Introducing a new feature that allows users to connect activity records like emails, appointments, tasks, and calls to multiple related party records such as accounts, contacts, leads, and opportunities. This marks a departure from the past when it wasn't possible to link an activity record with more than one related party. Now, users can easily … Continue reading Link activities to various related records
Custom pages in Power Apps blend the flexibility of canvas apps with the structured approach of model-driven development, elevating the app creation process. These pages enable the integration of multiple tables, facilitate defining interactions, and empower users with low-code tools to craft versatile pages, dialogs, or panes. Each custom page represents a distinct element within … Continue reading Enhancing Model-Driven Power Apps with Custom Pages
Are you curious about whether a record in Dynamics 365 was created through a regular process or imported from an external source like an Excel or CSV file? Understanding the origin of your data can be crucial, especially when it comes to managing large datasets. Dynamics 365 offers a handy feature for importing data from … Continue reading Tracking Record Origins – Manual Creation vs. Import Jobs
In today's fast-paced digital environment, having efficient email template editing tools is vital. Now, you can elevate the email template editing experience across your organization’s applications. How to Enable the Enhanced Email Template Editor: Select Your Environment: In Power Apps, choose the environment housing your solution. Access Solutions: Navigate to 'Solutions' on the left panel, … Continue reading Setting Up the Advanced Email Template Editor Interface
Are you facing common challenges when working with model-driven app forms? In this article, we'll delve into troubleshooting techniques to help you overcome these issues and optimize your experience with these forms. Deactivating the Command Bar Sometimes, you may want to disable the command bar on your form pages. With the "DisableFormCommandbar" feature, you can … Continue reading Exploring JavaScript Debugging Techniques: Disabling Event Handlers and Beyond
Within Dynamics 365, commands offer the ability to define actions that users or automation can initiate. Power Fx can be utilized within these commands to articulate the desired outcomes when a command is executed. For instance, Power Fx can be applied to generate dynamic notifications, modify records, dispatch emails, or conduct calculations in reaction to … Continue reading Integrating a Fresh Custom Command Button with the Solution and the New Command Designer
Hierarchical data is like a family tree for businesses. It shows who reports to whom, like in a company where workers have bosses and those bosses have their own bosses. Dynamics 365 has tools to help manage and navigate this kind of data. In this article, we'll explore these tools in detail. Let's begin by … Continue reading Navigating Hierarchies: Understanding Condition Operators in Dynamics 365
At its core, the EqualUserId condition operator in FetchXML allows you to fetch records where a particular user lookup field matches the ID of the user executing the FetchXML query. This becomes invaluable when you want to retrieve records specific to the user running the query, such as tasks assigned to them, leads they’re handling, … Continue reading Exploring the EqualUserId Condition Operator in FetchXML
Fetching data is like painting, and with FetchXML in Dynamics 365, we have a lot of colours to choose from. One cool feature is comparing columns straight away using different rules. Today, we'll explain how to use these rules properly. Instead of comparing a field to a set value, column comparison pits one field against … Continue reading Diving into Column Comparison with Conditional Operators in FetchXML for Dynamics 365
In Dynamics 365, FetchXML is a key tool to get useful information from your data. It has a great feature that lets you do things like adding up sales, finding an average, or spotting the highest and lowest values. Let's explore these features in FetchXML more closely. Understanding Aggregate Functions in FetchXML An aggregate function … Continue reading Unlocking the Power of Aggregate Functions in FetchXML for Dynamics 365
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