Model driven apps

How to add an Area to Navigation (sitemap) in Model Driven apps/ Dynamics 365 apps

Dynamics 365, Microsoft Dynamics CRM, Model driven apps / By

Hello everyone and welcome to my blog. In today’s blog I will show how to insert a new Area to navigation in a model-driven apps designer. Through my blog I share interesting tips and discuss on latest releases of Microsoft.NET technologies, Dynamics 365 and Power Platform, SharePoint and Client scripting libraries. Please subscribe to my blog …

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How to show nested grid of child items in views of Dynamics 365/ Model Driven apps

1 Comment / Dynamics 365, Microsoft Dynamics CRM, Model driven apps, powerapps / By

Hello everyone and welcome to my blog. In today’s blog, I will discuss about an interesting feature related to Dynamics 365 Apps/ Model Driven apps. Through my blog I share interesting tips and discuss on latest releases of Microsoft.NET technologies, Dynamics 365 and Power Platform, SharePoint and Client scripting libraries. Please subscribe to my blog to …

How to show nested grid of child items in views of Dynamics 365/ Model Driven apps Read More »

How to configure Power Fx command button on activity tables in Dynamics 365/ Model driven apps

Dynamics 365, Microsoft Dynamics CRM, Model driven apps, powerapps / By

Hello everyone and welcome to my blog. In today’s blog we shall discuss about Power FX command designer and why a custom command button on activity tables like email, appointment, task or any other custom activity may not be visible. For this blog, I am using a custom activity table ‘Donations‘. Using the command designer …

How to configure Power Fx command button on activity tables in Dynamics 365/ Model driven apps Read More »

{Quick tip} Enable multiple screens for custom pages in Model-driven apps/ Dynamics 365

Dynamics 365, Model driven apps, powerapps / By

Hello everyone and welcome to my blog. Today’s blog is on how to enable multiple screens for custom pages in model-driven apps. Introduction of custom pages have enabled makers to create customized UI using canvas apps which blends perfectly with your model driven apps. However custom pages by default have only one screen. Below is …

{Quick tip} Enable multiple screens for custom pages in Model-driven apps/ Dynamics 365 Read More »

How to disable navigation on click of Primary column in a Dynamics 365/ Model driven apps view

Dynamics 365, Microsoft Dynamics CRM, Model driven apps, powerapps / By

Hello everyone and welcome to my blog. In today’s blog I will show a no-code approach to disable navigation on Primary column of a table in Dynamics 365 Apps or Model driven apps. In Model-driven apps, for every table whether standard or custom, there is always a Primary column. And a primary column always show …

How to disable navigation on click of Primary column in a Dynamics 365/ Model driven apps view Read More »

Users not able to access model-driven app.

Dynamics 365, Model driven apps, powerapps / By

Hello everyone and welcome to my blog. I am back with another blog on Power App and today it’s about model-driven app and security role. When you develop a model-driven app and publish it, users sometime report they are not able to access the model-driven app. In this blog I will discuss on the troubleshooting …

Users not able to access model-driven app. Read More »

Fluent UI design, the new look and feel of model-driven apps

Model driven apps, powerapps / By

Hello everyone and welcome to my blog. In today’s blog I will discuss on a really cool feature that is in preview and certainly going to be liked by users a lot. If you are wondering what I am talking about, it’s the new Fluent UI design of Model-driven apps. Model-driven apps are great with …

Fluent UI design, the new look and feel of model-driven apps Read More »

How to retrieve content of Image column in DataVerse and send it as an email attachment

DataVerse, Dynamics 365, Model driven apps, Power Automate, powerapps / By

Hello everyone and welcome to my blog. In today’s blog I will discuss on how we can retrieve the contents of DataVerse image column and send it as an attachment in an email. We are going to use Power Automate for this. Power Automate DataVerse connector has actions to upload and download image and file …

How to retrieve content of Image column in DataVerse and send it as an email attachment Read More »

How to delete users from Dynamics 365/ Power Platform

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Hello everyone and welcome to my blog. In today’s blog I will discuss about a preview feature that allow you to delete users from Dynamics 365/ Power platform environments. Please note that this is a preview feature. If you have been working from the good old days of Dynamics 365, you will be aware that …

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How to hide fields from Advanced find search in Dynamics 365/ Model Driven Apps {Crm Tips from the vault}

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps, powerapps / By

CRM tips from the vault – A series which I have started on request of my blog readers who are quite new to Dynamics 365 and Model Driven apps. In this series I will mostly cover the topics which are quite simple, used in almost every project implementations and more importantly have withstood the test of …

