CRM Crate

Display a user notification in the Dynamics 365 application

Here we will learn to display a user notification in the Dynamics 365 application. Before we start, make sure to subscribe to CRM Crate so that you stay up-to-date in field of Dynamics 365 CRM. Why do we need user notification in Dynamics 365 App? Unlike the old form level notification (Notification displayed on record …

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Get user security roles in Dynamics 365 using JavaScript

We will learn to get user security roles in Dynamics 365 using JavaScript. Before we start, make sure to subscribe to CRM Crate so that you stay up-to-date in field of Dynamics 365 CRM. Why do we need to get user security roles in Dynamics 365? Consider a scenario where we need to perform a …

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Create a Multi-Table Lookup field in Dynamics 365 CRM

Here we will learn to create a multi-table lookup field in Dynamics 365 CRM. Before we start, make sure to subscribe to CRM Crate so that you stay up-to-date in the field of Dynamics 365. What are multi table lookups in Dynamics 365? Multi-table lookup or Polymorphic lookup type field allow a user to use …

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Integrating Dynamics 365 with Webhooks and Azure Function

We will learn to integrate the Dynamics 365 with Webhooks and Azure Function. Before we start, make sure to Subscribe to CRM Crate so that you stay up-to-date in field of Dynamics 365. What are Webhooks and its usage in Dynamics 365? Webhooks is a light-weight HTTP pattern for connecting the Web APIs and services …

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How to retrieve user’s security roles in Canvas App?

We will learn to retrieve the user’s security roles in Canvas App. Before we start, make sure to subscribe to CRM Crate so that you stay up-to-date in field of Dynamics 365. Why do we need to retrieve user security roles in Canvas Apps? Consider a business scenario where need to perform some dedicated actions …

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Open a Canvas App on a ribbon button click in Dynamics 365

Why do we need to open a Canvas App in Dynamics? Consider a scenario where we need to open a canvas application during the “OnClick” event of form’s ribbon button. In such scenario, we can open and render the Canvas Application in a HTML iframe which will appear on the same form. Using navigateTo(Client API) …

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Understanding the concept of parallel branch in the Power Automate

We will learn and understand the concept of parallel branch in the Power Automate. Before we start, make sure to subscribe to CRM Crate so that you stay updated in field of Dynamics 365. What is parallel branching in Microsoft flow? Initially, the Power Automate used to only have the sequential operation capabilities. Later In …

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Maximum limit of custom entities in the Dynamics 365 CRM

Here we will learn to check the maximum limit of custom entities in the Dynamics 365 CRM. Before we start, make sure to subscribe to CRM Crate. What are Custom Entitites? Any entity which is not present in the OOTB Dynamics CRM and which is been created for fullfilling organization specific custom requirements is called …

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