Create a Flyout menu for ribbons in Ribbon Workbench | XrmToolBox

Here’s how you can create Flyout menu in Ribbon Workbench.
Also, for most ribbon customization, you can edit using the Command Editor in Power Apps but this is in Preview at the time of writing this post –

  1. How to add low-code Power Fx buttons to model-driven apps (Commanding v2) – https://www.develop1.net/public/post/2021/07/25/commandingv2
  2. Comparison between Ribbon Workbench and Power Fx Command Buttons –
    https://www.develop1.net/public/post/2021/07/25/RibbonWorkbench-vs-PowerFx

Meanwhile, here’s how you can create a Flyout menu in Dynamics 365 CRM Ribbon using Ribbon Workbench in the XrmToolBox

Ribbon Workbench in XrmToolBox

In classic XrmToolBox style, here’s how you create a Flyout button. Given that you are aware of how to load the Entity’s ribbon in a solution and then onto the Ribbon Workbench, we’ll see at how we can create a button on Account Form –

  1. Insert the Flyout menu in the Ribbon where you want to insert this. In this case, in the Form ribbon of the Account entity.

  2. Once dragged, pick a Menu Section control and insert into the flyout canvas shown in screenshot below. Because all the Buttons will fall under that Buttons can’t be added directly into the Flyout menu.

  3. Now, you can name the Menu Section itself as show below –
    Note: In case if you named the Section correctly and it didn’t appear the first time, clicking on some other component and then clicking it back will show it correctly.

  4. Now, you can insert buttons underneath the section. In this case, I’ll add 2 buttons for Pause and Cancel.


  5. Make sure you populate the Command and the ModernImage icon for it’s icon so that the buttons are visible when you publish. Without a Command being attached to the Button, the button will not be visible.
    The final button layout will look like this.
    Note: In case if you named the Section correctly and it didn’t appear the first time, clicking on some other component and then clicking it back will show it correctly.

  6. Once ready, publish the changes and see. Your Flyout menu will be ready and will look like this!

Hope this was useful!

Here are some more XrmToolBox related posts which you might want to check –

  1. Show custom ribbon button based on Security Role of the logged in User in Dynamics 365 | Ribbon Workbench in XrmToolbox
  2. Connecting XrmToolBox to an MFA enabled Dynamics 365 environment | Azure AD
  3. Find deprecated JS code used in your Dynamics 365 environment | Dynamics 365 v9 JS Validator tool | XrmToolBox
  4. Delete App Passwords created by other users in Office 365 | Multi-factor authentication
  5. Single record and multiple record auditing in Dynamics 365 to Audit record access | M365 Compliance
  6. Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM
  7. Show custom ribbon button based on Security Role of the logged in User in Dynamics 365 | Ribbon Workbench in XrmToolbox
  8. Ribbon button visibility based on a field value in Dynamics 365 | Ribbon Workbench
  9. Get GUID of the current View in Dynamics 365 CRM JS from ribbon button | Ribbon Workbench
  10. Pass Execution Context to JS Script function as a parameter from a Ribbon button in Dynamics 365 | Ribbon Workbench

Thank you!

Renaming or Deleting a Plugin in Dynamics 365 CRM

At times, if you realize you need to rename your plugin but get error while updating it in the Plugin Registration Tool, then this post might help you out!

Let’s see how we correctly rename the plugin in question and update it. Most times, if you encounter this error, make sure you follow the post to be able to successfully perform this operation.

Scenario

At times, there are scenarios where you need to rename a Plugin just because the naming convention has not been followed in the Plugin Assembly because multiple developers were contributing or just because you came up with a better name altogether –

  1. Let’s assume this is the name given originally in a plugin

  2. And you want to rename it to, say “AccountValidation
    So, you typically would rename the class file in the Plugin Assembly (Class Library)


  3. And it’ll ask you for the confirmation to update the name of the class as well.

  4. And once you confirm, the class will be renamed as well.

  5. Now, when you try to Build the solution & update the assembly again, it’ll show you your renamed plugin which you are trying to update.

  6. But, when you try to Update the Selected Plugin, it’ll give you the below error.
    [The previous Plugin name] not found in PluginAssembly [PluginAssembly details] which has a total of [x] plugin/workflow activity types.