How to hide fields from Advanced find search in Dynamics 365/ Model Driven Apps {Crm Tips from the vault} Read More »

How to hide command bar/ ribbon bar of a form in Model driven apps/ Dynamics 365

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps, powerapps / By

Hello everyone and welcome to my blog. In today’s blog, I will show you how to show/ hide the ribbon bar or command bar on a record form dynamically, in Dynamics 365/ Model Driven apps. This is not a very common requirement but here I was having this requirement. The requirement was to hide the …

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How to set a lookup value in Dynamics 365/ Model Driven apps using javascript

DataVerse, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Hello everyone and welcome to my blog. In today’s blog I will show on how to set a lookup field value in Dynamics 365/ Model Driven apps using javascript. Lookups in Dynamics 365 model driven apps are essentially arrays. Each array object should have the following three properties. In my example I want to set …

How to set a lookup value in Dynamics 365/ Model Driven apps using javascript Read More »

How to retrieve a user’s timezone from DataVerse in a Power Automate flow

DataVerse, Dynamics 365, Model driven apps, powerapps / By

Hello everyone and welcome to my blog. In today’s blog, I will show you on how to get the timezone details of a user from DataVerse in a Power Automate flow. Before we get started with the Power Automate flow, it’s important to understand the tables in DataVerse which we will use in the Power …

How to retrieve a user’s timezone from DataVerse in a Power Automate flow Read More »

How to display DataVerse Lookup as Dropdown in canvas apps

Canvas apps, DataVerse, Dynamics 365, Model driven apps, powerapps / By

Hello everyone and welcome to my blog. In today’s blog I will discuss on how to display a lookup column of DataVerse as a Dropdown in Power Apps canvas apps. Account has a contact lookup field – Primary Contact. The field is usually required to store the primary contact for a customer. For our demo, …

How to display DataVerse Lookup as Dropdown in canvas apps Read More »

Share link of a record in Model Driven apps/ Dynamics 365 Apps

Dynamics 365, Model driven apps, powerapps / By

Hello everyone and welcome to my blog. In today’s blog I will discuss a very simple but useful feature which has been released lately. When we browse records in our Model Driven apps or Dynamics 365 Apps, we frequently need to share the URL of the record to access it directly. As easy as it …

Share link of a record in Model Driven apps/ Dynamics 365 Apps Read More »

When a record is selected – Dataverse trigger flow not showing

2 Comments / DataVerse, Microsoft flow, Model driven apps, Power Automate / By

Welcome back to all my blog readers. In today’s blog I am going to share with you my recent experience while working with Power Automate flows. I have a model driven app which has a list of contacts for each account. I need a Power Automate flow which should run when a contact record is …

When a record is selected – Dataverse trigger flow not showing Read More »

How to stop navigation from Lookup columns in Model Driven Apps grid

Microsoft Dynamics CRM, Model driven apps, powerapps / By

The feature that I am going to discuss in the blog has been there for sometime. But strangely I find many experienced consultants not aware of this feature. Hence decided to pen this down. But what is the requirement here? If you are working in Power Platform or Dynamics 365 products, you must be working …

How to stop navigation from Lookup columns in Model Driven Apps grid Read More »

How to get the app name inside plugins in Dynamics 365/ Model driven apps.

1 Comment / Dynamics 365, Model driven apps, powerapps / By

The importance of age old plugins never ceases to exist. Since the advent of Microsoft CRM plugins has been there and I presume it will be there in the years to come. Since the introduction of model driven apps, it has always been a ask to execute app specific logic inside plugins. The necessity of …

How to get the app name inside plugins in Dynamics 365/ Model driven apps. Read More »

Users in Dynamics 365/ Data Verse can be assigned security roles from multiple business units. How does this effect you existing security model?

DataVerse, Dynamics 365, Model driven apps / By

Before I start the blog, a quick reminder – The feature we are going to discuss here is a preview feature. Since the advent of erstwhile Dynamics CRM and later Dynamics 365 and now in DataVerse, a user can belong to a single business unit. And a user can be assigned a security role of …

Users in Dynamics 365/ Data Verse can be assigned security roles from multiple business units. How does this effect you existing security model? Read More »

Hide your system views in Model Driven Apps/ Dynamics 365 Apps

Model driven apps, powerapps / By

2022 Release Wave 1 bring in a host of features for Dynamics 365 Apps and Power Platform. While some updates are discussed pretty much everywhere because of their impact, there are quite a few cool changes which goes unnoticed. And one of them is the ability for users to hide system view from their Model …

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Enabling Power Apps Model Driven apps for offline capability

Model driven apps, powerapps / By

Erstwhile with Dynamics 365 Apps and custom Model driven apps, setting up an app for offline capability shall require multiple steps You have to create offline profiles Add tables for offline mode Set users to offline profiles Enable the Model driven app for offline availability and then select the appropriate profile. Well the latest release …

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How to block all users in a tenant from accessing a canvas app/ model driven app in PowerApps?

