Dynamics 365 – Page 2 – Nishant Rana's Weblog

Fixed – Real-time marketing form’s Standalone page submitting to a different environment – (Dynamics 365 Customer Insights – Journeys)

Recently we migrated the Real-time marketing forms from our Dev environment to UAT environment using the Configuration Migration Tool. Here what we noticed was on submitting the form using the standalone page in UAT, the submissions were going back to the Dev environment instead of UAT.

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This was because the data-form-api-url and data-cached-form-url property of msdynmkt_standalonehtml field of msdynmkt_marketingform record was still referencing the organization id of the Dev environment instead of UAT.

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<div data-form-id='167fce01-b674-ef11-a671-002248e36298'
data-form-api-url='https://public-oce.mkt.dynamics.com/api/v1.0/orgs/f69f1cea-23d9-446f-9130-ed45ce666b28/landingpageforms'
data-cached-form-url='https://assets-oce.mkt.dynamics.com/f69f1cea-23d9-446f-9130-ed45ce666b28/digitalassets/forms/xxxfce01-b674-ef11-a671-002248e36298' ></div>

The f69f1cea-23d9-446f-9130-ed45ce666b28 is the development environment’s organization ID.

This information is stored in the msdynmkt_standalonehtml field of msdynmkt_marketingform record.

select msdynmkt_marketingformid,msdynmkt_standalonehtml,* from msdynmkt_marketingform where msdynmkt_marketingformid = ‘formGUID’

To fix we replaced the Dev’s Organization ID = f69f1cea-23d9-446f-9130-ed45ce666b28 with UAT’s Organization ID = dd628e4e-ffd7-ed11-aecf-002248932ace

<div data-form-id='167fce01-b674-ef11-a671-002248e36298'
data-form-api-url='https://public-oce.mkt.dynamics.com/api/v1.0/orgs/dd628e4e-ffd7-ed11-aecf-002248932ace/landingpageforms'
data-cached-form-url='https://assets-oce.mkt.dynamics.com/dd628e4e-ffd7-ed11-aecf-002248932ace/digitalassets/forms/xxxfce01-b674-ef11-a671-002248e36298' >

And updated the marketing form record.

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update msdynmkt_marketingform
set msdynmkt_standalonehtml = '<div data-form-id=''067fce01-b674-ef11-a671-002248e36298''
 data-form-api-url=''https://public-oce.mkt.dynamics.com/api/v1.0/orgs/dd628e4e-ffd7-ed11-aecf-002248932ace/landingpageforms'' 
 data-cached-form-url=''https://assets-oce.mkt.dynamics.com/dd628e4e-ffd7-ed11-aecf-002248932ace/digitalassets/forms/067fce01-b674-ef11-a671-002248e36298'' >
 </div><script src = ''https://cxppusa1formui01cdnsa01-endpoint.azureedge.net/oce/FormLoader/FormLoader.bundle.js''></script>'
where msdynmkt_marketingformid = '067fce01-b674-ef11-a671-002248e36298'

After the update we can see submission reflecting back to the correct UAT environment.

The query we used to update all the forms with UAT’s Id

-- replace Dev Org ID with UAT Org ID in all the marketing forms 
UPDATE msdynmkt_marketingform
SET msdynmkt_standalonehtml = REPLACE(msdynmkt_standalonehtml, 'dd628e4e-ffd7-ed11-aecf-002248932ace', '2deea9c2-77e5-ed11-a809-0022489424c2')
where msdynmkt_standalonehtml LIKE '%dd628e4e-ffd7-ed11-aecf-002248932ace%'

Hope it helps..

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Use the new Associated Grid Control to display details of other tables in subgrids – Model-driven App / Dynamics 365

With the Associated Grid Control we can configure and show up four subgrids in the form, making it a more intuitive and cleaner form layout, with ease of navigation.

Below we are adding the Associated Grid Control component to the Contact’s form.

Here we have specified the Subgrid Tables and Views to begin with.

For the 1st subgrid specified we can set the specific options from the properties pane. Here let us try checking the Show related rows properties for the cases subgrid.

On doing so, we get the below message.

It basically reset the 1st subgrid’s table to Accounts from Case, the rest of the configuration remains unchanged.

Let us change it back to Cases and select the appropriate view.

A screenshot of a contact page

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Let us save and publish the change.

Now in the Contact form we can see the grid control with 4 different subgrids as configured.

The Active Cases shows the associated cases.

However, that is not the case with other subgrids as they show all the records.

To filter it to show the associated records we need to specify the relationship name while configuring the component.

Let us edit the component.

Below we specified the relationship name for the subgrid 2 i.e Accounts.

As expected, this time we can see Active Accounts filtered to show only those account records where the contact is associated as the primary contact.

Get all the details here

Also check –

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/

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

OptionSet Wrapper Component – Use OptionSet Wrapper component to show color-coded options on the form

Hope it helps..

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Select record quickly inside Lookup control – Model-driven app /Dynamics 365

There is a small enhancement added to the Lookup Control as part of Release Wave 2.

After performing a search for a specific record inside the Lookup Control dropdown menu, e.g. we have performed a search on “co*” on the Customer Lookup for Case.

We can press Enter to have the first item in the list selected.

Get more details

Hope it helps..

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Resizing of side panes now possible – 2024 Release Wave 2 (Model-driven apps / Dynamics 365)

With 2024 Release Wave 2, now we can resize the side panes inside the Model-driven app.

Side panes are used for Teams chat, Copilot Chat, loading Web Resource, etc.

With Release Wave 2 enabled, we get the option to drag and adjust the size.

Below we have dragged it to maximum size.

Get all details

Hope it helps..

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New features added in Grid– Dataverse / Dynamics 365

With Release Wave 2, we can see the below features added to Grid.

The option to Group By, Column Width, Move Left and Move Right.

Group By (Rating) –

Move Left and Move Right as expected will move the selected column accordingly. Not only that we can also Drag and Drop the columns, here we have dragged the Rating column as the 1st column.