Quick view forms are wonderful features in Dynamics 365. And frequently you need to interact with quick view form from client side. As you can see in the below screenshot, we have a quick view form of contact on the account form. Whenever we select the Primary Contact, the contact details like Email Address and …
Work with Quick view forms in Dynamics 365/ CDS Client API Read More »
Dynamics 365 and PowerApps are an ever changing world and in this ever changing world, keeping track of the changes while being busy at work is really hard. And I realized that hard while recently as I was using Xrm.Utility.openQuickCreate to launch a quick create form from client side API. Xrm.Utility.openQuickCreate has been deprecated and …
This is a requirement I have recently received and the requirement was – “Users should not be able to abandon or finish a business process flow”. You may be thinking this has to be done using plugins. Off-course this can be done using plugins. Off course you can do it. But then you have to …
We all know that in UCI, when we try to save a record and if one or more of the form fields are does not contain valid data, the system stops the record from being saved and appropriate validation notifications are shown on the top of the form. For example I am on the contact …
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 so many consultants out there. And while this function have been introduced, we still keep telling the customer that it is kind …
When I came across this post by Bob Guidinger, I was like WOW! What an article and what a discovery. I could vouch that the most experienced of CRM consultants would envy to write a post like this. And guess what, no sooner than I wrote this post came the requirement where I needed to …
Great tip by Nishant Rana
Hello everyone and welcome to my blog. In today’s blog, we will discuss about a simple yet useful feature to convert UTC time to local time in Dynamics 365/ Model driven web resources. Before we get to the solution, let’s understand when you shall require to use this functionality. This scenario usually arise when you …
Sometimes we are so much busy in our day to day consulting stuffs that we frequently miss those small little gems in Dynamics 365 which are scattered throughout but we tend to ignore them more often than not. And one of them is the Attribute dependency feature in webresources. How many of you faced a …
This is one ask which customers had asked for sometime. We have form notifications and field notifications for quite sometime now and this API has also been there for quite sometime. However this is not much used or I shall say rather unknown and through my blog I want to spread the awareness of this …
Xrm.Utility.invokeProcessAction – A function introduced in Dynamics API for quite sometime. And frankly with the magnitude of actions being used in each project, this should have been the most widely used function by now. But unfortunately this is hardly used and the reason for that being it’s purpose is not being understood. We may have …
This is a requirement I received few years back. And that time I said it is unsupported and hence not possible. And today again I got this requirement and guess what I was about to say the same thing when I thought – “The API now is much more rich. There may be something in …
RESX web resources have been introduced for quite sometime but unfortunately even when I see project implementations today, I see constants file being used instead of Resource files. What more, you can even show specific values based on logged in user language. This blog post is not about how you can create a resource file …
Recently in my project I had the requirement to show up a multiselect lookup for selecting records across multiple custom entities. The customer have created a PCF control where they have designed to show the selected records spanning entities. But the issue was to show a lookup control to allow the user to select multiple …
This API has been introduced for sometime now. However I still find that consultants are not using it and going with traditional querying through WebAPI method to get the Entity Metadata. And there is a secret I am going to tell you why so many consultants abandoned this method. The reason for this is when …
Xrm.Utility.getEntityMetadata() Have you explored it yet to get metadata in Dynamics 365 Read More »
Gem of an article from Colin Vermander
Over the last few months, I have receiving loads of request to train people who are new to Dynamics and Powerapps and trying to learn and make a footprint. However with my bandwidth, it becomes really hard to keep track and satisfy all those requests. Also I realized there is lot of query on some …
This is a big question I face whether I am conducting a training or whether I am working on PowerApps portal in customer location. And I am really not surprised. Say you have a custom .js file where you have scripted some wonderful functions and want to reuse in the portal. It’s a really big …
Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.comHere comes another requirement and here comes Microsoft flows again to bail me out. So let’s see what the requirement was and let’s see how can we implement Microsoft flows to achieve these easily …