Tag Archives: Dynamics CRM
Flow to Replace Special Characters from any text Field in Dynamics 365
Consider a case where users create a record say an opportunity. The name of the opportunity may contain special characters such as ampersand “&” and many more. This might not look like an issue, but these special characters are not accepted if you are trying to fetch a record using query expressions, that may be Fetch XML or any other. What to do in such case. There are certain ways in which this issue can be resolved. Replace the Special Character Using Variable in the flow itself. Replace the Special Character in the Record. Or Skip the Special Character. Let’s have a look on how to Replace the Special Character in the Record.Consider an Opportunity Record with name as Given Below. As we see that there is an “&” in the name – “COCS – Planning & Discovery“. This can be a cause for a Bad Request error while fetching this record using query expressions. Solution: – The Flow will run the flow when an Opportunity is Created. The Flow will get the Topic of the Opportunity. The Flow will Check if the Topic Name Has Any Special Characters If YES The Flow Will check which Special character it is and replace the Topic name Accordingly. After the name is being updated the flow will Update the Opportunity Record. If NO The flow will terminate successfully. Let’s Begin with the Flow Implementation. Process Flow: – Step – 1 The Flow will trigger when an Opportunity is being created. Step – 2 The Flow will get the Created Opportunity Record. Step – 3 Also we need to initialize an array of Special Characters as given below Step – 4 I have used a Special Character Array “createArray(‘&’,’|’,’/’)” according to my requirement for all special characters you can go with the below expression. Step – 5 “createArray(‘.’,’@’,’ß’,’²’,’³’,’µ’,’`’,’´’,’°’,’^’,’=’,'(‘,’)’,’&’,’$’,’§’, ‘~’,’#’,’%’,’*’,’:’,'<‘,’>’,’?’,’/’,’|’,’ ‘) “ Step – 6 The Flow will check if the Topic has any special characters. Step – 7 If Yes, it will replace & with “And” using the Filter query “replace(variables(‘Topic’), item( ),’ and ‘)” Step – 8 Lastly the flow will update the Topic of the Opportunity. Results Hope This Helps !.
Create Fruit Detection App inside Power Platform — PowerApps and AI Build
Before you begin with this Blog, please read my previous blog which was on How to Create Object Detection Model inside the Power Platform — PowerApps | AI Builder. In a previous blog, we have created the Object Detection Model that we are going to use in this blog. Step 1: Expand the AI Builder section in Power App and click on the Models. Open Fruit Detection Model that we have created in the Previous blog series. Click on the Use model and select the Create new App. It will redirect to the Power App Builder Studio. Step 2: You will see the Object Detector Control will automatically on the screen. Your application is ready you can run the detect the objects. Step 3: Now, we will insert the Gallery Control so that we can see the count of each object present in the images. Click on Insert and Select on the Add gallery. If you are not able to see the Option Expand the ribbon from Top right Side. Select Vertical and choose Title and Subtitle. Step 4: Click on the Gallery Control and set the property to ObjectDetector1.VisionObjects Click on the Title and set the property to ThisItem.displayName Click on the SubTitle and set the property to ThisItem.count We will do some changes in the font and alignment of the control so that the application should look simple, readable & accessible. Step 5: Click on File and Save the PowerApp. You can give the name and icon to your PowerApp. Your App is ready you can select your app and click on the Play. And Click Detect it will open your file explorer to select the images. If you are using this application on the mobile your camera will be open. Following is a screenshot of Application with detected Object Inside it. I hope this helps you to understand how to create an Object Detection models and use that Model in Power Apps.
How to Change button text or description of the system entity or managed entity
We have a requirement that we want to change button text and description for case entity to the incident. Since the case is system entity which is managed, dynamics 365 not allowed you to make any modification in button text or description. For the unmanaged entity, you can make a modification with the help of third party tool like ribbon workbench. In this article, we will see how to change button text of system entity (managed). Kindly follow below steps. Create a new solution and add selected entity in that solution. In my example, I want only case entity. Make sure you have checked “include entity metadata”. Click on export translation The zip file will be downloaded to your system. Extract that zip file in your local system. Open CrmTranslations file in excel Select Display String sheet Find text that you want to replace. I want to replace all case word with incident. Make necessary changes and save the file. Again zip CrmTranslations folder and click on import Translation. Import zip file to the solution Publish the solution and go to entity form. You can see button text and description changed to the incident. Similar way you can do it for another system (Managed) entity.