- April 27, 2022
SEARCH RESULTS
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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
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
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 07, 2022
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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- April 07, 2022
How to show icons on Dynamics 365 Table View
Introduction : This blogs will guide us on how to show icons on the view for the selected Table. Step 1: Open Power Apps and click on Solutions. After selecting the solution, click on Add existing and select Table to show icons on the selected Table. Step 2 : Before adding SVG icons you first […]
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- March 15, 2022
How to Trigger Plugin when Opportunity is won?
Introduction Recently, we had a requirement to update a field on opportunity record whenever an opportunity was closed as won. My first thought was that it was pretty straightforward and registered the plugin using this step: Message – Update Primary Entity – opportunity But it did not fire the plugin when opportunity was closed as […]
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- March 15, 2022
How to change the default font style and font size of columns in Dynamics 365 CE
Introduction: In this blog, we will discuss how to change the font style and font size in Dynamics 365 CE. Step 1: Go to Sales Hub App in Dynamics 365 and click on “Settings” from the top right corner and then click on “Advanced Settings”. From the settings click on the “Solutions” and then select […]
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- March 14, 2022
How to make a DetailList scrollable?
Introduction Recently, we created a DetailList type of PCF control to display some data. As this list was going to display hundreds of records, we couldn’t scroll through them as there was no scroller present. Solution After a bit of research we found that a scroller can be added by importing “ScrollablePane” component from Fluent […]
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- August 18, 2020
Run as Option in Power Automate
Introduction In this blog, we are going to explorer the “Run As” option of power automate as highlighted below: This option allows to execute the Power Automate under the Selected option of “Run as” property. Run as Option Details Below are the details about the options available in “Run as” property. Process Owner: The flow […]
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- October 09, 2019
Why new, edit, delete buttons of some OOB entities are not shown in Unified Client Interface?
Introduction Recently, many customers started using Unified Client Interface and asked me about few basic questions like, they are not able to add new product, or add new Email. These inquiries were asked mostly for OOB entities.I have gone through several blogs & communities and the solutions were suggested as, using Ribbon Workbench to add […]
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