Category: Dynamics 365 Customer Engagement (CRM)

When working with web resources in Dynamics 365 / Power Apps in the past, we were able to access form elements by using Xrm.Page. This has now been deprecated in Dynamics 365 v9.x, so we need a way to access these controls from an HTML web resource. Microsoft documentation has stated that calling parent.Xrm.Page from web resources is still a way to access the form context. However, there is also … Continue reading How to Use FormContext in a Web Resource in Dynamics 365 Power Apps

When you create a model-driven app and deploy it to another environment such as from Dev to your Test or Production environments, your users may not see the app. For example, in https://home.dynamics.com (soon to be located in https://www.office.com/apps) we have an app called UciApp1: Our salesperson. Jeff, does not see the app – “We can’t find any apps for your role. To check for recently-added apps, select Refresh”: Note, Jeff has … Continue reading Users Not Seeing Model-Driven App? Check These 2 Things

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

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

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

This post came at a request of a reader of this blog. She wanted to be able to click on a subgrid record and have it open in a modal form. Easy, right? Let’s take a look at how to do this. If you prefer to see the video, check it out on my YouTube channel: Note, there is a limitation in that the grid needs to be an editable … Continue reading Clicking on a Subgrid to Open a Modal Form in Dynamics 365

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

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