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How to create and add/attach a custom activity-type entity to an existing entity in Dynamics 365 CRM

Introduction Activities are tasks or sorts of homework that we as a team perform when contacting a customer for example making a phone call, making an appointment or calls, and so on. You can set the status of this activity to complete pending or in progress. For more details, please follow the link: Activity entities … Continue reading How to create and add/attach a custom activity-type entity to an existing entity in Dynamics 365 CRM

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How to add an Entity and fields in Global Search On Dynamics 365 CRM

Introduction Global Search for Microsoft Dynamics 365 is a custom module, which allows you to search across all CRM entities at the same time, providing results in a single-view convenient layout. For more details please follow the link: Global Search for Microsoft Dynamics CRM Online User Manual Adding an Entity and fields in Global Search … Continue reading How to add an Entity and fields in Global Search On Dynamics 365 CRM

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Highlight Duplicate Records in Canvas PowerApps in Gallery Control

Hi All, Let’s see how to highlight duplicate records in Gallery control what works on data source or collection. In this example: I’ll be using a collection that I will highlight in 2 ways Use-case: I want to highlight duplicate ‘Project Allocation’ entries submitted. If someone has submitted a entry that has on Same Project … Continue reading Highlight Duplicate Records in Canvas PowerApps in Gallery Control

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Gain Business Insights faster by generating Power BI Reports quickly with just 1 click in Dataverse

Hi All, I’m going to show a useful feature that you can leverage to view and create instant Power BI visuals that is generated automatically based on the current view. Documentation Link Just an example: How it looks Steps to achieve this: Step 1: You need to enable this feature in Model-Driven App itself Edit … Continue reading Gain Business Insights faster by generating Power BI Reports quickly with just 1 click in Dataverse

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How to use Dataverse Global In-App Notification for Real-Time Notification in Model-Driven PowerApps

Hi All, Have you ever wondered how to use Dataverse In-App notification that can be helpful in many scenarios, I’ll give an overview of the usage with a use-case. Documentation Link Business Insights in Real-Time – Documentation This is the In-App Notification Let’s see how to create such an In-App notification Step 1: In order … Continue reading How to use Dataverse Global In-App Notification for Real-Time Notification in Model-Driven PowerApps

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How to Use Solution Checker to identify usage of the OrganisationData.svc endpoint (Odata Deprecation for Web resources)

The Organization Data Service is an OData v2.0 endpoint introduced with Dynamics CRM 2011. The Organization Data Service was deprecated with Dynamics 365 Customer Engagement v8.0 in favor of the Web API, an OData v4.0 service. For more details please follow the link https://powerapps.microsoft.com/en-gb/blog/odata-v2-0-service-removal-date-announcement/ OData v2.0 Service removal date announcement | Microsoft Power Apps To … Continue reading How to Use Solution Checker to identify usage of the OrganisationData.svc endpoint (Odata Deprecation for Web resources)

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Hide Profile Section from Power Apps Portal Header Navigation Bar

The Power Apps Portals Primary Navigation Header always has a section to the profile page as shown in the snapshot below.   It is possible to disable this by adding a Web Page Access Control Rule, this will restrict read access to the profile page, but what if you don’t want to remove the read access … Continue reading Hide Profile Section from Power Apps Portal Header Navigation Bar

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Map Newly Registered Portal Contacts to Existing CRM Contacts in Power Apps portal (Azure AD)

Power Apps Portal allows us multiple ways to authenticate users, users can login either by using a User ID and Password for local login or using SSO logins like Azure AD, etc.  Users can also register themself through the portal, when a user registers from the portal this creates a new contact with the user’s … Continue reading Map Newly Registered Portal Contacts to Existing CRM Contacts in Power Apps portal (Azure AD)

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Dynamic visibility of Gallery Items based on previous item data in Canvas PowerApps

Introduction Let’s say you come across a scenario where you want to show dynamic records for your gallery items based on previous record details. For example: Let’s say a basic Q&A where the User should input data and then proceed.So, I have created something similar that will help in developing such a design quickly and … Continue reading Dynamic visibility of Gallery Items based on previous item data in Canvas PowerApps

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How to Create a collapsible Gallery control in Canvas Power App

In this blog, I am going to show how we can create a collapsing and retracting gallery control in Canvas Power app. Let’s start making this into our Canvas PowerApps Step 1: Insert a Flexible Height Gallery on the screen. For the current example, I’m using a table of User details. Items property of Gallery … Continue reading How to Create a collapsible Gallery control in Canvas Power App

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