Bhubaneswar, Odisha, India
+91-8328865778
support@softchief.com

Category: dataverse

Refer one Web resource in abother Web resource – Calling CSS, JS Web Resource in HTML Web Resource in Dataverse

This is CSS Web Resource: This is JS Web Resource In HTML Web Resource if you want to call the JS and CSS web resources then you need to use its web resource names like below. The format is ../WebResources/<webresourcenamelogical>

[Resolved] Quick Find View is not Working or Loading in Dataverse Model Driven APP

When you work with Dataverse Data Modelling for tables, you sometimes edit Quick Find View but you will not see the Quick Find View when you search. Follow the below steps to resolve. Step -1 : Enable Setting navigate to Power Platform Admin Center of the selected environment and select the environment then go to…
Read more

Inline Editable Subgrid Row Field OnChange Event with Javascript Business use case

Scenario: Validate “Start Time” in Editable Subgrid of Appointment Table on Contact Form. Start Time cant be backdated. We want to: 🛠 Step-by-Step Implementation 1. Add JavaScript Web Resource Create a JavaScript file (e.g., gridValidation.js) with this code: 2. Add This Script to Your Solution 3. Attach Script to Editable Grid Control ✅ Make sure…
Read more

How to Render a Subgrid as an Editable Inline Grid in Dataverse Form Model-Driven Apps

In Dataverse model-driven apps, subgrids are commonly used to display related records on a form. However, by default, they appear in a read-only mode. If you want users to edit records directly from the subgrid without opening each record individually, you can render the subgrid as an editable grid (also known as editable inline subgrid).…
Read more

Choosing the Right Data Import Method in Dataverse: Import Wizard vs Dataflows vs SSIS vs More

🔹 Introduction When working with Microsoft Dataverse, one of the first decisions you’ll face is how to bring data in. Whether you’re migrating legacy data, syncing systems, or automating updates, the method you choose will depend on your data volume, source system, complexity, and automation needs. In this post, we’ll explore the main data import…
Read more

Changing Business Unit of User – Move records to new business unit is DIsabled/Enabled in Dataverse

While changing Business Unit of a User in Dataverse, You will see the Move records to new Business Unit Options shows disabled or enabled and you can not switch it. So how to switch it. How to Enable If you see the Options is disabled like below screenshot and you want to enable it you…
Read more

[Resolved] Error: The input body for trigger ‘manual’ of type ‘Request’ did not match its schema definition. Error details: ‘Invalid type. Expected String but got Null.’. in POwer Automate Dataverse When a row selected trigger

If you are working with Power Automate and using “When a Row is Selected” Trigger then you may get the below error. This error has a work around you can follow. Solution: Do not use any dynamic content from Trigger step in any other action steps. Rather after the trigger, use one more step “Get…
Read more

Read Quick View form fields using Javascript in Dataverse Form/Dynamics 365 Forms 

Sometimes in your projects you need to read Fields displayed in Quick View Form using JavaScript. This post help you how to read Quick View Form Fields in Javascript. Here is the sample code. This function retrieves a field value from a Quick View Form when a model-driven form loads. Below is a detailed breakdown…
Read more

Get and Set Owner Field Using Xrm.WebApi (Applicable to any Lookup Fields)

In your Project requirement, you may need to fetch Owner lookup field or any custom or out-of-the-box lookup fields using JavaScript XRM WEB API in Dataverse. Its not straight forward to retrieve lookup fields so you need to follow some steps. dont use directly the logical name rather use : _<lookupfieldlogicalname>_value For Example if your…
Read more

Managed Environments in Dataverse: A Comprehensive Guide

Managed Environments is a feature within Microsoft Dataverse designed to enhance governance, simplify monitoring, and promote responsible resource usage in Power Platform environments. By enabling Managed Environments, administrators can gain better visibility, apply advanced security measures, and streamline compliance efforts. This article will explore what Managed Environments are, their features, use cases, and how to…
Read more

Create & Import Data From SharePoint List to Dataverse Table usign AI in 2 Minutes

you can Create & Import Data From SharePoint List to Dataverse Table usign AI in 2 Minutes Watch the full video here. Hope it helps.

