Remember our entity creation guide? Surprisingly it did withstand the test of time. But I’d like to make a small addition. When you done creating the fields, do yourself a favor and rename the main and quick create forms. Don’t care what the new name is as long as it’s NOT Information. Why? Because when […]
Tip #1352: Can’t create a trial database?
You create a Power Apps trial at www.powerapps.com, but if you try to create an environment with a CDS database you get an error that adding a database requires at least 1 GB of free space. The reason you are getting this error is because when you create the environment, you choose what type of […]
Tip #1336: Find your plan in Power Platform
So you want to build a model-driven app or use CDS or some other premium feature. Your boss tells you that you have Power Apps and Flow access. However, you need to know if it is just the version that comes with Office 365 or “full” Power Apps or Power Automate. How can you tell […]
Tip #1332: Open forms as a dialogs in model-driven apps
Today’s tip comes from Eric Regnier. You can send your tips to jar@crmtipoftheday.com. One of the small but awesome new features in 2020 Wave 1 are the modal dialogs. In many implementations, common feedback we hear from customers is around UX with too many clicks or navigation between screens. With this new feature, it enhances […]
Tip #1327: Validators on user profile pages in Power Apps portals
&tl;dr For a custom validator to work on a user profile page, the validator must have validationGroup set to “Profile“.
Tip #1325: Identify restricted entities
How can I get a list of entities that are not restricted in CDS for people who do not have Dynamics licenses? some guy on Twitter There is no up to date published list that I am aware of, but here is an easy way to identify the CDS entities that are not restricted:
Tip #1324: Embed canvas: one, two, many
Today’s tip is from Linn Zaw Win. Got a tip? Send it to jar@crmtipoftheday.com (and include either your Twitter handle or LinkedIn profile link for the eternal appreciation link).
Tip #1323: Kill the case customer field
The “Customer” field on cases is a bad idea, and you can’t change it to not-required. I just want to add a lookup to accounts and automatically populate the customer field. Anonymous reader “Meve Stordue” You can’t make the customer field non-required, but it is possible to replace it with an account lookup and automatically […]
Tip #1321: Formatting currency values in Power Apps portals
Dollars are dollars are dollars. Until they’re not. I’ve been working on the portal implementation where pricing can look like this: Forms seem to be fine but any custom layout, uhm, is suddenly very challenging. I can get values without any issues but can’t format them for display. Before long, an SOS is sent: Folks, […]
Tip #1307: PowerApps designer makes your work in progress easier
Today’s tip is from EY Kalman. Got a tip? Send it to jar@crmtipoftheday.com (and include either your Twitter handle or LinkedIn profile link for the eternal appreciation link). Late last night I decided to start playing around with entering the data fields directly into the entity first (the aim is to drive a Model App […]