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 […]
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 […]
&tl;dr For a custom validator to work on a user profile page, the validator must have validationGroup set to “Profile“.
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:
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).
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 […]
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, […]
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 […]
You are writing canvas apps and Flows, but what happens if you get hit by a bus? How do you make sure that someone will be able to edit them in the future? Option 1: add them to a solution. If you create your Flow or canvas app in a solution, Flows and canvas apps […]
In this video, we show how and where to find the typical items that Dynamics 365 consultants worked with to configure and customize Dynamics 365 applications using the Power Platform. We will demonstrate how to find and change common tasks like administrative and business settings, security roles, email configuration and more. In addition, we will […]
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