Dynamically Assigning Business Units and Security Roles in Dynamics 365 with Power Automate

 

Dynamically Assigning Business Units and Security Roles in Dynamics 365 with Power Automate

In the dynamic world of Dynamics 365, managing user access through business units and security roles is crucial for maintaining data security and ensuring that users have the necessary permissions to perform their duties. Power Automate offers a flexible way to automate the process of assigning business units and security roles to users. This article demonstrates how to leverage the "List rows" and "Update a row" actions for business units, and "List rows" with a filter followed by "Relate rows" for security roles.

Enhancing Dynamics 365 HTML Web Resources with Automatically Passed Parameters

 

Enhancing Dynamics 365 HTML Web Resources with Automatically Passed Parameters

In the realm of Microsoft Dynamics 365, HTML web resources serve as a powerful tool to extend the functionality and user interface of the platform. One of the lesser-known but highly useful features is the ability to automatically pass context information, such as the record's unique identifier and object-type code, to these web resources. This capability significantly simplifies the process of creating context-aware custom web pages embedded within Dynamics 365 forms.

Integrating Power Automate Flows with Dynamics 365 Using JavaScript

 

Integrating Power Automate Flows with Dynamics 365 Using JavaScript

In today’s digital ecosystem, automating workflows between your business applications can significantly enhance efficiency and data consistency. Power Automate, a versatile automation platform by Microsoft, seamlessly bridges the gap between various services and Dynamics 365. This article demonstrates how to invoke a Power Automate flow from Dynamics 365 using JavaScript, handling both successful executions and error responses.

Enhancing User Experience in Power Apps Portals with Conditional Button Visibility

In the world of web development, especially within the context of Power Apps Portals, creating an intuitive and dynamic user interface is crucial for an engaging user experience. A common requirement is to alter the visibility of elements based on certain conditions to make interfaces cleaner and more user-friendly. This article demonstrates how to control the visibility of a "Full Page View" button in a Power Apps Portal form, based on the value of a "Last Release Date" field.

Get Current Date and Time in Dynamics 365 Using JavaScript

Get Current Date and Time in Dynamics 365 Using JavaScript

When working within the Dynamics 365 environment, it's often necessary to retrieve the current date and time dynamically for various purposes such as data validation, automation, or user interface enhancements. JavaScript plays a pivotal role in achieving this functionality seamlessly. In this article, we'll explore how to retrieve the current date and time in Dynamics 365 using JavaScript.

 

Integrating Barcodes into Dynamics 365 PDF Exports

Introduction

Barcodes play a crucial role in various business processes, enhancing data accuracy and efficiency. Microsoft Dynamics 365 users often need to include barcodes in documents like invoices, tickets, or order forms. This article introduces a practical approach to embedding barcodes in Word templates that are exported to PDF, ensuring compatibility and readability across devices without requiring additional barcode generation tools.

Enhancing Form Security in Power Pages: Masking Input Fields

Enhancing Form Security in Power Pages: Masking Input Fields

Introduction: In the digital era, ensuring the security and confidentiality of user inputs on web forms is paramount. One common practice is masking sensitive information fields, such as passwords, to prevent over-the-shoulder snooping. In Power Pages, this can be achieved with a simple tweak. This article walks you through the steps to mask an input field, using jQuery for a seamless user experience.

 

How to Enable Anonymous Access in Power Pages

Enabling anonymous access in Power Pages (formerly known as Power Apps portals) allows visitors to access your portal without needing to log in, making it an essential feature for public websites, including blogs, informational sites, and more. In this guide, we'll walk you through the steps to enable anonymous access, focusing on ensuring table permissions for the anonymous web role and setting site visibility to public.

 Enable "Export to PDF" in Order, Invoice Form of Dynamics 365 Sales

Two steps:

Step 1. Added custom button using Ribbon Workbench

Step 2. Enabled "Convert to PDF" for Order or Invoice table.

Hide Button for Specified Entity, Specified Form, and Specified Subgrid

Scenario

In our scenario, we have two subgrids of the same entity on a form. We aim to conditionally display a custom button for each subgrid based on certain criteria, such as the subgrid's name, the entity, and the form where it's located.

