This post will explain how you can pre-populate fields with various data types (lookup, partylist, etc.) when a new table form is opened using the Xrm.Navigation.navigateTo method. There is a navigateTo (Client API reference) in the Microsoft Learn but it lacks a code example for the implementation of data object parameter to set the default values to the fields when a form is opened in the create mode. The documentation simply referred to see Set column values using parameters passed to a form which only contains an example to set column values using parameters passed to ..read more

This post provides a resolution for the issue that the modern command button added to the Main Grid, Subgrid View or Associated View doesn't appear as expected after one or more grid items are selected. In the following scenario, a Clone button is added to the Main Grid of the table before the Delete button using the modern commanding with the Visibility property to Show all the time. But when one or more row is selected in the grid, the button disappears. Upon troubleshooting the behaviour with Command Checker Tool, the button is not mark as (hidden) and there ..read more

Solutions are used to transport table metadata, apps, automations and other components from one environment to another in Dataverse or Power Platform projects. It is important to keep the solutions as simple as possible to improve the solution import time and to avoid unexpected behaviour in the target environment. The rule of thumb is to include only the components that are created/updated in that environment which are unmanaged components or managed components with unmanaged layer (due to being updated in that environment). Do not Include All Objects The first point is simple. When you add ..read more

This post will explain how you can refresh all the data of the main form when the user adds a new row to the child table by clicking on the + Add New button from the subgrid and adding one from the Quick Create Form of the child table. When the user adds a new row to the child table from the subgrid and Save and Close the Quick Create Form, the subgrid (from which the Quick Create Form was triggered) is refreshed. Similarly when the user deletes or deactivate the row, the subgrid is refreshed. But sometimes, there is a synchronous background process for the child table ..read more

Sometimes, there is a requirement to hide a column from a view (main grid or subgrid view) even though the column is required for the view to be functional. Since the column is still required, it cannot be removed using the modern view designer. One of the examples is to hide the column that is used for sorting because it is showing up as a subtitle in the lookup dropdown because it is the 2nd column of the lookup view. Kailash Ramachandran has blogged about the solution for such a problem by removing the column only in the LayoutXml with the “Select Columns” option in the View Designer ..read more

With the List Rows action of Microsoft Dataverse, we can use FetchXML to query the data. For such queries, all we need is to populate the Table name and Fetch Xml Query parameters. But what if we only have the FetchXML? What if we want to query dynamically from different tables based on the FetchXML? One of the use cases would be storing the FetchXML in the config table where the user admin maintains the value and the cloud flow would query the data based on the FetchXML and process the data regardless of which table it is. The solution is to populate the Table name  ..read more

With Word templates in Dynamics 365 or a model-driven app, users can generate and download standardised documents automatically populated with data from a particular row. There is also a process action called “SetWordTemplate” that will attach the generated document from a word template as a note attachment on a record. The user can download the generated document, attach it to the email and send it out from the system. In this blog post, you will learn how you can automate the process above by generating a document from a Word Template and sending it as an email attachment using Power Auto ..read more

In the form designer for Power Apps model-driven app (or Dynamics 365 app), there is no way to add some styling to the labels of the controls (field, tab, section, grid, etc.). But if you want to emphasise some of the words in your label, you can achieve some limited formatting by using the Unicode version of bold/italic characters. You may also add some emojis like emoji Meg. Search something like "bold text generator" or "italic text generator" in your favourite search engine and enter one of those tools (e.g. yaytext). Enter the text that you want to style and copy the version th ..read more

Recently, I developed a plugin which triggers on pre-operation stage. As typical pre-operation plug-ins, the logic is to intercept the InputParameters and modify them based on custom logic. After deploying the plug-in to the Development environment, I just got a generic error as below when I tested by making a change that would trigger the plug-in. There is no arrow icon to expand for the detailed error message or no button to download the error log either. When I checked the Plug-In Trace Logs, there is no entry with an exception. I updated the plug-in trace log level in Sy ..read more

This post will explain how you can identify the root cause of the issue and resolve it if some of the cloud flows with Dataverse trigger are not getting triggered after solution import even though the status of the flow is "On".  After one of the deployments, the test team reported that some of the cloud flows are not getting triggered when a row is added or updated in Dataverse. Most of the flows are working and it only happens for some of the flows, so it is not because of the "Background operations" being disabled in the environment in "Administration Mode". We checked the flow and t ..read more