The new model-driven form designer (WYSISYG) in PowerApps for Model-driven apps (Dynamics 365 CE) Preview

Nishant Rana's Weblog

The new model-driven form designer (Preview) has some nice features added to it like

  • Searching for fields in the form

  • Tree View showing visual hierarchy of the controls for quick view and navigation inside the form.

The icon also makes it easy to identify the data type of the field.

  • We can also check and configure how the UI would render for different type of client application

  • Property Pane for the type of control selected which allows us to quickly update the properties unlike selecting the field and then clicking on Change Properties which will open the dialog box.

Few things that we could not found are

  • Ability to select and position fields and sections.
  • Sub Grid control are not available on the form for configuration.
  • No Header.
  • Footer is available but we cannot add fields to it.
  • No Business Rules or Form Properties dialog box.
  • No Enable Security Roles…

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How to retrieve multiple records using FetchXML in Dynamics 365 Online V 9.X using JavaScript WebAPI?

In my previous article, I have explained about How to retrieve multiple records using Odata Query in Dynamics 365 Online V 9.X using JavaScript WebAPI?

And now i will use the same example, which i used in my earlier article mentioned in the above link and retrieve multiple Account records using FetchXML query.

Continue reading

Disable Export and Print button in Dynamics 365 CE (CRM) report viewer.

Prashant Kumar Maurya

In one of my recent project, there was a requirement to disable/remove export button from report viewer (Only for certain set of users).

To achieve this, we had to remove below two permissions from all roles assigned to those users. You can remove one or both the permission to match your need.

  1. Export to Excel (to remove download option from report viewer)
  2. Print (to remove print option from report viewer)

Before removing permissions

After removing permissions

Thanks

References:

  1. https://www.powerobjects.com/2016/08/22/how-to-disable-exporting-or-printing-reports-in-dynamics-crm-2016/

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Dynamics CRM 2015 Business Rules – Are you ready?

Adisys Technology Corner

Dynamics CRM 2015 – Scope of Business Rules

Business Rules was introduced in Dynamics CRM 2013 which was restricted to client side only. Now with  latest CRM 2015, server side business rule is available which will help business user easily configure validation logic and reduce the development effort.

There are three levels of scope:

Scope Where it runs run
Entity All forms and server
All forms All forms
Specific form Just that form

In the top right of the form, use the Scope field to set the scope for the rule. “Entity” scope level is new in CRM 2015. Setting the scope of the business rule at an entity level, forces the business rule executed on both server and all clients side.

For example, on update of an entity record we will set “Description” field mandatory based on some conditions. So in this case we can create Business…

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How to get users details under Teams using SQL query in CRM?

Run the below query to get all the users details under all the Teams available in CRMS.

Select
Team.name [Team Name],
SysUser.Fullname [User Name],
SysUser.mobilephone [Mobile Phone],
SysUser.internalemailaddress [Primary Email]
from
dbo.FilteredSystemUser SysUser
inner Join
dbo.FilteredTeamMembership TeamMem
on SysUser.Systemuserid = TeamMem.Systemuserid
Inner join dbo.FilteredTeam Team
on Team.TeamID = TeamMem.TeamID
–where Team.name in –Uncomment this where condition to specify the required Team names
–(
–Sales Person
–)
order by Team.NAME

D365: Dynamics 365 Developer Toolkit for VS 2017

Ajit Patra

Dynamics 365 Developer toolkit for Visual Studio 2017 can be installed by following the below steps:

  1. Download Dynamics 365 Developer Toolkit for VS 2015 from here.
  2. Once it is downloaded, extract the content of it to a foldera
  3. Open the folder to which the content has been extracted and open the file “extension.vsixmanifest” in a notepad or text editor.b
  4. Change the version number number from 14.0 to 15.0 as highlighted below and save the file:l
  5. After changing, it looks like below:m
  6. Select all the content in the extracted folder (from Step 2 above) and zip ite
  7. Rename the file to a [unique name].vsix and save it. Click Yes on Rename pop up.f
  8. Double click on the vsix file created in the step above and click on Install.g
  9. It’ll show a warning for incompatibility with VS 2017. Click on Yes and Proceed.h
  10. Installation will be started for VS 2017.

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