Author: Ramon Tebar

Software Engineer specialised on Microsoft Technologies with experience in large projects for different industrial sectors as developer, consultant and architect. I enjoy designing and developing software applications, it is my job and one of my hobbies. I’m interested in design patterns, new technologies and best practices. Making those part of the ALM process is a great challenge. During the last years, I have specialised in Microsoft Dynamics CRM (now Dynamics 365). I customise and extend the platform to provide tailored solutions and integrations based on service-oriented architectures and messages queuing. Motivated by community events and contributor in blogs, technical books, open source projects and forums, I have been awarded Microsoft Most Valuable Professional (MVP) on Dynamics 365 (CRM) since 2012.

PowerShell for PowerApps

In the PowerShell Gallery there are available several modules to manage Dynamics 365, CDS and PowerApps enviroments. More documentation can be found in this link: https://docs.microsoft.com/en-us/powerapps/administrator/powerapps-powershell See below a quick reference to the actual PowerShell modules. Microsoft.Xrm.OnlineManagementAPI PowerShell Module for access to Dynamics 365 CRM online management API. Provides access to the Tenant management features … Continue reading PowerShell for PowerApps →

Adding items to a Multi-select Option Set in workflows

In this article we will see how to add items to a multi-select option set attribute within a workflow using the community utility Dynamics-365-Workflow-Tools SetMultiSelectOptionSet. In the above workflow, the customer (related opportunity account) Business Regions will be added to the Opportunity. If this opportunity already has some values, they won't be removed. The "SetMultiSelectOptionSet" utility … Continue reading Adding items to a Multi-select Option Set in workflows →

Updating multi-select option set attributes in workflows

In this article we will see how to update a multi-select option set attribute within a workflow using the community utility Dynamics-365-Workflow-Tools SetMultiSelectOptionSet: Set default values for a multi-select option set attribute Before getting into the details, notice I have written another couple of articles to copy multi-select options attributes and getmulti-select options attributes in workflows. In our … Continue reading Updating multi-select option set attributes in workflows →

Getting multi-select option set values in workflows

In this article we will see how to get the values of a multi-select option set attribute within a workflow using the community utility Dynamics-365-Workflow-Tools GetMultiSelectOptionSet: Sample workflow retrieving multi-select option set values Before getting into the details, notice I have written another couple of articles to copy multi-select options attributes and update multi-select options attributes in … Continue reading Getting multi-select option set values in workflows →

Copying multi-select option sets in workflows

One of the new features in Dynamics 365 Customer Engagement / CDS is the multi-select option set attributes. This is a new type of attribute like Single Line of Text, Image, Whole Number, etc Dynamics Attributes Types Unfortunately multi-select option sets got some limitations: Cannot be used in the form headerCannot be used in the Business … Continue reading Copying multi-select option sets in workflows →