Dynamics 365 CRM - Softchief Technologies

Open windows using NavigateTo client API in Dynamics 365 Power apps

April 28, 2022

If you want to use scripts to open windows from command buttons or events in Dynamics 365 and Power Apps model driven apps use following scripts appropriately. Hope this helps.

Filter lookup with custom condition in JavaScript in Dynamics 365

April 26, 2022

For some business requirements you need to add some more conditions to filter lookup controls. SO in this post you will see how you can add custom filter conditions. First you need to create a JavaScript web resource and add below code. The requirement you need top add a condition to Account lookup on opportunity…
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Best Dynamics 365 and Power Apps Online Training

April 26, 2022

Dynamics 365 Training Enroll NOW CE CRM & POWER APPS The trainings are Live online training delivered by MCTs and MVPS ensuring quality training and live project business scenarios. Know Your Trainer : Big demand in market to get jobs JOBS 100% Book your seat for upcoming Training Batch : Call to +91-8328865778 Twitter Youtube…
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Display in-app notification in model driven apps power apps for Dynamics 365

April 25, 2022

You can display in-app notifications in Dynamics 365. Follow the below steps: Step 1 – Enable Settings for In-app notification Open a model driven app of your choice and click on F12. in console paste the below code and press enter. Make sure to use correct model driven app unique name. Step 2 – Prepare…
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How to check dependencies of a component inside a solution in power apps

April 20, 2022

To check dependencies of a solution component first you need to open the component inside the solution. select the component and click Show Dependencies. Now it will open dependencies panel. Using which you can understand which other components depends on this component. You can notice the object type to understand component type. Here in our…
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Managed v/s Unmanaged Solution in Power Apps Dynamics 365

April 20, 2022

Here is the list of differences between Managed and Un-Managed solutions in Power APps. Managed Solution: Completed solution ready for distribution/export, in which the solution components are prevented from being modified in the target environment to which it is imported. Possible to set managed properties, granular levels of rights to change components of the solution…
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How to switch classic solution screen for dynamics 365

April 20, 2022

Microsoft already rolled out modern solution design using power apps. but sometimes you need to navigate to classic mode. TO switch to classic mode of solutions in dynamics 365 follow the below steps: Step 1 – Open Power Apps and Solution Area Browse https://make.powerapps.com/ and choose correct environment. Click on Solutions option from left panel.…
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Enable Custom Entity for the Dynamics 365 App for Outlook for tracking activities

April 19, 2022

To enable custom entities or other entities inside Dynamics 365 Apps for outlook follow below steps: Watch video here or scroll to read the blog for steps: Step 1 : Edit Dynamics 365 App for Outlook go to make.powerapps.com. choose correct environment. click on Apps area. Search Dynamics 365 App for outlook App. Click on…
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[Resolved] License cannot be assigned to a user without a usage location specified – While adding Guest user

April 15, 2022

While adding Guest user and assigning license you may get the below error. If you click the link it will open details and show the below error as The user is without a usage location specified. Resolution Click on Profile link and click Edit. In the settings area and choose Usage location and Save. Now…
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Create your first PCF custom control step-by-step and deploy in Power Apps

April 13, 2022

Follow below steps to create your first PCF control for Power Apps. Step 1 – Install Node JS First you have to install node.js using official website of Node JS. Follow the link https://nodejs.org/en/download/current/ to navigate to Node JS site. Click on Windows Installer to download the setup file. chose a folder to save the…
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Connect Dataverse Dynamics 365 using Bearer token using power automate

April 12, 2022

To connect dynamics 365 dataverse using power automate you need to get the bearer token first. Follow below steps to get bearer token. You need to add URI with tenant id use correct tenant id from azure active directory application. URI = https://login.microsoftonline.com/652c35af-04b4-4d8f-9db0-9bb2c58bc908/oauth2/token Content-Type= application/x-www-form-urlencoded in body put below: (get this client id, client secret…
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Add or Remove items options from Multi-select optionset field (Choices) in Dynamics 365 power apps using javascript

April 12, 2022

In this article you will see how you can add or remove dynamically optionset values in a multi-select optionset or choices data type field in dynamics 365 power apps. Lets take a scenario: you have two fields one is Gender Choice (Male, Female) (Single select optionset) and another is Degree Choices (MCA, MBA, BTech, Bsc)…
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Hide command button on rule in Power Apps using PowerFX

April 11, 2022

To set visibility of command button using Power FX follow below steps: Add Command button using Edit in Preview method of Power Apps. Open any model driven app, click 3 dots to choose Edit in Preview and choose entity for which you want to add button. Choose where you want to add button. You can…
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Open custom page as modal pop-up from dynamics 365 power apps

April 7, 2022

You can open custom pages as a modal pop from Dynamics 365 form custom command button click. Step 1 : Create a Custom Page inside a Solution ( Read here how to add custom page ) Add a custom page inside a solution. The page contains a textbox and a button. on button click we…
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How to add Dynamics 365 Apps inside Microsoft Teams

April 5, 2022

Microsoft Teams is a hidden treasure. You can leverage Teams to add multiple diversified native and external apps from within the Teams App without navigating to external window. Follow steps below to add Dynamics 365 Apps inside Teams Apps. Step : 1 – Open Teams App and click Add App Open office.com using your official…
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Advanced Form in Power Portal Complete tutorial – Business Use Case and Practical Usage

March 28, 2022

Advanced Form in Power Portal gives advanced configuration designing Forms to interact with Dataverse. Here in this post I will explain by taking a business usecase. Business Use case Most of the Banking (BFS) and financial intuitions configure forms to apply loans online as a self service tool. You can leverage Portal Advanced form for…
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Content Snippets in Microsoft Power Portal

March 28, 2022

Content snippets are small section of editable content that you can place in any webpage, web template of power portal for re-usable concept. You can define your content once and re-use anytime in your portal. Let take an example, You want to keep a formal notice in multiple pages in your power portal then instead of…
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Hide button on click in Command bar Dynamics 365 JavaScript

March 23, 2022

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

March 14, 2022

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

March 14, 2022

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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New feature for Advanced Find in Power Apps, Now enjoy new UI for advanced find in Dynamics 365

February 28, 2022

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

February 28, 2022

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

February 28, 2022

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

February 27, 2022

Restrict Users in BPF using workflow.

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

February 27, 2022

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

February 27, 2022

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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