Dynamics 365 and Power Automate Notes

Problem In new interface of Dynamics CRM certain button on ribbon might not available. For example, Qualify button on Leads form or Add Existing button on subgrid ribbon.  Solution Add entity meta data to a solution, say, LeadsRibbon Open solution in ribbon workbench On form ribbon of Leads, right click on Qualify button and select Customize Command Under Enable Rule section of the command remove below highlighted rule Publish solution Cheers!!!!

Almost week ago, I created a trial instance browsing trials.dynamics.com by following below steps that I am following from ages: Browse https://trials.dynamics.com/ Click on Sales Click sign up here No continue signing up Give email address and click next Fill out profile details Verify mobile number Give domain name Create admin user and password Click sign up Trial was created. But but, it was landed in Power Platform Admin Center.  Problem Statement I was able to open Dynamics CRM Instance. However, I'd only two apps and was able to view Customer entities only. No Sales, Services and nor Marketing Entities was available in Advanced Find. Possible Solutions ( that didn't work ) --> Install database in Admin Center of Power Platform --> Install stand alone application (i.e Sales Pro and Marketing) --> Change Region  --> User different Email and Mobile phone to create Trial instance --> Clear Browser Cache --> Try in another browser Solution After applying al...

Problem Statement Rename State Code options of a custom entity (say Payments); from Active/Inactive to In Progress/Completed. Active Status Payment In Active Status Payment Step by Step Guide Add Payments (custom entity) in solution and from sub-components select only Status (statecode) Export Translation Export Translation Extract “CrmTranslations_PaymentsSolution_1_0_0_0.zip” file Open “CrmTranslations.xml” in Excel In “Localized Labels” sheet, modify the Display name of below cells; Active to In Progress and Inactive to Completed Active/Inactive Display name In Progress/Completed Display Name Save File, update “CrmTranslations_PaymentsSolution_1_0_0_0.zip” file Go back to solution and Click Translation, Select “Import Translation” Import Translation Select Updated “CrmTranslations_PaymentsSolution_1_0_0_0.zip” file and click Import Choose File; click Import After translation imported successfully, Active Records are shown as ...

Problem This is really weird when you login into MSD CRM and you came across with following screen. Reason This happen when you are sending email using workflow and the email stuck with status Pending Send Resolutions Following are three resolutions to this issue: Go to Settings > Email Configurations > Mail Boxes  and open Mail box ( that don't have approved email address and didn't test run ), then from Ribbon,   Approve Email Address and after that click on Test Run , You will see prompt coming from CRM, check the box click Ok . Create an on-demand workflow, to change the status of Pending Send email messages to some other status, say Canceled. And run this workflow from advanced find against those emails that are set to Pending Send Go to Advanced Find , Look For Email Message and Query for Status Reason  equals Pending Send, click Results and then delete all message with Pending Send Status After following any aforementioned step yo...

Note: for this walkthrough I’ve been using ConsoleApplication Step 1: Add following .Net references:         System.Runtime.Serialization       System.ServiceModel Step 2: Add following references available in Bin folder of the SDK         Microsoft.Xrm.Sdk       Microsoft.Crm.Sdk.Portal Step 3: Add following namespaces in your class file         using System.Runtime.Serialization;       using System.ServiceModel;       using System.ServiceModel.Description;       using Microsoft.Xrm.Sdk;       using Microsoft.Xrm.Sdk.Client;       using Microsoft.Xrm.Sdk.Query;       using Microsoft.Xrm.Sdk.Discovery;       using ...