2 Comments / Canvas apps, Model driven apps, powerapps / By

As of the time of writing this blog, this is a preview feature. But I am quite confident that such a useful feature shall make it to production. You have a canvas app which is widely used across your organization. You are about to make a major release of the app. But this time you …

How to block all users in a tenant from accessing a canvas app/ model driven app in PowerApps? Read More »

Select record from grid and open an editable form in side by side pane in Model Driven Apps/ Dynamics 365

Dynamics 365, Model driven apps / By

As of the time of writing this blog, this is a pre-release documentation. But I am pretty sure, such an awesome feature is certainly going to make it to release. So what are we discussing here? Did you ever had the following requirements? You want to show the view and record form for an entity …

Select record from grid and open an editable form in side by side pane in Model Driven Apps/ Dynamics 365 Read More »

Async OnSave handlers in DataVerse/ Dynamics 365 forms to cancel save operation, stop save till certain async events are executed. Check this out!

1 Comment / Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

OnSave event handlers on an entity/table form in Dynamics 365/ DataVerse has been there for ages. And I have hardly come across implementations which does not have scripts written onsave event of an entity form. With onsave event handlers, the following requirements frequently come up. Cancel save event of form in based on custom validations …

Async OnSave handlers in DataVerse/ Dynamics 365 forms to cancel save operation, stop save till certain async events are executed. Check this out! Read More »

How to get GUID of selected view in Dynamics 365/ Model driven apps home page grid

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Welcome back to another blog post on Dynamics 365/ Model driven app and today I am going to discuss about a unique requirement. Get the GUID of selected view of a table in Model driven apps entity list/ grid. Basically get the GUID of ‘My Active Contacts’ view. In my case, the client wanted it …

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How to handle save complete event in client side in Dynamics 365/ Model driven apps

Dynamics 365, Model driven apps, powerapps / By

Before I go ahead and explain, let me accept this. I was not aware of the newly introduced client APIs in Model driven apps. And this one was pure serendipity. You might be thinking – Isn’t there formContext.data.save().then(successCallback, errorCallback) function which allow us to do that? Yes it does. But I am not talking about …

How to handle save complete event in client side in Dynamics 365/ Model driven apps Read More »

Error while creating an Application User in Dynamics 365/ Model driven apps

Dynamics 365, Model driven apps, Power Automate / By

These are days of integration. And when it comes to Power platform, you have plenty of options to do the same. And one of the most common ways to interact with data of DataVerse (Common Data Service) is through the method of registering an app in azure active director and provide necessary permissions to the …

Error while creating an Application User in Dynamics 365/ Model driven apps Read More »

Error: Required argument –publisher-name/ –publisher-prefix is missing

Model driven apps, powerapps / By

It’s been sometime I have written blog on PCF control. While my first blog still date back to one of the earliest detailed step by step blog on PCF and probably written couple of days after PCF preview release, unfortunately I could not write up much on PCF from that point. However I find so …

Error: Required argument –publisher-name/ –publisher-prefix is missing Read More »

Show/ Hide header and ribbon menu dynamically on Dynamics 365/ Model Driven App forms

Dynamics 365, Microsoft CRM, Model driven apps / By

Recently I cam across a requirement from customer to control the header section visibility of Dynamics 365/ Model driven app form. For a very long time, Microsoft didn’t had any API’s to work with headers in model driven apps. You could work with controls on the header but if you had a requirement to show/ …

Show/ Hide header and ribbon menu dynamically on Dynamics 365/ Model Driven App forms Read More »

Integrate Dynamics CRM on-premise with SharePoint online without IFD? Try out the SharePoint Attachment Manager from XrmForYou

Dynamics 365, Model driven apps, SharePoint / By

Sometime back I wrote a blog on the common obstacles faced while setting up CRM on-premise integration with SharePoint online. We have a very detailed documentation from Microsoft which explains the step by step details on how to do the same. While these documentation are very detailed, everyone will agree that it’s quite an effort …

