Programmatically know the Time control Status using the GetState method
Sep15

Programmatically know the Time control Status using the GetState method

Introduction Often we use Dynamic 365 Time Control when we want to keep track of time based on a certain date. E.g. Whether a Lead has been qualified before the estimated close date etc. In this blog, we will see how we can programmatically get the status of the Time Control using form scripting. To know more about Time control and how to configure it, please follow this link. In this example, I have configured the Time Control for...

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Multiselect Lookup control PCF now available in Dynamics 365 CRM
Sep14

Multiselect Lookup control PCF now available in Dynamics 365 CRM

Introduction: With the release of Power Apps Component Framework, the focus has now drastically shifted to designing a UI that is intuitive to use and especially ones that require minimal clicks to get going. N:N relationships has long been a touchy topic here where if you would like to associate more than one records with another record, the solution was designing a native N:N relationship between the 2 tables which created an...

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Use of Custom API in Power Automate Flow
Sep13

Use of Custom API in Power Automate Flow

Introduction As seen in our previous blog, we can create a custom API that can be triggered in Dynamics 365 CRM Workflows. But since Microsoft is moving away from Dynamics 365 CRM Workflows to Power Automate Flows, we should too. So, in this blog, we will see how to use the same Custom API in a Power Automate Flow. After creating a custom API, follow the steps given below: Navigate to your environment from powerapps.com and to your...

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Enhanced user experience with new Modern Control on Subject Entity
Sep06

Enhanced user experience with new Modern Control on Subject Entity

Introduction As we already know the Subject table is used to create a hierarchy of topics to organize and maintain information and categorize service Cases, Knowledge Base Articles, and Products in Dynamics 365 CRM. In recent 2021 Wave 2 release, new user experience on Subject table has been introduced i.e. a new subject control – Selection TreeView Control – has been added which makes it easier for users to view and...

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How to use a custom API as a step in Dynamics 365 CRM Workflows
Aug26

How to use a custom API as a step in Dynamics 365 CRM Workflows

Introduction: Microsoft recently introduced us to the Custom API feature which is a new way of creating custom actions in Dynamics 365 CRM as seen in our previous blog. However, while writing the previous blog, there wasn’t any way of using this custom API in workflows. But recently, we did see an approach to make use of the custom API with workflows. Now let’s see how to achieve this. For demonstration purpose, we are creating a...

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Use of new column options settings in grid view page
Aug25

Use of new column options settings in grid view page

Introduction: Earlier, whenever there was a need to add new columns or remove columns from the home grid of any entity you had to perform a series of steps like navigating to customization, choosing the entity, adding the columns and then publishing it. Now, with just one click on the setting in the model-driven apps, you can customize grid columns and their order right from the grid view page itself. Here is how it is going to look:...

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Multi-Entity/Table lookup in Dynamics 365 CRM
Aug23

Multi-Entity/Table lookup in Dynamics 365 CRM

Introduction: Recently, Microsoft introduced the multi-entity/table lookup field which was one of the most awaited features. Previously it was only available for the OOB customer lookup field; for example, the customer field has contact and account for selection in the customer lookup field. In this release of Dynamics 365 CRM, it is now possible to create a lookup field that has a multi-entity/table. For example, for Retailer custom...

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How to programmatically call UpdateView in PCF using requestRender
Aug20

How to programmatically call UpdateView in PCF using requestRender

Introduction: If you know Power Apps Component Framework, then you must know the updateView method, which is one of the standard methods of PCF. The updateView method is triggered only when the PCF control is refreshed or rendered and shows us the updated data on our control. We work on the dataset as well as field type components in PCF. In the dataset, we usually use context.dataset.refresh to refresh the dataset control, which...

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New Model-Driven App experience for Sharing Entity Rows
Aug18

New Model-Driven App experience for Sharing Entity Rows

Introduction: In the new 2021 release wave 2, Microsoft has introduced a new Unified Interface dialog experience using which users will be able to share rows easily. Let’s check out! Go to the table’s home grid and select the rows that you want to share. For example, I have selected Account table rows as shown in the below screenshot: On clicking “Share” button, you will be able to see the new unified interface dialogue box...

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New Model-Driven App experience for Sharing Entity Rows
Aug18

New Model-Driven App experience for Sharing Entity Rows

Introduction: In the new 2021 release wave 2, Microsoft has introduced a new Unified Interface dialog experience using which users will be able to share rows easily. Let’s check out! Go to the table’s home grid and select the rows that you want to share. For example, I have selected Account table rows as shown in the below screenshot: On clicking “Share” button, you will be able to see the new unified interface dialogue box...

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View or Update User Permissions/Roles from Bookable Resource
Aug16

View or Update User Permissions/Roles from Bookable Resource

Introductions: In order to work in Microsoft Dynamics 365 CRM, user needs to have the appropriate security roles. Similarly, to perform functionalities within Field Service, user needs to have appropriate privileges and they should also be added in the Field Security Profiles, along with their appropriate Security roles. So, when a Bookable Resource is not able to perform any functionality due to missing privileges, earlier we had to...

