{"id":21650,"date":"2020-01-06T12:16:42","date_gmt":"2020-01-06T12:16:42","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=21650"},"modified":"2021-12-15T16:12:03","modified_gmt":"2021-12-15T10:42:03","slug":"how-to-add-pcf-data-set-control-in-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2020\/01\/how-to-add-pcf-data-set-control-in-dynamics-365-crm\/","title":{"rendered":"How to Add PCF Data-set Control in Dynamics 365 CRM"},"content":{"rendered":"<p><strong>Introduction:<\/strong><\/p>\n<p style=\"text-align: justify;\">PCF (PowerApps Component Framework) are used to create Field type and Data-set type code components and provide an enhanced user experience for the users to view and work with data in forms, views, and dashboards.<\/p>\n<p>In this blog, you will be given information about how to add Data-set control and where you can see Data-set control.<\/p>\n<p>You can add Data-set control for below components in Dynamics 365 CRM:<\/p>\n<ul>\n<li>Dashboard<\/li>\n<li>Entity<\/li>\n<li>Entity View<\/li>\n<li>Sub-Grid<\/li>\n<\/ul>\n<p><strong>1) To add Data-set control on Dashboard follow the steps given below:\u00a0<\/strong><\/p>\n<ul>\n<li>Create new Dashboard. Click on \u2018Insert List\u2019.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-21651\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_1.png\" alt=\"\" width=\"1207\" height=\"611\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_1.png 1207w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_1-300x152.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_1-768x389.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_1-1024x518.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_1-660x334.png 660w\" sizes=\"(max-width: 1207px) 100vw, 1207px\" \/><\/p>\n<ul>\n<li>Select Entity as \u2018Record Type\u2019 and \u2018View\u2019, for e.g. \u2018Accounts\u2019 and \u2018All Accounts\u2019 and click on \u2018Add\u2019.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-21652\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_2.png\" alt=\"\" width=\"623\" height=\"413\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_2.png 623w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_2-300x199.png 300w\" sizes=\"(max-width: 623px) 100vw, 623px\" \/><\/p>\n<ul>\n<li>List is now added in Dashboard. Next, click on \u2018Edit Component\u2019 to open Set Properties window. In that, click on \u2018Controls\u2019 &gt; \u2018Add Control\u2019 (List of Data-set control is displayed) &gt; Select the respective Data-set Control that you want to add &gt; Click on \u2018Add\u2019. For example, here we have selected \u2018Editable Grid Control\u2019.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-21653\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_3.png\" alt=\"\" width=\"1359\" height=\"672\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_3.png 1359w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_3-300x148.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_3-768x380.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_3-1024x506.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_3-660x326.png 660w\" sizes=\"(max-width: 1359px) 100vw, 1359px\" \/><\/p>\n<ul>\n<li>You can see Editable Control on Dashboard as shown below:<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-21654\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_4.png\" alt=\"\" width=\"1152\" height=\"560\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_4.png 1152w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_4-300x146.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_4-768x373.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_4-1024x498.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_4-660x321.png 660w\" sizes=\"(max-width: 1152px) 100vw, 1152px\" \/><\/p>\n<p><strong>2) To Add Data-set Control on Entity follow the steps given below:<\/strong><\/p>\n<ul>\n<li>Go to Settings &gt; Customizations &gt; Customize the System&gt; Entities&gt; Click on any Entity, for e.g. \u2018Account\u2019. In that, click on \u2018Controls\u2019 &gt; \u2018Add Control\u2019 (List of Data-set control is displayed) &gt; Select the respective Data-set Control that you want to add &gt; Click on \u2018Add\u2019. For example, here we have selected Editable Grid Control. Follow the same process to add another Data-set Control.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-21655\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_5.png\" alt=\"\" width=\"977\" height=\"260\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_5.png 977w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_5-300x80.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_5-768x204.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_5-660x176.png 660w\" sizes=\"(max-width: 977px) 100vw, 977px\" \/><\/p>\n<ul>\n<li>Next, choose Web, Phone or Tablet where you want control to be loaded by default. For example, here we have selected \u2018Web\u2019 for Editable Grid control. Click on \u2018Save\u2019 and then \u2018Publish\u2019.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-21656\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_6.png\" alt=\"\" width=\"1018\" height=\"214\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_6.png 1018w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_6-300x63.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_6-768x161.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_6-660x139.png 660w\" sizes=\"(max-width: 1018px) 100vw, 1018px\" \/><\/p>\n<ul>\n<li>You can see control as shown below:<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-21657\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_7.png\" alt=\"\" width=\"1154\" height=\"516\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_7.png 1154w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_7-300x134.