Managing Duplicated Lookup Field Visibility in Dynamics 365 Forms

Introduction: In Dynamics 365 and Power Platform model-driven apps, customizing form behavior to fit complex business requirements is a common practice. A unique challenge presents itself when a form includes duplicated lookup fields that represent the same underlying data attribute but are intended for different purposes. These fields might be named sequentially (e.g., "productid", "productid1", "productid2") to indicate their duplication. To ensure a clean and user-friendly interface, it's crucial to dynamically manage the visibility of these fields based on user interactions. This article delves into a JavaScript solution that leverages column labels to determine which duplicated field has been changed and adjust visibility accordingly.

How to Hide the "New" Button in Lookup Dialogs on Dynamics 365 and Power Platform Model-Driven Apps

Introduction:

In Dynamics 365 and Power Platform model-driven apps, users with create privileges see a "New" button in lookup dialogs, which might lead to unintended record creation. While useful in some scenarios, this feature may conflict with business processes requiring the use of existing records only.

Optimizing Large-Scale Data Updates in Dynamics 365 with Asynchronous Plugins and Flexible FetchXML

Introduction

In Dynamics 365, it's not uncommon to encounter scenarios where vast quantities of records require updates or complex manipulations. Naively processing large volumes in a single operation can strain performance and lead to timeouts. This article presents a strategy to tackle such challenges, emphasizing asynchronous processing, plugin chaining, and flexible FetchXML-driven initiation.

Using the prompt() Function in JavaScript: A Comprehensive Guide

 

Using the prompt() Function in JavaScript: A Comprehensive Guide

The prompt() function is a simple yet powerful tool in JavaScript, primarily used to display a dialog box that prompts the visitor for input. It is part of the window object, which means it is available in any JavaScript environment that supports the DOM, such as web browsers. This article introduces prompt(), including its syntax, usage, and practical examples.

How to Install Different Versions of Node.js and NPM with NVM

The superpower NVM gives you is the ability to have multiple versions of Node.js installed on your machine.

Addressing PCF Build Failures: Navigating Node.js Compatibility

 Addressing PCF Build Failures: Navigating Node.js Compatibility

When working with PowerApps Component Framework (PCF) controls, developers might encounter build failures due to Node.js version incompatibilities. A common build error that highlights this challenge is as follows:

 How to Download and Install Node Version Manager (NVM)  in Windows

You can run  node -v  to confirm if Node has been installed.

Follow the steps below to download nvm-windows

Understanding Relationship Types in Dynamics 365: N:N vs. 1:N & N:1

 

Understanding Relationship Types in Dynamics 365: N:N vs. 1:N & N:1

When modeling data relationships in Dynamics 365, understanding the distinction between N:N (Many-to-Many) and 1:N & N:1 (One-to-Many & Many-to-One) relationships is crucial. These relationship types serve different purposes and have unique characteristics.

Understanding Distinct FetchXML Queries in Dynamics 365

 

Understanding Distinct FetchXML Queries in Dynamics 365

In Dynamics 365, FetchXML plays a crucial role in querying data for various applications, including reports, custom web resources, and integrations. One of the powerful features of FetchXML is the ability to use the distinct attribute to ensure that the query results contain unique records. However, understanding the scope and limitations of the distinct attribute is key to constructing effective queries. This article delves into some important considerations when working with distinct in FetchXML queries.

Creating a Record with Lookup Field in Dynamics 365: Importance of Using Schema Names

 

Creating a Record with Lookup Field in Dynamics 365: Importance of Using Schema Names

In Dynamics 365, creating records that involve lookup fields through the Web API is a common task that developers undertake. A key aspect of this process is correctly setting the lookup field using the @odata.bind property. This article highlights the critical point of using the schema name instead of the logical name before @odata.bind to ensure successful creation of records with lookup fields.

Understanding the Use of _lookup field logical name_value in Dynamics 365

Understanding the Use of _lookup field logical name_value in Dynamics 365

In Microsoft Dynamics 365, understanding when and how to use the _lookup field logical name_value is crucial for developers, especially when dealing with relationships between entities. This article aims to introduce the scenarios where this pattern is applicable and its significance in Dynamics 365 development.

