This comprehensive guide provides a detailed approach to automate the creation of many-to-many (N:N) relationship records in Dynamics 365 using a custom plugin and a JavaScript action. The solution streamlines the association of multiple records through a straightforward interface, making it indispensable in scenarios requiring batch processing or integration tasks.
MICROSOFT DYNAMICS 365
How to Apply Views or Filters to Buttons on a Subgrid in Dynamics 365
In Dynamics 365, subgrids are an essential feature that provide users with the ability to interact with related data directly from a form. In some scenarios, you may need to enhance the default functionality of subgrid buttons, such as the "Add Existing" or custom action buttons, by applying specific views or filters to control the data shown to users. This guide will walk you through the process of dynamically applying views or filters to buttons on a subgrid, providing an improved user experience.
Checking User Roles in Dynamics 365: Two Approaches
In Dynamics 365, there are multiple ways to determine if a user has a specific role. This is particularly useful for controlling access to certain features or areas of the system. In this article, we'll explore two primary methods to check user roles:
- Using Client-Side API (
userSettings.roles) - Using a Web API FetchXML Query
How to Format Dates in SSRS Using Custom Expressions
In SQL Server Reporting Services (SSRS), customizing the date format is essential for improving the readability of reports. SSRS provides the Format() function, which allows for flexible formatting of date fields to meet different reporting requirements.
Filtering the Customer Column in Dynamics 365 to Display Only Accounts or Contacts
In Microsoft Dynamics 365, the customerid lookup field can reference multiple entity types, typically Accounts and Contacts. To simplify the user interface or meet specific business needs, you may want to restrict this lookup to show only one type. Below is a straightforward approach using JavaScript to configure the customerid lookup to display either only Accounts or only Contacts.
Leveraging JavaScript for onSave and addOnPostSave Events in Dynamics 365 CRM
When customizing forms in Microsoft Dynamics 365 CRM, JavaScript provides powerful capabilities to control data processing and user interactions. Key among these capabilities are the client-side events onSave and addOnPostSave. Each plays a vital role in managing the lifecycle of form data submissions. This article delves into how these JavaScript events can be used to fine-tune the behavior of Dynamics forms.
Customizing Form Titles Dynamically on New Records in Dynamics 365
The objective is to alter the form title dynamically to reflect changes in a field's selected option, such as a product category, when a new product record is being created. This customization provides users with immediate visual feedback that they are creating the correct type of record.
Understanding Payment Tokens, Authorization IDs, and Capture IDs in PayPal Transactions
When dealing with online payments and recurring transactions, it can be challenging to understand all the different identifiers, tokens, and steps involved in completing a payment. Below, we'll break down the key elements of PayPal's payment process, specifically focusing on Authorization IDs, Capture IDs, and Tokens, explaining their roles, uses, and differences.
How to Disable Multi-Factor Authentication (MFA) and Avoid Annoying Additional Authentications
Multi-Factor Authentication (MFA) can sometimes become an extra hurdle for users who prefer simplified access to their accounts. Here's how you can disable MFA in Microsoft Entra ID and Microsoft 365 Admin Center, allowing users to avoid any additional authentications beyond their password.
Accessing Classic Advanced Settings in Dynamics 365
If you need to access the Classic Advanced Settings in Dynamics 365, you can do so easily by using a direct URL. This is useful when you want to manage settings in the classic interface.
Understanding Tax Calculation in Dynamics 365 Sales: The Essentials
In Dynamics 365 Sales, managing tax calculations for Quotes and Orders can sometimes be less intuitive than expected. It's essential to understand how taxes are applied at both the Quote/Order Product level and the overall Quote/Order level, especially when discounts are involved. Below, we'll break down a few key points that can help clarify the system's behavior and implications for your customizations.
Setting Up a Formula-Type Calculated Column for Local Midnight Time (12:00:00 AM)
In global data management, accurately capturing the start of the local day is crucial but challenging with standard functions like UTCNow() or Now(). These functions return the current UTC timestamp, which doesn’t always align with the local date. For instance, if UTCNow() shows "10-10 2:50 AM," this might actually be "10-9 7:50 PM" in Pacific Time, meaning the local date is still "10-9."
ActivityParty in Email Message
An activity party represents a person or group associated with an activity. An activity can have multiple activity parties.
Resolve In-App Notification Visibility Issues: Setting Security Roles for Notifications
Understanding the Issue
System administrators may initially find that they are the only users who can view in-app notifications. When other users attempt to access the notification center, they might encounter issues such as the notifications not being visible or the notification center continuously loading without displaying any content.
