How to Create Quick View in Dataverse or MSCRM Environment

Introduction:

In this Blog we will see how to create Quick View in Dataverse/ MSRM Environment.

Scinario:

I have an Account and Opportunity Entity Available, in Opportunity Entity I have Account lookup Available, I need to display Account related fields in Opportunity form without any custom code.

Lets see how we can achieve this Behavior.

Implementation Steps:

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

2. Click Dataverse

3. Open Account Table and Click Forms

4. Check Quick View Form Already Available

5. If Already Available we can use else we can create a new One.

6. For Creating a New One Click ADD FORM and Select Quick View Form

7. Once selected it will Open the Form --> Add all the Field Which needed in Quick View Form

8. Once Done Provide Name --> Save and then Publish.

9. Now Navigate to Tables Again and Open Related(in my case its Opportunity). Click on Form and Open Main Form or where you want to display Quick View Form

10. Click Components and Select Quick View Form

11. It will show a Popup Select the Lookup and then Select the Form Which we have created

12. Then Position it in Respective place in the Form.

That's it :)

Save Now and Publish.

Open the Opportunity Form Select the Account lookup you will be popped up with Account Related Information

Note:

It will be a Read only Field. 

Show Document Location Entity as a Tab in Dataverse or MSCRM

Introduction: 

In this Blog we will see how to display Document Location as a Default tab in Dataverse or MSCRM Envirnment.

Implementation Steps:

 

Consider if we have an account entity and we have configured SharePoint Integration for the Account. If we want to See the Document for Respective entity of Account, you need to Click Related to See the Document. 

 

 

If Customer Expects to see the Documents as a TAB there is no OOB functionality to implement the same, to achieve that we need to write a Simple JS to Show the same.

 

function onLoad(executionContext){
var formContext = executionContext.getFormContext();
var sharePointDocumentItem = formContext.ui.navigation.items.get("navSPDocuments");
sharePointDocumentItem.setFocus();
var DefaultTabToDisplay = formContext.ui.tabs.get("tabGeneral");
DefaultTabToDisplay.setFocus();
}

 

Call the above function in Onload of the Page(in my Case its Account Entity).

 

 

Note:

 

navSPDocuments -- > SharePoint Entity Document Location (Default For All)

tabGeneral --> Tab to Display Default 

 

That's it 

Change Application User and Dataverse user Time Zone

Introduction: 

In this Blog we will see how to change Time Zone for Application user and Dataverse user in Dataverse Environment.

Implementation Steps:

 

Usually when we are using Code like C# or Microsoft Flow while updating the date the date will update based on the user who is used.

 

How to Change Dataverse User Time Zone Change:

 

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

 

2. Click Gear Icon at the top and open the respective Model Driven Apps

 

3. Once page loaded then click Gear Icon at the top

 

4. Select Personalization Settings then Change the Time Zone

 

 

How to Change Application User Time Zone:

 

1. Download XRM Tool Box and Open it and Connect with your organization

 

2. Install Tool USER SETTINGS UTILITY

 

3. Once Loaded then click Load Users and Settings

 

4. Click the Application User and Change the TIMEZONE 

 

 

 

 

That's it  

Is Custom Table Not showing in Activity Regarding?

 

Introduction:

In this Blog we will see how to enable custom table/entity in Activity Regarding

Implementation Steps:

 

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

 

2. Click Gear Icon at the top

 

3. Click Advance Settings

 

4. Click Customization

 

5. Click Customize the System

 

6. Click your Custom Table

 

7. Make Sure you have enabled Checkbox for Activities & Enable for Unified Client

 

 

8. Once Done click Save and Publish All Customizations

 

That's it..

 

How to Set Non-Users in To Field in Email - Dataverse or MSCRM

Introduction:

In this Blog, we will see how to Set TO/CC/BCC with Non CRM Users through JavaScript

Implementation Steps:

 

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

 

2. Click Gear Icon at the Top

 

3. Click Advance Settings

 

4. Click Administration 

 

5. Select System settings, it will open a Popup (Select EMAIL tab)

 

6. Set (Allow messages with unresolved email recipients to be sent) to YES

 

 

Once the Above setting done write the below script in your code

 

 

 

function setUnResolvedusers(formContext, getEmailId) {
    if (getEmailId != null) {
        var obj = new Object();
        obj.name = getEmailId;
        obj.entityType = "unresolvedaddress";
        obj.id = "{00000000-0000-0000-0000-000000000000}";
        var toField = formContext.getAttribute("to");
        var toValue = toField.getValue();
        if (toValue != null) {
            toValue.push(obj);
            toField.setValue(toValue);
        }
        else {
            var value = new Array();
            value[0] = obj;
            toField.setValue(value);
        }
    }
}

 

 

 

Triggering method:

 

 

 

setUnResolvedusers(executionContext,"ramprakashdemo@live.com"

 

 

 

That's it 

How to fix getting "Undeclared Property Error" when updating a record using API

Introduction:

In this Blog, we will how to Over come the issue "UNDECLATED PROPERTY" in Dataverse/MSCRM using JavaScript web API

Implementation Steps:

Initially am trying to update the Record using WEB API.

var entity = {};

entity["cradf_task@odata.bind"] = "/cradf_tasks(1af58b75-c04b-ec11-8f8e-0022481668c0)";

Xrm.WebApi.online.updateRecord("customEntity", "29ea0ca2-aa4b-ec11-8f8e-0022481668c0", entity).then(

    function success(result) {

        var updatedEntityId = result.id;

    },

    function(error) {

        Xrm.Utility.alertDialog(error.message);

    }

);

While Running the Above code am getting the Above error. So to overcome this issue.

Open this Link and Download "Dynamics 365 Customer Engagement (on-premises)"

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/browse-your-metadata?view=op-9-1

Then open the entity which you want to use, try replacing these three values(TRY each values and make it work)

So copied the name and replaced in the above query to solve my solution

var entity = {};

entity["cradf_incomingemail_Task@odata.bind"] = "/cradf_tasks(1af58b75-c04b-ec11-8f8e-0022481668c0)";

Xrm.WebApi.online.updateRecord("customEntity", "29ea0ca2-aa4b-ec11-8f8e-0022481668c0", entity).then(

    function success(result) {

        var updatedEntityId = result.id;

    },

    function(error) {

        Xrm.Utility.alertDialog(error.message);

    }

);

Thats it :)

Show Ribbon Button - When a Row is Selected

 Introduction:

In this Blog, we will see how to Show Ribbon Button on when a Row is selected in the View

Implementation Steps:

 

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

 

2. Click Solution --> then Create a New Solution Named RIBBON CUSTOMIZATION

 

3. Add the Entity to Configure the Button

 

4. Import Ribbon Work Bench Solution

 

5. Click On Gear Icon at the Top --> Navigate to Solutions

 

 

6. Click on Ribbon Workbench at the Top. Once Opened Select the Solution and Click Ribbon Customization

 

 

7. Once the page Opened --> Drag and Drop the Button into the Form

 

 

8. Click On Add Command to add the Command (which is used to process on Button Operations like Visible or perform some operation on click)

 

 

 

9. Click Add Enable Rules and Provide Minimum as 1

 

 

10. Once Created Make sure ENABLE RULES added in the COMMAND

 

11. Add the Command which you have created in the Button

 

Lets Start testing:

 

Button Not Visible without Selection

 

Visible after selection

 

That's it