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Category Archives: Dynamics CRM

Remove Commas from whole number field in CRM D365

Introduction: In this blog we will see how to remove commas from whole number field. Use case : we were using the whole number field but after creation we noticed that there is comma in numbers. Solution: Step 1 : go to settings ->  click on settings icon -> Options Step 2: After clicking on … Continue reading Remove Commas from whole number field in CRM D365

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How to publish your Power BI report to CRM Dashboard

Instead of viewing dashboard and report on Power BI Web Service, we can directly view it in CRM. We need to publish the Power BI dashboard to our CRM Environment. This Blog will guide you through it can be done.

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Change the Position of Data Card on the Form in PowerApps.

Introduction: In this blog, we will learn how to set the position of Data Card in form. Steps: 1.This is the form of Quote Product. Where all the Data Card is placed one after another. 2.We want this card to be beside one another. 3.To achieve this, click on the Data Card and change X … Continue reading Change the Position of Data Card on the Form in PowerApps.

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Lookup Field with multiple search columns in PowerApps.

Introduction: In this blog, we will learn how to set multiple search fields in a Lookup Field. Use Case: We have a requirement where there is a Field (Data Field: Lookup) on the form, which should search records according to multiple columns. The Field on the Form is a Combo Box Steps: 1. This is … Continue reading Lookup Field with multiple search columns in PowerApps.

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Sitemap changes are not moving to UAT ?

  Use case : We were trying to deploy the solution from dev environment to UAT but Sitemap changes were not moving to UAT.   Solution : after RND we noticed that App extension for that particular app were not present in the solution Then we tried to add app extension and it is working … Continue reading Sitemap changes are not moving to UAT ?

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Resolve the dependency between multiple solutions in D365 Customer Engagement / CRM Solution using Solution Component Mover.

You have might question in your mind that why we need to move the components from one solution to another solution in D365 Customer Engagement So, let’s consider a scenario you and your team is working on D365 CRM customization and created the two solution — ‘ Solution A’ and ‘Solution B’. While customization development when you … Continue reading Resolve the dependency between multiple solutions in D365 Customer Engagement / CRM Solution using Solution Component Mover.

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Updating multiple CDS records from Grid using PowerApps

Introduction: In this blog, we will learn how to Update 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 Save Icon on top of the Grid, it should Save every record which is selected through the checkbox which … Continue reading Updating multiple CDS records from Grid using PowerApps

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How to Set Default value of Two Options on New form using PowerApps

Introduction: In this blog, we will learn how to set Default Value of Two Options on New Form.   Use Case: We have a requirement where there is a Field(Data Field: Two Options) on the form, which should show “NO” as Default value. The Field on the Form is a Combo Box.   Steps: 1. … Continue reading How to Set Default value of Two Options on New form using PowerApps

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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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