Recently Microsoft released plan for 2023 release wave 1, you can refer details for the release plan from https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/. This plan help you to know what are the new features planed during this wave release. Today we can enable early access to 2023 wave 1 to our demo environment (not recommended for the production). If you are not aware how… Read more »
Requirement Quote product should be synched to opportunity when quote is activated. Implementations In traditional sales life cycle we create quote from opportunity which inherit all the opportunity data as well as products from opportunity. but sometimes while working on the quote negotiations with the customer some information can be updated on the quote products or may new product is… Read more »
Problem Embedded Canvas app not loading Details Recently some of the user reported that they are not able to use Canvas app which is embedded on the sitemap. While using embedded canvas we need to consider following User have all the required permission on the used entities Depending on what your app is doing we need to provide all the… Read more »
Requirement Implementing Gallery data filtering using radio button. Details let’s say we have requirement to filter gallery data based on the selection of the radio button like below To implement filter, I am using collection here and Dataverse Account entity as data source where I have records of different types (using Relationship Type attribute for customer category) so first let’s… Read more »
Requirement Only show ‘Create Document’ button for Active Quotes. Details While working on the Dynamics 365 Sales implementation we mostly get these type of requirement where we want to show/hide button based on the entity status. We can use Ribbon Workbench and apply value rule to our button to hide and show it but here case is different as this… Read more »
Requirement Hide Create Document (Document CorePack) button from opportunity entity. Details Create Document button is added by Document CorePack addon to the entities, but sometimes we want to hide this button for specific entities for example let’s say we want to hide this in the opportunity entity. If you will try to find this button using Ribbon Workbench you won’t… Read more »
Requirement Deactivate child records using 1:N association using plugin. Details Sometimes we want to deactivate/activate records based on the Parent record deactivation/activation. We cam achieve this requirement writing plugin on the update of the parent entity where we can check statecode value wheather it’s 0 or 1 (Most of the activities have two states 0- Active, 1- Inactive) but we… Read more »
Requirement Enable enhanced email feature in Dynamics 365 CE Details While working within the timeline control, if we want to create activity records like below New Quick create form is opened for the tradition activities like Meeting, Phone Call, Task etc. But when we try to create email, it opens email main form in the whole scree by default. To… Read more »
Requirement Custom Entity should be visible in the Modern Advanced Find. Details Some time back Microsoft introduced Modern Advanced Find (New name of the Advanced find) which is enabled now if you have installed wave 2 updates in your D365 environment and classical Advanced Find will be hidden. This will be confusing to end users if they are not aware… Read more »
Requirements Let’s say we have requirement where user can put opportunity on hold but before doing he needs to enter comment which should be saved in the opportunity. In the earlier part we discussed of creating prompt and updating opportunity, in this part we will discuss next items. Details We have our prompt page ready now we need to create… Read more »
