Dynamic CRM 365

Create on console application, read the .csv format excel and create records in CRM ? STEP 1 : Open Visual studio and create a console app and name it as  ConsoleConnectCRMwithCSV   STEP 2 :  Add Nuget packages Search xrm.sdk then select Microsoft.Crm.Sdk.Xrm.Tooling.Core assembly and install Next search LINQtoCSV and install Next search Microsoft.PowerPlatform.Dataverse.Client and install so Install all  these   libraries in  ConsoleConnectCRMwithCSV . name the class as   CreateContact  then the file name is    CreateContact.cs using System; using System.Collections.Generic; using System.Linq; using System.Text; using System.Threading.Tasks; using LINQtoCSV; using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Tooling.Connector; using Microsoft.Crm.Sdk.Messages; using Microsoft.Rest; using Microsoft.PowerPlatform.Dataverse.Client; namespace ConsoleConnectCRMwithCSV {     internal class  CreateContact   ...

Create fee paid (yes/no field), if no then show the Tentative date (date and time ) field and fill the date automatically with (today date+10 days). For Tentative Date change the date to Today date +10 Days we Should Take this formula in Expression addDays(utcNow(),10)

Write a power automate which will trigger daily, get the records from time stamp entity which records don’t have end date, update date end date and calculate the time? Step 1 and 2:  <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">   <entity name="effizz_timespan">     <attribute name="effizz_timespanid" />     <attribute name="effizz_name" />     <attribute name="createdon" />      <attribute name="effizz_start" />     <order attribute="effizz_name" descending="false" />     <filter type="and">       <condition attribute="effizz_end" operator="null" />     </filter>   </entity> </fetch> Step 3 and 4: In div take this value from expression : div(div(mul(sub(ticks(formatDateTime(utcNow())),ticks(items('Apply_to_each' )?[ 'effizz_s...

Create power automate on account city cha n ge and update the city in related contacts. Hear we are update the city of account and check weather the city was changed in contact or not for that follow those steps. 1.First of all you should create an instance flow in power automate. Next we are updating so in data verse( When a row is added , modified and deleted ) we should take type as modify , table as account, scope as organization and select columns as address_city1. 2.Now in list rows fist take contacts in table name then in fetch_XML take fetch_XML code according to the filter and make some changes then use it . 3.  Now take apply to each step in that from dynamic context take value (*list rows*). 4.  Now take update step to update the city name in contact for that take table name as contacts in row id take contact and address 1: city in dynamic content. 5.  Then run the flow and check manually it is working or not.   Step 1:  Go to power app then power aut...

If any case created, then check for the same user how many cases are created with in 30 days, if more than 2 and less than 5 send a mail to team lead, if more than 5 and less than 9 then send a mail to manager using power automate. Step 1 and 2: Step 3&4 Step 5&6 Step 6&7 Hear One condition will checks for cases are of greater than 2 or less than 5 and Second condition will check for cases are of greater than 5 and less than 9 check in you mail  which you provided

 Welcome Mail when New Contact record created. Go to Power Automate,  click on Flows then flows page will be opened , click on new flows there we can see 4 options  1. Automated Cloud flow  2. Instance Cloud flow  3. Scheduled cloud flow  4. Desktop flow  these 4 are Components of Power Automate  Now click Automated Cloud Flow  Give a flow name as Welcome mail to New Contact Search a data verse in search all trigger. then in drop down select  When a row is added , modified and delete click on it  Step 1: Table name contact and in scope Organization  Step 2: Search for email and in drop check for Send an email(V2)  In To give your email : hari123@gamil.com  In Subject: Contact added  In Body give some message : The Contact was Created Save and Check the flow with Manually and Later check Automate  

  PCF   Control  1) What Is PCF? PCF is nothing but  power app component framework   Power app component framework app can be used to develop to code component  for  model driven app and canvas app, these code component can be used on form, views,  dashboard and canvas app screen.  Currently PCF is supported for on-premise  2) Do you have  explorer  on  PCF  control, how to achieve PCF control? Ans)  Yes, PCF control is used to provide rich look of ui part of the CRM for the customer. My recent PCF control is multiline text box that limit is 2000 characters i will write  more than 2000 characters then it will show error 1)create one folder in home-desktop-folder name 2)then install  Node.js 3)then install Power apps CLI for this go to visual studio  Open  Visual Studio Code . Select the   Extensions   icon from the   Activity   panel. In the search bar, enter   Power P...