Understanding HTTP, Web APIs, and API Endpoints

 

Understanding HTTP, Web APIs, and API Endpoints

In the digital age, the seamless interaction between different software applications is paramount. This is where the concepts of HTTP, Web APIs, and API endpoints come into play, serving as the backbone of communication in the vast landscape of the internet and software applications. Let's delve into these concepts to understand their roles and how they work together to facilitate this communication.

 

Dynamics 365 Customization Insight: Navigating Business Rule Activation Errors

In the world of Dynamics 365, customizing business processes to fit specific requirements is a common task. However, this customization journey isn't without its hurdles. A particularly perplexing issue can arise when activating Business Rules, especially those involving lookup fields. This article delves into a specific error encountered during Business Rule activation and offers a JavaScript workaround for situations where traditional Business Rules fall short.

Implementing Confirmation Dialogs in Custom Buttons for Dynamics 365

 

Implementing Confirmation Dialogs in Custom Buttons for Dynamics 365

In Dynamics 365, confirmation dialogs serve as a critical checkpoint, ensuring users consciously acknowledge the actions they're about to take, especially when those actions have significant implications on the data within the system. This article presents a strategy for integrating confirmation dialogs into the workflow of custom buttons created through the Ribbon Workbench.

 

Dynamics 365 Data Retrieval: Comprehensive Guide

Retrieving data effectively in Dynamics 365 (D365) is crucial for custom solutions' performance and scalability. This article explores different methods for data retrieval - QueryExpression, FetchXML, RetrieveMultiple, and direct record retrieval, providing complete sample codes for each scenario and a comparative analysis to help choose the right approach for specific needs.

Implementing Field Notifications for Data Validation in Dynamics 365 Forms

 

Implementing Field Notifications for Data Validation in Dynamics 365 Forms

Maintaining accurate and consistent data within Dynamics 365 is essential for effective CRM management. One powerful feature to aid this is field notifications, which can be used to guide users towards entering data in the correct format. This article demonstrates how to leverage JavaScript to add a field notification for input validation, ensuring data integrity directly at the point of entry.

Understanding Duration Limitations in Dynamics 365 Components

 Understanding Duration Limitations in Dynamics 365 Components

When working within the Dynamics 365 ecosystem, being aware of the duration limitations for various components is crucial for designing efficient and effective solutions. Below, we detail these limitations for key components such as workflows, plugins, custom workflow activities (CWAs), and JavaScript.

Implementing Custom Buttons in Dynamics 365 Forms to Trigger Actions(Plugins)

 

Implementing Custom Buttons in Dynamics 365 Forms to Trigger Actions(Plugins)

Customizing Dynamics 365 to fit specific operational needs often involves extending the user interface with functionalities that streamline and automate tasks. One such enhancement is the integration of custom buttons within entity forms, designed to trigger specific actions seamlessly. This article provides an insight into incorporating a custom button in a Dynamics 365 form, which, upon interaction, executes a predefined action, thereby invoking backend logic or plugins to perform a set of operations.

Integrating Client-Side Scripts with Server-Side Plugins in Dynamics 365

 

Integrating Client-Side Scripts with Server-Side Plugins in Dynamics 365

Introduction

Integrating front-end actions with back-end server plugins in Dynamics 365 allows for robust process automation and enhanced user interaction. This article presents a generalized approach, showcasing a client-side script that triggers a custom action, subsequently invoking a server-side plugin for comprehensive business logic execution.

Creating Dynamic Popup Windows in Dynamics 365 with Xrm.Navigation.navigateTo

 

Creating Dynamic Popup Windows in Dynamics 365 with Xrm.Navigation.navigateTo

Introduction

Utilizing Xrm.Navigation.navigateTo in Microsoft Dynamics 365 allows for the creation of dynamic popup windows, enriching the user experience with interactive and custom interfaces. This article demonstrates how to leverage this method to implement a popup window that facilitates a user confirmation process tied to a custom action, typically initiated from a ribbon button.