Reference:
1. Fill-In An Excel Template With Power Automate
2. Add rows to dynamic MS Excel files with Power Automate
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.
How to Resolve PowerShell Execution Policy Error for NPM Install
When attempting to run the npm install command in PowerShell and encountering a script execution policy error, it indicates that PowerShell's security settings are preventing the script from running. Here’s how to fix this issue.
Add and Remove Member from Marketing List Using Plugin in Dynamics 365
Introduction
Managing marketing list memberships efficiently is crucial for CRM systems like Microsoft Dynamics 365, where marketing lists play a key role in organizing campaigns and communications. This article demonstrates how to use custom plugins to add and remove contacts from marketing lists, leveraging Dynamics 365's SDK messages for optimized performance and robust error handling.
Tutorial: PCF Development Tutorial (Official)
Power Apps component framework empowers professional developers and app makers to create code components for model-driven and canvas apps. These code components can be used to enhance the user experience for users working with data on forms, views, dashboards, and canvas app screens. For example, you can: Replace a column on a form that displays a numeric text value with a dial or slider code component. Transform a list into an entirely different visual experience bound to the dataset, like a Calendar or Map .
Ensuring CRM Notes Are Visible on Power Apps Portals
A common issue with Dynamics 365 or Power Apps portals is that notes created in CRM may not appear on the portal. This is typically because the notes lack a specific identifier required for visibility.
Understanding Dynamics 365 Teams in Security Role: Security Group Teams vs. Owner Teams
When implementing security and access controls in Dynamics 365, it is crucial to understand the differences between Security Group Teams and Owner Teams, as each type plays a distinct role in managing data access within the organization. Here, we will focus on how Security Group Teams operate, using them as an example to illustrate the broader principles that differentiate them from Owner Teams.
Managing Multiple Notifications for a Single Field in Dynamics 365
Introduction: Dynamics 365 allows for multiple notifications to be set on a single field. However, without proper management, these notifications can override each other, leading to loss of critical information. This article explores how to manage these notifications effectively to ensure that users are well-informed without missing important alerts.
Prevent Duplicate with Alternate Keys in Dynamics 365
Introduction
Maintaining data integrity in any CRM system is essential, and Microsoft Dynamics 365 offers a powerful feature to aid this process: Alternate Keys. These keys help ensure data uniqueness and integrity by preventing the creation of duplicate records. This is particularly useful in scenarios like managing email addresses where uniqueness is critical.
Leveraging FetchXML for Advanced Data Retrieval and Sorting in Power Automate
Introduction
FetchXML is a powerful XML-based query language used in Microsoft Dynamics 365 and Dataverse that allows for retrieving complex data sets. This capability is particularly useful in Power Automate, enabling users to create more dynamic and data-driven flows. In this article, we'll explore how to utilize FetchXML to sort and retrieve data from both a primary table and related tables.
Understanding TimeSpan in Dynamics 365 Plugins
TimeSpan is a .NET structure ideal for measuring and managing time intervals. It is frequently utilized in Dynamics 365 plugins to calculate differences between dates or manage time-based data efficiently.
The Shapes of CSS
Source Link: https://css-tricks.com/the-shapes-of-css/
CSS is capable of making all sorts of shapes. Squares and rectangles are easy, as they are the natural shapes of the web. Add a width and height and you have the exact size rectangle you need. Add border-radius and you can round that shape, and enough of it you can turn those rectangles into circles and ovals.
How to Create a Custom Address Lookup in Microsoft Dynamics 365
In Microsoft Dynamics 365, creating a tailored user experience often requires customizing the way records are selected and handled. One common requirement is to allow users to select an address record from a filtered list, specific to an account and certain other criteria. This article will demonstrate how to create a custom lookup for the CustomerAddress entity using JavaScript and the Xrm.Utility API.
