Friday, October 17, 2025

How to Remove Unmanged layers in Microsoft Dynamics CRM/Dataverse

 Issues Faced :


When we need to create a new field or update a failed, we are having an different environment we are create in that and move as a Solution while moving that some times we cannot see the fields available in the destination environment.

How we can fix this ?

Implementation Steps:

  1. Navigate to https://make.powerapps.com
  2. Click Solutions
  3. Create a new Solution or Open an existing solution which contains the table
  4. If New or Old Solution
    1. Click Add Existing and Add Table
  5. Now Expand Tables
  6. Select Columns (Fields
  7. Find the Problematic fields 
  8. Check Solution Layers
    1. Click the Three dots next to the field Name and Choose Solution Layers
  9. Delete Unmanaged Layer
    1. You will see all layers like Managed or Unmanaged
    2. If an Unmanaged Layer exists click Remove or Delete
    3. Now Confirm delete
  10. That's it :)

Conclusion:

By following above steps we can easily removed unmanaged layer from the fields
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Wednesday, October 15, 2025

How to Add Static Text to CRM or Dataverse Using HTML Web Resources


 Introduction:

In this Blog, we will see how to Add Static Text to CRM or Dataverse Using HTML Web Resources

Implementation Steps : 
  1.  Navigate to https://make.powerapps.com
     
  2.  Click Solutions
     
  3. Open the Solution or Create a New Solution
     
  4. Click New --> Select Web Resource
     
  5. Select Type as HTML














  6. Input below Code
    <!DOCTYPE html>
<html>
<head>
    <meta charset="utf-8" />
    <title>Static Text</title>
    <style>
        body {
            font-family: "Segoe UI", Tahoma, Geneva, Verdana, sans-serif;
            font-size: 14px;
            color: #333;
            margin: 0;
            padding: 0;
            background-color: transparent;
        }

        .static-text {
            padding: 0;
            border: none;
            background: none;
        }
    </style>
</head>
<body>
    <div class="static-text">
        This is a static text.
    </div>
</body>
</html>

  7.  Click Save and Publish
     
  8. Open the form where you want to display this HTML
     
  9. Like Account --> Information Form
     
  10.  Once Form Opened Drag and Drop HTML



     
  11.  Click Add
     
  12. Now Save and Publish the Form
     
Conclusion:

This is one of the easiest way to add static text in MSCRM or Dataverse
​
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Tuesday, August 26, 2025

Cancelled Appointments not synced in Outlook ?

 Introduction:


In this blog, we will see how to sync Cancelled Appointments in Outlook.


Implementation Steps:


  • 1. Navigate to https://make.powerapps.com

  • 2. Select Correct Environments

  • 3. Select Gear Icon on the top and Click Advance Settings

  • 4. Select Solutions and Import the attached Solution (OrganizationSettingsEditor_Managed.zip)

  • 5. Once the Solution is Imported then Select Publish all customizations

  • 6. Now search with "OrganizationSettingsEditor" and Open the Solution

  • 7. Search for "SSSPropagateAppointmentCancellationsToExchange"



  • Click On EDIT




  • Set the textbox to true (small case)

  • Click Update

    1. It will Prompt "Proceed with pushing a change into CRM?" Click OK

Conclusion:

That's it now Create an appointment and cancel it and it will get synced to Outlook.


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    Wednesday, August 6, 2025

    How to View Flow Run History in Power Automate?

     Introduction:


    In this blog, we will see how to View Flow Run History in Power Automate.

    Implementation Steps:

    1.  Navigate to https://admin.powerplatform.microsoft.com

    2. Click Manage

    3. Select Environments


    4. Open the Environment where you want to change Run History of Power Automate

    5. In my case it is Trail Environment


    6.  Open the Environment

    7. Click Settings and select features


    8. Look for "Cloud flow run history in Dataverse"



    9.  Update the History 
      1. Enabled - 28 days retention (default)
      2. Enabled - 14 days retention
      3. Enabled - 7 days retention
      4. Disabled

    10. You can select the option how many days you want to be retained

    11. Update the drop down and Select Save

    Conclusion:

    Based on above steps we can update the retention for Cloud flow run history in Dataverse.
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    Sunday, July 20, 2025

    Built a PowerApps control that shows PDF files saved records in MSCRM/Dataverse

    Please find my YouTube Video link for Built a PowerApps control that shows PDF files saved records in MSCRM/Dataverse YouTube Link

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    Saturday, June 21, 2025

    Dataverse/MSCRM: Work with Masking Rule

     Introduction:


    In this blog, we will see how to work with Masking Rule in MSCRM or Dataverse.

