Create - Pre Operation - Dataverse Accelerator

 Introduction:

In this Blog, we will see how to Create Pre-Operation Plugin in Dataverse Accelerator

Validations:

In Contact if user selects Date of Birth greater than todays date throw Error

Implementation Steps:

• Navigate to https://make.powerapps.com
  
  
• Click Apps
  
  
• Open Dataverse Accelerator App
  
  
• Click New Button
  
  
  
  
• Select New Automated Plugins
  
  
• Input Display Name
  
  
• Select Table Name as Contact
  
  
• Select Run this Plugin as
  • Create Operation
    
    
• Input Below Expression
  
  • If(NewRecord.birthdate > Now(), Error("Birthday Cannot be future"))
    
    
• Then Select when this Plugin Should Trigger
  
  • In our case it is PRE-Operation
    
    
• Select Solution
  
  • ​​​​​​​Plugin to store
    
    
• ​​​​​​​
  
  
• Once you done this Click Save Button on the TOP
  
  
• Once Saved Navigate to Dataverse
  
  
• Click Contact
  
  
• Select New
  
  
• Fill all the Mandatory details
  
  
• Input Date Of Birth as Future date and Save
  
  • 

Conclusion:

This can be achieved in Plugins but in Dataverse/MSCRM we are having NoCode Low Code operation to achieve the same.

YouTube Link for your Reference : https://www.youtube.com/@rampprakash3991

How to Remove Unmanged layers in Microsoft Dynamics CRM/Dataverse

 Issues Faced :

When we need to create a new field or update a failed, we are having an different environment we are create in that and move as a Solution while moving that some times we cannot see the fields available in the destination environment.

How we can fix this ?

Implementation Steps:

1. Navigate to https://make.powerapps.com
2. Click Solutions
3. Create a new Solution or Open an existing solution which contains the table
4. If New or Old Solution
   1. Click Add Existing and Add Table
5. Now Expand Tables
6. Select Columns (Fields
7. Find the Problematic fields 
8. Check Solution Layers
   1. Click the Three dots next to the field Name and Choose Solution Layers
9. Delete Unmanaged Layer
   1. You will see all layers like Managed or Unmanaged
   2. If an Unmanaged Layer exists click Remove or Delete
   3. Now Confirm delete
10. That's it :)
    
    

Conclusion:

By following above steps we can easily removed unmanaged layer from the fields

Cancelled Appointments not synced in Outlook ?

 Introduction:

In this blog, we will see how to sync Cancelled Appointments in Outlook.

Implementation Steps:

• 1. Navigate to https://make.powerapps.com
  
  
• 2. Select Correct Environments
  
  
• 3. Select Gear Icon on the top and Click Advance Settings
  
  
• 4. Select Solutions and Import the attached Solution (OrganizationSettingsEditor_Managed.zip)
  
  
• 5. Once the Solution is Imported then Select Publish all customizations
  
  
• 6. Now search with "OrganizationSettingsEditor" and Open the Solution
  
  
• 7. Search for "SSSPropagateAppointmentCancellationsToExchange"
  
  
• 
  
  
• Click On EDIT
  
  
  
  
  
  
  
• Set the textbox to true (small case)
  
  
• Click Update
  
  
1. It will Prompt "Proceed with pushing a change into CRM?" Click OK
   
   

Conclusion:

That's it now Create an appointment and cancel it and it will get synced to Outlook.

Built a PowerApps control that shows PDF files saved records in MSCRM/Dataverse

Please find my YouTube Video link for Built a PowerApps control that shows PDF files saved records in MSCRM/Dataverse YouTube Link

Git Hub Link : https://github.com/rampprakash/dataverse-pdf-display

How to Use SUM, COUNT, AVERAGE, MAX, MIN in Canvas PowerApps

Introduction:

In this Blog we will see how to Use SUM, COUNT, AVERAGE, MAX, MIN in Canvas PowerApps.

Steps:

1. Navigate to https://make.powerapps.com

2. Click Apps

3. Select New and Select Apps

4. Click New App and select Start with Page Design

5. Select Blank Canvas template and Tablet

6.  Create a collection like below and paste it in OnStart of the APP

ClearCollect(expenses,
{Item: "Travel", Value: 100},
{Item: "Food", Value: 300 },
{Item: "Hotel", Value: 895 },
{Item: "Hotel",Value: 1300},
{Item: "Accessories", Value: 50},
{Item: "Flight", Value: 800}
);

7. Now Add a label and you can configure expressions like blow

"Count Rows :  "& CountRows(expenses)

"Average :  "& Average(expenses,Value)

"Max :  "& Max(expenses,Value)

"Min :  "& Min(expenses,Value)

"Count Rows :  "& Sum(expenses,Value)

Conclusion:

This is how we can easily configure the Expressions in PowerApps 

Use @mention to collaborate with your team using Notes in Model-driven app/MSCRM

 Introduction:

In this blog, we will see how to Use @mention to collaborate with your team using Notes in Model-driven app/ Microsoft Dynamics CRM.

