Category: Dynamics 365 Customer Engagement (CRM)

Running FetchXML using Xrm.WebApi in Dynamics 365

In this post, we will look at how to run FetchXML using the Xrm.WebApi with JavaScript in Dynamics 365. First, let’s create some FetchXML. We will use the FetchXML Builder in XrmToolbox to create FetchXML with single quotes. You can use your preferred tool to create FetchXML: Now the code. We will place our FetchXML inside back ticks to create a multi-line string in JavaScript. We will then encode the … Continue reading Running FetchXML using Xrm.WebApi in Dynamics 365

Using Xrm.Navigation.openForm to Open Quick Create in Dynamics 365

We can use Xrm.Navigation.openForm to open a Quick Create using JavaScript. Let’s say we want to open the Account quick create form on a Contact record in the Unified Client Interface / Unified Interface. Let’s go to a contact record: To simply open the quick create without setting any field values, we can use the code: Hitting F12 to run this code in developer tools, we see the quick create is … Continue reading Using Xrm.Navigation.openForm to Open Quick Create in Dynamics 365

Hiding the Command Bar and Navigation Bar in Dynamics 365

In Dynamics 365, we can hide the command bar and navigation bar through the Dynamics 365 browser URL. Let’s look at how to do this. The navigation bar, or nav bar, is the top bar that has Dynamics 365 in the title. The command bar, or cmd bar, is the bar that has the New button etc: Let’s look at a typical URL that displays an account. We see the … Continue reading Hiding the Command Bar and Navigation Bar in Dynamics 365

How to Find Solution Layers in the Microsoft Power Platform

To find which layer a component belongs to in the Power Platform, open the component and select it, then go to See solution layers: We see the order of each later, starting with the System layer at number 1. Then each solution has a layer number, and at the top we have the active layer, in this case at number 18: For more information on layering of solutions, see this … Continue reading How to Find Solution Layers in the Microsoft Power Platform

URL Shortcut to your Dynamics 365 Apps

To get to your Dynamics 365 Apps, from your web browser enter the URL of your Dynamics 365 org and add /apps to the URL. For example: https://yourorg.crm.dynamics.com/apps  

Setting Lookups and Option Sets when Creating Records in Web API

In this post, we will look at how to set lookup and option set values when creating records in the Web API. Let’s create an Account record. Account have fields such as the following: Parent account – lookup Industry code – Option Set Do not email – boolean Credit hold – boolean Shipping method code – option set Currency Id – lookup Let’s create some JavaScript to create a new … Continue reading Setting Lookups and Option Sets when Creating Records in Web API

How to Rename a Dynamics 365 Org

Let’s look at how to rename a Dynamics 365 organization. To do this, log into https://admin.microsoft.com/ and go to All Admin Centers: Select Dynamics 365: This takes us to the Dynamics 365 Administration Center. Click Edit: We see there are 2 options: Use the old edit settings page Go to Power Platform admin center Let’s look at the old settings first. This takes us to the page where we can change the Name … Continue reading How to Rename a Dynamics 365 Org

How to Disable and Enable Skype or Teams Presence in Dynamics 365 PowerApps Forms

In Dynamics 365 / PowerApps, Skype / Teams statuses can be displayed next to the names of users in fields. Below we can see the status as green (available): And if the user changes the status to Do not Disturb (changing below in Teams): We see the status updated automatically on the record: To enable/disable the status, go to the admin center at https://admin.powerplatform.microsoft.com/ and change the Skype presence: We see now … Continue reading How to Disable and Enable Skype or Teams Presence in Dynamics 365 PowerApps Forms

Unified Interface Transition Portal Helps with Move to UCI

As part of the transition to Unified Interface, we can use the Unified Interface Transition Portal to help us. Go to https://runone.powerappsportals.com/. You will be prompted to log in and accept the permissions: Then confirm your details: Select My Environments: From here, you can see the current transition status, and the target date: Selecting an org will show details on the Rescheduling Requests: And you can also click on My Requests … Continue reading Unified Interface Transition Portal Helps with Move to UCI

How Managed Properties in Power Platform Solutions Work

In this post, we will look at how Managed Properties in manged solutions in the Power Platform work. These can be useful if you want control over how much a user can customize a managed solution component once it has been deployed in a target environment. First, let’s create a new solution: And add a new entity called People: We see the entity is part of our solution: Let’s go … Continue reading How Managed Properties in Power Platform Solutions Work