Tag: CRM

Using existing Web Resources (image) and Icons for button/ command – Dynamics 365 / Model-driven apps


In case of a new command that is added through Command Designer, we can specify an existing Icon using the Use Icon option.

We can also search and specify an existing Web Resource

Similarly, we can use Icon Gallery (XrmToolBox Plugin) to search for the existing web resource image and icons.

We can then use Copy Name option to get the full path of the web resource

msdyncrm_/KnowledgeManagement/_imgs/KnowledgeSearchProvider.svg

use it to specify Modern Image for our buttons

Hope it helps..

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Error with Global Choice / Optionset with the same display name and In operator – Power Apps / Dataverse


Recently while trying to filter the Combo box Items using the value of the Global Multi-choice field, we were getting issues in the formula.

It was because the optionset / choice field in the table and the global optionset / choice, it was referring to, both were having the same display name.

Issue –

To get it working we renamed the display name of the Global Choice column.

After which we were able to get our formula working.

Same is the case for the single choice field which is referring to global choice.

Gender is the display name of the field in Lead and Global Gender is the display name of the global choice field.

LocalOptionset

Hope it helps..

 

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Applying filter on Multi Choices / Multi-Select OptionSet – Power Apps / Dataverse


Say for e.g. we have 2 multi-select choice columns in our leads table, one is local (My Local Multi Choice Field) and the other field ((My Local Global Multi Choice Field) refers to the global option set field

In our Canvas App, to filter on ‘My Local Multi Choice Field’ by value Local Choice 2 and Local Choice 3, we can apply the below formula.

Similarly, for the Global option set to apply a filter on the Global Choice 2 value, we can compare the field in the lead with the values in the Global Option set.

As we are using “in” operator, we’d get the delegation warning. And for it to work in the case of combo box we would have to set “Allow Searching” to “Off“

Hope it helps..

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Fixed – Invalid data from the network error in the custom page – Power Apps / Dataverse


Recently in one of our custom pages, we were getting the below error

“Invalid data from the network”

We had this setting “Formula-level error management” as On, switching it off was hiding this error on the page.

To fix it we tried removing the fields one by one to figure out the issue. Eventually, we saw the error was going away if we remove one of the option set fields from the gallery or comment it’s formula. Later when we removed and added the field back in the gallery and the error got fixed for us.

The page loading properly without the error –

Hope it helps..

 

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How to – switch between Enhanced and Legacy (Default) multisession workspace in Customer Service Workspace


Update – We can use the below option – Customer Service Admin Center >> Operations >> Miscellaneous >> New and upcoming features – Multisession Layout ImprovementsEnhanced

With the Enhanced multisession layout in Customer Service Workspace, we have different sessions open in different tabs at the top and different tabs inside each session, along with the Navigation on the left.

To revert to the old default workspace or legacy navigation (deprecated), open the developer tools in the browser.

And paste the following command in the Console tab.

Xrm.Utility.getGlobalContext().saveSettingValue(“msdyn_MultiSessionLayoutImprovements”,false)

Or

Xrm.Utility.getGlobalContext().saveSettingValue(“msdyn_MultisessionNavigationImprovements”,false)


We can see the layout changed to the legacy one–

To enable the new enhanced layout (recommended) back, in the console window of developers tools paste the below command.

Xrm.Utility.getGlobalContext().saveSettingValue(“msdyn_MultiSessionLayoutImprovements”,true)

Hope it helps..

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Using addProperty to dynamically add a custom property to a JSON object – Power Automate


Recently while working on the integration of Facebook Lead Ads with CRM, through Webhooks / Power Automate we had to process the lead data and create lead and contact records.

Below is a sample format in which we’d get the lead data for the FB form having a first name, last name, date of birth, and email fields in it.

Now we want to create an object having name as proprety and value from values like below from the above response, which will make it easy for use to refer in add a new row / update a row Dataverse step.

For this we will be using addProperty function.

Below is our sample flow –

First we are initializing varJSON – string variable with the JSON response

Than intializing the another variable varFieldData as type Object

Parse JSON action using the sample response.

Here we are interested in field_data property

So in the next step, we loop through each field_data, than use addProperty function in Compose to add name and value to the varFieldData object, and use the outputs of compose to set the varFieldData variable.

addProperty function – addProperty(variables(‘myObject’), ‘newProperty’, ‘propertyValue’)

In the next step, we can see the varFieldData and the way we can access the property last_name added to it.

On running the flow we can see the result as expected –

Hope it helps..

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