- April 27, 2022
SEARCH RESULTS
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How to Retrieve Entity Main Form Details using JavaScript
In this blog, we will see how we can retrieve the details about “Entity Main” Form. Details such as No of attributes present on Form. Section Tabs Id We can use below method to retrieve details about entity main form. Xrm.Utility.getEntityDefaultMainFormDescriptor(entityName, formId); Here, Note: If we don’t specify the FormId then above method will select […]
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- April 27, 2022
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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- 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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- October 22, 2020
Environment Variable in CDS
Introduction In this blog, we will see the behavior of Environment Variable in CDS environment. There are scenarios where we need some set of configurable values in our CDS instance. Such as Product Key, Endpoint URL etc. With the extended capability of PowerApps, now we have a provision to create an Environment Variable in our […]
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- October 08, 2020
Troubleshoot Forms in a Model Driven App
Introduction There is a new feature added to Model-driven apps that can be used for troubleshooting issues you encounter when working with related tables, entities, controls and components on a form. There are many scenarios that you may encounter where access to the information provided in the tool will help you better understand why a […]
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- September 10, 2020
How to add or remove user from Access team template programmatically
Introduction In Dynamics 365 Business Applications, the access team is used to share the records with other users with different level of access rights like Read, Write, Delete etc. In this blog, we are going to see how we can add/remove users to/from access team. Also, we will see how we can retrieve the user […]
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