Dataverse/MSCRM: Work with Masking Rule

 Introduction:

In this blog, we will see how to work with Masking Rule in MSCRM or Dataverse.

Issue : I don't want to show the Email values in Contact table. For example if i have email as ram@contosso.com i need to only show ram* (here * denotes masking).

Steps to Achieve:

1. Navigate to https://make.poweapps.com
   
   
2. Choose your respective Environment
   
   
3. Go to your solution and open the solution
   
   
4. Now if you click on New you will see 2 Options
   
   
   1. Attribute Masking Rule - You can mask the attribute based on SECURED MASKING RULE
      
      
   2. Secured Masking Rule - RULE TO BE DEFINED
      
      
      
      
5. Now first Click on SECURED MASKING RULE
   
   
6. Once you clicked it will prompt a page
   
   
   1.  You need to define your rule like below
      
      
      
      Name : Input your valid name with _
      Display Name : Input your display Name
      Description : Explain about your Rule
      Regular Expression : You can input your expression, for me i need to hide my domain so i used (?<=@).*$
      Masked Character : How you want to show your Masked Character
      Enter Plain Text : For testing you can input your Name
      Masked Plain Text : You can see your demo Value
      
      
7.  Once done click Save
   
   
8. Now Create an Attribute Masking
   
   
9. Before Creating Attribute Masking you need to make sure your Column Security is Enabled
   
   
   
   
   
10.  You can Use Attribute Masking in 2 Places ( you can directly Select here) or You can click on New and create like below
    
    
    

 Now save this and test it

Conclusion:

Following above steps we can achieve Masking for an Attribute.

Bulk Delete Operation in Dataverse/MSCRM

 Introduction:

In this blog we will see how to Bulk Delete Operation in Dataverse/MSCRM

Steps:

1.  Navigate to https://make.powerapps.com
   
   
2. Click Apps
   
   
3. Open your Model Driven Apps
   
   
4. Now Click on Settings icon at the TOP right Corner of screen
   
   
5. Select Advance Settings
   
   
6. 
   
   
7. Once the Page Gets Loaded Select Data Management and Select Bulk Record deletion
   
   
8. 
   
   
9.  Click New JOB
   
   
10.  Select the Table and If you have any Particular Views select the view (or) Add filter Criteria for the condition and Click Preview Records to Verify the same
    
    
11.  Once Verified Click Save and open the Operation to view the status of the Record
    
    

​​​​​​​
That's it :)

Conclusion:

Based on the above steps you can easily delete the multiple Records using Out-of-the-box behaviour

How to Send Email on Behalf of Another User - MSCRM / Power Platform

 Introduction:

In this blog, we will see how to send email on Behalf of Another User in Microsoft Dynamics CRM / Power Platform?

Error i faced in Power Automate Flow:

This issue occurs when i tried to send email on behalf of another User

How to Fix?

1. Navigate to https://make.powerapps.com  or your CRM or your PowerApps Environment.

2. Click Gear Icon at the Top and select Advance Settings

3. Search for Security and Select Security

4. Once the page Look for Security Roles  and search for your Security role to provide Permissions

5. In my case it is Approval User

6. Look for Approval User then Click Miscellaneous privileges then Click Show all privileges and search for EMAIL

7. Now you will Find Send Email as Another User like below

8. Change None to Organization

9. Now Click Save 

That's it.

Conclusion:

By providing this access, User who is having this security role can send email on behalf of another user.

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.

"Invalid operation performed" on Merging Account/Contact Record in MSCRM/Dataverse

Introduction:

        In this blog, we will explore how to resolve the Account/Contact merge issue in Microsoft Dynamics CRM / Dataverse. We will identify the possible causes behind the error "Invalid operation performed", analyze the troubleshooting steps, and provide solutions to successfully merge records without issues.

Steps to Resolve the Account/Contact Merge Issue in CRM/Dataverse:

1. Navigate to your CRM/Dataverse environment.

2. In this case, selecting Account to merge records.

3. Open the Model-Driven App where the account records are located.

4. Select two records to be merged.

5. 