Steps:

1. Navigate to https://admin.powerplatform.microsoft.com

2. Click Environments at the left side

3. Choose your Respective Environment to enable @mention in my Case am choosing Trial Environment

4. Open the Environment and Click Settings at the Top of the Banner

5. On the Settings Opened, Look for Products ,  Select Collaboration

6. Look for @mention like below screenshot and Enable it and make sure you will enable In-app notifications too

7. Now Click Save

8. Navigate to your CRM System

9. Open any Accounts or the Table where we have Rich Text editor Available

10. Click on Notes and in the Rich Text editor you will see the Users available in the system will get populated.

Conclusion:

Following above steps we can enable mention in MSCMR or Model Driven apps.

Day 9 : Working with Lookup Fields - JavaScript in MSCRM/Dataverse

 

In this Video we will see how to Working with Lookup Fields in Javascript (MSCRM or Dataverse Environemnt)

Day 4 - Validating Form Fields using JavaScript

Introduction:

In this blog we will see how to Validating Form Fields using JavaScript

function validateDateField(executionContext) {
    var formContext = executionContext.getFormContext();

    if (formContext.getAttribute("bosch_destinationdate").getValue() != null &&
        formContext.getAttribute("bosch_sourcedate").getValue() != null) {

        if (formContext.getAttribute("bosch_destinationdate").getValue() < formContext.getAttribute("bosch_sourcedate").getValue()) {
            var alertStrings = { confirmButtonLabel: "Yes", text: "Destination Date Should be Greater", title: "Date Alert" };
            var alertOptions = { height: 120, width: 260 };
            Xrm.Navigation.openAlertDialog(alertStrings, alertOptions).then(
                function (success) {
                    console.log("Alert dialog closed");
                },
                function (error) {
                    console.log(error.message);
                }
            );
        }
    }
}

Is your Asynchronous plugin or Workflow not running in Dataverse?

Introduction:

In this blog we will see how to enable Asynchronous Operation in MSCRM or Dataverse Environments.

Implementation Steps:

 

1. Navigate to https://admin.powerplatform.microsoft.com/

 

2. Click on Environments

 

 

 

3. Open the Environment where you want to run your plugins or workflows

 

4. Click Edit 

 

 

5. It will prompt a PopUp --> Scroll to the Last

 

 

6. Enable Administration Model and Enable Background Operations

 

That's it 

How to Import Data from Excel to Multiple tables in PowerApps

Introduction:

 

I have created a view on how to import data from excel to multiple tables in Canvas PowerApps

 

Implemented Steps:

 

1. Created 2 tables

 

2. Created Look Up (Related between 2 tables)

 

3. Export Excel from Advance Find

4. Update the Sheet and Update the Another Sheet based on the Look which you created from Point 2.

 

How to Enable Copilot for end users in canvas apps

Introduction:

In this Blog we will see how to Enable COPILOT in Canvas PowerApps

Implementation Steps:

 

1. Navigate to https://admin.powerplatform.microsoft.com

 

2. Select the Respective Environment where you want to Enable COPILOT

 

3. Open the Environment

 

 

4. Click Settings on TOP --> Select Product --> Select Feature

 

 

 

5. You will see an Option Called COPILOT Enable the Option

 

 

6. Click Save

 

7. Now go to https://make.powerapps.com

 

8. Click Apps at the Left Side

 

9. Select New and Select Blank Canvas APP

 

10. Once the App Opened --> Click Settings from the top and Click Upcoming Features and Turn On COPILOT COMPONENTS

 

 

 

11. Once Done Click INSERT and You will See the COPILOT OPTION ENABLED

 

 

 

 

Note:

 

Current its based on the REGION Specific

How to Use Delete Operations in Microsoft Dataverse or MSCRM

Introduction:

In this Blog we will see how to use Delete operations in Microsoft Dataverse or MSCRM

Implementation Steps:

 

As I mentioned in my Previous Blog you can able to follow how to use Dataverse Connection with Console Application.

 

In this Blog we will see how to use Delete Operation in Dataverse

 

Copy and Paste the below Code for Delete Operations

 

CrmServiceClient service = new CrmServiceClient(connectionString);
service.Delete("account", new Guid("a4cea450-cb0c-ea11-a813-000d3a1b1223"));

 

"account" --> Entity Logical Name

"a4cea450-cb0c-ea11-a813-000d3a1b1223" --> GUID of the Record to Delete