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To install Git on Windows, go to https://git-scm.com: and click on Download for Windows: Click to open the file: Click Next: And Next: Click Next: Click Next: Click Next: Click Next: Click Next: Click Next: Click Next: Click Next: Click Next: Click Install: Click Next: We see GitBash is open: You can now start using Git. To get the version of Git, type: git –version
In Dynamics 365, there are applications running on the legacy Web Client and those running on the Unified Interface (or Unified Client Interface). There is a way to default users to only run apps on the Unified Interface. To do this, go to System Settings and find the setting Use the new Unified Interface only (recommended): Now, when you go to your Dynamics 365 url, you will see a list … Continue reading Forcing Unified Interface Only Client in Dynamics 365
In Dynamics 365 and Power Apps, when we create forms we will probably require users to fill out certain fields. Fields are defined as Business Required, Business Recommended, and Optional. Required fields mean the user needs to enter data into the field before a record can be saved. The Dynamics 365 Power Platform field definition allows us to set which types of fields fall into which category. Once these are … Continue reading Client Side Validation for Dynamics 365 and Power Apps Forms With JavaScript and Business Rules
In this post, we will take a look at how the URL formats are different in new Unified Client Interface Apps, vs the older legacy Web Client. This may come in useful when you are upgrading to the new Unified Interface, in places where you are building a URL dynamically or in a static way. Dashboards Unified Interface https://crm971021.crm.dynamics.com/main.aspx?appid=e7a248bf-f35b-ea11-a811-000d3a5698d2&pagetype=dashboard&id=2701de60-8f2a-48a4-8262-4a35ca7441fa&type=system&_canOverride=true Web Client Note – this is without the navigation bars: https://crm971021.crm.dynamics.com/main.aspx?pagetype=dashboard&id=2701de60-8f2a-48a4-8262-4a35ca7441fa&type=system&_canOverride=true#598527068 … Continue reading URL Changes for Unified Client Interface Apps vs Web Client Apps
When using the Data Export Service, you may run into the following error when creating a new profile: “Create Data Export Profile failed. Following tables or stored procedures or user-defined types with the destination prefix {0} already exist in the database: TABLE : dbo.AttributeMetadata,dbo.GlobalOptionSetMetadata,dbo.OptionSetMetadata,dbo.StateMetadata,dbo.StatusMetadata,dbo.TargetMetadata. TYPE : dbo.StateMetadataList,dbo.StatusMetadataList,dbo.OptionSetMetadataList,dbo.TargetMetadataList,dbo.AttributeMetadataList. PROCEDURE : dbo.UpsertAttributeMetadata,dbo.UpsertGlobalOptionSetMetadata,dbo.UpsertOptionSetMetadata,dbo.UpsertStateMetadata,dbo.UpsertStatusMetadata,dbo.UpsertTargetMetadata. . Please delete these database objects before you create the profile.” In this case, these tables already exist in the … Continue reading Create Data Export Profile Failed Error with Data Export Service
To delete a PowerApps environment, log into https://admin.powerapps.com/ and go to Environments, then select the environment. Click Delete: Enter the name of the environment to delete: You will see: The environment will then be deleted.
In this post, we will look at using the Bulk Data Updater by Jonas Rapp to update data in bulk in Dynamics 365. First, download the XrmToolbox and install the Bulk Data Updater: Open it up: You will see: Now, we can use FetchXML Builder to create a FetchXML query to retrieve the records we want to update. This is very useful to return a subset of data, ensuring we … Continue reading Updating Bulk Data using the Bulk Data Updater in XrmToolbox
In this post, we will look at how to use custom status reasons and status reason transitions in Dynamics 365. Status Reason Transitions are a way to configure how Status Reasons work in the system. Let’s take a look. First, we should understand that not all entities in the system have custom status reason transitions, but they do have status reasons. For example, the account entity has a field called … Continue reading How to Use Custom Status Reasons with Transitions in Dynamics 365
In Power BI, you can subscribe to reports or dashboards on a schedule or after data refresh. This is very useful if you would like to see a snapshot of the report without logging into Power BI. For example, if you want to see the leads generated each day, you can get this report sent automatically to your email. To do this, go to the report or dashboard. Click Subscribe … Continue reading Get Power BI Email Alerts for Reports and Dashboards Daily, Weekly or After Data Refresh
In Dynamics 365, we can create and use HTML pages through web resources. Let’s look at how to do this. In a simple example, let’s display a Hello World from a website on the Account record. First, in Dynamics 365, go to Settings->Customizations and select either Customize the System or choose an existing Solution (or create a new one) to get to the Account form: We will select Customize the … Continue reading Dynamics 365 HTML Web Resource Example