    Let’s see how to overcome this.

Workaround

So, here’s how you successfully update the plugin assembly with the renamed plugin.

  1. Unregister the Plugin only which was renamed.
    Please make sure you note all the Steps and Images with that plugin since you’ll need to manually add them back again once the new renamed plugin is registered. It’s a new registration and not updating the existing plugin which was previously registered.

  2. Now when you unregister, re-update the Assembly in which the renamed plugin will be registered as a new plugin. Post which, you’ll need to add the necessary steps/images to it.

Deleting a Plugin

The approach to deleting a Plugin from the Assembly is also no different –

  1. Let’s say you have another plugin called as “ContactUpdate“, and you want to delete it to declutter your assembly from plugins which you don’t need at all.
    You select the Class file in Visual Studio and Delete it.

  2. It’ll prompt you that you are permanently deleting the file and it can’t be reverted.

  3. Once this is deleted, and you build the solution again and Update the Assembly, you’ll find that the plugin you deleted will be missing for an update. And that’s when you’ll see another error as the Assembly update in the Plugin Registration Tool will try to update the plugin you just deleted.

  4. Just like how we Unregistered in the rename process above, you’ll need to Unregister the plugin first in order to Update the rest of the plugins successfully in the Assembly.

  5. And finally, you’ll be able to update the assembly for the rest of the Plugins in the assembly post deleting the plugin.

Also, another way is to also follow the below –

  1. Create a new plugin with the name you wish to set.
  2. Copy the code over the new plugin and register it in the Plugin Registration Tool.
  3. Once done, replicate the Steps/Images on the new plugin in the Plugin Registration Tool.
  4. Now, you can also safely delete the old plugin which has the old name.
  5. Delete from the Code and then from the Registration Tool and then update so that the library too is updated with the deleted one as well!

Hope this was helpful! Here are some more Dynamics 365 posts which you might be interested in –

  1. Dynamics 365 Storage Utilization | Dataverse Storage | Power Platform Admin Center
  2. Use Hierarchy in Roll Up Fields in Dynamics 365 CRM
  3. Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM
  4. Get GUID of the current View in Dynamics 365 CRM JS from ribbon button | Ribbon Workbench
  5. Dynamics 365 App For Outlook missing on SiteMap in CRM? Use shortcut link [Quick Tip]
  6. Import lookup referencing records together in Dynamics 365 CRM | [Linking related entity data during Excel Import]
  7. Mailbox Alerts Hide/Show behavior in Dynamics 365 CRM
  8. Excel Importing Notes (Annotation) entity in Dynamics 365 CRM
  9. Enable/Disable the need to Approve Email for Mailboxes in Dynamics 365 CRM CE
  10. Call Azure Function from Dynamics 365 CRM using Webhooks
  11. Show Ribbon button only on record selection in Dynamics CRM
  12. Accessing multiple occurrences of a field in Business Process Flow using JS in D365 CRM

Thank you!!

Update Flow Schema [The power flow’s logic app flow template was invalid] error | Power Automate Tip

Error on trigger of the Flow which reads as “The power flow’s logic app flow template was invalid”

This could be because the schema of the Flow is not longer valid and needs to be refreshed. Here’s a simple way on how you can do this.

Scenario

Let’s consider this Scenario where you have an On-Demand Flow in Dynamics 365 CRM which is using a Dataverse (Legacy) trigger –

  1. You see the Flow as below in Dynamics 365 CRM on the record which you can call (Replacement of your classic On-Demand Workflows in CRM 😊)
    Flow didn’t run as expected and hence, the next step was to investigate.

  2. So, to further investigate, you open the Flow and find this error notification already in the Edit mode itself.

    The complete error message reads as –
    The power flow’s logic app flow template was invalid. The ‘type’ property of template trigger ‘manual’ at line ‘1’ and column ‘11024’ has the value ‘Manual’ which is deprecated in schema version ‘2016-04-01-preview’ and onwards.

