{Power Integration V1} List Dataverse records and show table on MS Teams channel

Hope it helps and Power 365ing as usual!

Other ways to learn with me:

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Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

Me and my team are here to help, get in touch here: Click here

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{Power Integration} Create Teams meeting based on D365 CE Appointment

Business Requirement: Whenever Appointment is created in D365 CE, send Teams meeting invite to everyone and also update Team meeting URL back to the appointment.

Note: Server side sync is not enabled at the client tenant for Appointments.

Solution:

Step 1: Create an Automated cloud flow and set trigger as follows:

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Step 2: Set the trigger condition as follows:

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Step 3: Next step is very important; we need to route through all activity pointers to get email addressed of the attendees.

Filter to be used is _activityid_value eq

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Step 4: Now we need to initialise variable to Append all List of Attendees:

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Step 5: Loop through all returned Activity pointers and keep appending email address of the attendees into the string variable:

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Step 6: Create Teams meeting as below. Note the formulas will need to be used to map start and end time.

formatDateTime(triggerOutputs()?[‘body/scheduledstart’],’yyyy-MM-dd HH:mm:ss’)

formatDateTime(triggerOutputs()?[‘body/scheduledend’],’yyyy-MM-dd HH:mm:ss’)

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Step 7: update the appointment back with the Team meeting url by Updating the description:

concat(triggerOutputs()?[‘body/description’],’Click here for Team meeting url: ‘,outputs(‘Create_a_Teams_meeting’)?[‘body/onlineMeeting/joinUrl’])

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Final Flow should look like this:

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Result:

Now let us go and create appointment in D365:

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Let us see the Teams calendar now:

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Let us see Appointment description below in D365:

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Hope it helps and Power 365ing as usual!

Other ways to learn with me:

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{Power Milestone}Half a million views and a Thank you note!

Thank you note for all the readers of CRM community and Microsoft, I crossed half a million views on my blog and was read in 191 countries in its journey so far.

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Hope it helps and Power 365ing as usual!

Other ways to learn with me:

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Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

Me and my team are here to help, get in touch here: Click here

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{Power 2021} Trigger on save notification only when certain fields change in Model driven App

Business Requirement: Show notification in model driven form on save of table only when particular field/attribute has changed.

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Solution: In Dynamics 365 , we can achieve this requirement using following script:

// function to show notitification on save
function onSave(executionContext) {
var formContext = executionContext.getFormContext();
var field = formContext.getAttribute(“fieldname”);
if (field.getValue() == VALUETOMATCH && field.getIsDirty())
{
var message = “Field name has changed”;
var messageString =
{
confirmButtonLabel: “Ok”,
text: message
};

var messageAlertOption =
{
height: 120,
width: 260
};

Xrm.Navigation.openAlertDialog(messageString, messageAlertOption);
}
}

Register this on save and show alerts based on field changed.

Hope it helps and Power 365ing as usual!

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{Power 2021} Tips for Model driven form design

In today’s blog I will be covering some generic recommendations one should follow while designing Model driven forms.

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Ø Review the fields on the form regularly

§ It happens across many CRM deployments over time that certain fields are removed due to business need or are no more relevant to a particular department (Role based forms). Please make sure to remove such unused fields from the form. The lesser the fields, the better the performance as lesser data needs to be transferred over the internet or intranet.

Ø Create different forms for different kinds of departments/ teams/ groups

§ Identify different departments or groupings of individuals in the organization

§ Track the fields that are more relevant to a grouping and consider creating different role based forms.

§ The approach will simplify the usage of form based on relevance to different users and also segregate security requirements.

Ø Avoid unsupported scripting

§ Anything that is not mentioned in Microsoft Docs will be considered an unsupported script. It might be an internal namespace library from Microsoft you are using or DOM manipulation.

§ Try to explain to the customer workarounds to use supported ways of using the form to achieve the requirement.

Ø Mobility considerations

§ If you have needs to use Mobile version of the D365 form, make sure you do proper previews while designing the form to get an idea of how it will appear in D365 Mobile App.

Ø Other Scripting considerations

§ Try to limit onload event handlers, this has a big impact on form load.

§ Use collapsed tabs wherever possible, for example in the case of web resource(html) inside the tab.

§ In case you need to show certain fields based on conditions, keep them initially hidden and then use script to enable them when condition is true.

§ Wherever possible use asynchronous requests instead of synchronous requests.

Ø Usage of sub-grids

§ Not all the sub-grids or related entity data needs to be visible at all times.

