Sales Team Member app for users with Team Member license – Dynamics 365 Release Wave 1 2020
Hi Everyone, The new Sales Team Member app is designed for the lightweight sales scenarios where users don’t need the full capabilities of an enterprise application. This app is included with the Team Member license. At a high level, users with the Team Member license can perform the following tasks in the Sales Team Member app: 1) Customer management: work with contacts or see… Continue Reading Gopinath’s Article on...
Global notification – Xrm.App (Client API Reference) – In Preview – Dynamics 365
Global notification – Xrm.App (Client API Reference) – In Preview – Dynamics 365 Hi Everyone, There are many times we might have got an requirement to show some kind of notifications globally in Dynamics 365 and there is no supported way to do it. Here is the supported way to do the same which is coming in, there is a new client API reference called Xrm.App which has two methods 1)… Continue Reading...
Refresh button missing on Roll-Up fields in Dynamics 365 UCI?
Hi Everyone, Today I got a call from one of my friends asking is there any change in the Roll-up Fields implementation on UCI? I was wondered for sometime and I didn’t read about the limitation as such and I have asked what was the reason behind that question. He explained that he was not able to find Refresh button on the field. It looks like below in the Classic, the refresh button is… Continue Reading Gopinath’s...
Add Flow Step to Business Process Flow – In Preview – Dynamics 365 CE
Hi Everyone, Today I was a creating Business Process Flow as per my requirement and noticed a Add Flow Step (Preview) when I was trying to Add a Stage. Just went ahead and explored it. Added a step and configured a flow to trigger. And you know, it gave me a shock :(. I thought the flow would be triggered automatically instead it has shown a button to trigger on the Business Process… Continue Reading Gopinath’s Article on...
addOnLookupTagClick event in Dynamics 365 Release Wave 1 2020 – Restrict lookup record opening
Hi Everyone, I was just going through Microsoft Docs to understand the new features that were released in Dynamics 365 Release Wave 1 2020 and found a new event introduced for lookups and I feel it is quite useful. While working many of our customers might have clicked on a lookup value by mistake and the system might have redirected them to lookup record by loosing existing context of… Continue Reading Gopinath’s Article...
Open Entity Record as a Modal Popup in Dynamics 365 CE Release Wave 1 2020
Hi Everyone, Today I was testing new features of PowerApps Release Wave 1 2020 in trial instance and found that now we can open Entity record as a popup. Here is the piece of code and it is supported only for opening records in the system. Xrm.Navigation.navigateTo({ pageType: “entityrecord”, entityName: “contact”, formType: 2, // Only Edit Mode is supported… Continue Reading Gopinath’s Article on...