  3. This means the Schema has been deprecated and you’ll need to refresh the same.

Fix

Here’s how you can quickly fix this –

  1. Remove the trigger


  2. And then re-add the same trigger. In this case, Dataverse (Legacy)


  3. Note that the references will be removed since you removed this step/trigger.


    Now, for this particular Flow Trigger, I further faced issues while receiving the Body correctly. And got something like this –

    I’ll further investigate this and update this post

    Now, save the Flow and re-attempt Running it.
    Note: Since the schema has been updated, you’ll need to investigate the check the rest of the Flow for any changes you might need to make.
  4. For Logic Apps, Microsoft Docs has provided this directive – https://docs.microsoft.com/en-us/azure/logic-apps/logic-apps-schema-2016-04-01#upgrade-your-schema?WT.mc_id=DX-MVP-5003911

Hope this helps!

Here are some Power Automate posts you want to check out –

  1. Call Flow from Webhooks in Dynamics 365 CRM | Power Automate
  2. Call a Flow from Canvas Power App and get back response | Power Platform
  3. Showing Sandbox or Non Production Apps in Power App mobile app
  4. Create a Power Apps Per User Plan Trial | Dataverse environment
  5. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  6. Co-presence in Power Automate | Multiple users working on a Flow
  7. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  8. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  9. Call a Flow from Canvas Power App and get back response | Power Platform\
  10. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  11. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  12. Asynchronous HTTP Response from a Flow | Power Automate
  13. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  14. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!

Upload documents more than 50MB to SharePoint in Dynamics 365 | Quick Tip

Currently, Dynamics 365 SharePoint Integration document limit is 50MB.

And if you try to upload a Document greater than 50MB, it’ll give you the below error –

So here’s what they mean by directly uploading to SharePoint, in case you are new to Dynamics and don’t know if you can access SharePoint directly from Dynamics.

Quick Tip

Here’s how you can upload larger files greater than 50MB –

  1. In the Documents tab, you’ll see the

  2. This will take you to the SharePoint location in the new tab which this Document folder points to –

  3. And you can choose to upload your file –

  4. And your file will be uploaded even if it’s larger than 50MB

  5. And the same will be reflected in Dynamics’ Document grid on the record as well.

Hope this was helpful! Here are some more Dynamics 365 posts which you might be interested in –

  1. Enable SharePoint Online integration Dynamics 365 | Power Platform Admin Center
  2. Dynamics 365 Storage Utilization | Dataverse Storage | Power Platform Admin Center
  3. Use Hierarchy in Roll Up Fields in Dynamics 365 CRM
  4. Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM
  5. Get GUID of the current View in Dynamics 365 CRM JS from ribbon button | Ribbon Workbench
  6. Dynamics 365 App For Outlook missing on SiteMap in CRM? Use shortcut link [Quick Tip]
  7. Import lookup referencing records together in Dynamics 365 CRM | [Linking related entity data during Excel Import]
  8. Excel Importing Notes (Annotation) entity in Dynamics 365 CRM
  9. Enable/Disable the need to Approve Email for Mailboxes in Dynamics 365 CRM CE
  10. Call Azure Function from Dynamics 365 CRM using Webhooks
  11. Show Ribbon button only on record selection in Dynamics CRM
  12. Accessing multiple occurrences of a field in Business Process Flow using JS in D365 CRM

Thank you!!

Enable SharePoint Online integration Dynamics 365 | Power Platform Admin Center

In this post, I will highlight on how you can enable SharePoint Online Document Integration with Dynamics 365 CRM and how these records are structured in SharePoint as well as Dynamics CRM.

Hope this post covers it for you to get started with Dynamics 365 SharePoint Online Integration! 😊

Pre-requisites

Here are the pre-requisites you need to make sure you can enable SharePoint Online integration with Dynamics 365 CE/CRM.

  1. With Dynamics 365 Online, you’ll also need SharePoint Online plan as well which is available with M365/O365 Plans. Example: E3

  2. Also, make sure you are Dynamics 365 Admin as well as SharePoint Admin as well. In case you happen to the be Global Administrator, even better! 😊

Before enabling SharePoint Integration

Before we enable SharePoint Integration, notice that Documents is not shown in related records under entities like Accounts, for example.



