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Category Archives: Dynamics 365

Hide Recent Items from Dynamics 365 CRM Lookup form using Xrm.Utility.lookupObjects through JavaScript

User property disableMru = true; You can refer below code       selectProjectLayout: () => {         var lookupOptions = {}; var _projectLayoutName = null; var customFilter = ‘<filter type=”and”>’ + ‘<condition attribute=”cf_project” operator=”eq” value=”‘ + Operations.selectedProjectId + ‘”/>’ + ‘</filter>’; lookupOptions.allowMultiSelect = false; lookupOptions.defaultEntityType = “cf_tcmaplayout”; lookupOptions.entityTypes = [“cf_tcmaplayout”];         lookupOptions.disableMru = true;// … Continue reading Hide Recent Items from Dynamics 365 CRM Lookup form using Xrm.Utility.lookupObjects through JavaScript

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Ms Flows are not getting triggered ?

Posted On March 18, 2020 by Ankita Chavan Posted in Tagged in

  Introduction : In this blog, we will see, why the Ms Flows are not getting triggered after Completion full copy of the environment. Use Case : It was requirement of our Project to Copy UAT environment To Dev but after Completion of full copy, None of the Flows in Power Automate were getting triggered. … Continue reading Ms Flows are not getting triggered ?

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How to: Create a Bot using Power Virtual Agents

Introduction : Power Virtual Agents help us build simple and easy bots which can be integrated with websites, Microsoft teams, etc. Here are the steps to create a bot using PVA. Login to your environment in https://powervirtualagents.microsoft.com/en-us/ The pop up for create new bot will be visible, name the bot and create. Go to Topics … Continue reading How to: Create a Bot using Power Virtual Agents

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Get RSS Notifications to phone for important blog posts using Power Automate

Posted On March 13, 2020 by Priyesh Wagh Posted in

RSS is powerful and taming it wisely really helps! 🙂 Here’s an example where I used it to get a notification whenever a new blog was posted by Microsoft in their Dynamics 365 Blog page. It is my attempt to stay updated on the latest posts so that I don’t miss anything. Scenario Let’s say, … Continue reading Get RSS Notifications to phone for important blog posts using Power Automate

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Create To Do Items of Important Emails using Power Automate

Since Power Automate is so powerful that you can creatively use it to improve your productivity at work. Here’s an example of how you can utilize a scenario where you need a quick checklist to make sure you respond all important emails for the day. Power Automate You’ll need to create an Automated Power Automate … Continue reading Create To Do Items of Important Emails using Power Automate

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Unit Of Measure Issue in D365 Commerce (Retail)

Posted On March 5, 2020 by Rutvik Mehta Posted in

When a product can be sold, purchased or stored in more than one unit of measure, it’s important that you set up the correct unit of measure conversions. I recently came across an issue where the unit of measure conversions I created in HQ was not showing up on POS. As you can see in … Continue reading Unit Of Measure Issue in D365 Commerce (Retail)

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Customize Opportunity Close Dialogue Box

Go to Admin settings. Click on system settings After clicking on System settings, a popup opens, click sales tab as shown below. Select Yes in Customize close opportunity form and click ok, refer below image.

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Choose which All Records To Create While Qualifying Lead

Go to Admin settings Click on system setting After clicking on System settings, a popup opens, click sales tab as shown below. Now, select no for Qualified lead experience refer below image.

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Delete multiple CDS records from Grid using PowerApps.

Introduction: In this blog, we will learn how to Delete multiple records of CDS from the Grid.   Use Case: We have a requirement where there is a Grid of CDS Data Source, on clicking the Delete Icon on top of the Grid, it should delete every record which is selected through the checkbox which … Continue reading Delete multiple CDS records from Grid using PowerApps.

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Hide certain Field of the form depending on Security Role of the User using PowerApps.

Introduction: In this blog, we will learn how to hide fields from the form based on the Security Role of the Logged in User. Use Case: We have a requirement where there are some Fields in the form, which should be hidden to the users who does not have the Security Role as Manager. Steps: … Continue reading Hide certain Field of the form depending on Security Role of the User using PowerApps.

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