Accessing Optionset Display values and their corresponding numeric values with the hidden Stringmaps entity

One of the lesser-known but incredibly powerful tables in Dataverse is the “Stringmaps” table. This table holds a treasure trove of information about optionsets and their options, making it a valuable resource for developers and administrators alike. In this blog post, we’ll dive deep into the “Stringmaps” table, understanding its structure and how it helps … Read more

Connection to CRM Organization with Python

Connecting to a CRM organization and securely accessing its data can sometimes be a complex task. In this blog post, we will explore a Python script that leverages Microsoft Azure Active Directory and OAuth 2.0 authentication to streamline the process of connecting to a CRM organization. By the end, you’ll have a clear understanding of … Read more

Simplifying Data Backups: Backing up Dynamics CRM to Azure Data Lake using Azure Synapse Link

Dynamics CRM, a powerful CRM platform offered by Microsoft, plays a pivotal role in managing customer interactions, sales, and other crucial business processes. However, ensuring the security and availability of this vital data is of paramount importance. That’s where data backups come into the picture. This blog post explores the significance of safeguarding crucial data … Read more

Boosting Productivity in Dynamics 365 CRM with JavaScript Bookmarklets

When working with Dynamics 365 CRM, having quick access to relevant data and streamlined workflows is crucial for enhancing productivity. One powerful tool that can assist in achieving this is JavaScript bookmarklets. In this article, we’ll explore how JavaScript bookmarklets can be leveraged to improve productivity in Dynamics 365 CRM by showcasing a few practial … Read more

Integrate Power BI in D365: Open Power BI Reports with Record Filtering

In this blog post, we will explore how to integrate Dynamics CRM with Power BI by creating a web resource that opens a Power BI report and applies record filtering based on the current CRM record. Prerequisite for this is a already in PowerBI Service hosted Report. The Script The HTML code is creating a … Read more

Securing Dynamics 365: Disabling Subgrid Access Based on Security Roles

Dynamics 365 provides a robust platform for managing customer relationships and streamlining business processes. One critical aspect of maintaining data integrity is ensuring that only authorized users can perform certain actions within the system. In this blog post, we will explore a JavaScript approach to disable a subgrid on the marketing list entity in Dynamics … Read more

Removing numbers from User Input in Microsoft Dynamics 365 Fields using JavaScript

Microsoft Dynamics 365 is a powerful customer relationship management (CRM) platform that provides organizations with a wide range of features to manage and analyze customer interactions. One common requirement in CRM systems is to sanitize user input by removing specific characters or data types. Having good data quality can be key in avoiding duplicates and … Read more