Power Platform Admin Center

You can visit Power Platform Admin Center (https://admin.powerplatform.microsoft.com/environments) to enable SharePoint Integration

  1. Navigate to Power Platform Admin Center (https://admin.powerplatform.microsoft.com/environments) and then to the environment with which you want to enable the SharePoint Online integration with –
    Then, go the to Settings of the Organization –

  2. Under the Integration section, navigate to Document management settings

  3. It’ll take you to the old Document Management Settings in Dynamics 365 CRM. Here, you’ll be able to select the Enable Server-Based SharePoint Integration

  4. The next dialog box will walk you through the steps to enable the SharePoint Integration with your Site. Click Next.

  5. Now, you’ll be asked if you want to enable for Online or On-premise. In this example, we are looking at Online, hence, Online will be selected and you click Next.

  6. Further, you’ll be asked what Site should the integration be enabled on.

  7. It should be the SharePoint Site you want to enable this to, so you can pick it from the SharePoint site itself. Copy the selected URL from your respected SP Site.


    And paste it in the box where URL is asked. Then click Next as shown below.

  8. Final step is to click Finish post the Site is found to be Valid.


  9. At this point, Documents will be visible on entities.

  10. But, if you navigate and try to enter Documents, you’ll see the error message saying that Site is missing

    This completed the first step of the process. Next step is to enable the entities for SharePoint integration of Documents.

Enable Entities for SharePoint Integration

In this section, once we have enable the Dynamics 365 environment for SharePoint integration, we’ll now enable the entities which we want the Document Integration to be enabled on –

  1. Now, you’ll need to enable the entities for Document Management


  2. In this, you have to make enter the URL of the SharePoint Site where you want the Document Library to reside. I’m entering the main SharePoint URL itself and we’ll see where this ends up.
    In this, make sure you select the Entities which you want to enable for Document Management.
    Most of common Business Entities are pre-selected, you only need to paste the URL of the Site location and you are good to click on Next.

  3. Next, it’ll ask the structure of the folders that should be created in the SharePoint.
    To understand Based on Entity, you can check this – https://d365demystified.com/2018/12/17/based-on-entity-folder-structure-in-d365-sharepoint-online-integration-in-d365/

  4. Once you click Next based on your selection, you’ll simply be prompted where the Document Locations are being created.
    You just need to click OK.

  5. Further, it’ll process the entities which were initially selected in #2 above.

  6. In a few moments, this will be completed.
    You can simply click finish.

  7. Once done, you can now check that the error in Account’s Document section is gone and you’ll see that the Documents grid is ready for Documents to be uploaded.

  8. And here’s the SharePoint Folder Structure created in SharePoint.


  9. When you navigate and even if you open the grid on the Dynamics 365 record, the folder is created in SharePoint even if you don’t upload anything.

  10. And for example, you upload a sample Document on the record

  11. It’ll appear in the Documents tab here.

  12. And also on the SharePoint library which we just saw

    Easy!!

SharePoint Site Structure in Dynamics 365

If you are further curious on what happens in Dynamics 365 and which kind of records are created, here you go –

  1. The first record to be created in a high-level is SharePoint Site.
    Under this, a Document Location record is created.

  2. And in this Document Location record, a Default Document Location is created which will house the other records

  3. And in this Document Location record itself (if you open the one marked in the #2 above)
    A child Document Location record is created [And this is created when you open the Document tab on the entity record itself]
    So, go to the Document Locations in related in the Documents on Default Site 1 itself

  4. And these are the records under the Child Document Location records.

    So this is what happens on a very high-level. 😊

Hope this was helpful! Here are some more Dynamics 365 posts which you might be interested in –

  1. Dynamics 365 Storage Utilization | Dataverse Storage | Power Platform Admin Center
  2. Use Hierarchy in Roll Up Fields in Dynamics 365 CRM
  3. Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM
  4. Get GUID of the current View in Dynamics 365 CRM JS from ribbon button | Ribbon Workbench
  5. Dynamics 365 App For Outlook missing on SiteMap in CRM? Use shortcut link [Quick Tip]
  6. Import lookup referencing records together in Dynamics 365 CRM | [Linking related entity data during Excel Import]
  7. Mailbox Alerts Hide/Show behavior in Dynamics 365 CRM
  8. Excel Importing Notes (Annotation) entity in Dynamics 365 CRM
  9. Enable/Disable the need to Approve Email for Mailboxes in Dynamics 365 CRM CE
  10. Call Azure Function from Dynamics 365 CRM using Webhooks
  11. Show Ribbon button only on record selection in Dynamics CRM
  12. Accessing multiple occurrences of a field in Business Process Flow using JS in D365 CRM

Thank you!!

