Use the Flip Switch Control to Show and Hide Sections on a Form

In Dynamics 365 / PowerApps, we have a flip switch control, which is a nice way to represent a two-option field. Let’s take a look at how we can use this control with business rules to show and hide sections on a form without code. Let’s say we want to hide the Company Profile section of a form based on the value of a new field: Let’s create a new … Continue reading Use the Flip Switch Control to Show and Hide Sections on a Form

Updating Lookup Fields in JavaScript using Xrm.WebApi

In this post, we will look at how to update Lookup Fields in a Dynamics 365 Power Apps record using the Xrm.WebApi. Let’s say we have an Opportunity record. This record has 3 lookup fields: Contact Account Currency For simplicity, let’s hardcode the Ids of the new records we will be associating to our Opportunity: Our new Contact called Maria Campbell is c0993617-c85d-ea11-a811-000d3a579ca1 Our new Account called Blue Yonder Airlines … Continue reading Updating Lookup Fields in JavaScript using Xrm.WebApi

How to Run and Use the Power Apps Solution Checker

The Power Apps Solution checker is a useful tool from Microsoft that checks Power Apps solutions for issues and recommend best practices. These issues include problems with JavaScript, HTML, Plugins, and custom workflow activities. This tool can be especially useful when you are migrating your customizations from the legacy web client to the new Unified Interface client. From the Microsoft description: “PowerApps Checker promotes higher-quality model-driven apps by helping app … Continue reading How to Run and Use the Power Apps Solution Checker

Installing and Using Power Apps in PowerShell for Admins and Creators

PowerShell can be used to manage Power Apps. Let’s look at how to use this, and some of the functions available for both Administrators and Creators of Power Apps. To install, open a PowerShell Command Prompt as Administrator and run the command: Install-Module -Name Microsoft.PowerApps.Administration.PowerShell Install-Module -Name Microsoft.PowerApps.PowerShell -AllowClobber Press Y or A to install: Note you can visit the Power Shell Gallery at https://www.powershellgallery.com/packages/Microsoft.PowerApps.Administration.PowerShell/: To see the many functions available: … Continue reading Installing and Using Power Apps in PowerShell for Admins and Creators

Using the New Modal Dialog to Open Forms in Dynamics 365 using Xrm.Navigation.navigateTo

Dynamics 365 Release Wave 1 for 2020 has some cool features. One of those is being able to open forms as a Modal Dialog. This is pretty awesome, as I had a client looking for this feature recently. Let’s look at how to use this. If you prefer video, check out how to do this on Power Platform TV, my YouTube show: We will access these modal forms through JavaScript. … Continue reading Using the New Modal Dialog to Open Forms in Dynamics 365 using Xrm.Navigation.navigateTo

Using JavaScript to Go to Next Stage in Business Process Flows (Continued)

In a previous post, we look at how to go to the next stage in a Business Process Flow. Let’s continue this and look at more methods in the Client API to help us achieve this, including formContext.data.process.moveNext and formContext.data.process.movePrevious, which are useful if you need the BPF UI updated in real time. If you prefer to learn by video, check out this video on my YouTube channel: Let’s look at … Continue reading Using JavaScript to Go to Next Stage in Business Process Flows (Continued)

How to Fix the Binary Operator with Incompatible Types WebApi Error in Dynamics 365

In this post, we will look at how to fix the error “a binary operator with incompatible types was detected. Found operand types ‘Microsoft.Dynamics.CRM.account’ and ‘Edm.Guid’ for operator kind ‘Equal’”. This error occurs when trying to access the WebApi. There are at least a couple of scenarios where this error can happen. Let’s look at these. The first scenario is when you are trying to select a record by filtering the Id. … Continue reading How to Fix the Binary Operator with Incompatible Types WebApi Error in Dynamics 365

Focus on a Tab using JavaScript in Dynamics 365

Let’s look at JavaScript code to move a user to a specific tab in Dynamics 365 / Power Apps. Below on the Account record I have these tabs – Summary, Project Price Lists, General etc: Let’s go to the General tab when something happens, like changing a field value. The General tab is called Partner_Details: Here’s the code is below. Be sure to pass the execution context: Now we start … Continue reading Focus on a Tab using JavaScript in Dynamics 365

Change the Color of Business Process Flows to Power Apps Purple

In Dynamics 365 / Power Apps, the Business Process Flow color out of the box is a hex color #E83D0F. Closer up: Let’s change this to “Power Apps Purple”, which looks kinda like it’s hex code #742774. Go to Settings->Customizations->Themes: I’m going to clone the CRM Default Theme: We need to change the Accent Color: To: Publish the theme so it’s the default applied theme: The BPF now has the purple … Continue reading Change the Color of Business Process Flows to Power Apps Purple