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There are multiple ways that you can work with related table records on a table form within Power Apps. For example, you can include related tables in read-only mode with a quick view form and create or edit a record using a main form in a dialog.
Another way you can work with related table records is by adding a form component control to another table's main form. The form component control lets users edit information of a related table record directly from another table’s form.
In some business scenarios users should only add one (or two) child records. The quickest way to enforce this in Dynamics 365 is to hide the New button after the sub-grid reaches a specific row count. This article shows how to:
Knowing the current stage of a Business Process Flow (BPF) lets you lock fields, hide buttons, or trigger downstream logic. Below are two generic patterns that work in every online environment—no proprietary entity names, no deprecated APIs, and no plug-ins.
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As a part of the Power Fx language, authors can now directly invoke a Dataverse action within a formula. Both unbound and bound actions are supported. Authors can add a Power Fx Environment language object to their app and access Dataverse actions.
If you're trying to create a .snk file for signing your Dynamics 365 plugin assembly and encounter the error: "The operation could not be completed. Access is denied."
When working with Outlook calendar data in Power Automate, it's important to understand the difference between the “Get events” and “Get calendar view of events” actions—especially if your flow needs to handle recurring events.
You can use the Launch() function in a Canvas App to open Google Maps and navigate to a specific location entered by the user or stored in your data source.
When I started exploring Microsoft Power Platform with just a Microsoft 365 Business Basic license (primarily for business email via Outlook), I noticed some limitations when trying to create environments for Power Apps development.
By default, each attribute is updated hourly. When a rollup attribute is created or updated a Mass Calculated Rollup Fields job is scheduled to run in 12 hours But you can change it. Follow below steps to change the frequency.
This guide walks you through creating a secure Web API integration between Microsoft Dataverse (used by Dynamics 365) and an external system using Azure Active Directory (Azure AD) authentication.
In Dynamics 365, Environment Variables let you externalize configurable values such as URLs, keys, or feature toggles without changing the solution code.
In Dataverse, you may need to display a Date and Time column in a readable "Month Year" format — like May 2025. This is especially useful for calculated or formula-type columns where formatting options are limited.
This guide explains how to Refresh, Add, Update, and Delete tables for Export to PDF.
Download latest solution package
In sales and CRM, measuring account engagement is crucial to identifying customer interactions and potential sales opportunities. In this guide, we will walk through how to calculate the engagement score for an account in Microsoft Dynamics 365 using activities such as emails, phone calls, and appointments.
This topic covers how to set up and deploy Dynamics 365 App for Outlook.
In Dynamics 365, calculated columns are processed by SQL, and complex expressions can sometimes lead to unexpected errors. One reported error is:
SQL error: A SQL arithmetic overflow error occurred
CRM ErrorCode: -2147217098
SQL ErrorCode: -2146232060
SQL Number: 8115
When working with date fields in Dynamics 365 or Power BI, you might need to categorize transactions or activities by quarters. A simple formula can help you determine which quarter a given date falls into.
Introduction
Integrating SharePoint document libraries into Dynamics 365 allows users to manage files directly from a D365 form without navigating to SharePoint manually. This post provides a step-by-step guide on how to embed SharePoint’s document explorer into a D365 form using an iframe and dynamically set its URL based on the current record.
When closing an Opportunity in Microsoft Dynamics 365, you may need to customize the Opportunity Close dialog and ensure that the Actual Revenue field is correctly populated. By default, the Actual Revenue might be set to 0 due to out-of-the-box (OOB) processes. This guide will show you how to enable customization for the Opportunity Close form and use JavaScript to auto-populate the Actual Revenue field.
When developing a plugin for a custom action in Dynamics 365, choosing the correct plugin registration stage is crucial. This article explains the differences between PreOperation and PostOperation, highlights a real failure case, and provides best practices for plugin registration.
Issue Overview
Users may encounter the following error message when executing workflows or other operations in Dynamics 365:
In Dynamics 365, workflows, actions, and Power Automate flows can be seamlessly integrated to create robust and automated business processes. Understanding how these components interact helps leverage their full potential and simplifies complex automation scenarios.
In Dynamics 365, you often embed HTML web resources within forms to capture or display additional data. Sometimes, you need to pass values between these web resources and the main form. For example, Amy’s scenario involved preserving the active tab on a booking record after the signature capture form refreshes the parent form.
This article demonstrates how to dynamically retrieve the ID of a custom view based on its name and the target table (entity) in Dynamics 365. This technique is useful when you need to apply a custom view for lookups or other scenarios where a filtered set of records is required.
This article demonstrates how to replace the standard "Add Existing" button in Dynamics 365 with a custom solution that opens a filtered lookup dialog. The solution leverages the Dynamics 365 Web API and FetchXML to dynamically retrieve a custom view's ID and use it to filter lookup results. Although the example associates system users with a Driver Group via an N:N relationship, the approach is flexible and can be adapted for other entities and scenarios.
In Microsoft Dynamics 365, plugins are executed within a pipeline that consists of multiple stages. The three primary stages—PreValidation, PreOperation, and PostOperation—determine when your custom code runs relative to the core data operation. Each stage has its own characteristics, benefits, and use cases. This article explains the differences between these stages.
This article explains how to customize your Dynamics 365 form by filtering the ownerid lookup field. The goal is to display only system users where the custom boolean field dsl_driver is set to true. This ensures that only qualified users are selectable in the lookup, enhancing data integrity and user experience.
Follow these simple steps to personalize your calendar settings:
Subgrid displayed in calendar view allows users to see records in a more intuitive, time-based format.