Dataverse – Page 12 – Nishant Rana's Weblog

Using Xrm.Utility.getPageContext().input to identity or get parent record details for the Quick Create form – Dataverse / Dynamics 365

Recently we had a requirement to make different sets of fields mandatory and non-mandatory on the Quick Create form for Contact, based on the parent record type it is opened from.

Quick Create Form

As we cannot have multiple Quick Create Form specified for different forms, we had to use JavaScript to identify the parent record type.

We can use the below properties for that.

Xrm.Utility.getPageContext

Xrm.Utility.getPageContext().input.data.parentrecordtype
Xrm.Utility.getPageContext().input.createFromEntity.entityType

Below we have the contact’s quick create form opened from a custom table – custom_contract’s contact lookup.

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On using the above properties in our form load script for the quick create form, we can see different sets of fields set as required and recommended on the Quick Create Contact form based on the parent record it is opened from.

Parent A :

Parent B :

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The helpful post – https://butenko.pro/2020/09/15/js-how-to-get-the-originating-record-reference-in-the-form-script-of-the-quick-create-form/

Hope it helps..

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Manage solution dependencies easily through the refreshed look – Dataverse

In Dataverse, solution dependencies are a vital aspect of managing and deploying applications. Dependencies ensure that required components are present for a solution to work seamlessly across environments. However, with complex solutions, understanding and managing these dependencies can become overwhelming.

The updated dependencies page is designed to simplify dependency management by offering a more intuitive, action-driven experience.

Select a particular component in the solution, right-click>> Advanced >> Show dependencies.

We can see 3 different tabs.

Delete Blocked By (tab): Displays any dependencies preventing deletion of a component. Below we can see that for the Age column, it shows Contact’s System Form as the dependency.

Clicking on the Open option takes us to the component page, where we can see all the forms for the contact table.

Used By (tab): Lists other components dependent on the selected component.

Uses (tab): Shows dependencies that the selected component relies upon.

On clicking Open, it opens the Columns page for that table.

The different actions that we can take are Open and inspect the object, Delete the object, Remove dependency, and open the relevant documentation.

Below we have selected the option Remove dependency. As we saw the dependency here refers to the Contact System form in which we have the age field used.

Select Remove.

We get the success message after the successful removal of the dependency.

i.e. we can see the field removed from the blocking Contact’s System form.

Now if we want we can easily delete that particular field with no object blocking the delete.

Lastly, the Delete option for the solution allows the delete (uninstall) the solution that has dependencies on the solution component.

Get all the details here.

Hope it helps..

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Using the Smart Paste (Preview) feature to fill the form fast in Dataverse / Dynamics 365

To enable this feature navigate to Power Platform Admin Center > Environment > Features > Enable smart paste (preview)

With the smart paste feature, we can copy the text to the clipboard that has the details we want to fill in for our form and click the smart paste button or use our normal CTRL + V. Copilot will analyze the pasted text and will provide suggestions for the different fields on the form.

Suppose we have copied the below text from an email received–

Below we have selected the Smart paste button.

We can see the notification that the Smart Paste is analyzing the clipboard data.

And can see it populating the suggestions for most of the fields from the text we had copied.

We can click on Accept all suggestions or select it for the individual fields.

On Accept all suggestions we can see the values auto-filled from the copied text in clipboard –

Get more details

Hope it helps..

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Maximise Storage usage using Allocate Capacity (preview) in Dataverse / Dynamics 365

The new Allocate Capacity feature allows administrators to manage and optimize storage allocation across different environments. It allows administrators to strategically distribute available storage among the Dataverse environments based on each environment’s unique needs ensuring each has the right amount of storage to maintain performance and avoid service interruptions.

Navigate to Resources >> Capacity >> Dataverse inside the Power Platform Admin Center and select an environment to make the Allocate capacity option visible.

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It shows the available storage, and current usage of the environment selected.

We can allocate Database, Log, and File-specific storage and also configure alerts.

If an environment exceeds, it shows up as “Overage” as shown below

Using this new feature, admins can Allocate Capacity effectively by monitoring the storage usage across environments, setting alerts when the environment nears its capacity limit, and allocating the capacity strategically e.g. production environment will get higher allocation compared to the development environment. Admins can also purchase additional storage and allocate it as required to ensure each environment runs smoothly.

Get more details

Hope it helps..

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Customize the Real-time Marketing Form form / Form Editor to add field (Dynamics 365 Customer Insights – Journey)

Suppose we want to add the Lead Type (a custom choice field) to the Marketing Form’s form / form settings (RTM).

Open the Form table for customization, here we need to add the field to below 2 forms.

Starting with the Form Settings form, drag the field to the form.

If we check the form now, it will ask us to add it to the main form.

Open the Information (Main) form, double click the field to add it. As the field will not render in the form designer, select the field from the Tree View, and Hide it.

Or we can also open the form in the classic designer, there we will be able to see the field.

On saving and publishing the change, we can see our Lead Type field appearing on the Form Designer.

Please refer for more information –

Customize the Email and Marketing Form in Customer Insights

Customize the form editor

Hope it helps..

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Disable recent records (Disable most recently used items) for the Lookup field used in the Business Process Flow (Dataverse / Dynamics 365)

Suppose we have the below Customer Lookup in the Sample Stage of a Business Process Flow.

As we can see the lookup shows the Recent records there.

Now say we have applied filtering to the lookup using addPreSearch so we need to disable the recent records options in it.

To do so for the fields in BPF –

Open the corresponding table of the BPF (will have the same name as BPF)

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Open the form, select the Customer (lookup) field from the Tree View, and check the Disable most recently used items (save and publish the change)