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Category: Dynamics 365 CRM

How to implement Sorting and Searching in Gallery in Canvas Apps Power Apps in

In this post we will see how we can implement sorting feature in a gallery control connected to a data source for example dataverse. The below screenshot shows the gallery which is connected to Account Table. Here I want to implement Sorting feature. At the top right corner we have a sorting icon also a…
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How to add required components to a power apps solution

When we work in Power Apps Solutions we add Table components. Add after that we ass Sub-Components of the Table but as sometimes we add relationships and some web resources for the table and when we distribute the solution to other environment then if the target environment do not have required components the import error…
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Add Spacers in Modern Form Designer in Power Apps

In Power Apps Modern Form designer now we can add spacer component to add some space between one field to another field. This option was long awaited option now we can use it. This will give another reason why we will not use Classic Solution editings. But remember the spacer component does not have any…
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Fallback Form in Power Apps or Dynamics 365 Model driven apps/ Dataverse

Forms are excellent way to communicate with data in Microsoft Dataverse or Power Apps. We can enable security roles for Table Forms so that user with a specific security role can only access to the form. Now the question is what about the user having a different security role and none of the Entity form…
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Manage Search index for Dataverse Search in Power Apps

Dataverse Search is now the global search for all power apps. If you have not enabled enable it now. Follow my blog here to know how to enable Dataverse search. After it is enabled we can manage search index for Dataverse search. Open your Power Apps Solution and Click on Overview section here you can…
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Dynamics 365 Sales, Services, Marketing, Field Service, Project Service Automation Tutorials

if you are searching for one-in-all video to learn all modules of Dynamics 365 CE/CRM FREE then watch my video so that you can learn it all Free. Watch the complete 7 Hours video FREE.

How to be a Microsoft Certified Trainer (MCT) easy steps

If you love to teach and want to be a Certified Trainer by Microsoft. Apply for Microsoft Certified Trainer Program. The details about the MCT program is outlined in below video. Hope this helps.

How to be a Microsoft Certified Professional in Dynamics 365 & Power Platform

If you want to be a Microsoft Certified Professional in Dynamics 365 & Power Platform then watch the video below for step by step guide.

Sales Insight in Dynamics 365 – Sales Accelerator in details

In this post I will explain about how to use Sales Accelerator feature in Sales Insight for Dynamics 365 Sales. This is s series blog of my previous blog. If you have not read the first blog read here using below link. Now lets start. Go to Sales Insight Settings from Sales Hub app and…
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Sales Insights Add-on for Dynamics 365 Sales – Concept and Configuration

Dynamics 365 sales Insights is a very powerful add-on which allows artificial intelligence concept to be readily used by the Sales Team. It uses Dynamics 365 applications data stored in the Dataverse and provides proactive insights according to the results captured.  It allows us to understand the business relationships better, evaluate the operations about previous…
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Call Azure Function from Dynamics 365 using Webhooks

Azure Function is an important concept in Integration which we can develop using C# code and deploy in Azure App Service and we can call the function using Webhooks in Plugin Registration Tool from Dynamics 365 or Dataverse. Watch the practical demo in the below video. Hope this helps.

Display Rule v/s Enable Rule in Dynamics 365 Command buttons

Display Rules in Dynamics 365 are evaluated server-side, but Enable Rules are evaluated client-side. As a result, there are some types of rules that can be used in one but not the other. For example, you can only use an EntityPrivilegeRule in a Display Rule, but a Custom Rule can only be used in an…
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use of Enable Rule using Field Value for commands buttons in Dynamics 365 Forms (Ribbon Workbench Part -5)

This is a post of ribbon workbench series blog. To completely understand this blog you have to read all previous blogs. The blogs are given here. part – 1 – how to install ribbon workbench par-2 – how to to add button in dynamics 365 using ribbon workbench part-3 – how to add JavaScript function…
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Dynamics 365- Hide button in command bar on form field value condition (Display Rule)- Ribbon workbench (Part-4)

