Sort sales pipeline by label

2021-02-04

If you use the sales pipeline chart in combination with an option set for your visualization, by default the chart is ordered by the option set value. But what if you want to order by the labels of the option set instead?…more

How to use filter array data operation

2020-09-02

The Common Data Service connectors provides two actions to retrieve data from other entities: Get a record, and List records. The Get a record action is straightforward: provide the entity name and the GUID of the record you want to retrieve.…more

Sending Emails with Flow

2020-07-12

A common steps to use in a Dynamics CRM workflow is Send email. This is pretty straightforward: in this single step you can define the sender, recipient(s), body and all other available fields of the email entity.…more

A quicker method to map different option set values in Flow

2020-05-01

If you want to map input from one CDS option set to another with the same values in Flow, all you have to do is map the corresponding field - easy.…more

How to actually list ALL CDS records in Flow

2020-04-18

The List records action in the Common Data Service (current) connector can be used to retrieve records from an entity in the CDS. Technically, this action returns an EntityItemList body, which is an array of individual EntityItems1.…more

Troubleshooting the ribbon - UCI style

2020-04-11

The customization of the Dynamics 365 ribbon is often done through the Ribbon Workbench1, which removes the need to manually edit the RibbonDiff.xml. However, if you only need to troubleshoot why a (customized) button on the ribbon is not behaving like it should (or not showing at all), there might be a quicker way introduced in the Unified Client Interface (UCI):…more

Using the right Common Data Service Connector in Flow

2020-04-02

Microsoft Flow opens up new possibilities for low-code development with the Common Data Service. By default, when creating a new Flow, the Common Data Service connector catches the eye immediately.…more