Creating a solution patch in D365 Power Platform, why would you do so?

Note: I’m a firm believer in releasing only managed solutions to testing and production environments and maintaining an unmanaged solution on the development box only, therefore this post is based on the MS best practice architecture of exporting managed solutions for distribution. To understand solution patches think of them in the direct definition of whatContinue reading “Creating a solution patch in D365 Power Platform, why would you do so?”

{Quick Tip} Redirect to edit form post creating a record in PowerApps/ dynamics 365 portals

This one is a small tip for anyone who are trying to build up their portal application and did not have much exposure to portals yet. And this is one of the most common requirement that I face in almost every portal implementation. So you have your insert form and then when the portal userContinue reading “{Quick Tip} Redirect to edit form post creating a record in PowerApps/ dynamics 365 portals”

Show item action buttons in Dynamics 365 Portal Entity list as horizontal buttons instead of vertical list

Recently I got this requirement where I needed to show the actions buttons inside Entity List in horizontal fashion. Be default whenever you configure entity list item action buttons like Details/ Edit/ Delete/ Workflow, it shows up in vertical fashion. However the customer wanted to show the buttons horizontally, side by side. It’s actually muchContinue reading “Show item action buttons in Dynamics 365 Portal Entity list as horizontal buttons instead of vertical list”

Show item action buttons in Dynamics 365 Portal Entity list as horizontal buttons instead of vertical list

Recently I got this requirement where I needed to show the actions buttons inside Entity List in horizontal fashion. Be default whenever you configure entity list item action buttons like Details/ Edit/ Delete/ Workflow, it shows up in vertical fashion. However the customer wanted to show the buttons horizontally, side by side. It’s actually muchContinue reading “Show item action buttons in Dynamics 365 Portal Entity list as horizontal buttons instead of vertical list”

Custom button to save a record and stay on the same step without moving to the next or previous step inside a Webform step in PowerApps portals/ Dynamics 365 Portals? Check this out!

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Few months back I posted an article on how you can develop a custom button for Save as draft functionality on an Entity form in PowerApps portals. On that post I have receivedContinue reading “Custom button to save a record and stay on the same step without moving to the next or previous step inside a Webform step in PowerApps portals/ Dynamics 365 Portals? Check this out!”

Custom button to save a record and stay on the same step without moving to the next or previous step inside a Webform step in PowerApps portals/ Dynamics 365 Portals? Check this out!

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Few months back I posted an article on how you can develop a custom button for Save as draft functionality on an Entity form in PowerApps portals. On that post I have receivedContinue reading “Custom button to save a record and stay on the same step without moving to the next or previous step inside a Webform step in PowerApps portals/ Dynamics 365 Portals? Check this out!”

Retrieve contents of File Data Type field in Dynamics 365/ CDS using JavaScript/ client code.

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Few months back I wrote an article on File Data type in Dynamics 365/ CDS where I explained the details of this data type and explained how you download the content of theContinue reading “Retrieve contents of File Data Type field in Dynamics 365/ CDS using JavaScript/ client code.”

{Dynamics 365} Lock a field after saving a record

Wondering if we can disable a field after save. For example, when user creates a new record, it is editable, but after save, it not editable. Low Code No Code solution To achieve this requirement we can make use of Business Rule where we can check if CreatedOn field contains data and if true lockContinue reading “{Dynamics 365} Lock a field after saving a record”

Hide and Show Subgrid on basis of selected option/value using JavaScript in MS Dynamics 365 CRM.

Scenario: We need to hide or show the “Service Request Details” Subgrid from the Contact form based on the condition if “Do you want Raise Service Request” Field is yes then show Subgrid else hide Subgrid see in the picture below. Step 1: Get the Schema Name of Do you want Raise Service Request Field. Step 2: GetContinue reading “Hide and Show Subgrid on basis of selected option/value using JavaScript in MS Dynamics 365 CRM.”

How to Open Lookup Records in main record as a dialog / Pop-up in a model driven app of MS Dynamics CRM 365

With the 2020 Release Wave 1 update, a new method was introduced to open a new or existing record in a Main Form Dialog. In this blog, we will be discussing one of these new features which aims to help the end-user. This feature will allow the user to open a lookup record in aContinue reading “How to Open Lookup Records in main record as a dialog / Pop-up in a model driven app of MS Dynamics CRM 365”

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