Introduction You must have written script on form using javascript and apply various logic like enable/disable or setting value of another field on change of another field. After introduction of editable grid script which is applied on form is not applicable on editable grid. We can apply same logic, but we need to write on different structure. Description: Yes, we can apply the same logic on the editable grid as applied on the form. As you can see in the below screen shot two fields are locked and cannot be edited on the grid. Also, if you have proper security permission than user can edit the date approved and it will set automatically. You need to write script on the editable grid on the entity and not on the form as you can see in the below: You need to go the entity solution and add the script on change of record as you can see below 2. You need to write this script little different than the existing style 3.  As you can see in the above screen shot attribute is not access using the getAttribute() method but here we get using getByName(). 4. Set value on form script using java script normal style. Conclusion Hope this help you write the script on the grid as well as on the form.

Introduction: With update of Microsoft dynamics many new exiting features has been introduced in Dynamics 365 sales one them is Unified Interface with Navigation. By default, form December organization will start receiving the new UI. But if you are still interested you can enable it by yourself. Description: To enable the UI navigation you need to have organization Id, You will find the organization id can be found at Developer resource. To get the organization id you need to follow the below path 1. Go to setting -> customizations -> select “Developer Resource”. Highlighted in red is the organization Id. Once you have organization id you need to execute a small script in developer script console. To do so you need to press key F12. Also you need to make sure that you are logged in to the same system where you want to change the UI. You can see that navigation has change from old to new UI. Conclusion: Hope this blog help you to use make UI look and feel more better and comfortable

Introduction: With update of Microsoft dynamics new exiting features has been introduced in Dynamics 365 sales one them is Reference Panel. Description: While putting the Quick create or any subgrid in a section extra space gets added which looks weird. Most of us has feel the same situation. But with the introduction of “Reference Panel” we can now overcome this issue. Solution Let’s start with adding a reference section and view 1. Go to setting -> customizations -> select “Customize the System”. 2. Open the account entity Form. Now you can add the Reference panel by adding the section. If you try to add more than 1 Reference Panel you will receive below error. After adding the reference panel, you will not be able to identify the which one is the general section or reference. There is only way to know if it is reference panel, as name of reference Panel is generated by default as you can see in the below screen shot. I have added below two grids on account record. After adding you need to save and publish. Now go to account record and refresh the page you will able to see the sections with no extra space as you can see in the below screen shot. Conclusion: Hope this blog help you to use reference panel wisely.

Introduction: Microsoft has introduced a new platform to access the different app and analytics. You can access your different environment. 1. Power BI 2. Power apps 3. Flow Currently you might have opened few cases using this platform but there are lot more than that we can do. This is in preview mode can be available soon. Description: You can open the portal using below given URL “https://admin.powerplatform.microsoft.com/.” Once you open the portal you will be able to see the default page shown below. As you seen in the above screen shot it show open cases. Navigation menu As you can see the navigation menu contains the familiar components. Help and support This contains the cases open with Microsoft. Analytics This shows the analytics or various apps Environments User can easily navigate to the respective environment, as you can see in the below. Analytics Below details which can be viewed from the Common Data Service. Common Data Service Microsoft Flow As I don’t have any flow it is not showing anything. PowerApps Data policies You can develop your own data policies. Admin center You can navigate to the various application from the admin Center. Dynamics 365 Thi will navigate you to the Dynamics 365 instances. Microsoft Flow This will take you to the Microsoft Flows apps. Power Apps This will take you to the Apps associate with you organization. PowerBI You can view your PowerBI Reports.

Introduction: After the introduction of web API in CRM, user can execute all the requests which is possible through C# or JavaScript. In this blog I will explain how to attach a document to record using the postman. Description: Notes attachments has been tested with a custom entity and tested on Postman. To work this, you can follow the below blog to get the Access code. https://www.magnetismsolutions.com/blog/johntowgood/2018/02/12/dynamics-365-online-authenticate-with-user-credentials METHOD: POST URL: https://instancename.crm.dynamics.com/api/data/v9.1/annotations Authorization: Header: Content-Type:application/json In Authorization select the type Bearer Token Type and pass the token value which we got before. Body: You need to pass the below 4 parameters with value. Key Value subject   Filename   objectid_cf_document@odata.bind   documentbody   Json Body: { “subject”: “Test From Web API”, “filename”: “Untitled2.png”, ” objectid_cf_document@odata.bind “:”/cf_documents(23e6ee7c-5812-e911-a96b-000d3a3638df)”, “documentbody”:”iVBORw0KGgoAAAANS……….” } CODE: Postman Description: Image attached you need to pass it as base64 string as document body. var settings = { “async”: true, “crossDomain”: true, “url”: “https://instancename.crm.dynamics.com/api/data/v9.1/annotations”, “method”: “POST”, “headers”: { “Content-Type”: “application/json”, “Prefer”: “return=representation,odata.include-annotations=\”OData.Community.Display.V1.FormattedValue\””, “Authorization”: “Bearer eyJ0eXAiOiJKV1QiLCJhbGci………………………..”, “cache-control”: “no-cache”, “Postman-Token”: “b57b2d5b-c8d5-4f26-abf0-a3ea1f499637” }, “processData”: false, “data”: ” {\r\n \t \”subject\”: \”Test From Web API\”,\r\n \”filename\”: \”Untitled2.png\”,\r\n \”objectid_cf_document@odata.bind\”:\”/cf_documents(a60fbc96-f00f-e911-a96b-000d3a3638df)\”,\r\n \”documentbody\”:\”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\”\r\n }” } $.ajax(settings).done(function (response) { console.log(response); }); In the above code I have posted- Post Request Response