Integrate Dynamics CRM on-premise with SharePoint online without IFD? Try out the SharePoint Attachment Manager from XrmForYou Read More »

How to Query Metadata in DataVerse/ Common Data Service using Power Automate

Dynamics 365, Microsoft flow, Model driven apps, Power Automate / By

Power Automate is flexible, powerful and not to forget, the future of Power Platform operations. And if you are working on DataVerse or the erstwhile Common Data Service, it is quite improbable that you haven’t worked with the CDS connector in Power Automate. Yet sometimes it is surprising to see some basic stuffs which could …

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How to Add/ Remove property from a JSON object dynamically using Power Automate

Microsoft flow, Model driven apps, Power Automate, powerapps / By

I am back with another blog on Power Automate. There is so much Power Automate can offer that you hardly run out of topics to share it through blogs. And one such topic is the ability to dynamically add/ remove properties from a JSON object. In this blog I am going to discuss the below …

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How to resolve – “License cannot be assigned to a user without a usage location specified.” error when assigning license to guest user in Azure.

Microsoft flow, Model driven apps, powerapps / By

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Happy new year to all my blog readers. This is my first blog of the year 2021 and I can’t be more excited to get on with it. And what’s more exciting that to have the blog on Azure. In this blog I am going to …

How to resolve – “License cannot be assigned to a user without a usage location specified.” error when assigning license to guest user in Azure. Read More »

Get record and business process flow information in Power Automate flow step of Business process flow in Dynamics 365/ CDS

CDS, Dynamics 365, Model driven apps / By

Are you having any of the following requirements? You need to execute a Power Automate flow from Business process flow step. You have configured a Power Automate flow to execute as Business process flow step and want to access the record which is displaying the business process flow. You want to work with the Business …

Get record and business process flow information in Power Automate flow step of Business process flow in Dynamics 365/ CDS Read More »

How to query related entity data in CDS using FetchXml in Power Automate

Dynamics 365, Model driven apps, Power Automate / By

How do I use FetchXml in Power Automate? How do I access related entity fields when using Fetchxml in PowerAutomate? If you are having any of the above questions, you are at the right place. Strictly speaking, this blog is more about how to access related entity information in PowerAutomate through FetchXml. But as I …

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Resource not found for segment -Error with Common Data Service (Current Environment) connector in Power Automate/ Microsoft Flow

CDS, Dynamics 365, Microsoft flow, Model driven apps, Power Automate / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comThis one was pretty surprising and today I faced this error while trying to implement the most mundane operation with Power Automate. On create of an Account, depending on the Account Category, I need …

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Upload content to File Attribute in Dynamics 365/ CDS from JavaScript

CDS, Dynamics 365, javascript, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This has been a long ask from my readers since the time I wrote the blog on how to read contents of File attribute using JavaScript in Dynamics 365. So here I am …

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Override createdon, modifiedon, createdby, modifiedby in Dynamics 365/ CRM {CRM Tips from the Vault}

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comCRM tips from the vault – A series which I have started on request of my blog readers who are quite new to CRM. My blog focus on niche topics which mostly require a …

Override createdon, modifiedon, createdby, modifiedby in Dynamics 365/ CRM {CRM Tips from the Vault} Read More »

API to get Logged In User’s security role(s) name and ID in Dynamics 365 – Xrm.Utility.getGlobalContext().userSettings.roles. API bug has been fixed. Team role name no longer come as undefined.

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comIt feels great to write this post. Not because this the first time I am writing this post. But because last time when I wrote a post about this, there existed a bug in …

API to get Logged In User’s security role(s) name and ID in Dynamics 365 – Xrm.Utility.getGlobalContext().userSettings.roles. API bug has been fixed. Team role name no longer come as undefined. Read More »

Display Notification on Entity Home Page Grid in dynamics 365/ CDS

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com In this blog I am going to explain on how you can show a notification on Entity Home Page grid. Please follow this blog to where I have been demonstrated to how to …

Display Notification on Entity Home Page Grid in dynamics 365/ CDS Read More »

Compare two columns in QueryExpression in Dynamics 365/ CDS SDK

1 Comment / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com A long awaited feature which has been asked by customers for over a decade has been finally introduced in the platform. And today I referred a blog post by my friend and fellow …

Compare two columns in QueryExpression in Dynamics 365/ CDS SDK Read More »

Could not find relationship for related entity field–Error when Exporting Contact Views to Excel