    Issue : I don't want to show the Email values in Contact table. For example if i have email as ram@contosso.com i need to only show ram* (here * denotes masking).

    Steps to Achieve:

    1. Navigate to https://make.poweapps.com

    2. Choose your respective Environment

    3. Go to your solution and open the solution

    4. Now if you click on New you will see 2 Options

      1. Attribute Masking Rule - You can mask the attribute based on SECURED MASKING RULE

      2. Secured Masking Rule - RULE TO BE DEFINED



    5. Now first Click on SECURED MASKING RULE

    6. Once you clicked it will prompt a page

      1.  You need to define your rule like below



        Name : Input your valid name with _
        Display Name : Input your display Name
        Description : Explain about your Rule
        Regular Expression : You can input your expression, for me i need to hide my domain so i used (?<=@).*$
        Masked Character : How you want to show your Masked Character
        Enter Plain Text : For testing you can input your Name
        Masked Plain Text : You can see your demo Value

    7.  Once done click Save

    8. Now Create an Attribute Masking

    9. Before Creating Attribute Masking you need to make sure your Column Security is Enabled




    10.  You can Use Attribute Masking in 2 Places ( you can directly Select here) or You can click on New and create like below


     Now save this and test it



    Conclusion:

    Following above steps we can achieve Masking for an Attribute.
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    Tuesday, June 17, 2025

    Bulk Delete Operation in Dataverse/MSCRM

     Introduction:


    In this blog we will see how to Bulk Delete Operation in Dataverse/MSCRM

    Steps:

    1.  Navigate to https://make.powerapps.com

    2. Click Apps

    3. Open your Model Driven Apps

    4. Now Click on Settings icon at the TOP right Corner of screen

    5. Select Advance Settings



    7. Once the Page Gets Loaded Select Data Management and Select Bulk Record deletion



    9.  Click New JOB

    10.  Select the Table and If you have any Particular Views select the view (or) Add filter Criteria for the condition and Click Preview Records to Verify the same

    11.  Once Verified Click Save and open the Operation to view the status of the Record



    ​​​​​​​
    That's it :)


    Conclusion:

    Based on the above steps you can easily delete the multiple Records using Out-of-the-box behaviour
    - 3 comments:
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    Friday, June 13, 2025

    How to Send Email on Behalf of Another User - MSCRM / Power Platform

     Introduction:


    In this blog, we will see how to send email on Behalf of Another User in Microsoft Dynamics CRM / Power Platform?

    Error i faced in Power Automate Flow:



    This issue occurs when i tried to send email on behalf of another User

    How to Fix?

    1. Navigate to https://make.powerapps.com  or your CRM or your PowerApps Environment.

    2. Click Gear Icon at the Top and select Advance Settings

    3. Search for Security and Select Security



    4. Once the page Look for Security Roles  and search for your Security role to provide Permissions

    5. In my case it is Approval User

    6. Look for Approval User then Click Miscellaneous privileges then Click Show all privileges and search for EMAIL

    7. Now you will Find Send Email as Another User like below



    8. Change None to Organization



    9. Now Click Save 


    That's it.

    Conclusion:

    By providing this access, User who is having this security role can send email on behalf of another user.
    - 1 comment:
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    How to Use SUM, COUNT, AVERAGE, MAX, MIN in Canvas PowerApps

    Introduction:

    In this Blog we will see how to Use SUM, COUNT, AVERAGE, MAX, MIN in Canvas PowerApps.