Introduction: Sometimes it is required to share the certain documents with outside users. It is possible that user can share that document as hard copy. If that document is hosted on SharePoint user can make a shareable link. Description: Sharing a document to the outside users are possible via directly going to SharePoint and creating a shareable link. But what if you want to generate a shareable link using the C# code. You can follow below code to generate shareable link in Online SharePoint. 1. Get the link You need to pass the document link to below function as shown. currentLink = https://organization.sharepoint.com/cf_car/JTN_89330b3c-beb5-e811-a968-000d3a324f4c/Untitled2.png 2. Get the base url of your SharePoint and generate the service context using (var context = new ClientContext(Model.SharePointBaseURL)){} 3. Authenticate the user foreach (var c in Model.AdminPassword) passWord.AppendChar(c); context.Credentials = new SharePointOnlineCredentials(Model.AdminUserName, passWord); 4. CreateAnonymousLink method which will generate the shareable link var orgEditLink = Web.CreateAnonymousLink(context, currentLink, true); 5. Execute the query context.ExecuteQuery(); 6. Finally get the public link editUrl = orgEditLink.Value; Complete code: private static string UpdateLinkTOShareable(string currentLink, Entity document) { string editUrl = string.Empty; using (var context = new ClientContext(Model.SharePointBaseURL)) { var passWord = new SecureString(); foreach (var c in Model.AdminPassword) passWord.AppendChar(c); context.Credentials = new SharePointOnlineCredentials(Model.AdminUserName, passWord); try { var orgEditLink = Web.CreateAnonymousLink(context, currentLink, true); context.ExecuteQuery(); editUrl = orgEditLink.Value; } catch (Exception ex) { } /*Code to make link Public End*/ return editUrl; } }

Introduction: You might receive alert “The Team member position has already been filled” while submitting a request for an actual resource. Description: I was working on a project and we use PSA solution for resource management. Some Team Members was already added in project with “Generic Resource” and we wanted to replace resource with actual team member. But whenever I try to submit Resource request in PSA in “Project Team Member” I Receive alert message with “The Team member position has already been filled“. Solution: When you are adding a Project Team Member, are you choosing “Generic Resource” on Bookable Resource lookup for that team member? When you do this, you’re setting a Bookable Resource to team and thus can’t request for one anymore. When adding a Project Team Member, leave the Bookable Resource lookup unpopulated. This way a Bookable Resource is not assigned on the project team and you can submit a request against the created generic. When adding the Architect (Role), I have chosen Generic Demo Resource in the Bookable Resource lookup on the Quick Create. When adding the Consultant, I have left the Bookable Resource lookup unpopulated. Conclusion: So, this can be avoided if you are adding Resource from “Project Team member Associated view”.

Introduction: Dynamics 365 has two different type of form one is classic and other one is UCI. Now sometimes we want certain field to be visible on UCI and some on classic form. Description: We had a requirement where we wanted to show certain field on UCI, but it should be hidden on classic form. For example, signature field is not supported on classic form in Brower, but it works on UCI and tablet version. Here we wanted to hide the signature field on browser and it should work as it is in the UCI. Here is the code. We need to call this script on onload of the form function hideFieldonOrderWeb(executionContext) { debugger; var clientContext = Xrm.Utility.getGlobalContext().client; var device = clientContext.getFormFactor(); var formContext = executionContext.getFormContext(); var isUCIForm = isUCI(); if (isUCIForm == false && device == 1) { formContext.getControl(“cf_signature”).setVisible(false); } else { formContext.getControl(“cf_signature”).setVisible(true); } } function isUCI() { var globalContext = Xrm.Utility.getGlobalContext(); var appURL = globalContext.getCurrentAppUrl(); var ClientURL = globalContext.getClientUrl(); if (appURL !== ClientURL) { return true; } return false; } Explanation: We are checking form type and we are getting value as 1 which is same for both web and UCI. So we additionally need to check app type by using the code isUCI(). Value Form Factor 0 Unknown 1 Desktop 2 Tablet 3 Phone By this way you can hide the control. On UCI – Signature is visible On browser – Signature field is hidden

Introduction: Dynamics 365 service team regularly sends email notifications to the administrators in your dynamics 365 organization. Now with simple mail box rule, you have complete control who should receive the mail. Description: As an administrator you can setup the mail box rule to automatically redirect email communications from dynamics 365 to additional recipients. People outside of your Dynamics 365 organization, such as your partners. People inside and outside of your company. Send email notifications to multiple recipients: By default, admin will receive the email notification but if you want to change the email notification to some other user. follow the below steps: 1. Sign in to portal https://portal.office.com. 2. On the Office 365 menu bar, click Admin centers > Dynamics 365 > Instances tab. 3. Choose an instance that has notifications you want to change. 4. Click Notifications. 5. Enter the email addresses of people to receive update notifications for the selected instance and click Save.

Introduction: If you try to configure SharePoint with dynamics 365 sales, it will pop up with “Microsoft Dynamics 365 list component is not installed”. This error used to come in earlier version of dynamics CRM but now we are start receiving message to install the list component. Description: As it is explained in the introduction you need to install the List Component. If you follow steps provided in alert box you will not able to configure. As provided steps are for on premise version and would not install online. So, this will not help us as our environment is online, now what to do. Solution: You need to enable the server base SharePoint integration to configure the SharePoint. Go to setting ==> Document management and follow the steps provided. Once server-based configuration is completed you need to enable it for the document management setting. Provide the value valid SharePoint url.