The following tip is from Triasha Jalui. (Got a tip? Email it to jar@crmtipoftheday.com) You create a Power Apps canvas app, add a form, bind it with the Common Data Service entity. On the form you add all the necessary fields. Now you want to save the form/record. You use the SubmitForm function in the […]
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 […]
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 […]
With Joel being busy or lazy, I’m claiming credit for that one even though I have nothing to do with it. Problem: Classic UI [allegedly – t.j.] has an issue in v8.x where Chrome will just keep ‘spinning’ on some of the forms without returning anything. Solution: Add an empty JS file to the form. […]
At the end of 2018, Microsoft announced a preview of the new WYSIWYG form designer. This new maker experience looks like the Unified Interface, making form configuration look and feel like it does to end users. Unfortunately for those of us in North America, the preview was not available in our environments. Now it is. […]
Even some of the battle-forged Business Applications MVPs are not immune and descent into sheer panic when their forms go missing after the upgrade. DON’T PANIC Dynamics 365 upgrades do not delete any forms and while some things may not go as planned, nuking your hard earned customizations is not on the todo list of […]
Browsers to Dynamics 365 are like a set of screwdrivers to a random screw. Sometimes you need a Phillips, sometimes – flathead, and on odd occasion HP hex is required. We already covered browsers war in the past but not a day goes by without a new discovery. Consider, for example, today’s training session by […]
Tip 1006: “Remove the stuff you don’t need. Doing tickets for internal helpdesk and don’t need entitlements? Turn it off and remove it from the form.”. Easy for Joel to say. Dynamics 365 has a lot of baggage, both good and bad – let’s see what happens when I create a new Case form. We […]
If additional initialization logic is required when a form is opened, Dynamics 365 offers a choice between setting default field values (easy) and configuring custom parameters (not as easy but straightforward). Quick forms also take parameters when opened. But, as Daryl “Always Raising” LaBar has discovered, sometimes it just does not work. Short version: If […]
tl;dr Setting data validation error on the form level with Xrm.Page.ui.setFormNotification call will NOT stop form from closing, setting errors on individual controls with Xrm.Page.getControl(arg).setNotification, on the other hand, will. To achieve even better results, use business rule instead of the javascript. Slightly longer version Friend of mine pinged me to help with the script […]
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