Call Flow from Webhooks in Dynamics 365 CRM | Power Automate

In case you are wondering if there are other ways to call a Flow apart from just Dataverse connectors, well – There are ways! 😊

Here’s how you can use Webhooks registered on Dynamics 365 CRM to call a Flow in Power Automate using HTTP Request trigger

Pre-Requisites

Given that you already have Admin Access to create Flows with HTTP Request Triggers, you’ll need to have Plugin Registration Tool in case you are not familiar – Download Plugin Registration Tool for Dynamics 365 CRM using PowerShell

Initiate a Flow

Here’s how you start building your Flow –

  1. You must select the HTTP Trigger when you start a new flow. This will be your Flow trigger.

  2. Now, in order to be able to get the URL of the HTTP Trigger which you’ll need, you’ll need to save the Flow first.
    And for that, Flow needs to have more than 1 step. So just go ahead and add a variable, maybe. 😊

  3. Once you save the Flow, the URL will be generated which you can copy

  4. Copy this URL and paste it in the Notepad. We’ll come to it later.
    It should look like this –

    So we’ll come to this later. Let’s keep this handy in clipboard since you’ve copied it anyway and let’s move towards registering the Webhook itself.

Register Webhook in Dynamics 365 CRM

Given that you have Plugin Registration Tool and you are logged in, you can proceed with registering a Webhook in the environment –

  1. In the menu, select Register a Webhook option.

  2. Now, you can start by giving it a name.
    Then, in Endpoint URL – copy only till the work invoke
    https://prod-131.westus.logic.azure.com:443/workflows/6092c774224e498ebe413f3d7c05a45e/triggers/manual/paths/invoke?api-version=2016-06-01&sp=%2Ftriggers%2Fmanual%2Frun&sv=1.0&sig=gvfm52Mpnhsz4Ew4ufRllNM_VhfC6a-GkCpM7AigPU0

    Also, select the Authentication as HttpQueryString

  3. Now, coming the next part, you can start add properties to this –
    Green are the Properties, Pink are the Values

    https://prod-131.westus.logic.azure.com:443/workflows/6092c774224e498ebe413f3d7c05a45e/triggers/manual/paths/invoke?api-version=2016-06-01&sp=%2Ftriggers%2Fmanual%2Frun&sv=1.0&sig=gvfm52Mpnhsz4Ew4ufRllNM_VhfC6a-GkCpM7AigPU0

    Also, in case you are wondering what does the %2F mean – It’s the HTML encoding for a slash symbol “/
    Ref Link: https://www.w3schools.com/tags/ref_urlencode.ASP

    And, the properties should look like below –


  4. Now, you can go ahead and add a Step just like you would do in a Plugin assembly


    And then, for example, register a step on Associate. It could be any message.

  5. And, when you Associate a record, example – Assigning a security role to a User –

  6. The Webhook will call the HTTP Request Flow


    And if you open the Flow, you can expand the first step and see the Detailed outputs






  7. You can copy the above Outputs and use this to generate Schema for the HTTP Trigger so that you can use it further in the Flow


    And this is how it will be generated

Hope this helps!

Here are some Power Automate posts you want to check out –

  1. Showing Sandbox or Non Production Apps in Power App mobile app
  2. Create a Power Apps Per User Plan Trial | Dataverse environment
  3. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  4. Co-presence in Power Automate | Multiple users working on a Flow
  5. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  6. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  7. Call a Flow from Canvas Power App and get back response | Power Platform\
  8. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  9. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  10. Asynchronous HTTP Response from a Flow | Power Automate
  11. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  12. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!

Pinning Records in Dynamics 365 CRM in Unified Interface [Quick Tip]

A small but super useful feature is to be able to access pinned records which you frequently visit / need to visit.

