Thursday, September 2, 2021

Add Image control in Dataverse or CRM Templates

 Navigate to https://make.powerapps.com

Navigate to Solutions

Create a Solution by Providing Required Details

Click Save

Then If you want to Create a new Table click App then select Table and Provide Required Information

Else

Click on Add Existing then Select the Existing Table

Open the Created/Existing Table

Then Create an Image File by clicking on Add Column



Click Save

Now go to Forms --> Add the Field into the Form



 

Once Added the template in the Form click Save then Publish

Now Click on Back

Then Navigate to Data Create a New record and Add an Image File



Once the Record gets Created

Navigate to Advance Settings --> By clicking on Gear Icon at the top then Select Template
    



 

Select the Templates and Click New



Select Word Template and select Entity (based on the entity which you have added into the solution), then click on select Entity. System will Generate a File

Open the File then Click on Develop at the top then click on XML Mapping Pane



then Select the last option in Custom XML Part

once selected click expand then select the Logical name of image which we have created



Right Click on Image then select Insert Content Control Then Click Picture

Once the Picture Added save the File (Demo For Document Template)

Then navigate to Dataverse/CRM System then go to template in settings à Select Upload template and Upload the Filed which we have saved.

Once Done. Open the Contact Record which we have created



Click three dots then select Demo For Document Template click on the file to download

Once download done open the file


 

 Youtube Link for your reference

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Wednesday, September 1, 2021

How to Patch Choice Field and lookup in Sharepoint Powerapps

 Hello All,


Usually in Sharepoint for patching Text field we can easily patch it to Powerapps

but for Creating/Updating the Choice/Lookup field we need to use different way to Update the same. 


Please find the below Code to Patch choice field and Lookup Field in PowerApps

To Patch Choice Field

Patch('Sharepoint List Name',

   Defaults('Sharepoint List Name'),

{choice:

 {'@odata.type':"#Microsoft.Azure.Connectors.SharePoint.SPListExpandedReference",

   Id:1,

  Value:"Enter Choice #2"} // Approved

 }

)

 

To Patch lookup Field

 

Patch('Sharepoint List Name',

         Defaults('Sharepoint List Name'),

        {Lookup:{'@odata.type':"#Microsoft.Azure.Connectors.SharePoint.SPListExpandedReference",

                        Id:'ID OF THE RECORD',//Gallery1.Selected.ID

                        Value:'Value of the Record'}//Gallery1.Selected.Title

              }

         )

 


Sunday, August 29, 2021

Preview Send-In App notifications

 Step 1:

    Create a trial Environment Link for Reference

Step 2 :

    Open the trial Environment (You cannot see App Notification Button)






Step 3:

    Go to https://make.powerapps.com

    Click Solutions 

    Create a New Solution

    Create a New Model Driven App by selecting New--> App --> Model-Driven App  --> Copy the UNIQUE Model Driven App name
    

Step 4:

    Open the Created Model Driven Apps --> Click F12 Button --> and Navigate to Console and Run the below code

fetch(window.origin + "/api/data/v9.1/SaveSettingValue()",{ method: "POST", headers: {'Content-Type': 'application/json'}, body: JSON.stringify({AppUniqueName: "Your app unique name", SettingName:"AllowNotificationsEarlyAccess", Value: "true"}) });

Note:

Change "Your app unique name" to your Model Driven App Name

Step 5:

    To make the notification triggering point --> Create a webresource like below and call the function from the ONload of any entity


function OnLoad(executionContext) {

    var formContext = executionContext.getFormContext();

    var systemuserid = formContext.context.getUserId().replace("{","").replace("}","");

    var notificationRecord =

    {

        "title": "Welcome",

        "body": "Welcome to the world of app notifications!",

        "ownerid@odata.bind": "/systemusers(" + systemuserid + ")",

        "icontype": 100000000, // info

        "toasttype": 200000000 // timed

    }

    // Create notification record

    Xrm.WebApi.createRecord("appnotification", notificationRecord).

        then(

            function success(result) {

                console.log("notification created with ID: " + result.id);

            },

            function (error) {

                console.log(error.message);

                // handle error conditions

            }

        );

}


Youtube Link for your reference
Microsoft Link for your reference

Wednesday, August 25, 2021

How to Generate Barcode in Canvas PowerApps

Created Sample Record

 



 

Login to Powerapps --> Create an Canvas App--> Connect with Dataverse(Based on your Backend)



Above shows the Gallery Record

Create a new Screen (Name: BarcodeScreen) --> Add a Button called Generate barcode

On-select of Generate Barcode --> Navigate(BarcodeScreen,ScreenTransition.Cover)



Open BarcodeScreen

Add a HTML Text by Selecting Text at the Top of the Ribbon



 

Navigate to the URL : https://barcode.tec-it.com/



You can see the Data and Refresh Button

Whatever data you are entering in the Data Will Automatically display as Barcode image

Scroll down and Copy <img> </img>(Line)



URL : "<img alt='Barcode Generator TEC-IT' src='https://barcode.tec-it.com/barcode.ashx?data=BARCODE&code=&multiplebarcodes=false&translate-esc=true&unit=Fit&dpi=96&imagetype=Gif&rotation=0&color=%23000000&bgcolor=%23ffffff&codepage=Default&qunit=Mm&quiet=0&hidehrt=False' width=400; height=300/>"

 

Now to Populate Values Dynamically from the Main Gallery(Step 1)

Replace URL (BARCODE) like below

"<img alt='Barcode Generator TEC-IT' src='https://barcode.tec-it.com/barcode.ashx?data="&mainGallery.Selected.'Barcode ID'&"&code=&multiplebarcodes=false&translate-esc=true&unit=Fit&dpi=96&imagetype=Gif&rotation=0&color=%23000000&bgcolor=%23ffffff&codepage=Default&qunit=Mm&quiet=0&hidehrt=False' width=400; height=300/>"

 

That’s it.

 



You can see the Barcode Generated

 

github link for your reference

Youtube link for your reference

Tuesday, August 24, 2021

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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Monday, August 23, 2021

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());

            }

        }

    }

}

Thursday, August 19, 2021

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)



 

 

 

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