- April 27, 2022
- In Dataverse, Dynamics 365, Dynamics 365 Sales, Power Platform
BLOG
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Quick Tip – Restrict Customer Lookup to show only account or contact
In this blog we will see how we can restrict the customer lookup type field to show only account or contact without using “addPreSearch” method. To restrict the customer lookup, we can use below method. For more info: https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/controls/setentitytypes Example. On Case entity, we have added below code on form load to restrict the customer […]
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- April 27, 2022
- In Dataverse, Dynamics 365, Dynamics 365 Sales, Power Platform
Search within current view in Dataverse
Introduction: New feature is added to dynamics 365 which allows you to search for a record in the current view only. In this blog, I am going to explain how to limit the search to the current view only. Step-by-Step: Go to Settings -> Administration -> System Settings -> General. Find “Set up Search” heading […]
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- April 27, 2022
- In Dynamics 365, Power Apps, Power Automate
Schedule Flows in Power Automate
Introduction In this blog, we are going to learn how to create a Scheduled flow using Power Automate. Scheduled flows are a great way of automating certain processes required to be performed at certain intervals. Example Suppose we want to qualify all the open leads on daily basis so we will use a scheduled flow […]
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- April 27, 2022
- In Dynamics 365, Dynamics 365 Sales
How to read users added in an Access team for a single record?
Introduction In this blog, I am going to explain how to retrieve users added in an access team for a single record easily. Most of you know that an Access team owns no records and has no security roles assigned to it. Records will be shared with an Access team, and the team is granted […]
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- April 07, 2022
- In Dynamics 365, Dynamics 365 Sales, Dynamics 365 Web Api
Create Notes with Attachment using Web API in Dynamics 365
Create Notes record with Attachment for Contact Entity var note = {}; note.subject = “Notes Subject”; note.notetext = “Notes Text”; note.filename = “FileName.txt”; note.documentbody = “Base64String”; note[“objectid_contact@odata.bind”] = “/contacts(00000000-0000-0000-000000000000)”; Xrm.WebApi.createRecord(“annotation”, note).then( function success(result) { alert(“Success”); }, function(error) { alert(error.message); }); Note:- While setting object ID or regrading lookup we have to specify entity name with […]
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