Back to Basics # 50: Retrieve Data Using CRMWebAPI with Webresource in Dynamics CRM

Introduction: In Dynamics 365 CRM, for certain requirements data needs to be retrieved to achieve business functionality with Web API.  As an example, selected contact record guid was passed to fetch details of contact . Step 1: Login to the required environment and select required solution [Contact Customizations Solution in this case] as shown in …

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Power Automate Fundamentals # 69: Understand Switch Statement in Power Automate

Introduction: Generally to handle multiple conditions then like in javascript and C# .net switch will be used, in the same way in Power automate also we can use Switch action. In this article we can see how it can be used to decide whether a person can take vaccination or not. Step 1:                                                                                                                             Login …

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Power Automate Fundamentals # 68: Handle Nulls in Parse JSON Action in Power Automate

Introduction: Whenever working with json payload’s in power automate, always a possibility of receiving null values inside json, where Parse JSON Action will be errored out because of these null values. To handle this we have to modify Schema of the generated Schema for the provided json. Step 1:                                                                                                                             Login to the required Power …

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Back to Basics # 49: Retrieve Data Using FetchXML WebAPI with Webresource in Dynamics CRM

Introduction: In Dynamics 365 CRM, for certain requirements data needs to be retrieved to achieve business functionality.  As an example, all contact records whose first name starts with V taken for explanation. Step 1: Login to the required environment and select required solution [Contact Customizations Solution in this case] as shown in the   below figure. …

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Power Automate Fundamentals # 67: Prepare Quick Test Data Using Power Automate

Introduction: At times we used to prepare quick test data for customers to quickly demo. During that scenario we can easily create some test records with Power Automate. As an example I have showed how quickly create contact reo Step 1:                                                                                                                             Login to the required Power Apps environment using URL make.powerapps.com by providing username …

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Back to Basics # 48: ShowAndHide Form Header with Webresource in Dynamics CRM

Introduction: In Dynamics 365 CRM, at times we must show or hide form header,header command bar,header body,Header tab navigator for a selected entity. This can be achieved by using client API Reference. As an example, contact record was taken to show this functionality. Step 1: Login to the required environment and select required solution [Contact …

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Power Automate Fundamentals # 66: Understand UnBound Action in Power Automate

Introduction: During certain scenarios it is required to call Unbound action. To call a unbound action we can do it with javascript , plugins and power automate. In all the other methods except power automate you have to write explicit logic to call a unbound action. As an example, we call a generic unbound action …

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Power Automate Fundamentals # 65: Understand Bound Action in Power Automate

Introduction: During certain scenarios it is required to call bound action . To call a bound action we can do it with javascript , plugins and power automate. In all the other methods except power automate you have to write explicit logic to call an bound action. As an example, we call a sample bound …

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Back to Basics # 47: Understand setShowTime With Webresource in Dynamics CRM

Introduction: In Dynamics 365 CRM, at times we must show only date part for a field of date time type if at all customers were not in favour of creating same field with date Only format. Then this can be achieved by the usage of setShowTime Client API reference, which specify whether a date control …

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Back to Basics # 46: Show and Hide Tabs with Webresource in Dynamics CRM

Introduction: In Dynamics 365 CRM, at times we must show respective tabs based on some values of controls which were kept on form. Tabs can be shown or hidden based on the form context object. As an example, in contact form, if at all vaccination was completed then only Vaccination details tab will be shown …

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