How to execute a JavaScript function on all forms without registering it manually?
Apr23

How to execute a JavaScript function on all forms without registering it manually?

Model-driven apps provides a rich set of client APIs to interact with form objects and events to control what and when to display on a form. The JavaScript functions react to different events so that the code gets executed when the event occurs on the form. The process of associating a function to an event is done manually for each form. We will see on this blog an interesting method to… Continue Reading Mehdi El...

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How to set up complex conditions for business process flow ?
Apr13

How to set up complex conditions for business process flow ?

Business Process Flow (BPF) is a very useful tool to standardize data entry on a model driven app. In simple cases, a linear BPF is a good option. However, in more complex scenarios, a BPF can be enhanced by using branching. I will discuss on this blog the limitations and workarounds concerning branching conditions.I was recently working on a business process flow and I noticed that once I use… Continue Reading Mehdi El...

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How to bulk change main forms header density using Cloud Flows ?
Mar19

How to bulk change main forms header density using Cloud Flows ?

As announced by Microsoft, the low-density header option will be deprecated on October 2021. As an impact, any current form that is configured as “low-density” will be automatically updated to render in a high-density with flyout mode in a model driven app. I will present on this blog a way to change in bulk the “high-density” option on all account main forms using power automate… Continue Reading Mehdi El...

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I’m lazy, I don’t want to manually change the view names anymore, thanks Cloud Flows!
Mar19

I’m lazy, I don’t want to manually change the view names anymore, thanks Cloud Flows!

We will discuss on this blog the possibility of changing the view name using the Power Automate Cloud Flows. This idea comes from the fact that I am frequently asked to change the naming of the views. In fact, one of my clients tags all his views with division names. So, when changing the division name, I have to update the corresponding tag in each view. For example, for the Account table,… Continue Reading Mehdi El...

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Bulk Business Process Flow switching using Power Automate (Cloud Flows)
Mar18

Bulk Business Process Flow switching using Power Automate (Cloud Flows)

Sometimes we create a new business process flow, which needs to be applied to existing records. Today I will present you a way to do it using the Cloud Flows in Power Automate. The approach presented is a proof of concept that can be significantly improved, you will get the general idea that you can adapt to your own needs. For example, I will use the Standard Business Process Flow… Continue Reading Mehdi El Amri’s Article...

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Dependent OptionSet in Dynamics CRM V9
Feb28

Dependent OptionSet in Dynamics CRM V9

It is known that for the moment there is no way to set up a dependency between two OptionSet fields with OOB functionalities. It is possible to implement this scenario using JavaScript code as the field type used is OptionSet. We could have implemented it with a simple configuration if the Field type were a LookUp. Example: Let’s take the following example:– OptionSet A with the… Continue Reading Mehdi El...

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Azure Translator PCF Control
Feb12

Azure Translator PCF Control

In this blog, I’m sharing my first PCF Control which allows translating text by automatically detecting the language using Azure Translator cognitive services. Using this control, CRM users will no longer need to copy/paste text fields and use an external tool to translate them. The demo below illustrates the translation of a field Multiple lines of text and an email that is formatted in… Continue Reading Mehdi El...

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How do I know what permissions a user’s security role requires to perform an operation?
Feb12

How do I know what permissions a user’s security role requires to perform an operation?

The problem: A member of the community recently asked what privilege should be added to a security role in order to revise a quote. In effect, it explains that the role seems to have sufficient privileges to perform this action, but an error message shows up when the quote is revised. Below is the security role configuration being used: Below is the error message displayed when… Continue Reading Mehdi El Amri’s Article on...

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Default legacy app can be hidden for end users but is still accessible through direct URL (workaround)
May24

Default legacy app can be hidden for end users but is still accessible through direct URL (workaround)

The legacy web client app, also known as Dynamics 365 – custom, can be hidden from end users. Documentation: https://docs.microsoft.com/en-us/power-platform/admin/enable-unified-interface-only#dynamics-365—custom On the other hand I noticed that the application is still accessible via the following URL:https://orgname.crm4.dynamics.com/main.aspx?app=d365default&forceUCI=1 By… Continue Reading Mehdi El...

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Retrieve all personal views containing a specific field
May05

Retrieve all personal views containing a specific field

In some cases, you want to delete a custom field in a highly used entity. You can easily identify where it appears in system views, forms, etc. But since it’s, many users probably have personal views that include it. So you have to alert those users to remove it from their views, so they don’t  get an error message later on after you delete the field.  If a field is deleted and used on...

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