New D365 Admin portal and new way to access Organization Insights

Lot of D365 Administrators would have observed that we no longer see the Organization Insights solution on AppSource anymore. This is because you can now see the Organization Insights on the new Administration portal for D365. New D365 Admin Portal! There is new portal for D365 Administration which is in preview. You will see the … Continue reading New D365 Admin portal and new way to access Organization Insights

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CRM 2011: The entity Referenced by this process includes a currency value that does not exist in your organization

I have been facing this issue, and this blog addresses the issue

Dynamics 365 Funda by Zohaib Uddin Khan

The entity Referenced by this process includes a currency value that does not exist in your organization. Select a different currency and try again.

The story begins when I imported a solution from Organization1 to Organization2. The solution has only one workflow, which has only one step of ‘Send an Email’ using Template.

Source Organization Process Diagram

Let me give you some brief about Organizations where I am doing all this:-

Organization1: Default (Base) Currency = US Dollar

Organization2: Default (Base) Currency = Pakistan Rupee (Or any currency other than Organization1 Base Currency (US Dollar))

Both of the organizations have only one currency under ‘Setting’ – ‘Business Management’ – ‘Currencies’ which are mentioned above.

When I imported the solution in Organization2, it showed me the following warning:-

‘This process contains errors and cannot be activated. Open the process, correct any errors and try again.’

Import Solution Warning

When I opened the imported process in the target organization…

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Enable Reporting and common Buttons on D365 PSA – Project Entity

Summary: I have observed Project entity in PSA does not have common buttons like Run workflow, Run Report or Start Dialog. Sometimes we need these options, which we can easily enable by following below steps: Steps: Create a new solution for Ribbon Customizations. Add project entity in the solution Add Another entity which has Reporting … Continue reading Enable Reporting and common Buttons on D365 PSA – Project Entity

Generating Azure Blob file SAS key using Azure SDK

Why do we need SAS key for Blob File: Azure Blob is massively scalable object storage for unstructured data. Blob Storage can handle all your unstructured data, scaling up or down as your needs change. You no longer have to manage it You only pay for what you use and you save money over on-premises … Continue reading Generating Azure Blob file SAS key using Azure SDK

[Solved] – Backspace not working in HTML Web Resources

Issue: When we use a HTML web resource in Dynamics 365 CRM forms or even as a separate navigation, we sometimes face issue that Backspace on Text boxes do not work. Why this happens: This happens because in Custom HTML web resources, we add reference to "ClientGlobalContext.js.aspx". We need this library to gain access to the … Continue reading [Solved] – Backspace not working in HTML Web Resources

Dynamics 365 Tip: Sending Emails using Unified Interface

The unified client which was released D365 V9 had a very refreshing UI and lots of features. One of the best features in Unified Interface was Timeline view, but the timeline view did not have ability to send emails. The Unified client has a new Email UI with rich text controls and advanced editor. This … Continue reading Dynamics 365 Tip: Sending Emails using Unified Interface

D365 V9 – Developer Updates – Part 1: Show Progress Indicator

Summary With D365 V9, there are lot of updates to Development specially in Client API/ Form Scripting in CRM. I am starting a series of blogs to cover all the new features with code samples and examples. Lets start with Xrm.Utility client API updates showProgressIndicator This function displays a dialog, where you can customize the … Continue reading D365 V9 – Developer Updates – Part 1: Show Progress Indicator

Customizing Entity Icons for Unified Interface – Dynamics 365 v9

With D365 v9 release, we have the new Unified Interface. Observation: When I started working with it, I observed that I cannot see the entity icons in the navigation even though I had uploaded but 16*16 and 32*32 icons for the entity. I was also able to see the Entity icons in the web interface … Continue reading Customizing Entity Icons for Unified Interface – Dynamics 365 v9

Dynamics 365 – Uninstalling Microsoft Portals – Steps

Introduction: Those who have tried Uninstalling Microsoft Portals or ADX portals are well aware it is extremely painful task. It will be even more painful if the Portal customizations done are no managed properly in a solution. I had to do this task recently, for my learning as well as a POC, and below are … Continue reading Dynamics 365 – Uninstalling Microsoft Portals – Steps

How is CRM solution publisher important

In this blog, I wanted to discuss about one of the topics that many people tend to ignore- CRM Solution Publishers. Background When creating solutions, most people tend to use the default publisher for the solution. The only thing most people understand about publisher is that it allows us to set the prefix and optionset … Continue reading How is CRM solution publisher important