Working with Custom API in Microsoft Dataverse / Dynamics 365

In this blog post, we will try to understand custom APIs in dynamics 365 and how to configure a custom API in dynamics 365. What is custom API? Custom API is an advanced version of custom actions. Custom actions were mostly used or treated as an API due to their behavior of accepting request parametersContinue reading “Working with Custom API in Microsoft Dataverse / Dynamics 365”

Create Custom Http Requests using Power Automate

In today’s blog, we are going to see how we can create HTTP requests using the power automate trigger. We can use this trigger to create a custom API that accepts JSON requests as input.API URL created from this trigger doesn’t require any kind of authentication, hence the URL needs to be private and sharedContinue reading “Create Custom Http Requests using Power Automate”

Registering Dynamics 365 Online Web API with Azure Application

In Today’ blog I will try to demonstrate how to register dynamics 365 webapi on azure and consume it with an application user . So those who are working on custom API’s in CRM or haven’t worked on CRM WEB API , lets go through what is WEB API? The Customer Engagement dynamics CRM WebContinue reading “Registering Dynamics 365 Online Web API with Azure Application”

Azure DevOps CI/CD pipeline for unmanaged solution Dynamics CRM.

In this blog I will try to demonstrate how we can implement Continuous Integration (CI) and Continuous Deployment (CD) for Dynamics 365 Customer Engagement CRM (CE) using Azure DevOps. We will see how we can deploy a CRM Solution from one CRM instance to another CRM instance, let us say, we have to deploy aContinue reading “Azure DevOps CI/CD pipeline for unmanaged solution Dynamics CRM.”

How to send Dynamics 365 Emails using Power automate/Flows ?

In this blog i will try to demonstrate how we can use power automate to send dynamics 365 emails. Before power automate you might have used workflows to send emails in dynamics 365 . As you all know microsoft is upgrading to Power Apps with low code no code development , you might have seenContinue reading “How to send Dynamics 365 Emails using Power automate/Flows ?”

Dynamics CRM SMS Integration with Twilio using Power Automate

In this blog, I will try to demonstrate how we can integrate Twilio for sending SMS from Dynamics CRM using Power Automate. SMS functionality is required by clients for many business use-cases.Some of them are listed below. Lead creation Customer Onboarding Case creation Let’s start with Twilio account creation in case you don’t have youContinue reading “Dynamics CRM SMS Integration with Twilio using Power Automate”

Terminate Action in Power Automate/Flows

Hello Everyone,In this blog, I am going to share how we can use terminate action effectively in powerautomate . There are many situations/conditions where we can use terminate action basis on designing of the flow/powerautomate.So in one of my client’s requirements, I was using powerautomate/flow for API integration using HTTP action where I used terminateContinue reading “Terminate Action in Power Automate/Flows”

Using new modal dialog Ms Dynamics 365 Wave 1(2020)

In the latest release of microsoft Wave 1 for Dynamics 365 ,one of the many feature which we are going to discuss today is open Form using below command Xrm.Navigation.navigateTo(pageInput,navigationOptions).then(successCallback,errorCallback).We can use the modal pop up to provide a better user experience where the client can navigate to another form without leaving the current form.Continue reading “Using new modal dialog Ms Dynamics 365 Wave 1(2020)”

3 Powerful ways to build conditions in Power automate.

Introduction Microsoft is working at its best to automate not only the process for the end-users but also for developers. Power automate has some remarkable features which enhance development with low use or no use of code.Microsoft Power automate is the next versatile thing for Microsoft. It helps the business to boost the automated process.Continue reading “3 Powerful ways to build conditions in Power automate.”

Lookup filter based on security role MS Dynamics CRM

In this blog i will demonstrate how we can design a solution to filter Lookup records based on security role.This was one of my clients requirement, where the logged in user can view products on Lead based on their security role.Lets get an overview of the solution to be implemented. Create a mapping entity –Continue reading “Lookup filter based on security role MS Dynamics CRM”