Creating Custom Lookup Dialogs in Microsoft Dynamics 365
Customizing user interactions in Microsoft Dynamics 365 often involves more than just data entry; it requires tailored solutions for record selection based on specific criteria. This article demonstrates how to create a custom lookup dialog that can be adapted for any entity, enabling users to select records filtered by custom conditions using JavaScript and the Xrm.Utility API
Automating Dynamics 365 Report Generation Using JavaScript
When working with Microsoft Dynamics 365, you may find yourself needing to automate the generation of reports based on specific criteria or in response to certain actions. This can greatly enhance user experience and efficiency by reducing the number of manual steps required to view important data. This article outlines how to create and use a JavaScript function that dynamically retrieves the GUID of a specific report by its name and then generates that report for a given record ID.
How to Retrieve a Dynamics 365 Report GUID Using the Web API
In Microsoft Dynamics 365, reports play a crucial role in visualizing and summarizing business data. Sometimes, you may need to programmatically access these reports, for instance, to integrate report links into custom user interfaces or automated workflows. This article guides you through the process of retrieving a report GUID (Globally Unique Identifier) using the Dynamics 365 Web API, which is essential for any automation or integration task involving reports.
Popup Window to Collect Input using prompt() function
Syntax
The basic syntax of the prompt() function is as follows:
How to Customize Managed Views in Dynamics 365 That Do Not Support Direct Customization
In Dynamics 365, managed solutions often lock certain components, including views, which restricts direct customization. However, if you need to modify these views to meet specific business requirements, there is a workaround using XRMToolBox, a powerful third-party tool. This article will guide you through the process of duplicating and customizing a managed view that does not support direct customization.
Setting Columns to Read-Only in an Editable Subgrid in Dynamics 365
Editable subgrids in Dynamics 365 provide a dynamic way to display and interact with related data directly on a parent form. There are situations, however, where it's necessary to restrict editing of certain fields within these subgrids to maintain data integrity or adhere to business rules. This article explains how to make specific columns in an editable subgrid read-only using JavaScript, employing addOnRecordSelect event depending on the requirement.
Comprehensive Guide to Power BI Workspace License Modes and User Access
Introduction
Microsoft's Power BI platform offers a range of features to meet the needs of diverse business analytics use cases. However, understanding the licensing requirements is crucial to accessing, sharing, and collaborating on reports and data effectively.
Correctly Formatting CSV Files in Power Automate
Creating well-organized CSV files in Power Automate requires a clear understanding of how text and values are formatted and placed directly in the value field. This guide demonstrates how to correctly structure data in a CSV without using special characters like \n, \r, or quotation marks.
Mastering Data Filtering (Filter Rows) in Power Automate: Practical Examples for Dynamics 365
Effective data filtering is key to optimizing workflows in Power Automate when working with Dynamics 365. This guide provides examples of common filtering techniques to help you manage data efficiently.
How to Include Related Entity Columns in Dynamics 365 Views
In Dynamics 365, displaying data from related entities in views can greatly enhance user experience by providing comprehensive insights at a glance. However, administrators may sometimes face issues where columns from a related entity, such as a parent entity, do not appear in the dropdown list for adding to a view. This article explores a solution to this common challenge.
Common Error in Dynamics 365: Using Logical Name Instead of Schema Name for Lookup in API Calls
Introduction
In Dynamics 365, developers often interact with entity records through the Web API. One frequent issue arises when updating lookup fields using incorrect field names. This article examines a specific case where a developer encountered an error while trying to update a lookup field due to the misuse of the logical name instead of the schema name.
Retrieving a Form ID by Table name and Form Name in Dynamics 365 Using JavaScript
In Dynamics 365, each form associated with an entity has a unique identifier, or form ID, which is useful when customizing or integrating with external systems. This tutorial will guide you through creating a JavaScript function that retrieves a specific form ID based on the entity name and the name of the form.
Get Form Information by Table Logical Name by JavaScript in Dynamics 365
This article introduces a JavaScript function designed to retrieve and log details about system forms associated with a specific entity within Dynamics 365. The function utilizes the Dynamics 365 Web API, demonstrating how to make API calls and process the data efficiently.
Dynamically Setting Button Visibility Based on Subgrid Data in Dynamics 365
In Microsoft Dynamics 365, ensuring that user interfaces react dynamically to data changes is crucial for creating intuitive and efficient workflows. One common requirement is to control the visibility of buttons based on the data present in subgrids. This article will demonstrate how to implement this functionality using JavaScript, enhancing the user experience by hiding or displaying buttons contextually.
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