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Category : Power Platform

How to use Solutions with Power Pages

What is Solution in power Pages? A solution is a container for components such as Website Configuration and Dataverse Components. Website Configuration includes all settings and configurations for the Power Pages site, such as page layouts, templates, themes, and other design elements. Dataverse Components contain tables, forms, views, and business…

Revolutionizing Build Warranty's Operations with a Scalable and Automated Dynamics 365 Solution

Customer Overview Build Warranty (BW), a leading UK-based provider of warranty solutions for the construction industry, sought a strategic partner to overhaul its IT systems. Their self-designed Dynamics 365 setup was plagued with incorrect configurations, hampering scalability and operational efficiency. They required a robust, automated system to streamline both internal…

How to Integrate Third-Party Libraries into Dataverse Plugins

Introduction  Integrating third-party libraries into Dataverse plugins used to be difficult and often required unsupported methods like ILMerge. Now, with Plugin Packages, you can easily add any libraries available on NuGet directly into your Dataverse plugins. In this blog, we will see how we can add external library Newtonsoft.Json in…

How to configure and use Model Driven app in offline mode

Introduction: In this blog, we will see how to configure the offline capability of a model-driven app. Before starting our blog, here are the prerequisites for enabling mobile offline. An environment maker, system administrator, or system customizer role is needed to configure offline mode for model-driven apps.  Users with the…

Formula column in Dataverse

What is  Formula Column? Formula columns support Power Fx, a low-code language that is very flexible. It uses an Excel-like syntax, making it accessible to users with basic Excel knowledge. Power Fx can handle complex operations and logic, and it can also be used to calculate data. Which Datatypes are supported…

Restoring Deleted Records in Dataverse Tables

In this blog post, I will be discussing how we can restore the deleted records from any table in Dataverse. Introduction: At some point of time, we all have deleted important records by mistake from Dataverse tables and wished to restore it back. Now restoring those deleted records is possible…

Associated Grid Control Component in Dataverse

The Associated Grid Control enables us to improve the simplicity and readability of forms by displaying related record details across up to 4 subgrids. This functionality is accessible for all tables. How to configure the Associated Grid Control : 1. In the form designer, choose the Associated Grid Control from…

How to enable the enhanced email template editor in Dynamics 365?

How to enable the enhanced email template editor in Dynamics 365? To activate the Enhanced Email Template editor for your App/Environment, follow these steps: Begin by creating a new solution or opening an existing one. Then, navigate to "Add existing" and select "Setting."   Within the settings, find and enable…

Troubleshooting Convert Rules Import Issue: Entity 'workflow' with ID Does Not Exist error in D365

Troubleshooting Convert Rules Import Issue: Entity 'workflow' with ID Does Not Exist error in D365 Problem Statement We implemented D365 Customer Service for one of our clients which heavily relied on Automatic Record Creation (ARC) rules. So, there were enhancements to ARC from time to time to cater to the client’s…

Optimizing Storage with SubscriptionTrackingDeletedObject Cleanup

What is SubscriptionTrackingDeletedObject? The "SubscriptionTrackingDeletedObject" table is linked to the "DeletionService," which handles two types of cleanup: organization-wide and record-specific. For the latter, when records are initially deleted from entity tables, they are also added to the "dbo.SubscriptionTrackingDeletedObject " table. This table supplies the DeletionService with ObjectIDs of removed items…

Streamlining solution deployment in Power Platform/Dynamics 365 CRM using Package Deployer Tool

Gone are the days of manually importing solutions one by one into the Dataverse environment. Package Deployer lets administrators deploy packages on Microsoft Dataverse instances. A Package Deployer package can consist of any or all of the following: One or more Dataverse solution files. Flat files or exported configuration data…

How to create Segments in Dynamics 365 Marketing

Introduction: Dynamics 365 Marketing consists of three primary modules. Real-time marketing, Outbound marketing and event management. Segments let us create group of related contacts that can be used in customer journeys. In this blog we will be discussing about marketing segments in Real-time and Outbound Marketing. How to create Segments…