Pinning Records

Here’s how you pin records in Dynamics 365 CRM –

  1. In your left-hand-side of the navigation pane, you’ll see Recents and Pinned section.
    Right away, no records are pinned. You can pin records from Recent items only at this point.

  2. If you expand the Recents section, you can hover over the records to find the pin appear on the records which you want to pin.

  3. Once you pin them, they’ll appear in your Pinned area. Since you Recent records would change over time as you continue to access different records.

  4. In case you want to remove this, you can also unpin by clicking on the unpin icon as shown below

  5. Good thing is that pinned records are available all other Apps as well.
    So you could be in any App and you’ll retain all the Pinned items

Hope this was helpful! Here are some more Dynamics 365 posts which you might be interested in –

  1. Use Hierarchy in Roll Up Fields in Dynamics 365 CRM
  2. Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM
  3. Get GUID of the current View in Dynamics 365 CRM JS from ribbon button | Ribbon Workbench
  4. Dynamics 365 App For Outlook missing on SiteMap in CRM? Use shortcut link [Quick Tip]
  5. Import lookup referencing records together in Dynamics 365 CRM | [Linking related entity data during Excel Import]
  6. Mailbox Alerts Hide/Show behavior in Dynamics 365 CRM
  7. Excel Importing Notes (Annotation) entity in Dynamics 365 CRM
  8. Enable/Disable the need to Approve Email for Mailboxes in Dynamics 365 CRM CE
  9. Call Azure Function from Dynamics 365 CRM using Webhooks
  10. Show Ribbon button only on record selection in Dynamics CRM
  11. Accessing multiple occurrences of a field in Business Process Flow using JS in D365 CRM

Thank you!!

Download Plugin Registration Tool for Dynamics 365 CRM using PowerShell

If you are new to plugin development, you must’ve learnt by now that you’ll need to download and install a Plugin Registration Tool in order to register your plugin with the Dynamics 365 environment you are working on.

In case you are on your own and someone hasn’t given you the zip file already, here’s how you can start from scratch. 😊

Download Plugin Registration Tool using PowerShell

Here’s how you start from the very beginning.

  1. If you do a quick Google Search, you might find someone must’ve already uploaded a Plugin Registration Tool somewhere, but in case you want to get it from Microsoft’s official website, here’s the link to Microsoft Docs – https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/download-tools-nuget?view=op-9-1&viewFallbackFrom=op-9-1%3FWT.mc_id%3DDX-MVP-5003911
    Then, you can directly navigate to the Plugin Registration Tool segment by clicking on the highlighted link below


  2. In Plugin Registration Tool, you can simply click on the Download Package button


    This file Nuget file will be downloaded to your machine –

  3. Now, open PowerShell in Admin mode –

  4. Now, write the below code in PowerShell [Make sure you are pointing to the directory where you want to install the Nuget.exe]
    [Net.ServicePointManager]::SecurityProtocol = [Net.SecurityProtocolType]::Tls12 $sourceNugetExe = "https://dist.nuget.org/win-x86-commandline/latest/nuget.exe" $targetNugetExe = ".\nuget.exe" Remove-Item .\Tools -Force -Recurse -ErrorAction Ignore Invoke-WebRequest $sourceNugetExe -OutFile $targetNugetExe Set-Alias nuget $targetNugetExe -Scope Global -Verbose

    It’ll look like this when you type and press Enter, after a few moments when it’s completed downloading, you’ll be in the below state –

  5. Now, Microsoft Docs article above lists the PS Script to download all the Tools, but from that, if you want to only Download Plugin Registration Tool for now, that’s fine! You can just write the below PS Script and leave the rest –

    PS Script for Plugin Registration Tool only –
    ## ##Download Plugin Registration Tool ## ./nuget install Microsoft.CrmSdk.XrmTooling.PluginRegistrationTool -O .\Tools md .\Tools\PluginRegistration $prtFolder = Get-ChildItem ./Tools | Where-Object {$_.Name -match 'Microsoft.CrmSdk.XrmTooling.PluginRegistrationTool.'} move .\Tools\$prtFolder\tools\*.* .\Tools\PluginRegistration Remove-Item .\Tools\$prtFolder -Force -Recurse