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How to Clear/Hide OOB form level notifications in Dynamics 365 CRM using client API
Aug13

How to Clear/Hide OOB form level notifications in Dynamics 365 CRM using client API

Introduction: In this blog, we will see how to clear/hide OOB form level notifications using client API. There are many OOB (Out of the box) form level notifications in CRM. For example, on the Quote entity there is a warning which displays on the quote FORM if “Effective To” date is equal to today’s date or lesser than today’s date i.e. “The “Effective To” date has passed. If you want to reactivate the quote, you...

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Improved User Experience in Dynamics 365 2021 wave 2
Aug12

Improved User Experience in Dynamics 365 2021 wave 2

Introduction The 2021 release wave 2 for Dynamics 365 brings innovations that provide you with significant capabilities to transform your business. Microsoft enhanced some features in the 2021 release wave 2 and made them user-friendly and easy to access. I have mentioned some of them below. • Open Record in New Window Wave 1 – Previously Open Record in New Window option was given in footer as shown below. Wave 2 – Open...

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Custom Pages: A step towards disappearing lines between Canvas Apps and Model Driven Apps in Power Platform / Dynamics 365 CRM
Aug11

Custom Pages: A step towards disappearing lines between Canvas Apps and Model Driven Apps in Power Platform / Dynamics 365 CRM

Power Apps provides support for 2 types of design experience for Apps. Model-driven apps – Data first approach – more for backend end user with full form experience. Canvas Apps – Design first approach – more for the field users with a mobile experience with simple to use and easily accessible apps being designed to serve specific purpose. Traditionally these have been aligned as Model-driven apps for web experience with full support...

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Perform changes in Power Apps Portal with newly introduced Microsoft Power Platform CLI
Aug09

Perform changes in Power Apps Portal with newly introduced Microsoft Power Platform CLI

Introduction: Microsoft recently introduced Microsoft Power Platform Command Line Interface to perform various operations on Microsoft Dataverse environments, Power Apps Portal, PCF, Plugin, Solution, Admin, and Canvas by using Visual Studio Code. In this blog, we will be focusing on Power Apps Portal and will see how we can connect Portal using Microsoft Power Platform CLI and perform various operation on the same. To be precise, we...

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Sort Dynamics 365 CRM records at global level within Kanban View for easy analysis – Explore new Global Sorting feature within Kanban Board
Aug06

Sort Dynamics 365 CRM records at global level within Kanban View for easy analysis – Explore new Global Sorting feature within Kanban Board

‘Kanban’ and ‘Kaizen’ are two Japanese terms that all of us are familiar with. One stands for ‘visual board’ and the other stands for ‘continuous improvement’.  Taking a leaf out of one of world’s leading automobile brand’s book, we introduced a smart visualization app for our Dynamics 365 CRM friends called Kanban Board which is also a Preferred App on Microsoft AppSource. With Kanban Board, our Dynamics 365 CRM friends are able to...

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New Command bar designer using PowerFx for Dataverse and Dynamics 365 CRM apps now in Preview
Aug05

New Command bar designer using PowerFx for Dataverse and Dynamics 365 CRM apps now in Preview

In our earlier article we talked about the new app designer experience and with the new updates in the app designer, command bar or the ribbon bar editor also gets an update. Editing or defining Command bar had been a tedious task involving editing the xml tags and I remember I could never get it right the first time especially since it involved adding a lot of related tags, until we had the now popular community tools like the Ribbon...

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Bulk Edit Entity Records using new Model-Driven App experience
Aug04

Bulk Edit Entity Records using new Model-Driven App experience

Introduction: In the new 2021 release wave 2, Microsoft has removed the dependency on web client hybrid experience and introduced a Unified Interface dialog experience using which users will be able to edit multiple rows easily. It is also supported on the mobile experience. So, let’s see how it looks! First, go to the table’s home grid and select the rows for which you need to edit columns in bulk. For example, I have selected...

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Dynamics 365 CRM Document Management and Data Security – Get both with SharePoint Security Sync!
Jul31

Dynamics 365 CRM Document Management and Data Security – Get both with SharePoint Security Sync!

When it comes to attachments/document management within Dynamics 365 CRM, shortage of storage space is still a huge concern. But if you are move to your documents/attachments to SharePoint or other cloud storages then security becomes another concern. So, what can be done to overcome these hurdles? This is where – SharePoint Security Sync comes in! Along with storage space, if data security is your major concern then SharePoint...

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Perform Asynchronous Operations with New Async OnLoad Event in Dynamics 365
Jul30

Perform Asynchronous Operations with New Async OnLoad Event in Dynamics 365

Introduction: First, let us understand what is OnLoad event and where we use it. It is an event which occurs after a form gets loaded or on the creation of a record. Generally, we use the OnLoad event to bind some data or hide/show fields, sections, tabs, etc. based on some conditions. The behaviour of the OnLoad event is synchronous i.e., when you run an asynchronous code on load of a form and want to hide some fields based on the...

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How to convert an editable Basic Form (Entity Form) to read mode programmatically in Power Apps Portal
Jul26

How to convert an editable Basic Form (Entity Form) to read mode programmatically in Power Apps Portal

Introduction: We recently had a requirement in Power Apps Partner Portal where client wanted the basic form (entity form) of quote to be editable for quotes with most of the status reasons under status “Draft”. But client also wanted to restrict users making any change to the quote from Portal for some status reasons even when quote is still in Draft status. Our initial approach was with some Portal script we would disable the...

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