How To
Welcome to my “How To” page! This page will contain How-To articles and videos regarding the category below the accordiation they belong to. Feel free to contact me if you have any wishes about topics I should include.
How to update Dynamics 365 environment
In this post, I will cover, step by step how to update Dynamics 365 environment to the latest version. Navigate to Power Platform Admin CenterGo into your environment and see a screen similar to this 3. Under "Updates" you could see there's a new version available....
Do Until with dates in Power Automate
In this post, I will show you how to use the "Do Until" functionality in Power Automate with dates. We will start by creating a Instant cloud flow with a manually trigger. 2. We will add our first step, which is going to be our "From Date". For this, we are using the...
Get today’s date as a variable Power Automate (Flow)
In this post, I will show how to get today's date in a Microsoft Power Automate Flow using expression. We will compose today's date and store this in a variable so we could use it further down in the flow. Create a new "Compose" step 2. Add a new expression to the...
Creating an export solution pipeline for Dynamics 365 (committing solution to repo)
In the previous "How-To's" we went through the process of creating an Azure DevOps project, setting up a repo which we are going to export a solution from Dynamics 365 now. If you haven't seen those posts I recommend going through those first before creating a...
Enabling Editable Grid for Main View in Dynamics 365
Editable Grid could be useful when the user wants to edit records quickly without the need of navigating to each record. Enable editable grid for main view Navigate to Solution ExplorerOpen the tables, open the table you want to enable editable grid. (Yes I write...
Filtering lookups on Editable Grid
So, I guess everyone (or most of the people reading this) has once upon a time been using editable grids in Dynamics 365. In the post, I will cover the process of how to filter lookup in an editable grid. In my scenario, a customer is using three entities: A project...
Creating a repo for Dynamics 365 solutions in Azure DevOps
In the last blog post, I created a guide on how to create a new Azure DevOps project. In this blog post, I will walk you through creating a new repository that we are going to use to store the Dynamics 365 solutions after exporting them from an environment. If you...
Creating a new project in Azure DevOps
In this blog post, I will cover the basics of how to create a new project in Azure DevOps. Later on, I will create more posts regarding extending your project with repos, pipelines, test plans, and artifacts. To be able to create a new project in Azure DevOps you will...
Adding dependencies Javascript in Dynamics CRM (Avoid dysfunctional JavaScript)
I guess once upon a time or even multiple times you have got an error regarding your javascript in Dynamics 365. Sometimes it could be regarding a field you use is getting removed, other times it could definitely be a dysfunctional JavaScript. In Dynamics 365 Web...
Creating a customer record when status on contact record changes in Dynamics 365
In this How-To article, I will cover how we could create a record on the Customer entity if a contact status gets updated with status reason = customer. In the last How-To article, we covered how to create a ribbon/button to change the status on one or multiple...
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