    Steps:


    2. Click Apps

    3. Select New and Select Apps



    4. Click New App and select Start with Page Design

    5. Select Blank Canvas template and Tablet



    6.  Create a collection like below and paste it in OnStart of the APP

    ClearCollect(expenses,
{Item: "Travel", Value: 100},
{Item: "Food", Value: 300 },
{Item: "Hotel", Value: 895 },
{Item: "Hotel",Value: 1300},
{Item: "Accessories", Value: 50},
{Item: "Flight", Value: 800}
);



    7. Now Add a label and you can configure expressions like blow




    "Count Rows :  "& CountRows(expenses)

"Average :  "& Average(expenses,Value)

"Max :  "& Max(expenses,Value)

"Min :  "& Min(expenses,Value)

"Count Rows :  "& Sum(expenses,Value)

    Conclusion:

    This is how we can easily configure the Expressions in PowerApps 

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    Wednesday, June 11, 2025

    Use @mention to collaborate with your team using Notes in Model-driven app/MSCRM

     Introduction:


    In this blog, we will see how to Use @mention to collaborate with your team using Notes in Model-driven app/ Microsoft Dynamics CRM.

    2. Click Environments at the left side




    3. Choose your Respective Environment to enable @mention in my Case am choosing Trial Environment



    4. Open the Environment and Click Settings at the Top of the Banner





    5. On the Settings Opened, Look for Products ,  Select Collaboration



    6. Look for @mention like below screenshot and Enable it and make sure you will enable In-app notifications too



    7. Now Click Save

    8. Navigate to your CRM System

    9. Open any Accounts or the Table where we have Rich Text editor Available

    10. Click on Notes and in the Rich Text editor you will see the Users available in the system will get populated.

    Conclusion:

    Following above steps we can enable mention in MSCMR or Model Driven apps.
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    Wednesday, May 21, 2025

    "Invalid operation performed" on Merging Account/Contact Record in MSCRM/Dataverse

    Introduction:

            In this blog, we will explore how to resolve the Account/Contact merge issue in Microsoft Dynamics CRM / Dataverse. We will identify the possible causes behind the error "Invalid operation performed", analyze the troubleshooting steps, and provide solutions to successfully merge records without issues.

    Steps to Resolve the Account/Contact Merge Issue in CRM/Dataverse:

    1. Navigate to your CRM/Dataverse environment.

    2. In this case, selecting Account to merge records.

    3. Open the Model-Driven App where the account records are located.

    4. Select two records to be merged.



    6. Click Merge on the Home Page.

    7. During the merging process, the issue occurs.



    9. Upon checking the error in the Console, the following error is displayed.



    Solution to Fix the Issue:

    Follow the steps below to resolve the error:

    1. Go to https://admin.powerplatform.microsoft.com

    2. Select Environments.



    4. Open the environment where the error is occurring.

    5. Click Settings.



    7. Search for Privacy + Security.

    8. Under Allowed MIME Types, enter application/json.



    10. Click Save to apply the changes.


    Conclusion:

    By following the steps outlined above, you can successfully resolve the "Invalid operation performed" error when merging Account/Contact records in Microsoft Dynamics CRM / Dataverse. Ensuring that the correct MIME type (application/json) is allowed in Privacy + Security settings can help prevent this issue from occurring. Proper configuration and understanding of system settings are key to seamless data management within the platform.




     

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    Thursday, January 16, 2025

    Day 23: Creating New Records Programmatically with JavaScript in Dataverse / MSCRM



    In this Blog, we will see how to Create New Records Programmatically with JavaScript in Dataverse / MSCRM

    var record = {};
record.bosch_dayname = "Name of the Record"; // Text

Xrm.WebApi.createRecord("bosch_day", record).then(
	function success(result) {
		var newId = result.id;
		console.log(newId);
	},
	function(error) {
		console.log(error.message);
	} );


    You can pass different parameter based in the "record" to create with field values

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    How to Remove Unmanged layers in Microsoft Dynamics CRM/Dataverse

     Issues Faced : When we need to create a new field or update a failed, we are having an different environment we are create in that and move...