In this post we will see how we can only display a command button on some form field value condition. Watch my previous blogs where I explained : How to install ribbon workbench in Dynamics 365 2. How to add a button and call URL Action in Dynamics 365 3. How to trigger JavaScript function…
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Ribbon workbench (Part-3) for Dynamics 365- Add a custom button on entity form in Account with JavaScript action to read Form Fields

In our previous article we have seen how we can add a button and on click on button how to open an external or internal URL. now in this post we will see how we can call a JavaScript on button click. Follow the previous blog to know how to add button and add command…
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Ribbon workbench (Part-2) for Dynamics 365- Add a custom button on entity form in Account with URL Action command

In our previous article we have seen how to install ribbon workbench in Dynamics 365. In this post we will see how we can add a simple button on Account entity form. Step:1 – Create a solution in Power Apps Open make.powerapps.com choose correct environment and click on Solutions option then create a new solution.…
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Ribbon workbench (Part-1) for Dynamics 365- How to install ribbon workbench

Ribbon workbench is a very powerful tool for customizing command bar in Dynamics 365 model driven apps. This post will explain how we can configure Ribbon Workbench for Dynamics 365. Step:1 – Download Ribbon Workbench Go to Develop1 website here. Click on Download button and Provide your name, Email and Dynamics 365 version. If you…
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[Solved] Could not load file or assembly ‘Microsoft.IdentityModel.Clients.ActiveDirectory, Version=2.18.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35’ or one of its dependencies. The system cannot find the file specified. In Azure Function and Dynamics 365 Integration

While working with Azure Function to connect Dynamics 365 you might face below error. Could not load file or assembly ‘Microsoft.IdentityModel.Clients.ActiveDirectory, Version=2.18.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35’ or one of its dependencies. The system cannot find the file specified. The Solution: This error comes because of Version mismatch in Assemblies of Microsoft Core Assemblies and Project .NET Framework.…
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Save Outlook email attachments in OneDrive using Power Automate

Open Power Automate and Create new flow and name it as per your wish. Use connector outlook and trigger is “When a email received”. make sure to use Include Attachment and Only with Attachment as YES. Now we have to read all attachments and loop through the attachment and connect OneDrive to create document. In…
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How to enable Dataverse Search in Power Apps

Now the modern search is Dataverse search. So how can we enable it lets see here. Login to https://admin.powerplatform.microsoft.com/. and select the environment and click on b. Choose Product Feature and select Dataverse Search navigate to Search panel and Enable it and Save it. Now open any model driven app and you will see Dataverse…
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Solution Overview gives all information about a solution in power apps

In modern power apps solution design there are many features added. One of this is solution overview. This gives information about the solution in details. Login Office.com and Click on Power Apps. Select correct environment and choose Solutions from sitemap. click on a solution. Make sure the solution preview in ON. Now click on your…
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Developer Resource has a new place in power apps

Previously the Developer resources option was available in Advanced Setting option of Dynamics 365 but now its available in Power Apps home page making a better navigations. Check the screenshot below: Login Office.com and click on Power Apps link. It will open Power Apps and click on Gear icon to open options. Now click on…
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How to load side panels on a form in model driven apps in power apps

Side panels gives a better user experience to display relevant records on a table form. You classic way of loading panel is to use loadpanel method but now there is a better way to load multiple side panels with scripts. see below how we can load multiple panes. To load a side panel to display…
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Add check box in every row of gallery and use collection object to store selected record

lets say We have a canvas app and a gallery and we want to use some check box every row of the gallery so that we can do some bulk operation by selecting checkboxes and we will use a collection object to store the selected rows and un-selected rows. Add a gallery and associate the…
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[Super useful] Enable Pop-up dialog feature for lookup fields on form to edit or create the record associated with it in Dataverse/ dynamics 365

If you want to use pop-up control to create/edit the record associated with the lookup for a form then follow the below steps to enable it. Open Office.com and navigate to the form of table which contains the lookup. click on the lookup control on the form in form design mode and enable two properties.…
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Disable most recently used items in lookup controls in Dataverse/ Dynamics 365

When we work with table records using table forms sometimes lookup controls display most recently used items when we click the lookup. But now there is a way to disable it. Login to Office.com and navigate to table and open the specific form where the lookup exist. click on the lookup and go to properties…
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