    And when you press enter, it’ll setup the same and this will be your completed state –

  6. And you are done! Plugin Registration Tool has been downloaded
    And since we only Downloaded the Plugin Registration Tool and nothing else, only Plugin Registration Tool folder will be seen

  7. And here’s your Plugin Registration Tool


Hope this was helpful! Here are some more Dynamics 365 posts which you might be interested in –

  1. Dynamics 365 Storage Utilization | Dataverse Storage | Power Platform Admin Center
  2. Use Hierarchy in Roll Up Fields in Dynamics 365 CRM
  3. Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM
  4. Get GUID of the current View in Dynamics 365 CRM JS from ribbon button | Ribbon Workbench
  5. Dynamics 365 App For Outlook missing on SiteMap in CRM? Use shortcut link [Quick Tip]
  6. Import lookup referencing records together in Dynamics 365 CRM | [Linking related entity data during Excel Import]
  7. Mailbox Alerts Hide/Show behavior in Dynamics 365 CRM
  8. Excel Importing Notes (Annotation) entity in Dynamics 365 CRM
  9. Enable/Disable the need to Approve Email for Mailboxes in Dynamics 365 CRM CE
  10. Call Azure Function from Dynamics 365 CRM using Webhooks
  11. Show Ribbon button only on record selection in Dynamics CRM
  12. Accessing multiple occurrences of a field in Business Process Flow using JS in D365 CRM

Thank you!!

Dynamics 365 Storage Utilization | Dataverse Storage | Power Platform Admin Center

If you are new to using Dynamics 365 and if you are looking to check how much storage is being utilized in Dynamics 365, here’s how you can check it –

Power Platform Admin Center

Here’s how you check the storage utilization of your Dynamics 365 / Dataverse instances in your tenant –

  1. Provided you have the right access, navigate to the Power Platform Admin Center (https://admin.powerplatform.microsoft.com/environments)
    Now, expand the Resources section which would be collapsed as pointed in the screenshot below.

  2. Under Resources, you’ll find Capacity section under the same.

  3. When in Capacity, you’ll see Dataverse section. Although, you’ll still find the summary but not in detailed numbers.


  4. In Dataverse section, you’ll see the list of you Dataverse / Dynamics 365 CRM instances listed and having a summary of their current storage utilization. You can click on the graph icon to further drill down into the details.

  5. Let’s say – I’m into CFT158 environment, so – I’ll see all the details of that environment.
    Also, notice the hamburger menu on the top left.

  6. Clicking on the hamburger menu, you’ll see some options which you can use to view/get this data.
    One important one is to get the details of all the tables (Since only top 10 tables are listed in the view you see)

  7. Let’s say you clicked on Downloaded all tables as shown in the screenshot above, a CSV file will be exported on your system and will contain all the tables’ storage utilization and not just top 10 tables.

  8. Also, here’s a Microsoft Docs link on detailed explanation of how you can utilize the Storage details – https://docs.microsoft.com/en-gb/power-platform/admin/legacy-capacity-storage#environment-capacity-analytics?WT.mc_id=DX-MVP-5003911

Hope this was helpful! Here are some more Dynamics 365 posts which you might be interested in –

  1. Use Hierarchy in Roll Up Fields in Dynamics 365 CRM
  2. Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM
  3. Get GUID of the current View in Dynamics 365 CRM JS from ribbon button | Ribbon Workbench
  4. Dynamics 365 App For Outlook missing on SiteMap in CRM? Use shortcut link [Quick Tip]
  5. Import lookup referencing records together in Dynamics 365 CRM | [Linking related entity data during Excel Import]
  6. Mailbox Alerts Hide/Show behavior in Dynamics 365 CRM
  7. Excel Importing Notes (Annotation) entity in Dynamics 365 CRM
  8. Enable/Disable the need to Approve Email for Mailboxes in Dynamics 365 CRM CE
  9. Call Azure Function from Dynamics 365 CRM using Webhooks
  10. Show Ribbon button only on record selection in Dynamics CRM
  11. Accessing multiple occurrences of a field in Business Process Flow using JS in D365 CRM

Thank you!!