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This one is quite a shocker. Today my customer called me up and reported that whenever they are trying to export their contact views to excel, they are getting the below error. I …

Could not find relationship for related entity field–Error when Exporting Contact Views to Excel Read More »

How to determine if Form Type is Create or Update in Dynamics 365/ CRM Business rules {CRM Tips from the Vault}

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comCRM tips from the vault – A series which I have started on request of my blog readers who are quite new to CRM. My blog focus on niche topics which mostly require a …

How to determine if Form Type is Create or Update in Dynamics 365/ CRM Business rules {CRM Tips from the Vault} Read More »

Create Record URL in Dynamics 365/ CRM to open in specific model driven app. You don’t need to use the appid

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This is one of the most common requirement you will get. You are constructing a record URL and say you want to open it in Sales Hub. You can ask me what’s the …

Create Record URL in Dynamics 365/ CRM to open in specific model driven app. You don’t need to use the appid Read More »

Add or Substract using more than two field inside a formula in Dynamics 365 Business Rules

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This one is one of the simplest requirement as it gets and yet you may stumble upon it. Reading the subject of this blog you may wonder, come on business rule have this …

Add or Substract using more than two field inside a formula in Dynamics 365 Business Rules Read More »

How to show confirmation when changing a stage in business process flow in Dynamics 365

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Honestly I was not aware of this function sometime back and this was purely an accidental discovery. And guess what when I queried around, I found that it actually missed the cognizance of …

How to show confirmation when changing a stage in business process flow in Dynamics 365 Read More »

Use Client Script to stop Next stage and Previous stage movement in Dynamics 365/ CDS Business Process Flows–Use the addOnPreStageChange event.

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This one is another requirement which comes across every now. And while it seems quite easy to do, it actually is not. This is because of the limitation of Client API in Dynamics …

Use Client Script to stop Next stage and Previous stage movement in Dynamics 365/ CDS Business Process Flows–Use the addOnPreStageChange event. Read More »

Not able to connect to SQL Instance on port other than 1433, when trying to install Dynamics 365 {CRM Tips from the Vault}

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com CRM tips from the vault – A series which I have started on request of my blog readers who are quite new to CRM. My blog focus on niche topics which mostly require …

Not able to connect to SQL Instance on port other than 1433, when trying to install Dynamics 365 {CRM Tips from the Vault} Read More »

Principal user (type=8) is missing prvReadXXX privilege in Dynamics CRM–You have verified user’s security role. What’s next? {CRM Tips from the vault}

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comCRM tips from the vault – A series which I have started on request of my blog readers who are quite new to CRM. My blog focus on niche topics which mostly require a …

Principal user (type=8) is missing prvReadXXX privilege in Dynamics CRM–You have verified user’s security role. What’s next? {CRM Tips from the vault} Read More »

Emails Sent from Dynamics 365 are now visible in Sent Items of Outlook

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Now this one has been an ask by so many Customers from a very long time. And it was quite difficult to explain why emails sent from Dynamics 365 are not visible in …

Emails Sent from Dynamics 365 are now visible in Sent Items of Outlook Read More »

Find all Incidents (cases) in Dynamics 365 which have at-least one email from specific sender–Use the lambda operator any() in WebAPI

4 Comments / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Yesterday I wrote a post on the lambda query operators in Dynamics 365 WebAPI. And there a showed you how using the the lambda query operator all(), you can find all incidents (cases) …

Find all Incidents (cases) in Dynamics 365 which have at-least one email from specific sender–Use the lambda operator any() in WebAPI Read More »

Store Last 4 Digits of Social Security Number (SSN) in Dynamics 365/ CRM – No code approach

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Working with Social security number (SSN) is probably a requirement you definitely encountered if you have worked for US customers. And here is one such common requirement – “Store the last 4 digits …

Store Last 4 Digits of Social Security Number (SSN) in Dynamics 365/ CRM – No code approach Read More »

Fetch Incidents (Case) in Dynamics 365 with no open activities. Use the lambda operator all() in WebApi

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Sometimes the finest of functionalities escape our eye. And this is really one such feature in Dynamics 365 Web API. And I discovered when a requirement came along. The requirement was to fetch …

Fetch Incidents (Case) in Dynamics 365 with no open activities. Use the lambda operator all() in WebApi Read More »

Field mappings in relationship not mapped when a child record is created from plugins in Dynamics 365/ CRM

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com A better solution for this problem has been discussed here. Please refer to the linked post. Debajit Dutta (Microsoft MVP)

