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

Hope it helps and Power 365ing as usual!

Other ways to learn with me:

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

Hope it helps and Power 365ing as usual!

Other ways to learn with me:

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

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:

Step 2: Set the trigger condition as follows:

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

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

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

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’)

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’])

Final Flow should look like this:

Result:

Now let us go and create appointment in D365:

Let us see the Teams calendar now:

Let us see Appointment description below in D365:

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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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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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