Author: Carl

Find N:N Related Records in Unified Service Desk with Related Records Analyzer

When building USD apps, it is easy to get lost in finding which actions are used where. This can be particularly problematic when looking at the USD debugger trying to understand a configuration that someone else set up. Or, you want to make changes to an action call but aren’t sure if it is used by other areas of the system. Let’s look at how we can use the Related … Continue reading Find N:N Related Records in Unified Service Desk with Related Records Analyzer

Setting the Default Unified Interface App in Unified Service Desk

In Unified Service Desk, we can set the default Unified Interface app, so when a user logs into USD, they are automatically taken to the app. Let’s look at how to do this. Let’s first create 2 apps. Go to /apps in your org and create a New App: The first app we will call UciApp1: Which has Accounts: Save and Publish. The 2nd app we will call UciApp2: Which … Continue reading Setting the Default Unified Interface App in Unified Service Desk

Business Process Flows and Troubelshooting Security Roles

In this post, we will look at how forms with Business Process Flows can be affected by the saving of records or moving stages in a BPF, which may occur before or after you deploy your code to a new environment. We will take a look at how to troubleshoot these errors in general as well. Let’s create a new business process flow at https://flow.microsoft.com/: We will call it Carl’s Flow, … Continue reading Business Process Flows and Troubelshooting Security Roles

Autogenerate Field Values with Auto-Number Attributes in Power Apps D365

In this post, we will take a look at how to create a field in Power Apps Dynamics 365 that auto-generates a value. This is useful if you would like records to have unique values that are automatically generated. You can add these fields to out of the box entities and also custom entities. Let’s create on in the Account entity. Go to https://make.powerapps.com and select Account: Then add field: Change … Continue reading Autogenerate Field Values with Auto-Number Attributes in Power Apps D365

Merge Solutions in Dynamics 365 Power Apps using Solution Components Mover

When building and deploying solutions in Dynamics 365 Power Apps across environments, we may want to merge or combine solutions into one deployable solution. For example, if you have multiple developers with their own solutions in a Development environment, and you are creating a new release, you may want to deploy the one Release solution to the next environment. The Solution Components Mover in the XrmToolbox can help to merge … Continue reading Merge Solutions in Dynamics 365 Power Apps using Solution Components Mover

Error Loading Ribbon Workbench in XrmToolbox

When using the Ribbon Workbench tool in XrmToolbox, you may run into this error when trying to open it: An error occurred when trying to display this tool: Unable to cast object of type ‘Microsoft.Xrm.Tooling.Connector.CrmServiceClient’ to type ‘Microsoft.Xrm.Sdk.Client.OrganizationServiceProxy’: To resolve this, go to Tool Library: Select the Ribbon Workbench and click Uninstall: This will restart XrmToolbox. Now, go back to Tool Library and Install the Ribbon Workbench: We see the … Continue reading Error Loading Ribbon Workbench in XrmToolbox

Power Automate Dataverse Adding Scope for Field Changes

In this post, we will look at using the Power Automate Dataverse connector to run only when specified fields change. In Power Automate, add a new Dataverse connector for Add, Modified, or Deleted. We see the Select Columns: Now, let’s say we only want this to run when some account fields change, specifically the Number of Employees and the Annual Revenue: We will add these fields to the select fields: … Continue reading Power Automate Dataverse Adding Scope for Field Changes

Getting the Selected Record in a Subgrid Using executionContext

In this post, we will look at how to get the selected record in a subgrid using executionContext. Note this will work on Editable grids, using the OnRecordSelect event. Consider the scenario where we have a Contacts subgrid on the Account form: Now, this is control is an editable grid: Which means we can use the OnRecordSelect event: If we add the code below to the OnRecordSelect, we will get … Continue reading Getting the Selected Record in a Subgrid Using executionContext

Going Over Field Label Maximums in Dynamics 365 Power Apps

In this post, we will look at field label maximum sizes and how to overcome them. Let’s look at the account name of an Account record. The size of the record is 160 characters: Now what if we want to go over this? Let’s look at the label of the name: Let’s create a string greater than 160 characters, i.e. 161 characters: If we paste this into the label field, … Continue reading Going Over Field Label Maximums in Dynamics 365 Power Apps