Create a child record dynamically from Field Mappings in Dynamics CRM/ Dynamics 365 {CRM Tips from the vault}

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comCRM tips from the vault – A series which I have started on request of my blog readers who are quite new to CRM. My blog focus on niche topics which mostly require a …

Create a child record dynamically from Field Mappings in Dynamics CRM/ Dynamics 365 {CRM Tips from the vault} Read More »

How to share a Model Driven App with user from PowerApps Maker Portal

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com CDS have really brought back the concept of XRM with a bang. With Common Data Service (CDS) and Common Data Model (CDM), consultants and business are developing Model driven apps on the fly …

How to share a Model Driven App with user from PowerApps Maker Portal Read More »

Get Today’s date in Power Automate/ Microsoft Flow

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Microsoft flow, Model driven apps, Power Automate / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Hi All, I am back with one more tip from Power Automate. In this blog I am going to show you on how to get current date in your Power Automate flows.And with …

Get Today’s date in Power Automate/ Microsoft Flow Read More »

Enter an amount between $0.00 and $XXXX. Error for custom currency field in Dynamics 365 V9.x on-premise

Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Now this was strange. It was kind of embarrassing as well in front of the customer. So my customer had quite a number of currency fields on a custom entity form. Some were …

Enter an amount between $0.00 and $XXXX. Error for custom currency field in Dynamics 365 V9.x on-premise Read More »

Set Password restrictions in Dynamics 365 Portals/ PowerApps portals

1 Comment / CDS, Dynamics 365, Dynamics365 Portals, Microsoft Dynamics CRM, Model driven apps, powerapps portals / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com PowerApps portals are highly configurable stuffs. And most of the configurations related to authentication can be achieved using Site Setting. The hard part is there are so many site settings that is very …

Set Password restrictions in Dynamics 365 Portals/ PowerApps portals Read More »

Qualify Lead in Dynamics 365 using Xrm.WebApi

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comQualifying a lead Dynamically using WebApi is a requirement which is so common across Dynamics 365 Sales implementation. Although there is a Qualify button on the Lead form, many a times we need to …

Qualify Lead in Dynamics 365 using Xrm.WebApi Read More »

You don’t have required permissions to create Azure Active Directory applications–Error while creating Dynamics 365 Portal/ PowerApps portal

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com This is an issue that was recently reported to me. One of the developers from my customer team was trying to provision a portal for their Dynamics 365 environment. But unfortunately he was …

You don’t have required permissions to create Azure Active Directory applications–Error while creating Dynamics 365 Portal/ PowerApps portal Read More »

Convert string to Date in Power Automate/ Microsoft flow

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Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Microsoft Power Automate have indeed have lot of power in its Kitty. It has all the functions required to perform the minute operations that are required to perform our day to day task.And …

Convert string to Date in Power Automate/ Microsoft flow Read More »

Add/ remove/ modify JSON elements of a JSON array in Power Automate/ Microsoft Flow

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Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Power Automate is like a continuously evolving engine adding more power to it with every release by Microsoft. I still remember the limited functionality it had when it was introduced. Looking back to …

Add/ remove/ modify JSON elements of a JSON array in Power Automate/ Microsoft Flow Read More »

Prevent Save and create new on Quick create form in Dynamics 365/ CDS

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Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comOur life as consultants can be quite amusing. Sometimes we have a customer who complains about a simple feature not being present in Dynamics 365 and then when Microsoft finally puts it on the …

Prevent Save and create new on Quick create form in Dynamics 365/ CDS Read More »

Parse XML in Power Automate/ Microsoft Flow

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Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com The simplest of things are sometimes the sweetest. And here is this one requirement to parse an XML using Power Automate/ Microsoft Flow. With SOAP giving away to REST based API’s, XML parsing …

Parse XML in Power Automate/ Microsoft Flow Read More »

Custom integration between Dynamics 365/CDS and SharePoint using C# and SharePoint REST API ? Learn how to create a SharePoint Add-in and generate authentication token–Part 3

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Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com If you are directly on this blog post, I suggest you start from the first blog post of this series to get the context. So I am on the final blog of this …

Custom integration between Dynamics 365/CDS and SharePoint using C# and SharePoint REST API ? Learn how to create a SharePoint Add-in and generate authentication token–Part 3 Read More »

Skip Setting a Business process flow during record create in Dynamics 365/ CDS? This simple trick may help you

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Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com We all love Business Process flows. And why not? Their introduction have solved the age old problem of visualizing a record as and when it progress through multiple stages. Typically lead and opportunity …

