Side Panes in Model Driven Apps

Introduction:

 

In this Blog, we will see what are the features and how we can use Side Panes in Model Driven Apps.

Implementation Steps:

 

Consider a scenario, on click of a Button I need to show a HTML page in the Form. Initially we have used Dialog to display the same in the form but Microsoft have introduced a new feature to display a SIDE PAN in the Form

 

Syntax:

 

Xrm.App.sidePanes.createPane(paneOptions)

 

PanOptions:

You can refer to https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/xrm-app/xrm-app-sidepanes/createpane

Sample Code to Open HTML Page:

 

Check Weather the pane is already opened or not. If opened Close the pane

 

 

var currentPane = Xrm.App.sidePanes.getSelectedPane();
if (currentPane !== null && currentPane !== undefined && currentPane.paneId === "PANIDUNIQUENAME") {
var promotionPane = Xrm.App.sidePanes.getPane("PANIDUNIQUENAME");
promotionPane.close();
}

 

 

Below code for Opening the HTML page in Side pan

 

try {       
        Xrm.App.sidePanes.createPane({
            title: "PANID",
            paneId: "PANIDUNIQUENAME",
            canClose: true
        }).then((pane) => {
            pane.navigate({
                pageType: "webresource",
                webresourceName: "/webresources/yourhtmlpage.html"
            });
        });
    }
    catch (e) {
        throw e;
    }

 

 

If you want to pass any parameter from form to HTML in Side Pan

 

 

try {      
var formContext = primaryControl;
var qs = "guidofRecord=" + formContext.data.entity.getId().replace('{', '').replace('}', ''); // guidofRecord = you can pass any dummy variables
        Xrm.App.sidePanes.createPane({
            title: "PANID",
            paneId: "PANIDUNIQUENAME",
            canClose: true
        }).then((pane) => {
            pane.navigate({
                pageType: "webresource",
                webresourceName: "/webresources/yourhtmlpage.html"
                data: encodeURIComponent(qs)
            });
        });
    }
    catch (e) {
        throw e;
    }

 

 

Thats it.

Conclusion:

This is how we want to display HTML image using Side Pan in DataVerse/MSCRM

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.

Command Designer with PowerFx

 Introduction:

In this Blog we will see preview feature of PowerApps for Command Designer

Steps to Follow:

1. If you have Environment available go to https://make.powerapps.com else Create Trail and navigate to https://make.powerapps.com

2. Then Create a model driven app 

3. Once Model Driven app created change to URL to https://make.preview.powerapps.com

4. Navigate to Solutions and open the solution which you have created based on step 2

5. Open solution Opened Click on Apps then select the three Dots of your Model Driven apps then Click Edit and select Edit in Preview

6. Once Page Opened click on the Entities the Edit Command bar(Preview)

7. As it is a preview we cannot edit Out-of-the Box Buttons

8. To Create a new Button click on New Command

9. To change Icon

Select the Icon as Use Icon and select the Icon So that you can see the icon displayed at the Button Level

10. To trigger Action 

Select the Run Formula if you want to user PowerFX like Patch etc

Patch(Contacts,Self.Selected.Item,{'Enable Button':'Enable Button (Contacts)'.Yes})

If you want to update some data in the Record you can use above function         (here Enable Button is a two option Field)

11. To Run JavaScript

Change Action to Run JavaScript and provide the Library and function (add Parameter if needed)

12. To enable and Disable function

Set Visibility to Show on Condition from formula

In the Visible property i written function as if the field is No display else don't display

Self.Selected.Item.'Enable Button'='Enable Button (Contacts)'.No

13. Then you can SaveAndPublish

14. Run to see the changes

15. if you want to see these components

Click on Component Library and Click on the Library inside the Grid to see the components.

Github for more commands

Subscribe

Hide Command Bar using JavaScript in Model Driven App

Introduction:

In this Blog, we will see how to hide Navigation Bar in Model Driven App using JavaScript.

Implementation Steps:

 

When ever you tried to create a new Record, you will be redirected to a page like below

 

 

Red Color Highlighted Called Command Bar

 

If we want to hide that Command Bar follow below steps to achieve the same.

 

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

2. Click Solutions --> Create a new Solution

3. Click New --> Click More --> Select Web Resource and add a new Web Resource

 

4. Write below code in Web Resource

 

 

function onLoadHideCommandBar(executionContext) {
    var formContext = executionContext.getFormContext();
    formContext.ui.headerSection.setCommandBarVisible(booleanValue);
}

 

 

booleanValue : pass true or false as an option

 

true - visible Command bar

false - hide Command bar

 

Once Code Published:

 

Load or Open a new Record

 

 

Now you cannot see the Navigation Bar.

 

That's it 

 

Create and Connect - Multi-factor enabled D365 Dataverse Programmatically

 

Introduction:

In this Blog, we will see how to create Application User in Azure to Access Dynamics CRM/ Model-Driven Apps

Azure Steps to Follow for Application User Registration

1. Login to https://portal.azure.com

2. Search for App Registrations at the top

3. Click New App Registration

4. Enter the Name and Click on Register

5. Once Registration Done 

6. Copy Application ID and Store it in Notepad

7. Search for Certificates and Secrets

8. Select New Client Secret

9. Enter the Description and Click Save

10. You will be getting Client Secret once you save it.

11. Copy that in your Notepad where Application ID Copied

Create Application User in Model-Driven Apps / CRM

1. Login to D365 CDS environment

2. Go to Settings –> Security –>Users

3. Change the view to ‘Application Users’ and click New. Make sure the form is ‘Application User’ form

4. Click New and Change Form to Application User and Input Application ID in the Text Box and Save

5. Then Assign appropriate Security role to this Application User as per your organization’s security set up.

C# Connection String:

String connectionString = “AuthType=ClientSecret; url=<your organization URL>; ClientId=<your application id>; ClientSecret=<client secret key>”;

                CrmServiceClient crmServiceClient = new CrmServiceClient(connectionString ); //Connecting to the D-365 CDS instance

 

                if (crmServiceClient != null && crmServiceClient.IsReady)

                { //Do your operation}

"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.

 

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