Tip #1378: Update Common Data Service user photo from Office 365 profile

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I had things stolen from me, I gave things away on many occasions. But I never ever lost anything. What’s the secret? Time perception. I do not lose things, I only temporarily misplace them The Enabler Consider this. Last year I created a folder for all the good tips coming in from the fellow tipsters, […]

Tip #1367: Tell apart create, update, and delete events

It’s not every day one gets to chime in on a post from Jerry, the lifetime tipster and Power Automate connoisseur. In this post Jerry talks about When a record is created, updated, or deleted trigger in CDS (current environment) connector and how to tell the event that triggered the flow using a clever combination […]

Tip #1362: Trigger Power Automate on Associate / Disassociate

Many to many relationship is everywhere, from good old marketing lists to web roles in Power Apps portals. The secret sauce is in the little hidden intersect entity holding the relationship together, those of you who used FetchXml Builder from XrmToolBox to craft a query, are very familiar with. The messages to control the relationship […]

Tip #1360: Customizing the activity timeline

Timeline of the universe. A representation of the evolution of the universe over 13.77 billion years.

You migrate data to Dynamics 365/Common Data Service and in the migration, you close activities. After the migration, the activity timeline shows the migration account in the top line of every activity. Say you want to have the timeline display something other than the account who closed the task. How do you customize this layout? […]

Tip #1339: The easiest CDS/Dynamics 365/CRM connection ever

Question I need to write a small console app that can authenticate to an online CRM instance with multi-factor authentication turned on. Can anyone point me in the right direction on how to accomplish this? Stephen Smith We’ve been through the topic of connections a few times before but this conversation is just too good […]

Tip #1311: Use entity name in Flow lookups

If you are building your Flows from solutions and connecting to Common Data Service, you should use the CDS (current environment) connector. When you do, if you populate lookup fields, you might get a “resource not found” error message. If you get this error, like I did, you are probably just putting the guid of […]