Sample formula for Associating N:N records and Creating 1:N records in Canvas App (PowerApps / Dataverse)


Just sharing the sample formula, we used for associating selected products from the gallery to lead on OnSelect of a button.

Here collectionCheckedProducts contains the checked products from the gallery bound to the product data source –

varEnquiryIdWithoutCurlyBraces contains the GUID of the Lead record. Here Enquiry is Lead renamed.

Enquires(leadproduct_association) is the name of the relationship between lead and product.

Relate function is used to associate multiple selected products in collectionCheckedProducts to a lead record.

And below is the sample formula we used for creating Quote Product for selected products from the gallery.

varEnquiryIdWithoutCurlyBraces contains the GUID of the Quote record. Proposal Data Source is the Quote renamed.

Hope it helps..

 

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Fixed – The product cannot be added because it is not active while creating Quote Product – Dynamics 365 / Dataverse


We got the below error while trying to create a quote product programmatically.

As the error message specifies, this is because we are trying to add/associate a DRAFT product to the Quote Product.

We will get a similar error from the application as well if we try adding a draft product as an existing product to either a quote product or an opportunity product.

Below is the product in the Draft status.

Publish the product to make it Active.

Hope it helps..

 

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How to – Filter data source to get the active records Dataverse / PowerApps


Just sharing the syntax, that we can use to filter the data source based on the status field.

Below is our gallery bound to Cases (Data Source) and showing only the Active cases.

Items

Filter(Cases, Status = ‘Status (Cases)’.Active) 

Filter(Datasource, Status = ‘Status (Datasource)’.[value])

Hope it helps..

 

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Fixed – sdkmessageprocessingstep With Id = {GUID} Does Not Exist – Plug-in Profiler – Dynamics 365 / Dataverse


Recently we got the below issue while saving the contact record. It was throwing this for one of our plugin steps registered on the update, for which we had already removed the profiling.

The profiling was already removed from the step.

It was the same error while trying to uninstall the profiler.

As mentioned in the error message we checked the Plug-in Profiler assembly in the Plugin Registration tool and could find the reference to the step there.

We unregistered the step there

This fixed the issue for us.

Hope it helps..

 

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Sample Code – Capture / Record lead qualification date – Dynamics 365 / Dataverse


Recently we had a requirement to capture the date when a lead is qualified. Here we can create a new date time attribute to capture the lead qualification date and update this field either through workflow, flow, or plugin on lead qualification.

Status Code = 3 (Qualified)

We implemented a plugin on PreOperationUpdate of lead, with filtering attributes as the state code.

Below is the sample code for the plugin  –

 public void Execute(IServiceProvider serviceProvider)
        {
            ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
            IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
         
            try
            {
                tracingService.Trace("start plugin execution: {0}", this.GetType().FullName);
                // plugin is in pre update stage of lead
                if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity &&
                    context.MessageName.Equals("update", StringComparison.OrdinalIgnoreCase) &&
                   context.Stage == 20)   
                {
                    var leadEntity = (Entity)context.InputParameters["Target"];
                    if(leadEntity.LogicalName == "lead")
                    {
                        if(leadEntity.Attributes.Contains("statuscode") && 
                            ((OptionSetValue)leadEntity.Attributes["statuscode"]).Value == 3
                            )
                        {
                            tracingService.Trace("Lead with Id {0} is getting qualified at {1}", 
                                leadEntity.Id.ToString(), DateTime.UtcNow);
								
							// the custom date time field to capture the qualification date 
                            leadEntity["custom_qualificationdate"] = DateTime.UtcNow;                         
                        }
                    }                 

                }

                tracingService.Trace("end plugin execution: {0}", this.GetType().FullName);
            }
            catch (System.ServiceModel.FaultException<OrganizationServiceFault> ex)
            {
                tracingService.Trace(ex.Detail.Message);
                throw;
            }
            catch (Exception ex)
            {
                tracingService.Trace(ex.ToString());
                throw;
            }
        }

Hope it helps..

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Retrieve primary entities along with related entities with one QueryExpression


Retrieve related records for a parent record

It’s possible to get related records of  a relationship when we retrieve a parent record using RelatedEntitiesQuery property in the RetrieveRequest. That means you have to construct the RetrieveRequest not using the Retrieve method from the OrganizationServiceProxy class.

https://dyncrmexp.com/2017/10/24/retrieve-primary-entities-along-with-related-entities-with-one-queryexpression/comment-page-1/

by Khoa Nguyen
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