This ensures that only qualified users are selectable in the lookup, enhancing data integrity and user experience.
How to Change the Default Calendar View to Month
Follow these simple steps to personalize your calendar settings:
How to Display a Subgrid in Calendar View
Subgrid displayed in calendar view allows users to see records in a more intuitive, time-based format.
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