Hi , Please find more details in regards to that warning : - docs.microsoft.com/.../update-apps-to-unified-interface Use information: - technologyblog.rsmus.com/.../ Thanks
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Forum Post: RE: Transition to Unified Interface
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Forum Post: RE: Download all attachments of notes on a case record at once for dynamics crm 2015
Hi @ atm9749 , as per your requirement, that's what i would do: Create a new button using Ribbon WorkBench and adding it to case form https://ribbonworkbench.uservoice.com/knowledgebase/articles/71374-1-getting-started-with-the-ribbon-workbench On command add a js function that retrieves record from annotation entity related to the case record and download the parsed results. https://alexanderdevelopment.net/post/2016/09/29/downloading-dynamics-crm-attachments-with-javascript/ You can refer to the above link, which shows some code snippets to do the Javascript functions ( written for CRM 2015! ) you need. Now you should have all you need to fulfill your requirements! Hope it helps, Marco If you found the answer helpful for you or other readers, please mark as Verified .
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Blog Post: Displaying Newly Created Record After Saving in a Canvas Power App Form Control
Canvas app development in Power Apps is pretty fun. Having the ability to not only fine-tune your interface but also connect to a wide variety of data sources makes it an essential tool to turn to these days. Indeed, if you still find yourself working with Access databases, I would push you to at least look at what canvas Power Apps can do for you and your organisation. I’d also encourage longstanding Dynamics CRM / Dynamics 365 developers to familiarise themselves with canvas apps although, as the example in this post will demonstrate, attempting to figure out some of their…unique oddities can sometimes be an exasperating process. There may be occasions within a canvas Power App form control where any newly created record should be displayed back to the user, using the same form control. Unfortunately, by default, it’s not possible to quickly implement this behaviour. When, for example, the user presses a button that calls the SubmitForm function, any data entered will be successfully saved into your target system, and the user will see a blank screen instead of the new record. This behaviour occurs because, as outlined in the documentation, the controls FormMode property updates automatically to Edit as opposed to New when you call the SubmitForm function. While this all sounds well and good, unless you have specifically told the form control which record you would like to render, we default instead to the behaviour outlined earlier. Not ideal! To fix this issue, there are a few things we can do, all of which involves the creation of some additional expressions to achieve successfully. It also requires us to become familiar with a specific function type called UpdateContext , which is your gateway into using context variables. These are a particular kind of variable that is scoped to the current screen only and is automatically disposed of when the user navigates away. In the circumstances relating to the current requirement, therefore, context variables make the most logical sense to use. And, when used in conjunction with the form controls LastSubmit property, allows to us capture and re-use details regarding the last successfully submitted record elsewhere on our Power Apps screen. We will use both of these features as part of the first step of the solution. Navigate to the OnSuccess property of your form control, and add in the following expression – replace the fm_MyForm portion with the actual name of your form: UpdateContext({varLastSubmit: fm_MyForm.LastSubmit}); Now, we can store details of each successfully created record including, most importantly, its identifier. Next, on the same form control, navigate to the Item property and enter the following value: varLastSubmit And that’s it – whenever you now call the SubmitForm button, the newly created record will render correctly, due to the following conditions now being met: The form mode equals Edit An applicable Item record value exists for the form control. Just always make sure that the form mode is changed to New by default whenever a user navigates to the screen containing the form for the first time. Using the following expression(s) will sort this all out for you, navigating the user to the FormScreen screen and updating the forms mode accordingly: Navigate(FormScreen);NewForm(fm_MyForm); This particular behaviour is something that, for first time Power Apps developers, can take a little bit of time to grasp fully. Once you fully understand (i.e. RTFM) the behaviour of form controls, you can start to understand why these extra steps are required. Hopefully, if you’ve been scratching your head over this particular quirk, then this post will help you along
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Blog Post: D365 Life Without Code and Lead Forensics
Have you heard of Lead Forensics? www.leadforensics.com Do you have D365? Would you like to integrate the 2 but don’t know how to start? If the Answer is yes look at what we have been doing this week. If you would like more information please get in touch . D365 Life Without Code and Lead Forensics Remember you can also follow us / keep up to day on…. Facebook / Linked In / Blogs The post D365 Life Without Code and Lead Forensics appeared first on D365 Life without code .