Skip Setting a Business process flow during record create in Dynamics 365/ CDS? This simple trick may help you Read More »

Stop Assign functionality based on Business Logic using Client API in Dynamics 365

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Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Assign – an age old functionality which is there since the time I started working in CRM which dates way back to 2011. So much we have seen about Assign that whenever I …

Stop Assign functionality based on Business Logic using Client API in Dynamics 365 Read More »

Configure conflict detection for mobile offline synchronization in Dynamics 365

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Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com In my previous article, I described in detail about Mobile Offline filters. Unlike the previous blog, this one is going to be real short. In this blog I am just going to discuss …

Configure conflict detection for mobile offline synchronization in Dynamics 365 Read More »

Configuring Mobile Offline profiles in Dynamics 365 for Offline Sync on mobile devices

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Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Trust me we all know about the offline feature of Dynamics 365 Mobile App. And if you ask even experienced Dynamics consultants on how to enable an entity for offline, the answer …

Configuring Mobile Offline profiles in Dynamics 365 for Offline Sync on mobile devices Read More »

Base64 encoding and Base64 decode using Liquid in Dynamics 365/ PowerApps portals

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For training and consulting, write to us at info@xrmforyou.com Follow my blog for more interesting topics on Dynamics 365 and Portals As I have been working on liquids a lot lately, I am amazed by the simple and yet powerful language which allows me to do so much without drop of a sweat. And then …

Base64 encoding and Base64 decode using Liquid in Dynamics 365/ PowerApps portals Read More »

Get formContext inside Webresource in Dynamics 365

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Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Ever since Xrm.Navigate.navigateTo has been introduced, it has been a big relief for consultants and customers alike. After all the ability to open a modal dialog was required so much but was missing for quite some time. But as everyone rushed in to implement the …

Get formContext inside Webresource in Dynamics 365 Read More »

Switch Business process flows in Dynamics 365 – Use Xrm.Navigation.openForm

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Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Xrm.Navigation.openForm – A function which has been used by almost every consultant to open a entity record whether existing or new record. This is a function which as a developer and Dynamics consultant, I believe is one of the most under utilized function. This function …

Switch Business process flows in Dynamics 365 – Use Xrm.Navigation.openForm Read More »

Custom ribbon buttons not showing up in Dynamics 365 forms/ grids. The wonderful Command checker tool from Microsoft might just save your day.

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Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com If you have ever worked in Dynamics 365 implementation then it is almost certain that you must have played around with ribbons. And more often than not you must have faced scenario where you have multiple enable and display rules on the form and not …

Custom ribbon buttons not showing up in Dynamics 365 forms/ grids. The wonderful Command checker tool from Microsoft might just save your day. Read More »

Stay on the same page when a lookup field is clicked in Dynamics 365 forms/ grids. Use the addOnLookupTagClick function

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Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com With every release of Dynamics 365, there is something always new for developers. In my last blog I explained about the enhancement in Xrm.WebApi.navigateTo method. Today we will discuss in detail about the new “addOnLookupTagClick” method introduced in Release wave 1, 2020. So what does …

Stay on the same page when a lookup field is clicked in Dynamics 365 forms/ grids. Use the addOnLookupTagClick function Read More »

How to Show Dynamics 365/ CRM form in a modal window? Use Xrm.Navigate.navigateTo

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Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com With PowerApps release wave 1 2020, Microsoft have released quite a few features under the hood. While some  have hogged the limelight, others continue to evolve in the platform like hidden gems. And one of them is the enhancement in much loved Xrm.Navigate.navigateTo API. Now …

How to Show Dynamics 365/ CRM form in a modal window? Use Xrm.Navigate.navigateTo Read More »

Quick find view search not working in Dynamics 365? There is Change in Default Search behavior in Dynamics 365 in release wave 1

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Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com Well this one came as pure surprise and I got to know of this one only after one of our customer enabled 2020 Release wave 1 feature in one of their SandBox environments and updated us that search on entity grids is not working as …

Quick find view search not working in Dynamics 365? There is Change in Default Search behavior in Dynamics 365 in release wave 1 Read More »

Talking points in Dynamics 365 AI for Sales–Gotchas!