How to restore Deleted Records from Dataverse using Recycle Bin Feature

If by mistakenly you deleted some records from Dataverse, its very difficult to restore if realtime back up is not in place. Microsoft introduced a feature called Recycle Bin, which gives a flexibility to hold deleted records from dataverse max 30 days and users can restore all deleted or selected records into Dataverse. Watch the…
Read more

How to get label of choice field in Dataverse Plugin

When working with Dataverse, you may need to retrieve the label of a choice column in a plugin instead of the underlying integer value. The labels provide more meaningful information to end-users than the integer values. In this post, I’ll walk you through how to achieve this in a Dataverse plugin. What is a Choice…
Read more

How to Use the Configuration Migration Tool in Dataverse: A Step-by-Step Guide

The Configuration Migration Tool in Dataverse (previously known as Dynamics 365 CE) is an essential utility for exporting and importing configuration data. It’s highly useful for moving data such as metadata, customizations, and configurations between environments. Here’s how to use it effectively: You can watch the video or scroll down to read the article. Step…
Read more

[Solution]You can’t use Now(), which is of type DateTime, with the current function in calculated column dataverse

You may get ths error if you use NOW() function in Calculated Column Formula as per below screenshot. Root Cause In Dataverse, when creating a calculated column, you cannot directly use Now() (which is a DateTime function) Solution Instead of using Calculated Column use a Formula Column as per below screenshot. Now it will work…
Read more

20 Most commonly used JavaScript Scenarios with Sample code Snippet in Form Script Dataverse/ Dynamics 365 CE

JavaScript is a powerful tool when working with Dataverse (formerly known as Common Data Service) and Dynamics 365 Customer Engagement (CE). It allows developers to create custom functionalities, validate data, and enhance user interactions. Below, we’ll explore some of the most commonly used JavaScript scenarios with sample code snippets to help you get started. For…
Read more

Async Save Feature+ Xrm.WebAPI+ Prevent Save – Conditionally restrict save for xrm webapi retrievemultiple call on save event Dataverse/ Dynamics 365

In this blog post, we’ll walk through an asynchronous JavaScript function restrictAppointments_OnSave_Async with Xrm.WebAPI.ReatrieveMultipleRecord that accomplishes this by restricting the number of appointments a patient can have with the same doctor on the same day in a Dynamics 365 environment. Problem Statement The goal is to prevent a patient from booking more than two appointments…
Read more

Elastic Table in Dataverse Power Apps – Understanding

In today’s dynamic business environment, the ability to adapt quickly to changing data requirements is crucial for building robust applications. Dataverse for Power Apps offers a powerful solution for creating flexible data models through the concept of elastic tables. In this comprehensive guide, we’ll explore the elastic table concept in Dataverse and provide sample code…
Read more

Decrement field value automatically using workflow in dataverse or dynamics 365

In Dataverse (formerly known as Common Data Service) or Dynamics 365, you can decrement a field value automatically using workflows. Here’s a general outline of how you can achieve this using a workflow: Here’s a more detailed step: This operator selection can be extended to use Decrement By, Increment By, Set TO and Multiply by…
Read more

HTML Web Resource – Add on Form as control and pass data from Form to HTML and back to Form

Here you will come to how to Add HTML web resource on Form as control and pass data from Form to HTML and back to Form. Step 1 : Create a HTML Web resource and add the web resource on Form use below code for HTMl Web resource Step 2 : Call form load script…
Read more

System Jobs in Dataverse/ Dynamics 365 Status Information

Here is a list of status information you can refer for better understanding System Jobs. In Dynamics 365, a system job refers to background processes or tasks that are executed by the system to perform various operations within the application. These jobs are typically initiated by the system itself or by users through configurations such…
Read more

Understanding Scope in Business Rule in Dynamics 365 or Dataverse

In Dynamics 365/ Dataverse, business rules are used to apply logic and automation to form fields and data within the system. The scope of a business rule refers to the extent to which the rule applies within the Dynamics 365 or Dataverse environment. There are three main aspects to consider regarding the scope of a…
Read more

When to use Classic Workflow & Power Automate in Dataverse & Power Apps

As a solution architect/developer, its very important to find out THE BEST Solution for a business requirement in the era of AI and less-code no-code. Here is a table which explain how to decide when to use classic workflow and power automate. Features Classic Workflow Modern Flow (Power Automate) License Part of Dataverse Feature Power…
Read more