Use Case – To Switch form based on the value selected from option set field. Steps – 1. We have a Option Set field – “Lead Type“ Based on the Option selected – the form will switch For example – “PMO Member” – On change of the option, it will switch to PMO Member Form “HR” – On change of the option, it will switch to HR Form 2. To get the current form Guid use the following in the console- 3. Below JavaScript Code- Hope this helps!!

In today’s blog, we will cover how to change the BPF using JavaScript in the unified interface when the form loads based on a custom field Lead Type on the Lead form. Let’s take a closer look! Steps – In the example below, we have a new option set field called Lead Type with values of TAB Member and TBO. When the Lead Type has a value of TAB Member, update the business process flow to the TAB Member BPF and when the value is TBO, update the business process flow to TBO BPF. 2. Create two separate BPFs for the required entity. In this case, we created two separate BPFs for the Lead entity. 3.  From each BPF, grab the record GUID using the console. 4. JavaScript Code- Results – Hope this helps!!

In this blog, I am going to show how we can filter a field (multi-select option set) item dynamically based on another field (single-select option set) item. Let’s consider a use case, We have a field named ‘Application Area’ which is a (single-select option set) field and ‘Application Type’ which is a (multi-select option set) field. Let’s have a look at JavaScript where the magic is making this possible. Step 1: Below is the entire code of JS For Table/Entity Main Form customization, select ‘Form Properties’ to include JavaScript function as below, On Load: oApplicationAreaType.Main On Change of field ‘Application Area’: oApplicationAreaType.getDetails Note: Pass the execution context for calling the JS function. That’s all, we have created a dynamic filtering of multi-select option set using JavaScript. Hope this helps!!

In this blog, I am going to show how we can display a validation on the field if the entered text is not in the required format Let’s consider a use case, We have a field name ‘DMV Initial License’ which is a single line of text field. When text is entered the Date format for this field should be MM/YYYY Let’s have a look at JavaScript where the magic is making this possible. Step 1: Regex Expression for Date in the required format MM/YYYY – date_regex = /^(0[1-9]|1[0-2])\/[/]?([0-9]{4})$/ Step 2: Below is the entire code of JS For Table/Entity Main Form customization, select ‘Form Properties’ to include JavaScript function as below, On Change of field ‘ DMV Initial License ’: oCustomerFormCustomization.checkDateFormat Note: Pass the execution context for calling the JS function. Hope this helps!!

Hi All, Have you tried setting Field level notification on the Form Header of the Record? Let’s consider an example, We have an Estimated Revenue field which should never be set a $0.00. Therefore, we must throw a notification error based on this validation. The formula for setting field level notification is generalized as follows, Now let’s see how this general formula changes based on the field’s location set on the Form. If Field is located on the Form Formula will be: If Field is located on the Form Header Formula will be: If Field is located on the Form Business Process Flow (BPF) Formula will be: Hope this helps!!

Hi Everyone,Awaited moment is here, we finally have Power Apps designated application for Windows. Currently its in Preview so use only for testing as of now until its pushed globally. Here’s the steps to download and use Power Apps for Windows Step 1: Go to Microsoft Store and search “Power Apps” Step 2: Install the application. Step 3: In order to run this application, we need to check WebView2 Runtime version on our device. It should be version 99.0 or later. To check this, go to Settings > Apps > Apps & features. Search for WebView and verify that you have version 99.0 or later installed. For those who don’t have this, follow below steps. To install WebView2 Runtime, download the WebView2 Runtime. Download version 99.0 or later. Installing an earlier version may cause Power Apps to crash. Under Evergreen Bootstrapper, select Download. Go over the license terms and privacy statement and then select Accept and Download. When the download is complete, then run the MicroEdgeWebview2Setup.exe. Step 4: Open and sign-in with your ID Step 5: After logging in, you will find list of Model and Canvas Apps that are shared to you or you having access by security roles. The screen will show all Apps from all the environments present in you tenant. You can also see other model-driven apps if you enable Show non-production apps in settings under Model Apps. That’s all about installing Power Apps on Windows. Find the Microsoft Documentation for Installing – Microsoft Docs Find the Usage of Power Apps Windows – Microsoft Docs List of known issues – Microsoft Docs Hope this was informative and helped you.

I have a contact record with a role option set field with options Billing, Decision Maker, Client, Influencer.  The Requirement is to only show billing contacts i.e. contacts with role billing related to the account selected on the Opportunity in the lookup of the contacts on the Opportunities.  Let’s see how I to filtered the contacts lookup to just show billing contacts :   Step 1:  Create a contacts view such that the role is billing(or any field on which you want to filter is set to the value by which you want to filter that record ).  Step 2:  Set the filter criteria of the contacts lookup field on the opportunity as shown below.  In the Additional properties  turn of the view selector and set the default view to the view you created in #1Step 1  In the Field Behavior Tick the “disable most recently used items for this field”.  Now you will only see contacts with role billing in the lookup of the contacts on the opportunity form.  Hope this helps!   Thank you. 

In this blog we will see the steps in order to send a automated message via Teams as soon as an Opportunity is created in Microsoft Dynamics 365. Step 1: Go to portal.azure.com and select the Azure Logic App Resource. Step 2: Enter all the details such as the Name, Resource Group, Subscription, Region, etc. required while creating a Logic App. Step 3: Select the Dynamics 365 trigger When a record is updated. Step 4: Select Opportunities entity after setting by the Dynamics 365 CRM connection Step 5: Set the data refresh time as required. Step 6: Select the IF action in the next step and the condition would be status_label=won for true. Step 7: Inside True Block select Post a message in a chat or channel option. You can also handle the condition for False block, but in this case we can leave it blank. Step 8: You can post this message in a Group, Channel or send it as a Personal chat. Step 10: Wait for the trigger successful notification. Step 11: Go to Dynamics 365 CRM and navigate to opportunities entity. Step 12: Open a test opportunity or create one if doesn’t exist and close the opportunity as won. Step 13: As soon as you closed this opportunity you may have received the following message. Hence in this blog we saw how we can send messages on MS Teams using Azure Logic Apps on triggering certain conditions. Hope this helped!

Hello,Consider a scenario where we need to have a table (entity) which is a replica of other table or you need some fields replicated into another table. This tool will save a lot of precious time. Let’s say I have a table called ‘Scoping’ and I want fields from that data replicated into another table called ‘ScopingClone’. Steps you’ll take to do this in a time-efficient manner. Step 1: Create a new Table/Entity. (In my case, I created ScopingClone) Step 2: Navigate to XrmToolBox and install ‘Clone Field Definitions‘, connect to your environment and open the tool. As you can see, the fields that I selected are successfully cloned. I hope you found this blog useful.

In this blog we will see how we can open a PDF document on click of button from a record in CRM Let say we have User Guide button on Lead Entity and on click of User Guide button, a PDF document which is User Guide document should be open in next tab. Solution Create a solution and add lead entity only. Then open the same solution in XRM Toolbox – Ribbon Workbench var openUserGuide = { //openUserGuide.userGuide userGuide: function () { “use strict”; Xrm.Navigation.openUrl(“https://sinerleak.sharepoint.com/:b:/s/SingerLewak/EaQO2OWjWA1BnHFCCENV-6EBDkILbg3EfPSFLEu-KCeraw?e=ofVyVB”); } } 4. Add action to command and Publish the solution from XRM Toolbox Output –