SQL joins are a fundamental concept in relational database management systems. They enable you to combine data from multiple tables based on relationships between those tables. This article provides an in-depth look at the different types of joins, their use cases, and examples to help you understand when and how to use them effectively.
Unlock the Power of XrmToolBox: Tips for Using Web Resources Manager, ReportSync, and Script Finder
As a Dynamics 365 developer or functional consultant, you’ve likely encountered scenarios where managing resources and tracking dependencies can feel like a daunting task. Luckily, XrmToolBox provides a range of tools that simplify these processes, helping you save time and effort. Let’s explore three key tools and some tips to get the most out of them.
Resolving Metadata Setting Attribute Value Failures in Power Pages
Introduction
When integrating Power Pages with Dynamics 365, you might encounter an issue where changes to field attributes through Power Pages metadata settings do not reflect due to Dynamics 365 fields being set to read-only. This article provides a straightforward explanation and solution to this common problem.
How to Get the User's Current Location in Dynamics 365 Using JavaScript
In Dynamics 365, you can use JavaScript to retrieve the user's current geographical location and store it in custom fields on the form. This guide explains how to implement a function that utilizes the browser's geolocation API.
Using JavaScript to Navigate to Google Maps in Dynamics 365
This guide demonstrates how to use JavaScript in Dynamics 365 to enable navigation buttons that open Google Maps with predefined locations.
How to Limit the Maximum Number of Records in a D365 View (Top N) Using a Plugin
Requirement
We need to limit how many records a Dynamics 365 (D365) view returns. Since there’s no out-of-box (OOB) way to do this, we introduced a custom column dsl_topn. This column holds the “Top N” value we want. A plugin then intercepts the FetchXML query and injects the <fetch top="N"/> attribute, removing any conflicting paging attributes in the process.
Merging Word Documents in Dynamics 365 Using Only Built-In Features
Below is a straightforward approach to merge two Word documents in Dynamics 365—without resorting to third-party paid connectors or extensions. By leveraging a custom Action, a Power Automate flow, and a plugin with OpenXML (embedded via ILRepack), you can seamlessly combine Word files and store the merged result, all in one out-of-the-box solution.
How To Operate Microsoft Dataverse From An HTML Web Resource In Dynamics 365
Working with HTML web resources in Dynamics 365 is a common way to extend forms, capture user input, and interact directly with Microsoft Dataverse data. In this tutorial, we will show how to retrieve a record ID from URL parameters and then use OData calls to fetch(Read) and Create / Update / Delete records.
Workaround for Multiple Columns in Quick View Forms
Dynamics 365 Quick View forms only support a single column.
Two Approaches to Make a Lookup Column Read-Only While Retaining Programmatic Updates In Power Pages (Powerapps Portal)
In certain scenarios, you may want to present a lookup field on a form as if it were read-only, while still allowing scripts to programmatically set or update its value behind the scenes. Here are two methods to achieve this without disabling the field entirely, thus preserving your ability to set its value via code:
How to Remove Hyperlinks from the First Column of an Entity List in Power Pages
Background
In Power Pages (formerly known as Power Apps portals), Entity Lists often present clickable hyperlinks on the first column. While this is convenient for navigation to detailed records, sometimes you might want to display this information as plain text instead. For example, you may have a “Case Number” or “Grievance Number” column that you want visible, but not clickable.
How to Show Power BI Reports to the Public (Anonymous Users): Key Considerations
Displaying Power BI reports to the public on Power Pages or other web platforms can provide significant value for businesses and organizations aiming to share insights with external users. However, the implementation comes with several important factors to consider, especially for anonymous users.
RE: How to set a Notification / Message on Portal Pages
RE: How to set a Notification / Message on Portal Pages
Reference: 1
There is no OOB feature to set a Notification / Message on Portal Pages.
We can create a custom Notification entity to create your notifications
in the Portal Header Web Template (after the profile navigation menu), can add a FetchXML to retrieve this records and show a bell icon (or any custom icon)
Passing Parameters from Dynamics 365 Main Form to an HTML Web Resource
This guide explains how to pass parameters from a Dynamics 365 main form to an HTML web resource by enabling a built-in feature and retrieving the parameters dynamically in your HTML.
Action Microsoft.crm.setup.shared.analyzerbase+collectaction failed
When I installed Microsoft Dynamics 365 Report Authoring Extension, got error: Action Microsoft.crm.setup.shared.analyzerbase+collectaction failed.
I followed below solution and resolved the issue.
Resolving the "Lead Qualification Opportunity Form" Error in Dynamics 365 Sales When Qualifying Leads
In Dynamics 365 Sales, users may encounter the error message: "You can't create new opportunities or edit this one as the 'Lead qualification opportunity form' is currently not available. Please contact your admin." This issue can arise when the current custom model-driven app does not include the "Lead qualification opportunity form" required during the lead qualification process. Here are step-by-step tips to resolve this error and ensure a smooth lead to opportunity transition:
Automating Web Role Assignments in Dynamics 365 with a Custom Plugin
Purpose of the Plugin
The plugin aims to streamline the user management process by automatically assigning a default web role to every new contact created in Dynamics 365. This is particularly useful in environments where new contacts need immediate and predefined access to certain parts of the system, ensuring they have the necessary permissions from the start.
Setting Up Complex Conditions for Tablix Filters in SSRS
Scenario
Imagine you need a report to display records based on a casemanager field that might contain null values or specific identifiers. The report should show records where the casemanager field is either unset (null) or matches any of the identifiers selected by the user from a multi-value parameter.
How to enable / disable Audit feature In Dynamics 365
The Dataverse auditing feature is designed to meet the external and internal auditing, compliance, security, and governance policies that are common to many enterprises. Dataverse auditing logs changes that are made to customer records in an environment with a Dataverse database. Dataverse auditing also logs user access through an app or through the SDK in an environment.
How to Get a Free Payflow Pro Test Account
If you're looking to integrate PayPal's Payflow Pro into your payment system, you can start with a free test account. This trial account doesn't require credit card information initially and allows you full access to test Payflow features for 30 days. Post the trial period, you'll be prompted to provide credit card details for ongoing service billing.
PayPal Payflow Gateway SDKs
The SDKs are now opened-sourced with the newest code; version 5, located in the corresponding directories. Please review the README and CHANGELOG in each directory for more information.
Record Creation for N:N Relationships in Dynamics 365 with JavaScript and Custom Plugins
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.
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.
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