Introduction
In Dynamics 365, ensuring that data presented on forms is up-to-date and consistent is key, especially when interactions involve subgrids and related records. Automating the refresh of a parent form following updates made via a subgrid, such as creating new rows, can significantly enhance user experience and data accuracy.
When working with Microsoft Dataverse in Power Automate, you often need to filter data based on relationships, such as those defined by lookup columns. Here’s a straightforward guide to correctly format your OData filter queries for lookup columns.
When working with Microsoft Dynamics 365 CRM, FetchXML provides a robust mechanism for querying and retrieving data. A common requirement is to filter records based on specific GUIDs, which represent unique identifiers for records. In this article, we explore how to dynamically insert GUIDs into FetchXML queries using C# and JavaScript, ensuring that your queries can be adapted to various data retrieval scenarios efficiently.
FetchXML is an XML-based query language that enables data retrieval from Microsoft Dynamics 365's underlying database. It is used in scenarios where you need to read data directly from the server without using SQL queries. FetchXML is especially useful in online environments where direct database access is restricted.
When managing N:N relationships in Dynamics 365, one of the most challenging tasks is filtering lookup fields during the "Add Existing" operation. Typically, direct N:N relationships don't support complex filtering directly in the UI, limiting the ability to display only relevant records based on specific criteria. This issue becomes particularly evident in scenarios requiring dynamic filtering based on related entity attributes.
We want to change the status of a class record to "Inactive" when all courses associated with the class are completed by every participant.
When developing plugins for Dynamics 365, handling exceptions robustly and providing clear, actionable error messages can significantly improve the maintenance and usability of your solutions. This article discusses a practical tip for logging specific exceptions to streamline troubleshooting and enhance system reliability.
In Power Automate, working with text data often requires cleaning up special characters such as carriage returns (\r) and line feeds (\n). These characters can appear in data retrieved from external sources, especially when the data has been URL-encoded. URL-encoded characters for carriage returns and line feeds are represented as %0D and %0A respectively. Power Automate provides a function decodeUriComponent() that can decode these representations back to their original characters, which can then be effectively removed from strings.
This article provides a detailed overview of integrating Power BI with Dynamics 365, focusing on dashboard visibility, user permissions, and licensing requirements.
Custom actions in Dynamics 365 are a versatile tool to extend your CRM capabilities, allowing you to encapsulate complex operations into callable functions. These actions are particularly useful when you need to trigger plugins that execute server-side logic in response to client-side events. Here’s a simplified guide on how to invoke these actions from JavaScript, covering both basic and advanced scenarios.
You can add Google Analytics tag to your Power Pages site to monitor specific traffic analytics and trends.
Automating the population of lookup fields in Dynamics 365 not only enhances user experience by reducing manual data entry but also maintains data integrity across the platform. This guide introduces a refined JavaScript method for dynamically setting the value of one lookup field based on the selection in another. It is essential to adhere to Dynamics 365's Web API conventions, particularly regarding field names and GUID formats.
In Dynamics 365, lookup fields are crucial for linking data across different entities, allowing for a more integrated and relational data model. Developers often need to retrieve names from these fields for various purposes, including UI customization, data validation, or process automation. This guide covers two common scenarios: extracting first and last names from a person's full name stored in a lookup field, and accessing the name directly from a standard lookup field.
Managing user permissions in Dynamics 365 is essential for both security and user experience. By verifying a user's security roles, developers can control access to features and data within custom applications. This brief guide introduces a simple JavaScript function to check if a current user has a specific security role using Dynamics 365's client-side API.
When automating processes in SharePoint with Power Automate, you might encounter situations where you need to retrieve specific files by their names. This is particularly useful in scenarios where file names are used to identify document types, project names, or specific documents required for a process. Power Automate provides a straightforward way to achieve this through the use of the FileLeafRef property in the "Get files (properties only)" action.
When working with Power Automate and SharePoint, one common task is retrieving items from a document library. However, document libraries contain both files and folders, and often, you may need to work exclusively with files or folders. Understanding how to filter these items efficiently can streamline your flows and make your automation processes more effective.
In Dynamics 365, navigating the relationship between security roles and business units is key to effective access control and organizational structure management. Here’s a straightforward look at how these components work together:
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.
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.
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.
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
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.
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.
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.
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.
Two steps:
Step 1. Added custom button using Ribbon Workbench
Step 2. Enabled "Convert to PDF" for Order or Invoice table.
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.
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.
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.
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.