While working with a model-driven app in Dataverse, we needed to change the
display name of the sitemap. What made this interesting was that there is no
option in the UI to rename the sitemap display name directly. After exploring
the UI options a...
Recently, we ran into an issue where the Audit History page stopped loading on
the form. Interestingly, the problem was limited only to the Account forms.
Whenever we tried to open Audit History, we received the generic error below: An
error has o...
We had a business requirement to block the closing of a Quote as Lost under
certain conditions. Instead of leaving the quote in an Active state, we wanted
the system to explicitly move it back to Draft and show a clear error message to
the user ex...
Accidental data deletion in Dataverse happens more often than we expect. A bulk
delete job, an incorrect Power Automate flow, or incorrect manual delete can
remove important records in seconds. Instead of restoring the environment,
Dataverse provi...
In earlier posts, we looked at how to move a Business Process Flow (BPF) stage
and finish the process by directly updating the BPF entity instance. In this
post, we’ll use RetrieveProcessInstancesRequest and RetrieveActivePathRequest to
move a Bus...
In the previous post, we explored how to move a Business Process Flow (BPF) to
the next stage using a console application, with the Phone to Case Process as a
working example. Advancing the BPF stage, however, is only part of the
lifecycle. Even a...
In Dynamics 365, Business Process Flows are usually progressed by users through
the UI. However, in scenarios like data migration, bulk remediation, or backend
automation, we may need to move a BPF stage programmatically. Here we will cover
one of...
In one of our recent Dynamics 365 / Dataverse projects, we ran into one issue
with auto-number fields. We had configured an auto-number for the custom_id
field on the Opportunity table. The format used a prefix of QU- followed by
eight digits, res...
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