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_7-768x343.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_7-1024x458.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_7-660x295.png 660w\" sizes=\"(max-width: 1154px) 100vw, 1154px\" \/><\/p>\n<ul>\n<li>To see Account Records in different Data-set control, Click on the three dots &gt; Show As &gt; select another Data-set Control.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-21658\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_8.png\" alt=\"\" width=\"1158\" height=\"536\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_8.png 1158w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_8-300x139.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_8-768x355.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_8-1024x474.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_8-660x305.png 660w\" sizes=\"(max-width: 1158px) 100vw, 1158px\" \/><\/p>\n<p><em>Note: Added Data-set Control will be available for all views.<\/em><\/p>\n<p><strong>3) To Add Data-set Control on Entity View follow the steps given below:<\/strong><\/p>\n<ul>\n<li>Go to Settings &gt; Customizations &gt; Customize the System&gt; Entities &gt; Click on any Entity, for e.g. \u2018Account\u2019 &gt; Views &gt; Click on any view, for e.g. \u2018All Account\u2019. In that, click on \u2018Custom Controls\u2019 &gt; \u2018Add Control\u2019 (List of Data-set control is displayed) &gt; Select the respective Data-set Control that you want to add &gt; Click on \u2018Add\u2019.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-21659\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_9.png\" alt=\"\" width=\"1015\" height=\"477\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_9.png 1015w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_9-300x141.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_9-768x361.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_9-660x310.png 660w\" sizes=\"(max-width: 1015px) 100vw, 1015px\" \/><\/p>\n<p><em>Note: Added Data-set control will be available for this view only and not for all other views.<\/em><\/p>\n<p><strong>4) To Add Data-set Control on Sub-Grid follow the steps given below:<\/strong><\/p>\n<ul>\n<li>Go to Settings &gt; Customizations &gt; Customize the System &gt; Entities &gt; Click on any Entity, for e.g. \u2018Account\u2019 &gt; Forms &gt; Click on any Form, for e.g. \u2018Account\u2019. Click on Sub-Grid &gt; select \u2018Change Properties\u2019. In that, click on \u2018Controls\u2019 tab &gt; \u2018Add Control\u2019 (List of Data-set control is displayed) &gt; Select the respective Data-set Control that you want to add &gt; Click on \u2018Add\u2019.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-21660\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_10.png\" alt=\"\" width=\"1251\" height=\"665\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_10.png 1251w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_10-300x159.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_10-768x408.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_10-1024x544.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/PCF_10-660x351.png 660w\" sizes=\"(max-width: 1251px) 100vw, 1251px\" \/><\/p>\n<p><strong>Conclusion:<\/strong><\/p>\n<p>As illustrated above, you can easily add PCF Data-set control in Dynamics 365 CRM.<\/p>\n<h2 style=\"text-align: left;\"><div class=\"su-heading su-heading-style-default su-heading-align-center\" id=\"\" style=\"font-size:15px;margin-bottom:5px\"><div class=\"su-heading-inner\">Cut short 90% of your manual work and repetitive data entry!<\/div><\/div><\/h2>\n<p style=\"text-align: left;\"><em>Get 1 Click apps and say goodbye to all repetitive data entry in CRM &#8211;<\/em><br \/>\n<em><strong><a href=\"https:\/\/bit.ly\/3oH7dYw\" target=\"_blank\" rel=\"noopener noreferrer\">Click2Clone<\/a> <\/strong>\u2013 Clone\/Copy Dynamics 365 CRM records in 1 Click<\/em><br \/>\n<em><strong><a href=\"https:\/\/bit.ly\/3EPjAYc\" target=\"_blank\" rel=\"noopener noreferrer\">Click2Export<\/a><\/strong> \u2013 Export Dynamics 365 CRM Report\/CRM Views\/Word\/Excel template in 1 Click<\/em><br \/>\n<em><strong><a href=\"https:\/\/bit.ly\/3EN8h2v\" target=\"_blank\" rel=\"noopener noreferrer\">Click2Undo<\/a><\/strong> \u2013 Undo &amp; Restore Dynamics 365 CRM data in 1 Click<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: PCF (PowerApps Component Framework) are used to create Field type and Data-set type code components and provide an enhanced user experience for the users to view and work with data in forms, views, and dashboards. In this blog, you will be given information about how to add Data-set control and where you can see\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2020\/01\/how-to-add-pcf-data-set-control-in-dynamics-365-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":21662,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[11,1929],"tags":[2114],"class_list":["post-21650","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-controls","category-pcf","tag-top-2020"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/21650","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=21650"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/21650\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/21662"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=21650"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=21650"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=21650"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}