Nishant Rana

Notes Control – Dynamics 365

We now have new Notes control for the Case table.

The new notes control allows us to associate/create note without the need to create the case record first.

Here we are adding the Notes control in our Case form.

Specify Pre Create Notes Id (Text) as Table Column for Bound Attribute.

Save and publish the changes.

On creating the record we can see notes added to the timelines.

Also, we can observe that the control now shows – “No Data Available”.

In the case of the Enhanced Case Form, we have a script that hides that section after creation.

Due Open Activities Control – https://nishantrana.me/2023/05/09/due-open-activities-control-dynamics-365/

Attachment Control – https://nishantrana.me/2023/05/08/new-attachment-control-dynamics-365/

Hope it helps..

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Due Open Activities Control – Dynamics 365

The due open activities control shows the activities due today or overdue. It is added by default in the Enhanced Case form but can be added in the forms of other tables.

Hovering over it shows the details of the records.

Clicking on it opens the Associated Activity view (tab).

Below we are adding the Due open activities control to the Contact’s form.

Check Show related records, set table to Activities (Regarding) and Default view to Open Activities.

Set Static value Property as navActivities to open the Activities tab on click of the link.

Save and Publish the changes, and we can see the Due Date Activities control in our Contact form.

Clicking on the Test (Subject) link in the popup takes us to Open Activity Associated View

Get all the details here

Also check – Attachment Control

Hope it helps..

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Attachment Control – Dynamics 365

The new attachment control allows users to upload , download, delete, and view attachments that are added to a table through notes or emails or directly (for Case Table).

Below we have 2 attachments added to the case record.

We can see both the attachments there in the Attachments control along with an additional attachment directly added (Direct Upload) .

We can perform a search as well as change the view.

The Tile view –

The Delete option is only available in the case of files directly uploaded not the ones showing up from notes / emails.

For the Case table, the table column property is mapped to the Pre Create Entity Attachments Id field, which allows uploading attachments even before saving or creating the case record. (This is only available for the Case table)

Below we have uploaded attachments to a new case record.

We can add the Attachment Control to other tables as well.

Below we are adding it to the Contact form.

For tables other than Case, it can only be used to View the Attachments, we do not get the option to upload there.

Get all the details here

Due Open Activities Control – https://nishantrana.me/2023/05/09/due-open-activities-control-dynamics-365/

Notes Control – https://nishantrana.me/2023/05/10/notes-control-dynamics-365/

Hope it helps..

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Multiple ways to call azure function in Dynamics 365.

Dynamic's 365 Blogs

Nowadays, multiple organizations are storing their data everywhere, it is in Cloud or On-premise and it is increasing day by day with the help of internet connectivity. Organizations are asking their developers to respond with highly-scalable solutions. Solutions that often require developers to implement on-demand or scheduled batch jobs to reconcile transactions, ingest and process data, or react to events in real-time. To accomplish this huge demand we have Azure functions.

Azure Functions is a serverless compute service that lets you run event-triggered code without having to explicitly provision or manage infrastructure.

Today we will see how to call an azure function from the below components.

JavaScript
Plugin & Custom Workflow
Power Automate

JavaScript: There are many scenarios where we need to execute complex logic from the client-side code.

You can use below jquery code in your JavaScript to trigger azure function and you can also pass the expected parameter…

View original post 277 more words

How to set Date Picker as Blank (Null)- Canvas Apps / Dataverse

If no dates are selected the Date Picker control will display a default date.

This comes from the InputTextPlaceholder property

We can update the formula to set the field as blank.

If(IsBlank(Self.SelectedDate), Text(Blank()))

Hope it helps..

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Enable email address validation (preview) in the Model Driven app / Dynamics 365

To enable the new email address validation feature (preview), log in to Power Platform Admin Center >> Settings >> Features >> Data Validation

Switch On – Data Validation. (Interestingly in one of the environments enabling this setting was enough to get the smart email validation working however in another environment had to enable the below settings as well to get that working)

Next open the Model Driven App in Maker Portal – App Designer and switch on Enable Smart Email Address Validation Control