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 »
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. Details Let’s say we want to implement this requirement using prompt dialog where user can provide comments before setting opportunity on hold. To implement this requirement we have to do following things:… Read more »
Requirement Sharing custom model driven app with user using specific security role. Details Let say we have created a new security role called HIMBAP QA in our model driven app and we want to share our custom model driven with user with this security role assigned. So let try that. 1. Navigate to https://make.powerapps.com/, select your environment -> app ->… Read more »
Requirement Field should be locked on the form as well as on the business process flow. Details Sometimes we need to make field read only on the business process flow. Let’s see what options we have to make field read only on entity forms. Using Field Behavior This is the first and the easiest way of making field read only…. Read more »
Problem Customer filter is applied to system view because of caching Details Recently we got one issue reported where system view was not displaying all the records based on the default filter, but when we tried to reproduce the issue when we tried to check the view directly but when we tried to follow steps based on the QA resource… Read more »
Problem Getting Error while opening Canvas app embedded in model driven form. Solution Recently we faced following error while trying to open canvas app. Earlier this app was working fine and this error occurred after new changes deployed to this environment. Based on the error message, I started troubleshooting it and checked ID of the user and verified if this… Read more »
Issue Command button is not visible in the Production system. Resolution Recently we noticed that a new button added on the Meeting entity is not visible in the production environment. This button have some enable rules so I thought it maybe related to that when I tried to debug command bar I was not able to see that butter there… Read more »
Requirement Error logging using D365 CE Plugin. Details Let’s see what options we can use for the error logging. ITracing Service First option that we have for the error logging in D365 CE plugins is using ITracing service. To usethis option first we need to make sure we enable below setting in D365 CE environment. Once this option is enabled… Read more »
