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.

How to Customize the Opportunity Close Dialog and Auto-Populate Actual Revenue in Dynamics 365

 When closing an Opportunity in Microsoft Dynamics 365, you may need to customize the Opportunity Close dialog and ensure that the Actual Revenue field is correctly populated. By default, the Actual Revenue might be set to 0 due to out-of-the-box (OOB) processes. This guide will show you how to enable customization for the Opportunity Close form and use JavaScript to auto-populate the Actual Revenue field.

PreOperation vs PostOperation for Action Plugin Registration in Dynamics 365

When developing a plugin for a custom action in Dynamics 365, choosing the correct plugin registration stage is crucial. This article explains the differences between PreOperation and PostOperation, highlights a real failure case, and provides best practices for plugin registration.

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.

Adding a Custom Calendar Filtered by ID from Page URL in Power Pages

Integrating a calendar into a Power Pages portal can enhance the user experience by displaying scheduled events dynamically. This article guides you through adding a FullCalendar instance to Power Pages, retrieving events via Web API, and filtering them by an ID retrieved from the page URL.

How to Utilize Web API in Power Pages: A Comprehensive Guide

 Power Pages Web API empowers you to create rich, interactive web experiences by enabling seamless communication between your web pages and backend data. This article will guide you through the process of setting up and utilizing the Web API in Power Pages, drawing insights from official Microsoft tutorials and a helpful YouTube video.