Back to Basics # 38: Link Web resource to a Form in Dynamics CRM

Introduction: In Dynamics 365 CRM, post creation of a web resource, to use it in CRM Form for a selected entity then we must add web resource into Form Libraries present at form level and then tie it to Event Handlers for a selected Event on Main Form. As an example, in Contact Customizations Solution …

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Power Automate Fundamentals # 48: Usage of First & Last Function in Power Automate

Introduction: In Power Platform, for certain business scenarios we must extract first, and last characters of a given string or First and Last items present in an array. First And Last function can be used in power automate to achieve this functionality. Step 1: Login to the required Power Apps environment using URL make.powerapps.com by …

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Power Automate Fundamentals # 47: List Rows Based on Expand Query in Power Automate

Introduction: In order to get details of related entity for the selected entity without separate retrieve call we can leverage Expand Query .As a business scenario for the same vaccination use case extracting details of accounts that are present in list of contacts who took vaccination.        Step 1: Login to the required Power Apps environment …

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Back to Basics # 37: Creation of Web resource Through CRM Classic UI in Dynamics CRM

Introduction: In Dynamics 365 CRM, we can create a web resource through CRM Classic UI other than Unified User Interface. As an example, let us see the process of creation of web resource in Contact Customizations solution. Step 1: Login to the required environment and select required solution [Contact Customizations Solution in this case] as …

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Power Automate Fundamentals # 46: List Contacts Based on FetchXMLQuery in Power Automate

Introduction: During certain scenarios we must work on List of records to perform certain operations like sending alerts to list of customers. In these scenarios it is critical to filter records to make sure actual requirement was met. In Power Automate, we can use FetchXMLQuery option under List Rows as an example we can see …

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Power Automate Fundamentals # 45: Usage of HTML Table in Power Automate

Introduction: In Power Platform for certain scenarios data needs to be represented in HTML Table , in those cases we can work with HTML Table Action, as an example we will show list of contacts in an HTML Table. Step 1: Login to the required Power Apps environment using URL make.powerapps.com by providing username and …

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Back to Basics # 36: Creation of Web resource JavaScript Type in Dynamics CRM

Introduction: In Dynamics 365 CRM, any functionality cannot be achieved through OOB [Out of Box] functionality, then first thing comes into mind was customizations. So, basic customizations can be achieved starting with Web resources (js type) under code especially through JavaScript. As a business case, a new web resource will be created in Contact Customizations …

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Power Automate Fundamentals # 44: Usage of Skip Function in Power Automate

Introduction: In Power Platform, at times we must skip few elements from an Array or few characters from a given strings. In these scenarios, Skip function in Power Automate can be used.As an example Employees String Array and Employee Name String variables are used to explain this behaviour. Step 1: Login to the required Power …

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Power Automate Fundamentals # 43: Extract Choice Text Value in Power Automate

Introduction: In Power platform for some requirements, it is required to extract Choice values for entities. As an example, on update of Contact record, Status [Choice] Text Value will be extracted . Step 1: Login to the required Power Apps environment using URL make.powerapps.com by providing username and password and click on Flows on the …

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