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In Dynamics 365, we can filter lookup fields without writing code. In this post, we will look at an out of the box field example and a custom example. The common out of the box example is filtering a contact based on an account. If we create a new Opportunity, we can see if we look at the Contacts field, we see all contacts in the system: And the same … Continue reading Filtering Lookup Fields in Dynamics 365
In this post, we will look at how to use Live Server to run a page as a web server in Visual Studio Code. Open VS Code and select Extensions, then search for Live Server. Click Install: Next, create a new folder, call it anything, e.g. html, and click Add Folder to add it to VS Code: Add a new file: Call it test.html: Add some HTML and save it: … Continue reading Using Live Server in Visual Studio Code
To opt in to the April 2019 update, first, sign into https://admin.powerplatform.microsoft.com/. You will see: Click on Environments to display a list of your environments: Click on the environment you want to opt in: On the right, note the current database version, in this case 9.1.0.2251. In the updates section, select Manage: You will see “April 2019 update – These changes will go live in April, but you can activate them … Continue reading Opting In to the April 2019 Preview Features in Dynamics 365
In this post we will look at how to add a function to field in Dynamics 365 / Power Apps, so when a form loads, the function will run on change of the field. We can do this by using addOnChange. Let’s say I have a field called My Optional Field (new_myoptionalfield) which is on an entity called My New Entity. The field is on the main form: Now let’s say … Continue reading Adding a JavaScript Function to a Field in Dynamics 365 Power Apps On Load with addOnChange
Let’s look at a scenario where, in USD, we have an entity called Entity A, that has a one to many relationship with an entity called Entity B. Entity A has a subgrid on a form to Entity B. In USD, when a user clicks on the subgrid to create a new Entity B, it should open a new tab for Entity B so a user can enter that information … Continue reading Pattern to Open a Subgrid Record in a New Tab in USD
In this post, we will look at what type of relationship is created by a lookup. Let’s say we have 2 custom entities, Table A and Table B: Now, let’s add a lookup on Table A, to Table B. We create a new column, and set the type to lookup and select Table B: Now, on Table A, if we go to Relationships, we see the table is a Many … Continue reading Which Relationship is Created by Lookups in Dynamics 365
In Unified Service Desk, we can use Toolbar buttons to perform actions in the application. For example here we have toolbar buttons in the main application: Now let’s say we want to hide and show these buttons based on certain values. For example, if the user is based in the US, and the Maps application is loaded, we may want to show a button that allows us to open a … Continue reading USD Toolbar Button Visibility and Replacement Parameter Logic
In Dynamics 365, there are several ways to use Excel to analyze data. In this post, we will look at the various different options. Let’s start with a view of All Accounts. Note we’re displaying this in the Sales Hub app. The logic applied to the web client as well. In the toolbar, we have several Excel options, including: Excel Templates Export to Excel Open in Excel Online Static Worksheet … Continue reading Everything You Need to Know About Using Microsoft Excel with Dynamics 365
When downloading a spreadsheet from Dynamics 365, you may run into the problem: Unable to open https://xxxxx.crm.dynamics.com/_grid/print/print_data.aspx?tweener=1. Cannot download the information you requested: To resolve this, in Internet Explorer options, uncheck “Do not save encrypted paged to disk”: Click OK and click Refresh All: If this doesn’t resolve the issue, or you get the issue: “This web query returned no data. To change the query, click OK, click the arrow … Continue reading Error Connecting to Dynamics 365 from Excel, Cannot Download the Information you Requested
We can use JavaScript to connect to Dynamics 365 and set and retrieve a lookup id and value. Let’s say on an Account, we have the Owner field, which is a lookup: We would like to set the value of this lookup field through JavaScript. Let’s say we want to set it to another system user, Alan Steiner. To set the value, we will need to know Guid of Alan’s … Continue reading Set and Retrieve a Lookup Id and Value using Xrm.WebApi