Users Not Seeing Model-Driven App? Check These 2 Things

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

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

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

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