Category: Dynamics 365

As part of the enhanced Search Experience, contextual quick actions were introduced in the platform :- https://nishantrana.me/2021/02/09/improved-search-experience-now-adds-quick-actions-2021-release-wave-1-dynamics-365/

E.g. we have Assign, Share, Email quick actions available for Contact, Account, and other entities for the relevance search results.

There can be a maximum of 5 quick actions per entity/table.

The quick actions are a subset of commands available for an entity/table at the Home grid level.

Below are the new rules (Enable Rule) introduced through which these contextual quick actions/commands can be shown or hidden.

• ShowOnQuickAction – Command will only appear as a Quick Action within Search and will be hidden from the home grid.
• ShowOnGridAndQuickAction – Command will appear for both Grid and as a quick action.
• ShowOnGrid – command will only appear for the grid.

To apply these rules, we can use our favorite Ribbon Workbench tool.

Select Customize Command option for the respective command/button within the Home.

Add a new Enable Rule for the command.

Select IsCore as true.

Apply the Enable Rule for the other commands as shown below.

Here we have used the Contact entity/table.

On successful publishing of the above rules, as expected we can see – Assign command hidden and Share, Email a Link and Follow available in the Home grid

And with the quick actions, we can see Assign, Share and Follow available and Email a link command hidden.

Get the details – https://powerapps.microsoft.com/en-us/blog/search-quick-actions-are-now-customizable-in-model-driven-power-apps/

Other posts on 2021 Release Wave 1

https://nishantrana.me/2021/04/21/blog-posts-on-2021-release-wave-1-dynamics-365/

Hope it helps..

Some time back, had reblogged about Duplicate detection limitations.

The original post – https://crmfunda.wordpress.com/2018/09/26/d365-limitations-of-duplicate-detection-rules/, talks about the below limitations

Let us check each one of them with the enhanced experience that we now have in the platform

• Duplicate Detection works seamless for Dynamics 365 for Phone app also as shown in the screenshot below.

• Duplicate detection check kicks in when we qualify the lead

Here, qualifying the lead, pops up Duplicate Detection dialog box listing both the matching Account and Contact record.

We can either choose ignore and save to create a new record or click on continue to merge the record with the selected record(s).

• On activating a matching inactive contact record,

Duplicate Detection is not triggered.

Duplicate detection can be setup to run on the following events – 

• While trying to publish 6^th Duplicate Detection rule for Account entity,

we get the below exception

System.Web.HttpUnhandledException: Exception of type ‘System.Web.HttpUnhandledException’ was thrown. —> Microsoft.Crm.CrmException: The selected record type already has the maximum number of published rules. Unpublish or delete existing rules for this record type, and then try again.

Thus maximum 5 duplicate detection rules can be published per entity.

More on Duplicate Detection

Hope it helps..

Recently while trying to enable Administration mode for one our environments, we realized 2 new options.

• Background Operations – for disabling any background operations.
• Custom Message – define the custom message for the users.

For CRM On-Premise, we used to place a custom HTML page + URL
Rewrite during the maintenance window.

Nicely document here – https://debajmecrm.com/dynamics-crm-maintenance-page/

Login to https://admin.powerplatform.microsoft.com/ with System Administrator role, select the Environment, and click on Edit.

Enable the Administration mode, and set the custom message.

Click on Save to make the change, within a minute or so the process will complete.

And the non-system administrator and customizer users will see the below page with our custom message as shown below.

Get more details –

https://docs.microsoft.com/en-us/power-platform/admin/admin-mode

Hope it helps..