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

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.

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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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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:

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

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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!

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

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

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:

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

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:

8. Click on “Sync configuration”

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

Hope it helps and Power 365ing as usual!

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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!

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In today’s Power 2021 series blog, Let us explore some of the new email related enhancements in Dynamics 365.

· Ability to compose and keep minimized emails on Activity timeline:

Where is the setting enabled, Look here:

Now let us look at a 2021 Wave 1 preview feature in Sales hub App – Personal settings have moved to a dedicated place:

Now, let us try to Create a new Email template (there are 2 options from blank or existing template). Let us pick from existing template and see the modern editor:

Next thing, let us see the new enhancements for Email signature:

Please note that the 2021 Wave 1 features may change and always refer to Microsoft documentation for this feature.

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One of the great needs of any business application is to have the ability to maintain data quality. One of those ways is the ability to Merge records in Dynamics 365 which has been available as a feature for long time.

In the example, I will use today I have created two Dynamisity US records which have 1 child account record each.

Traditional merge experience looks something like this:

To enable the new and improved experience, Navigate to Advanced settings -> Duplicate detection settings and enable highlighted setting and click Ok:

Now let us go back, and Let us click on Merge again on those accounts and see what happens by default (remember to do a hard refresh, if new experience doesn’t show up) :

The great benefit here is getting the ability to by default have fields with Conflicting data.

Another checkbox I have is to Merge records by choosing fields with data.

Then, let us specify All fields from the location where data is filled in our example:

Merging record process started:

Now let us see in the grid that there is one single merged record:

What is interesting, let us see the hierarchy of accounts once:

To explain to you further I had placed Dynamisity India under one parent record “Dynamisity US” and Dynamisity Europe under another parent record “Dynamisity US”. Merge also took care of automatically moving the parent record for Dynamisity Europe record to the merged parent record.

Hope it helps and Power 365ing as usual!

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Thank you note for all the subscribers of PowerofD365 YouTube channel, I touched 600 subscribers on my channel today.

I was able to deliver 59 videos on free learning for the community which was viewed for 19,814 minutes equivalent to 330 hours or 115 Hollywood movies. The important playlists are in the below image:

In case, you have not subscribed here is the link to my channel:

https://www.youtube.com/PowerofD365

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