§ Try to use and recommend Related tab and Associated grids to the customer wherever related data is needed to be seen which is less frequent to be accessed.

Hope it helps and Power 365ing as usual!

Other ways to learn with me:

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Problem Area – Technical, Functional, Training, Development or consulting?

Me and my team are here to help, get in touch here: Click here

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{Power 2021} Prevent auto save on specific entities in Dynamics 365 CE

Business Requirement: Client wanted to disable auto save on certain Sales entities such as Leads and Opportunities so that it is sure that user has completed all the information. On all other entities, client requirement was to keep auto save.

Solution: We have to write a small client-side script and register it on save event of Lead and Opportunity record to achieve this requirement.

Here is the script:

function preventAutoSaveOperation(executionContext)

{

var eventArguments = executionContext.getEventArgs();

if (eventArguments.getSaveMode() == 70 || eventArguments.getSaveMode() == 2) {

eventArguments.preventDefault();

}

}

In case you are looking for different types that getSaveMode returns here is the complete list:

Value Save mode Table
1 Save All
2 Save and Close All
5 Deactivate All
6 Reactivate All
7 Send Email
15 Disqualify Lead
16 Qualify Lead
47 Assign User or Team owned tables
58 Save as Completed Activities
59 Save and New All
70 Auto Save All

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{Power 2021} Get current App details in Model Driven App and D365 client-side scripts

In a recent project there was a need to know Model driven App name in client side script.

We can achieve the requirement using following script.

In this example I have alerted App details on Load of a custom entity titled “Visit” under a Model driven App called “Visitor management”.

Here is the output:

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Here is the script:

function onLoadApp()

{
var globalContext = Xrm.Utility.getGlobalContext();
globalContext.getCurrentAppProperties().
then(

function successCallback(app)

{
var message = “App Display name: ” + app.displayName + “\nApp name: ” + app.uniqueName + “\nApp Id: ” + app.appId;
var messageString =
{
confirmButtonLabel: “Ok”,
text: message
};

var messageAlertOption =
{
height: 120,
width: 260
};

Xrm.Navigation.openAlertDialog(messageString, messageAlertOption);

},

function errorCallback()

{ console.log(“Error”);

}

);

}

Other details that are accessible in the app object are mentioned below:

· appId

· displayName

· uniqueName

· url

· webResourceId

· webResourceName

· welcomePageId

· welcomePageName

Hope it helps and Power 365ing as usual!

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{Power 2021}Exception handling and notification in Model driven Apps Scripts

Hi All,

In this video supported blog I am going to tell about Exception handling in your scripts in Model driven Apps and how to notify the user in meaningful way.

Here is the code sample used in above video example:

function onLoad(executionContext)
{
try
{
var formContext = executionContext.getFormContext();
formContext.getAttribute(“gendercode1”).setValue(0);
}
catch (exception)
{
var exceptionAlertString =
{
confirmButtonLabel: “Ok”,
text: “On Load error: ” + exception.message
};
var exceptionAlertOption =
{
height: 120,
width: 260
};
Xrm.Navigation.openAlertDialog(exceptionAlertString, exceptionAlertOption);
}
}

Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

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{Power 2021}How to change the colour of navigation header in Power Apps Portal?

In continuation to Power 2021 blog series, today we will learn how to change the colour of navigation header in Power Apps Portal?

If you want to build a website that can be accessed by any authenticated users, then you may use Power Apps Portal.

Note: You can only create one portal per Power Apps environment. You need to create separate environment for each portal (If you want to create more than one).

So, let’s see the steps of changing colour of navigation header:

1. Select the portal of which you want to change the colour of its navigation header.

2. Click on “Edit”.

3. Now, go to “themes” from left navigation bar as shown below:

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4. Select “theme.css” in order to update the code

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5. Once you click on theme.css, a code editor window will open. Now, write below code under the code editor:

.navbar-header

{

background-color: “Write colour code or color name here”;

}

6. Find .navbar-static-top.navbar-inverse” and write below code under this function:

.navbar-static-top.navbar-inverse

{

background-color: “Write colour code or color name here”;

}

7. Hit the “Save” button from the top right corner of the code editor window:

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8. Click on “Sync configuration

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9. Now, Restart the portal once and see the changes made by you.

Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

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{Power 2021} How to set Priorities

Today am going to share a non-techie video blog entry into my series Power 2021 talking about importance of priorities and how to set them:

 

Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

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