Microsoft Dynamics 365 – Page 48 – Nishant Rana's Weblog

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

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.

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

Before removing permissions

After removing permissions

Thanks

References:

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

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Connect Power Automate to Twitter using a Bring Your Own App approach

CIAOPS

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Fix – Missing dependencies error while importing solution (Dynamics 365)

Recently while importing the solution in our UAT we got the below error –

It was showing the above entity relationships missing in the solution. We could not find them inside the Power Apps Maker Portal, to add them in the source solution.

Interestingly enough we were able to find them from the classic solution explorer.

Adding them to the source solution and trying the import fixed the issue for us.

Hope it helps..

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Using Customer Lookup in Canvas Apps (Dataverse)

For this example, we are taking the Company Name customer lookup column of the contact table.

We start by adding the Customer Name field to the form.

That adds a card to the form, let us add the required controls to get it working

Radio Button, Combo box, and Text Label for the combo box.

Change the Items property of the radio button to show the contact and account option.

Also, change the Layout to Horizontal and Default as Contact.

And set the Items property of the Combo box as below –

Based on the value selected in the radio button, we are setting the Data Source and also applying the Sort and Distinct function to it, along with StartsWith for delegation.

We have also set Allow searching as On for the combo box.

For the Contact option selected –

For the Account option selected –

Also, we can set the OnChange property of the radio button to Reset(comboControl) to clear the selection when the user switches between Contact and Account options.

Now to have this value saved back we can specify the Update property of the custom data card in which we have placed these controls.

References –

https://www.youtube.com/watch?v=y-VvNDwy_Jw&t=1191s

https://debajmecrm.com/configure-customer-lookup-to-show-either-contacts-or-accounts-in-canvas-apps/

https://learn.microsoft.com/en-us/power-apps/maker/canvas-apps/working-with-references#show-the-columns-of-a-customer

Hope it helps..

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Fixed – Canvas App / Custom Page not showing data (Dataverse / PowerApps)

Recently we faced an issue wherein the custom page was not loading any data, however, it was working for users with the System Administrator role.

The gallery control shows the Product details.

There were no errors in the Developer Tools, we tried by giving all Organization level rights to the users on the tables involved etc. but that didn’t help.

Eventually, it all came down to this particular line in the formula used for the Items property of the Gallery Control i.e. Asset Status field (custom field).

We had a field security profile created which had Read set as No and the users were part of that security profile, which explained why it was only working for System Admin users.

Changing the Read access to Yes for that column fixed the issue for us.

Hope it helps..

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Enhanced Case experience – Full case form – Dynamics 365 Customer Service

Enhance Case Experience is currently available only for the Customer Service Workspace app which targets to increase the productivity of the agent.

To enable it, navigate to Customer Service Admin Center >> Customer Support >> Case Settings >> Enhanced case experience (Manage)

Enable the options – Here we have enabled the Full case form experience.

The new case form will show up while creating a new record from an existing case or the case grid.

Clicking on Configure opens the form in the Maker Portal.

The new Full Case form has the following new components added to it –

Grid Control – Case Associations (showing associated knowledge articles, similar cases, merged cases, and child cases)

Attachment Control – For the Case table, the new attachment control gives the option to directly upload the attachment as well as shows all the attachments either uploaded directly or associated with the notes or emails of the case record.

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