How to Filter the OwnerId Lookup to Show Only Users and Dynamically Set a View by Name in Dynamics 365
In most cases, you can filter lookup columns by setting a view directly in the column properties of a form in Dynamics 365. However, this option may not be available for certain lookup columns, such as the OwnerId field. In these cases, we need to use JavaScript to apply the filter and dynamically set the view. This article will walk you through three key points: filtering the OwnerId lookup to show only users, applying a view to the lookup, and dynamically retrieving the view ID by its name.
Introduction to Dataverse Search
Dataverse search is a powerful tool within Microsoft Power Platform that helps users quickly find relevant information across multiple tables. By enabling Dataverse search, users can retrieve results from different tables in a single, consolidated list, sorted by relevance. This article covers the steps to enable Dataverse search and provides key details on its configuration and usage.
How to Check if the Current Form is a Quick Create Form in Dynamics 365 using JavaScript
In Dynamics 365, you might need to identify whether the current form is a Quick Create form or another type, such as a Main form.
How to Access the Classic Interface of Security Role Settings in Dynamics 365 CRM
If you are accustomed to the classic interface of Microsoft Dynamics 365 CRM and need to manage Security Role settings, you may prefer to use the classic interface rather than the new unified interface. The classic interface can sometimes provide a more familiar layout for detailed administrative tasks. Below is a step-by-step guide on how to access the classic interface for editing a Security Role by directly navigating to the URL in your browser.
How to Add a Row Filter for Lookup Columns in Power Automate
When adding a row filter to a Power Automate flow for lookup columns, you need to adjust the column name slightly by adding both a prefix and suffix. Here's how to do it step by step:
How to open a SharePoint file on Web browser directly instead of downloading.
Symptoms
Assume that you have Microsoft Offices Online in a SharePoint farm. When you open a URL (like http://sharepointserver/Shared%20Documents/DateTest.docx) to a SharePoint document by using the Chrome browser, you want to open the Office application with a direct connection to the document on SharePoint instead of downloading directly.
Implementing Dynamic Filters Using Drop-Down Lists in SSRS for Dynamics 365
Introduction
In this guide, we’ll show how to set up dynamic filters using drop-down lists in SSRS reports for Dynamics 365. This method enhances report flexibility and user interaction by allowing end-users to select different fields and date ranges dynamically.
Optimizing ActivityPointerBase Storage in Dynamics 365 by Moving Email Records and Attachments to SharePoint
The ActivityPointerBase table stores metadata for all activities (e.g., emails, tasks, appointments) in Dynamics 365, which can lead to significant storage consumption over time. Optimizing storage usage is essential for performance and cost management. Below are strategies to reduce the storage footprint of ActivityPointerBase:
How to create in-app notifications for model-driven apps the low code way
How to create in-app notifications for model-driven apps the low code way
How to Replicate a Power Pages Site within the same environment
Creating a duplicate of a Power Pages site within the same environment requires careful planning and execution. This article outlines the structured approach to replicate a Power Pages site, focusing on security, permissions, and content management from the outset.
Dynamics 365 Customization: Prepopulating Child Activity Forms Using JavaScript
Scenario
In our scenario, users need to send emails related to specific receipt records. Automating the process to open an email form prepopulated with relevant data from the tri_receipt form saves time and minimizes data entry errors.
Nested Editable Grids in D365 CE v9 UCI
Nested Editable Grids in D365 CE v9 UCI
https://d365demystified.com/2019/07/25/nested-editable-grids-in-d365-ce-v9-uci/
Configuring Different Default Views for Duplicated Tables in Dynamics 365 Model-driven App Sitemap/Navigation
When configuring a model-driven app in Dynamics 365, it's common to need different default views for the same entity to suit various user needs. For example, if you add the "Contact" entity twice to the app's navigation panel, you can set different default views by varying the content type.
How to Filter by a Boolean Column in Power Automate
Understanding Boolean Filters
Boolean data types represent two values: true or false. In Power Automate, when you need to filter data rows based on a Boolean condition, it's crucial to use the correct syntax to ensure accurate results. Here’s how you can apply this in different scenarios involving data operations like "List rows" or "Get items".
How to Resolve Publisher Prefix Mismatch When Importing PCF Controls in Dynamics 365
When importing a Power Apps Component Framework (PCF) control into a Dynamics 365 solution, you might encounter an error related to a mismatch in publisher prefixes. The specific error message is:
The solution failed to import: customcontrols with name failed with following error: publisher prefix 'dev' for this control doesn't match the prefix 'dxc' for the solution.
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