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.

 

Documentation Updates Form Microsoft For D365 & Power Platform Developers

 Hi All,

Please find the below Documentation links from Microsoft for MSCRM or Power Platform Developers

System requirements, limits, and configuration values for Power Apps
Improve solution performance, stability and reliability
Define and query hierarchically related data
Work with formula columns
Low-code plug-ins Power Fx (preview)
Visualize hierarchical data with model-driven apps
Using Power Fx with commands
Dataverse long term data retention overview
FAQ for Copilot in model-driven apps
Add Copilot for app users in model-driven apps
Microsoft Dataverse documentation
Create and use dataflows in Power Apps
Import data from Excel and export data to CSV
Importing and exporting data from Dataverse
Sign in to Power Apps
What are model-driven apps in Power Apps?
Customize the command bar using command designer
What is Power Apps?
View table data in Power BI Desktop
List of controls available for model-driven apps
Create a solution
Embed a Power BI report in a model-driven app main form
Use the Power BI report control to add a report (preview)
Manage model-driven app settings in the app designer
Build your first model-driven app
How to run a model-driven app
What’s new in Power Apps?
Use environment variables for Azure Key Vault secrets
Add canvas apps and cloud flows to a solution by default (preview)
PDF viewer control (experimental) in Power Apps
Share a canvas app with guest users
Email address validation for email columns (preview)
Azure integration
Dataverse development tools
Debug JavaScript code for model-driven apps
Asynchronous service
Register a plug-in
Tutorial: Write and register a plug-in
Get started with virtual tables (entities)
Types of columns
Page results using FetchXml
Page results using QueryExpression
Choose finance and operations data in Azure Synapse Link for Dataverse
Client API execution context
Client API form context
Client API grid context
getContentWindow (Client API reference)
isLoaded (Client API reference)
Custom column analyzers for Dataverse Search
Write a listener application for an Azure solution
Form OnSave event (Client API reference) in model-driven apps
PostSave Event
Form OnSave event (Client API reference) in model-driven apps
getFetchXml (Client API reference)
fetch element
Restore deleted records with code (preview)

How to get SubGird Record Count with Webresource in Dynamics CRM

Introduction:

In this Blog, we will see how to Get SubGrid Record Count in MSCRM or Model Driven App using WebResource.

Implementation Steps:

 

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

 

2. Create or Open any Existing Solution

 

3. Open the Table/Entity where you want to get count of SubGrid in my case am taking Account Table

 

 

4. As per the ScreenShot there is 4 Records available so i need to show as a popup with Count as 4

 

5. So First Step i will take the Sub Grid Name

 

6. Open the Form where your SubGrid Exists 

 

 

 

7. Based on the Above ScreenShot the Name of the SubGrid is Contacts

 

8. Now Lets Start Writing the JavaScript

 

9. Open Your Visual Studio or VS Code and Write the Below Function

 

function getsubgridcount(executionContext) {
    setTimeout(function () {
        var formContext = executionContext.getFormContext();
        if (formContext !== null && formContext != "undefined") {
            var accountgridname = "Contacts";
            var count = formContext.getControl(accountgridname).getGrid().getTotalRecordCount();
            alert(count);
        }
    }, 15000);
}

 

10. Now Create a JavaScript (Web Resource) in CRM 

 

 

11. Click Save and Publish

 

12. Now Open the Same Account Form and Add the JavaScript Library in the Form

 

 

13. Now Add Function in the OnLoad Operation

 

 

14. Once Done Click Save and Publish

 

15. Now Open the Account Table and Open a Record you will see the alert message over there 

 

 

 

That's it