Introduction We recently had a requirement in Power Apps Partner Portal where the client specifically wanted Portal search option you see in the navigation bar to be seen and accessible ONLY for users who logs into the portal. With this, non-authenticated users will have no unauthorized access to CRM data visible in portal even via… Read More: How to Hide Portal Search for Anonymous Users in PowerApps… »
Introduction In our last blog, we have seen how we can open a record in a Dialog using NavigateTo(). In this blog, we will see the latest enhancement which Microsoft has added recently. 1. Show Title while displaying custom HTML in a dialog Earlier when we wanted to open a custom HTML web resource using… Read More: Enhancement in Microsoft Dynamics 365/Dataverse NavigateTo() »
Introduction Normally, using Xrm.Utility.getEntityMainFormDescriptor Client API, we get the details of default main form of specified entity in the form of sections and attributes list. If we want to get the list of all the entity attributes or sections that is visible on an entity form, then we can use this Client API. In this… Read More: How to get the Entity Form details using Xrm.Utility.getEntityMainFormDescriptor Client… »
Introduction In Dynamics 365 CRM 2021 release wave1, you will notice there are many features available in the Sales Hub app. In the previous blog, we have already explored Enhanced experience for adding line items/products with 2020 Release Wave 1 for Opportunity entity. Now, with this 2021 release wave 1, Microsoft has made available this… Read More: Enhanced Experience for Adding Line Items/Products with 2021 Release Wave… »
Introduction In the Enhanced Relevance Search Experience, you will notice that when you start entering the text in the relevance search box, you will be able to see the suggested results and those suggested results are based on the search performed on the Primary column of a table. Suggested result of a table shows the… Read More: Quick Tip – Data in the Inline Suggestion View of… »
Introduction To make the easier life for Dynamics 365 CRM users and consultants, Microsoft always comes up with amazing features every six months. Here, we are going to see one such functionality that Microsoft has released in 2021 wave 1. This feature is useful for technical consultants. Earlier we were not able to update/edit Case… Read More: Update Resolved and Cancelled Cases in Dynamics 365 CRM Programmatically »
Visual representation gets 90% more views than text-based information. Majority of the data is now presented in a visually appealing manner to capture the interest of audience and it also helps them to analyze data in a much better way. This has given rise to numerous visualization apps in market that projects complex information in… Read More: Seamless visualization of Dynamics 365 CRM / Power Apps data… »
Introduction Document Processing has been a tedious manual task for a while now. With the introduction of AI services, it is now a simplified and automated process in most organizations. Microsoft has been at the forefront of the democratization of AI through its AI Builder services. AI Builder a no/low code service helps citizen developers… Read More: Microsoft Document Automation Application using AI Builder Form Processing Model »
Introduction One of the finest feedback products of Microsoft is Customer Voice that is integrated with Dynamics 365. It not only improves the quality of the product by taking valuable feedback from customers but also enhance the productivity of the team by monitoring the feedback given by the customer. There are some new options available… Read More: Improving Customer voice feedback quality with Ranking, Likert, Net Promoter… »
Introduction In this blog, we will see how to show/hide header and footer parts using Client API. As we know, form is divided in 3 parts i.e. Header, Body and Footer. Let’s discuss how to show/hide header and footer section using script. Header Section: The header is divided into 3 elements 1. Header Command Bar.… Read More: Managing header and footer of the form in Dynamics 365… »