   
   
   

6. Click Merge on the Home Page.

7. During the merging process, the issue occurs.

8. 
   
   
   

9. Upon checking the error in the Console, the following error is displayed.

10. 
    
    
    

Solution to Fix the Issue:

Follow the steps below to resolve the error:

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

2. Select Environments.

3. 
   
   
   

4. Open the environment where the error is occurring.

5. Click Settings.

6. 
   
   
   

7. Search for Privacy + Security.

8. Under Allowed MIME Types, enter application/json.

9. 
   
   
   

10. Click Save to apply the changes.

Conclusion:

By following the steps outlined above, you can successfully resolve the "Invalid operation performed" error when merging Account/Contact records in Microsoft Dynamics CRM / Dataverse. Ensuring that the correct MIME type (application/json) is allowed in Privacy + Security settings can help prevent this issue from occurring. Proper configuration and understanding of system settings are key to seamless data management within the platform.

 

Day 10 - Using JavaScript to Set Field Requirements Dynamically - JavaScript in MSCRM/Dataverse

 In this Blog, we will see how to Set Field Requirements Dynamically - JavaScript in MSCRM/Dataverse

if (formContext.getAttribute("bosch_booleanfield").getValue() == true) {
        formContext.getAttribute("bosch_enabledisablefield").setRequiredLevel("none");
    }
    else if (formContext.getAttribute("bosch_booleanfield").getValue() == false) {
        formContext.getAttribute("bosch_enabledisablefield").setRequiredLevel("required");
   }

YoutTube

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 6: Showing and Hiding Fields with JavaScript in MSCRM

 Introduction :

In this blog we will see how to Showing and Hiding Fields with JavaScript in MSCRM

function enableDisableFieldsBasedonCondition(executionContext) {
    debugger;
    var formContext = executionContext.getFormContext();

    if (formContext.getAttribute("bosch_booleanfield").getValue() == true) {
        formContext.getControl("bosch_enabledisablefield").setDisabled(true);
    }
    else if (formContext.getAttribute("bosch_booleanfield").getValue() == false) {
        formContext.getControl("bosch_enabledisablefield").setDisabled(false);
    }
}

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);
                }
            );
        }
    }
}

Basic event handling - Onload, Onchange in MSCRM / Dataverse

 Introduction:

Day 3 : Basic event handling - Onload, Onchange in MSCRM / Dataverse

Script :

function onChange(executionContext) { debugger; var formContext = executionContext.getFormContext(); if (formContext.getAttribute("bosch_dayname").getValue() != null) { var alertStrings = { confirmButtonLabel: "Yes", text: formContext.getAttribute("bosch_dayname").getValue(), title: "Throw 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); } ); } }

FormContext to retrieve and set field values in MSCRM/Dataverse

Introduction:

Day 2 : using FormContext to retrieve and set field values in MSCRM/Dataverse forms.

Sample JavaScript

function onLoad(executionContext) { debugger; var formContext = executionContext.getFormContext(); if (formContext.getAttribute("bosch_dayname").getValue() != null) { formContext.getAttribute("bosch_setvalue").setValue(formContext.getAttribute("bosch_dayname").getValue()) } }

Video for your Reference

Day 1: Understanding Form Context in MSCRM/Dataverse JavaScript

 Day 1: Understanding Form Context in MSCRM/Dataverse JavaScript

Kickstarting my 50-day JavaScript challenge for MSCRM! Today’s focus is on understanding the form context in MSCRM/Dataverse JavaScript. Mastering form context is essential for accessing and manipulating form data effectively.

Check out my YouTube video for a detailed explanation:

https://lnkd.in/dwCT-sdp

Follow along and join me on this journey!

hashtag#microsoft hashtag#mscrm hashtag#powreapps hashtag#powerplatform hashtag#50daychallenge