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Auto-refreshing Views or Grid in D365 CRM

We all know that Views show records based on filter criteria that is applied to the Views. But, what if there is a custom button that will change the records status and according to the Views filter criteria it should not be present in the View. The View should have been Auto-Refreshed. We can achieve … Continue reading Auto-refreshing Views or Grid in D365 CRM

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Get/Read Selected Record Information From Main View Or A Sub-Grid using Ribbon Workbench In D365 CRM

There is a common application of getting selected records information while working with custom buttons using Ribbon Workbench. Use Case: We had a requirement, where we needed the information of the all selected records from the Main View and Sub-Grid of an entity. We can achieve in Ribbon Workbench. Steps: 1. The button on which … Continue reading Get/Read Selected Record Information From Main View Or A Sub-Grid using Ribbon Workbench In D365 CRM

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Change colour of selected record of the Grid

Introduction: In this blog, we will learn how to change the colour of selected record of the Grid. Use Case: We have a requirement where there is a Grid of CDS Data Source, on clicking any record, it should get highlighted. Steps: There is a Screen on which there a Editable grid of custom Entity … Continue reading Change colour of selected record of the Grid

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Enable Record as Active or Inactive record in PowerApps

Introduction: In this blog, we will learn how to Enable multiple records as active or inactive record. Use Case: We have a requirement where there is a Grid of CDS Data Source, on clicking the Deactivate or Active Button on top of the Grid, it should Deactivate every record which is selected through the checkbox … Continue reading Enable Record as Active or Inactive record in PowerApps

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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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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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