Dynamics 365
Upload files using SharePoint Integration for Dynamics 365 for Phones and Tablets app
Category: attachment,Attachments,Dynamics 365,Microsoft Dynamics 365,Mobile,Tablets Author: Nishant Rana Date: 4 hours ago Comments: 0

Recently I wrote a blog post that mentions a few points that we can consider while designing a solution with regards to attachments in Dynamics 365 for Phone / Tablet App. Attachment to Notes à https://nishantrana.me/2020/03/30/attachments-to-notes-in-dynamics-365-for-phone-and-tablet-app/ Using SetWordTemplate to combine multiple attachments as a single doc à https://nishantrana.me/2020/04/01/calling-setwordtemplate-from-custom-ribbon-button-in-dynamics-365/ Using the above approach, we can get … Continue reading “Upload files using SharePoint Integration for Dynamics 365 for Phones and Tablets app”
Source: Nishant Rana


Calling SetWordTemplate from custom ribbon button in Dynamics 365
Category: Dynamics 365,Microsoft Dynamics 365 Author: Nishant Rana Date: 18 hours ago Comments: 0

Let us continue our previous post and this time instead of calling SetWordTemplate action / request from a workflow, we will call it using a custom ribbon button. If we try calling the action directly using Xrm.WebApi.online.execute method from a custom ribbon button, we will get the below error “Resource not found for the segment … Continue reading “Calling SetWordTemplate from custom ribbon button in Dynamics 365”
Source: Nishant Rana


Using SetWordTemplate action to automate document generation and attaching it to note in Dynamics 365
Category: Dynamics 365,Microsoft Dynamics 365 Author: Nishant Rana Date: 2 days ago Comments: 0

Continuing our previous post, https://nishantrana.me/2020/03/31/using-word-template-to-combine-multiple-images-attached-to-notes-in-a-single-document-in-dynamics-365/ wherein we used word template to generate a document having all the note’s attachments (picture) to it. To enhance it further, we can write a custom workflow that calls the SetWordTemplate in Perform Action step. SetWordTemplate action will generate the document, based on the word template defined, and will attach … Continue reading “Using SetWordTemplate action to automate document generation and attaching it to note in Dynamics 365”
Source: Nishant Rana


Using Word Template to combine multiple images attached to notes in a single document in Dynamics 365
Category: Attachments,Dynamics 365,Microsoft Dynamics 365,Mobile,PowerApps,PowerPlatform,wordtemplate Author: Nishant Rana Date: 2 days ago Comments: 0

Recently in one of our projects, we had proposed Dynamics 365 for Phone / Tablet as the device for our sales user. The user will be capturing the image of the customer’s document and will be attaching it in notes, which will then later be moved to the document management system. Here, one of the … Continue reading “Using Word Template to combine multiple images attached to notes in a single document in Dynamics 365”
Source: Nishant Rana


Attachments to Notes in Dynamics 365 for phone and tablet app
Category: Attachments,Dynamics 365,Microsoft Dynamics 365,Mobile,Tablets Author: Nishant Rana Date: 3 days ago Comments: 0

In one of our recent projects we were analysing the Dynamics 365 for phone and tablet app, for one of the requirements where the user will be uploading the documents through phone or tablet app as an attachment to notes. Below were some of our findings à For mobile app à We are limited to … Continue reading “Attachments to Notes in Dynamics 365 for phone and tablet app”
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PCF Control for Email Validation using Email Validator API
Category: Dynamics 365,Microsoft Dynamics 365,PowerApps,PowerPlatform Author: Nishant Rana Date: 1 week ago Comments: 0

The control uses the Email Validator API that checks for fake DNS and regex functions to check email for length and accepted characters. To use the API, Login to RapidAPI and get the API Key. Use this key for the API property required by the PCF Control to call the API. The control will check … Continue reading “PCF Control for Email Validation using Email Validator API”
Source: Nishant Rana


Filtering Enhancements to Views in Dynamics 365 – 2020 Release Wave 1
Category: Dynamics 365,Microsoft Dynamics 365,PowerApps,PowerPlatform Author: Nishant Rana Date: 2 weeks ago Comments: 0

Below are some of the enhancements added to the filtering experience for the views in 2020 Release Wave 1. Previously to sort the records we had to click on either the sort icon or the header to sort the records. With the 2020 Release Wave 1 clicking on the header or sort or filter symbol … Continue reading “Filtering Enhancements to Views in Dynamics 365 – 2020 Release Wave 1”
Source: Nishant Rana


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