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Introduction of Dynamics 365 AI has been a game changer in the field of Dynamics 365 and personally I have seen that mentioning this feature many a times drive the decision makers to choose Microsoft CRM over it’s competitors. And if you are a Dynamics consultant, it’s obvious that you are have either read it …

Talking points in Dynamics 365 AI for Sales–Gotchas! Read More »

Create PowerApps Component framework (PCF) controls – A Complete hands-on Guide

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Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com In this blog I am going to walk you through on creating a PCF control step by step from scratch. Technically speaking it will be through a series of blogs. However this is …

Create PowerApps Component framework (PCF) controls – A Complete hands-on Guide Read More »

Part 6 – Embed your Power Apps Component Framework (PCF) control on CRM form

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Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com In our previous article, we learnt how to build and deploy our custom control to CRM environment. To test it, I will use the account entity. I will create three fields first in …

Part 6 – Embed your Power Apps Component Framework (PCF) control on CRM form Read More »

Part 5 – Build, Test and Deploy your Power Apps Component Framework (PCF) Custom Control

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Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com The article is a part of series of blog posts on Custom component framework topic. In order to get the context I would suggest to get started from beginning. Now that we have …

Part 5 – Build, Test and Deploy your Power Apps Component Framework (PCF) Custom Control Read More »

Part 4 – Develop your Power Apps Component Framework (PCF) control UI and events

4 Comments / CDS, Dynamics 365, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com The article is a part of series of blog posts on PowerApps Component Framework (PCF). In order to get the context I would suggest to get started from beginning. Let’s continue from where …

Part 4 – Develop your Power Apps Component Framework (PCF) control UI and events Read More »

Part 3- Set-up Manifest file for your PowerApps Component Framework (PCF)

4 Comments / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com As I explained in the previous article we are going to develop a file control with a submit button. So we need to prepare the Manifest file. As I explained earlier, manifest file …

Part 3- Set-up Manifest file for your PowerApps Component Framework (PCF) Read More »

Part 2: SET up development environment for PowerApps Component Framework (PCF) Project

1 Comment / CDS, Dynamics 365, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com The article is a part of series of blog posts on Custom component framework topic. Please start from beginning to get the context. For this article I will use Visual studio 2017 for …

Part 2: SET up development environment for PowerApps Component Framework (PCF) Project Read More »

Insert Custom Controls in Dynamics 365/ CDS Business Process flows

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Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Today I was just searching some stuffs on Custom Controls and then stumbled upon this link – https://docs.microsoft.com/en-us/business-applications-release-notes/October18/microsoft-flow/custom-controls-in-business-process-flows Although the documentation tell that it is possible to embed custom controls in Business Process …

Insert Custom Controls in Dynamics 365/ CDS Business Process flows Read More »

What is “Toast Notification Display time” in Dynamics 365

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Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comWell this blog is pure serendipity. I was doing something else when I discovered this sitting quietly in Dynamics (not sure when it came in) and then I explored it. What I am talking …

What is “Toast Notification Display time” in Dynamics 365 Read More »

Set TimeOut or wait condition in Power Automate/ Microsoft Flow

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Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Lately working on Microsoft flows these days where I am helping my customer to migrate Dynamics 365 workflows to Microsoft flow. One of the workflow was using a timeout condition with  Duration Timeout …

Set TimeOut or wait condition in Power Automate/ Microsoft Flow Read More »

Invoke Power Automate/ Microsoft Flow from plugin in Dynamics 365

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Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comFlows are the new path on which every Dynamics 365 consultant is treading now and while you move along, you discover many new stuffs on your journey.And  one of them is when customer walked …

Invoke Power Automate/ Microsoft Flow from plugin in Dynamics 365 Read More »

Create a AutoNumber field from your existing Text field in Dynamics 365/ CDS.

3 Comments / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Well this has long been awaited for. And how many  times I had my customer walking up to me and ask – “I have an existing field. Do CRM provide Autonumber feature? Can …

Create a AutoNumber field from your existing Text field in Dynamics 365/ CDS. Read More »

Create PDF document from files in SharePoint and send as an email attachment

CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com I am very excited to announce the new Utility from XrmForYou stable – “SharePoint Document Merger”. Let’ directly jump to the Utility functionality and other details So what does this Utility address? You have an opportunity in CRM and you are using the OOB CRM-SharePoint integration …

Create PDF document from files in SharePoint and send as an email attachment Read More »

How to get formContext in HTML Webresource in Dynamics 365

7 Comments / CDS, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Model driven apps / By

Follow Debajit’s Power Apps & Dynamics 365 Blog on WordPress.com If you are using on the latest version of Dynamics 365/ CDS online, Microsoft API can you help you do that. A better and supported approach is described here. Xrm.Page is deprecated. We all know and we have already started revamping our form scripts and replacing …

How to get formContext in HTML Webresource in Dynamics 365 Read More »