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Author: Sanjaya Pradhan

Hide button on click in Command bar Dynamics 365 JavaScript

Follow the below method to hid a button after click in Dynamics 365 CE. The scenario is we have a button on contact entity form and when someone clicks the button it should open a confirm dialog and do some operation and at the same time hide the button which initially clicked on the form…
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CRUD operation from HTML Web resource using javascript in Dynamics 365 CE CRM

Achieve CRUD operation using HTML Web resource in Dynamics 365 passing parameter from entity form. use the below JS web resource and HTML web resource. HTML Web Resource hope this helps.

Open HTML web resource on button click and pass data to web resource and display related records in table with paging, checkbox from dynamics 365

You can use JavaScript and Client API to open HTML web resource from Dynamics 365 Forms and pass data parameters to the web resource, read the parameter and fetch records using fetchXML from javascript in web resource. The below screenshot shows how the html web resource looks like when button is clicked. Watch video below…
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How to share canvas Power Apps to your peers or other internal users to use

To share a Canvas app to other users navigate to Power Platform Admin center. https://admin.powerplatform.microsoft.com/ Open correct environment you are working. Select Power Apps which will list all power apps. Now select the canvas app from the list and click 3 dots option to choose Share. If you want to make the person as co-owner…
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Configure template apps for Power BI easily

Template apps in Power BI are developed for sharing outside your organization. A template app workspace will be created for developing and releasing the app. So let us see how you can develop templates step wise. Step 1: Login Power BI and Subscribe Power BI Pro Trial Version First login to Power BI using https://powerbi.microsoft.com/…
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New feature for Advanced Find in Power Apps, Now enjoy new UI for advanced find in Dynamics 365

First navigate to https://admin.powerplatform.microsoft.com/environments and then select correct environment. Now you will see an Update section. By default the 2022 release wave 1 is off. click on Manage. In the next side panel click on Update now. Note that the updates cannot be rolled back. If you want to see the new features which are…
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Get Power Platform 2022 Wave 2 Release plan document free

Microsoft planned to release a lot of power feature inside power platform bundle. To go through all features navigate to the below address. https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave1/index Download Release PDF Here : https://go.microsoft.com/fwlink/?linkid=2184918 For Wave 2, 2022 release plan navigate to below address: https://docs.microsoft.com/en-us/power-platform-release-plan/2021wave2/ Download PDF : https://go.microsoft.com/fwlink/?linkid=2167228 Hope this helps.

Dynamics 365 Release Plan Wave 1, 2022 Documents available here

If you want to read complete release notes of feature which are part of 2022 Wave 1 release of Dynamics 365 then follow these steps. Navigate to https://docs.microsoft.com/en-us/dynamics365/ Then click on menu sub link Release Plan. Now you will see all release plans you can get. Click on Dynamics 365 2021 release wave 1. If…
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Restrict Users in BPF

Restrict Users in BPF using workflow.

Environment Variables usage in Power Apps

In this post we will see how to create environment variables in a solution. How to use environment variables in canvas app power apps. Watch the video below to learn more. hope this helps.

How to track employee entry and exit using Power Automate

The below apps will tell you How to track employee entry and exit using Power Automate. We can define an instant flow to track employee tracking of timing. Watch the video below to learn more. Hope this helps.

Merge duplicate records into one record in dynamics 365 CE – decide for merging

While working with dynamics 365 sometimes we face with duplicate records and we need to decide whether we will merge the new field information with existing record. Watch the video to learn more about merging. hope this helps. Dynamics 365 CE Functional Training Core Modules Sales, Marketing, Services, Field Service, Project Service Automation Configurations and…
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Early Binding v/s Late Binding in Dynamics 365 Custom code

While writing custom code using dot net for dynamics 365 CE we can write code either using early-binding or late binding. There are many advantages and disadvantages in both lets look both and decide which one you can use. Late Binding In late binding we do not need to do entity class generation process. The…
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Playbooks in Dynamics 365 CE Sales App

Playbooks feature can be used to automate the sales processes or events in the Dynamics 365 CE without knowing Dynamics 365 CE customizations like workflows, plugins, etc. meaning, we can set up automated processes like activities such as Phone Call, Email, Task by simply creating records in the CRM. Learn more about Playbooks such as…
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Use filters no-code in Power Automate

While retrieving list items from Share Point you can use OData to filter record. Now in Power Automate you can use visual no-code functionality to build filter. This feature is in experimental so you have to enable the experimental feature first. Open power automate and in the setting icon click View all Power Automate Settings.…
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How to configure a Custom Connector in Power Apps to call third party Web API

Microsoft has 200+ ready-made connectors to connect native and third party applications. But if the application connector is not available then we can build custom connector. The below screenshot shows a list of available connectors in Power Apps some are FREE and some are Premium connectors. Lets take an example of third party WEB API…
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Get daily reminder from outlook.com using Power Automate

Login to Power Automate. Click on the Templates option and choose the template “Get daily reminders from your outlook email”. After selection the system will ask for outlook.com login. provide your credential of outlook.com and click Continue. Now you will see the trigger as Recurrence and action as send email. Choose the To address and…
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Check page title and display dynamic text using liquid in power portal

Check page and use liquid. hope this helps.

Understanding Record Source Type setting in Basic Forms in Power Portal

Record Source Type setting is used to define how the information is passed to the form: There are 3 types of record source type can be used. Query String – This setting is default when you are creating a table form or a basic form in power portals Studio. When the page that contains the form is…
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Add custom button in power portal list and open external site on click

You can open external URL by specifying URL option in grid configuration in a List in power portal. Go to Portal Management Model driven app and navigate to options, click on create. It will add a create section and in the target type choose URL. Mention the target URL in the box such as “https://logyscal.com/”.…
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Download action in Power Portal Entity List configuration

In Power Portal Table List you can configure Download action option so that when you click the Download button the data from the list will be automatically downloaded in the system. For this open Portal Management Model Driven app and navigate to Lists. Select the List for which you want to enable and in the…
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Use regular expression in Power Portal form field

Regular expression in JavaScript is very powerful way to validate a specific format of a field such as Email, Phone number etc. In Power Portal we can use regular expression to validate form fields without writing code just using configuration. Open the Basic form and go to Form Metadata. Add new form metadata of type…
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How to dynamically register event handlers in Model driven app forms

Normally we can use Form configuration to attach On Load, On Save, On Change events as given below. But for some business needs if you want to declare the event handlers in code dynamically then use below method. Remember Registering event handlers using code is possible for all handlers except OnLoad, which must be registered…
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Web resource dependencies in Model driven apps Power Apps

Web resources are important components in Power Apps to store JavaScript’s, Images inside Dataverse. You can write JavaScript in web resource so that you can call functions declared for some events like On Save, On Load etc. The column must be represented by a control on the form to be used in a web resource.…
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Enable Power Automate Pane inside Canvas App Power Apps

As an upcoming feature now you can enable Power Automate feature inside canvas apps for flow calling from canvas app. Follow the steps to enable it. Step 1 : open canvas app and go to settings Inside canvas app click on Settings menu and navigate to upcoming features. Scroll down all the way to find…
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