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Blog Post: Creating an Alert in Azure IoT Central
Introduction I covered on how to connect an MXChip Devkit to Azure IoT Central and if you haven’t gone through that article you can have a look at it here In this article, we will look at setting up Rules in Azure IoT Central to monitor the telemetry emitted from the MXChip. This will help trigger actions such as sending an email can automatically be invoked in the event of a device anomaly e.g an increase in Temperature. Create a Rule Step 1: Log in to Azure IoT Central App Step 2: Navigate to Rules menu in the Azure IoT Central App. Step 3: Click on the New Button to create a new Rule Step 4: Provide the following parameters 1 – Provide a Name to the rule 2 – Ensure the Rule is set to “ Enable “ 3 – Select the appropriate device if you have multiple templates. 4 – Create the condition by selecting the telemetry type, operator and the value. In my example, my condition will trigger once the temperature value is greater than 27 degrees. 5 – Select the Action that should be taken upon triggering the above rule. Currently, there are only 3 Actions available which are Webhook: When the conditions of the rule are met, a POST request will be sent to the callback URL you provide. Click on the following link to learn further on how to create a Webhook Email: Send an email to a specified list of users when your rule is triggered. Azure Monitor Action Groups : Use Azure Monitor action groups to trigger a list of actions including SMS and Voice. Click on the following link to learn further on how to link Azure Monitor Action Groups with Azure IoT Central Alerts. Summary In summary, you can get started with some great Alerting options with Azure IoT Central especially around the Webhook and Azure Monitor Action Groups, you can create some cool notification functions where the Alerts are created in Dynamics 365 Field Services. So your imagination is the limit As always I hope this article will become useful in your Azure IoT journey. Have fun and let me know if you have any questions. D365 Blogger The post Creating an Alert in Azure IoT Central appeared first on D365 Blogger .
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Forum Post: RE: How can we Hide option set values in MS CRM Customer Self Service Portal by using Java script?
Need a little more information. I you trying to hide on load of page or when a on change event happens?
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Forum Post: RE: Updating record status
Thanks Andrew Butenko. I shall give it a try.
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Forum Post: Dynamics 365 Portals Customize the AD Signin/Signup Branding
I am implementing a Dynamics 365 portal, and when the user clicks the sign in button, he'll be redirected to the Azure AD authentication page. I need to change the branding of this page to a custom one. Please provide the steps to change the image. Highly appreciated!
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Forum Post: RE: Dynamics 365 Portals Customize the AD Signin/Signup Branding
Hi partner, Try to refer to this link: https://docs.microsoft.com/en-us/azure/active-directory/fundamentals/customize-branding Hope it helps. If you found the answer helpful for you or other readers, please mark as Verified .
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Forum Post: Reuse of system or custom entities
Hi everyone, A very basic question as i was trying to create a new app in d365. Would it be possible to reuse system or custom entities for every different app ? in my case i had custom entities X which i created for an app before. I am trying to create a new app and want to reuse the same entity (X). I know the entities in D365 are like sql tables. So my question is if i reuse any of the already used entity will it effect the data on the other app. Apparently it did during some test but still not sure how does it works. Thanks in advance.
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Forum Post: RE: Microsoft Dynamics CRM 365 Portal
[quote user="shreya147"] I have already set the value of Authentication/Registration/LocalLoginEnabled to true in Site Settings, still didn't work for me. [/quote] Its not clear in the doco, but there is more than 1 setting required - see LocalLoginByEmail further down the page where more settings are listed on the link provided in an earlier response docs.microsoft.com/.../set-authentication-identity
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Forum Post: Dynamics 365 keeps prompting me for credentials
For some reason today when ever I go to the old dynamics 365 UI it keeps popping up and asking me for credentials? I have not changed my password or anything recently and it never asks for password. I just click on my email in the popup window and it goes away for a second then reopens. Is anyone else getting this? Thanks, Terry
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Forum Post: RE: What's new on mscrm dynamics 365 for developer?
So if you're talking about local server then in endpoint you should use protocol://server:port like https://yourservername:1234 For authentication - the way you plan to transfer authentication to your server - I would recommend to use HttpHeader because it's encoded. And Key/Value pair to send your authentication information.
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Forum Post: RE: Reuse of system or custom entities
Hello Sip, The main side effect is that users of your "first" app (depending of security structure) will be able to see records created by users of new app and vice versa.
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Forum Post: RE: Reuse of system or custom entities
Thanks Andrew Butenko , This would mean i could use any of the custom entity like account,case or contact just for a single app considering the consequences you mentioned. What would be the best practices in such situations. Could you please specify. Regards,
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Forum Post: RE: Changing Quote Status Reason
Hi partner, The best way to modify records in bulk in D365 is using excel to import data or using excel online to modify the records online. 1.Export the excel template and edit the records in excel and import them to D365. https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/import-accounts-leads-other-data 2.Using Excel Online. Then we could edit all the records directly online and save them. If my answer helped you, please mark my answer as verified so that we could help other users with similar issues. Best Regards, Leo
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Forum Post: RE: is this the formContext version of foreach?
Hi partner, Actually your understanding is correct. In "forEach" cycle, you could handle only one control. And the reason why "setDisabled" is useless is that you should get the control to set disabled not attributes. As we can see in the doc, we should use formcontext.getControl().setDisabled(); https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/controls/setdisabled Hope it helps. Best Regards, Leo
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Forum Post: RE: Dynamics 365 keeps prompting me for credentials
Hi Mattw112b， Please clear the browser cache or try another browser.
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Forum Post: RE: How can we Hide option set values in MS CRM Customer Self Service Portal by using Java script?
On load of page. Thanks
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Forum Post: RE: Group By Filter in model driven app view
Thank you! J
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