Creating a Power Automate(MS Flow) to Save Email Attachments to a SharePoint

Introduction: – Creating a MS Flow to Save Email Attachments to a SharePoint Library Use Case: In this use case, an automated flow monitors the Outlook inbox for incoming emails with a specific subject line and email address. When such an email arrives, the flow automatically extracts and saves the…

Serialization/Deserialization of JSON objects using Newtonsoft.Json in C#

Serialization/Deserialization of JSON objects using Newtonsoft.Json in C# JSON (JavaScript Object Notation) is a lightweight data-interchange format. It is easy for humans to read and write. It is easy for machines to parse and generate. JSON is a text format that is completely language independent but uses conventions that are…

Create A Login Page, Validate Login and Send Email using Cloud Flows in Canvas App

Create A Login Page, Validate Login and Send Email using Cloud Flows in Canvas App In this Blog, we will learn how to create A Login Page and Validate Login using Credentials (for example if a user is one of the contacts in the Contact Table in Dataverse, he will…

Create Live-Chat Channel in trial subscription D365 CE

Create Live-Chat Channel in trial subscription D365 CE Introduction: In this blog, will see how to create a Live-Chat Channel in Customer Service with trial subscription. There are different Channels available for Customer Service which are listed below   Chat Chat is an engagement channel that enables your agents to…

Convert HTML Description into Plain Text of Email Message Record

Convert HTML Description into Plain Text of Email Message Record Introduction: In this blog, we will see how we can extract the plain text from email message record in Dataverse. As we know, when we create email record with description then the description content will be stored in the form…

How to lock fields on editable grid in D365 CE?

Introduction: Recently I got a situation where I need to lock the fields in editable grid. I tried to find the solution on internet. I found a suggestion as to use business rule having scope to “Entity”. But it did not worked as it was locking the fields on forms…

PCF Tips & Tricks: Tips to minimize the size of your PCF components.

PCF Tips & Tricks: Tips to minimize the size of your PCF components. Introduction Recently we were working on a PCF control using Fluent UI, everything was fine at the development stage, but when we tried to import it into CRM it says its too heavy.   Solution Tip 1…

How to create columns of different data types using Plugin

How to create columns of different data types using Plugin? Introduction In this blog, we will learn how to create text and integer type of fields using plugin. We all know how we can create fields using entity customizations but not many of us know to do that using code.…

How to show or hide ribbon buttons using Power Fx formula?

How to show or hide ribbon buttons using Power Fx formula? Introduction I recently found out that we can add or edit ribbon buttons/command bar in PowerApps itself. Add Ribbon Buttons and Edit Command Bar within Power Apps – Dynamics 365 <iframe class="wp-embedded-content" data-secret="HPQ4nI2OxE" frameborder="0" height="338" marginheight="0" marginwidth="0" sandbox="allow-scripts" scrolling="no"…

Add Ribbon Buttons and Edit Command Bar within Power Apps – Dynamics 365

Add Ribbon Buttons and Edit Command Bar within Power Apps – Dynamics 365 Dynamics 365 Wave 2 has introduced an advanced and time saving feature to Add Ribbon Buttons within Power Apps. Now it will take less time for Ribbon Button Customizations. Adding Ribbon Buttons using Ribbon Workbench is very…

Enhanced email (pop-up) experience available from the timeline.

Enhanced email (pop-up) experience available from the timeline. Introduction Previously, when we wanted to compose or update an email from the timeline, the form would open in a new window. And, even for attachments, we can’t preview them, we have to download them to view them. Which was not a…

How to run bulk duplicate detection job?

