How to Write Business Rules in Dataverse or CRM

 Hi All, 

Please find the below step by step for creating Business Rules

 

Open Dynamics CRM / Dataverse 

Click Gear Icon at TOP right

Click Advance Settings

 

Select Customization à Customize the system à Expand Entities à In this demo am using Opportunity as an Entity

Select Business Rules à Select New

Input Name by expanding the Arrow

You can choose Scope , if Entity(All the servicecalls or data import), if All Forms(In Client Side it will trigger for all the forms) Rather will run based on Form based

Above Actions we can perform in Business Rules.

To Start the Operation, Select Add à And Select the Respective Actions which you want to Perform, once selected click Properties at the Right side and Choose the option based on Field, Operator, Type etc and Click APPLY to proceed further.

                 

 

Once this condition doneà Click Activate

Refresh the form

 

 

Youtube Link for your reference

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How to check IsDirty Fields in MSCRM/Dataverse

Hi All,

Please find the Below Code to check what are the fields are DIRTY in MSCRM/Dataverse.

Explanation:

What is mean by Dirty?

    OnLoad of Screen, sometimes we will get UNSAVED CHANGES, because we may Run some scripts in the OnLoad Operation so to find all the Changes happend in the Field we will use Dirty condition to achieve the same.

// Check Form is Dirty

function CheckFormIsDirty() {

    alert(Xrm.Page.data.entity.getDataXml());

}

// Get the Dirty Fields in Alert

function CheckFormIsDirty() {

    attributes = Xrm.Page.data.entity.attributes.get();

    if (attributes != null) {

        for (var i in attributes) {

            if (attributes[i].getIsDirty()) {

                // Display the name and value of the attribute that has changed

                alert(attributes[i].getName());

            }

        }

    }

}

Delete Record using BPF

How to Create Powerapps Gallery with Pagination

Open Dynamics CRM /Powerapps 

Click Gear Icon at TOP right

 

Click Advance Settings

Click process

 

Open the Process where you want to call an Action 

In my case am using Lead to Opportunity Sales Process

Open the BPF 

Deactivate if activated 

Select the stage where you want to add Action

Select New and Add Action Step 

Select New in the Execute Process in right side of properties 

Create a Process like this On this done à Click Activate

Once done you can see the steps in Action steps (Execute Process)

Open Visual studio and create a plugin for deletion process

Once Done Open Plugin Registration tool

Register Assembly

Click Create a new step and enter Message as (new_DeleteRecords)

 

 

 

How to Create Powerapps Gallery With Pagination

How to Create Powerapps Gallery With Pagination

1.     Add a Gallery (Gallery Name : galHidden)

2.     Set Visible Property for galHidden = false

3.     Create a New Dropdown by selecting Inputà Drop Down

4.     Items for Dropdown [5,10,15,20] (Note: Make Sure its Number]

5.     Add Four Icon Based on below snapshot

6.     On select of (Start of Record)  (ICON With round)

a.     Onselect = Set(varPageNumber,1)

b.     Display Mode = If(varPageNumber=1, Disabled,DisplayMode.Edit)

7.     On select of (icon Previous)(ICON without round)

a.     Onselect = Set(varPageNumber,varPageNumber-1)

b.     Display Mode = If(varPageNumber=1, Disabled,DisplayMode.Edit)

8.     On Select of (icon Next)(ICON without round)

a.     Onselect = Set(varPageNumber,varPageNumber+1)

b.     Display Mode= If(drpPaginationSize.Selected.Value*varPageNumber<=CountRows(galHidden.AllItems),Edit,Disabled)

9.     On Select of (icon End of Record)(ICON With round)

a.     OnSelect = Set(varPageNumber, RoundUp( CountRows(galHidden.AllItems) / drpPaginationSize.SelectedText.Value ,0) )

b.     Display Mode= If(drpPaginationSize.Selected.Value*varPageNumber<=CountRows(galHidden.AllItems),Edit,Disabled)

10.  On Page Load OnVisible

a.     OnVisible = Set(varPageNumber,1)

11.  Add Label between two icons

a.     Text = "Page "&varPageNumber&" of "&If(Mod(CountRows(galHidden.AllItems),100)=0,RoundUp(CountRows(galHidden.AllItems)/drpPaginationSize.SelectedText.Value,0)&"+ pages",RoundUp(CountRows(galHidden.AllItems)/drpPaginationSize.SelectedText.Value,0)&" page(s)")

12.  Add a new Gallery (Name : galMain)

a.     Items : If(icoNext.DisplayMode=Disabled,

LastN(FirstN(galHidden.AllItems,drpPaginationSize.Selected.Value*varPageNumber),drpPaginationSize.Selected.Value-(drpPaginationSize.Selected.Value*varPageNumber-CountRows(galHidden.AllItems))),LastN(FirstN(galHidden.AllItems,drpPaginationSize.Selected.Value*varPageNumber),drpPaginationSize.Selected.Value))

please find github link for sample msapp file

Further reference

Add Remove Users for CRM/Dataverse in Office.com

        

                                                                    Adding Users:

Navigate to https://www.office.com/

Click Settings at the left side

Click Users --> Active Users --> Add a User

Automatically create password

If you want to create a password from your end (Untick the Box to create)

  

2.       Require this user to change their password when they first sign in

a.       If you want user to change password while their first login you can Enable checkbox

3.       Send password in email upon completion

a.       If you want to share password to user in their personal/office account

4.       

5.       Click Next to go to Assign product license(assign respective license to the users)

6.       Click Next for Optional Settings

7.       

8.       Review the data and click Finish Adding to Add a New User

Remove Users:

Navigate to Active Users à Click on three dots and Click on Delete user to Delete the User

 

Attached github link for your reference
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Step by Step Guidance to create Trial environment for Dataverse/CRM

Dear All,

Please find the github link with step by step procedure for Creating trail environment.

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Remove special characters from string

Dear All,

 

Please find the below string to remove special characters from string using JavaScript  

 

var temp = new String('This is a te!!!!st st>ring... So??? What...');

document.write(temp + '');
temp = temp.replace(/[^a-zA-Z 0-9]+/g,'');
document.write(temp + ''); 

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