Category: Dynamics 365 Customer Engagement (CRM)

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

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)