How to run bulk duplicate detection job? Introduction To maintain the integrity of data, we should have rules in place to reduce duplicate records in the system. If we have duplicate detection rule, then system will automatically notify us about possible duplicate record when we create or update a record.…

How to Retrieve Entity Main Form Details using JavaScript

How to Retrieve Entity Main Form Details using JavaScript In this blog, we will see how we can retrieve the details about “Entity Main” Form. Details such as No of attributes present on Form. Section Tabs Id We can use below method to retrieve details about entity main form. Xrm.Utility.getEntityDefaultMainFormDescriptor(entityName,…

Quick Tip – Restrict Customer Lookup to show only account or contact

Quick Tip – Restrict Customer Lookup to show only account or contact In this blog we will see how we can restrict the customer lookup type field to show only account or contact without using “addPreSearch” method. To restrict the customer lookup, we can use below method. For more info:…

Search within current view in Dataverse

Search within current view in Dataverse Introduction: New feature is added to dynamics 365 which allows you to search for a record in the current view only. In this blog, I am going to explain how to limit the search to the current view only. Step-by-Step: Go to Settings ->…

Schedule Flows in Power Automate

Schedule Flows in Power Automate Introduction In this blog, we are going to learn how to create a Scheduled flow using Power Automate. Scheduled flows are a great way of automating certain processes required to be performed at certain intervals. Example  Suppose we want to qualify all the open leads…

How to set a Scheduled Flow to run on specific dates of a month

How to set a Scheduled Flow to run on specific dates of a month? Introduction In this blog, we are going to learn how to set a scheduled flow to run on specific dates of a month. We all know that a scheduled flow can be set to run based…

Add Multiple File control on the basic form of PowerApps Portal

Add Multiple File control on the basic form of PowerApps Portal Introduction: In this blog, we will understand how to add multiple file control on the basic form of PowerApps Portal. Steps to be followed: Before adding multiple file control you have to enable file attachment on the basic form.…

How to Export data from Dynamics 365

How to Export data from Dynamics 365 INTRODUCTION: In this blog we will see how to handle different scenarios for exporting data from Dynamics 365. EXPORTING DATA FROM DYNAMICS 365: Dynamics 365 will allow us to export data using multiple ways. We will now discuss how to export data from…

Quick Tip – How to Check the PCF Control in Dynamics 365 Environment

Quick Tip – How to Check the PCF Control in Dynamics 365 Environment Introduction As we know PCF control allows us to develop the reusable component that can be used in Model Driven or Canvas Apps. The PCF control can be imported in CRM as managed or Unmanaged Solution. So,…

File Data Type of CDS with Power Automate

File Data Type of CDS with Power Automate Introduction In this blog, we are going to see the details about the new addon added by the Microsoft in CDS. During fields creation on CDS entities. We saw the below types: So, in this blog we have explored the use of…

How to include custom CSS File in React PCF Control?

How to include custom CSS File in React PCF Control? Introduction In the previous blog, we have seen the how-to setup the react in PCF control. Now, in this blog, we will see how we can configure custom “.CSS” file in React PCF Control Project. Problem If we directly add…

Web Resource content size is too big in PCF Control

Web Resource content size is too big in PCF Control Problem While developing the PCF Control, we came across a scenario where we encountered below error: Solution To resolve this issue, we can have two approaches: For Development instance with debugging capability In this, if we want to upload the…

PCF Control with Fluent UI and React Typescript

PCF Control with Fluent UI and React Typescript Introduction As we know PCF control allows us to develop the reusable component that can be used in Model Driven or Canvas Apps and we can also use the other framework in PCF control to enhance the features. In this blog, we…

Stream control in Canvas App

Stream control in Canvas App Introduction As we know, Microsoft is upgrading the ability of power apps platform, we found “Stream” control in canvas app which help us to explore the video capacity in canvas app. In this blog, we are going to see how we can configure the video…

Create and Setup the PCF Control Using Visual Studio 2019

Create and Setup the PCF Control Using Visual Studio 2019 Introduction PCF stands for power apps component framework. This allow developers to create reusable component that can be used in Model Driven App and Canvas App. The PCF control is of two types as below: Field: When we want to…

How to sort Details List on column header click?

How to sort Details List on column header click? Introduction In this blog, I have explained how to sort Details List grid by clicking on column header in PCF control. Solution Details List have a property called onColumnHeaderClick which will handle event when we click on column header. On the…

How to make header of DetailsList sticky?

How to make header of DetailsList sticky? Introduction Like out of the box view, we also want custom header of DetailsList’s sticky so when we scroll down, we should able to see header throughout the list. In this blog, I have explained how to make header of DetailsList sticky by…