Hi learners, Till now, $filter can be applied for a field against a constant value. With this new feature $filter can be applied for a field against another field in scenarios like below Get all contacts where First Name = Last Name Get all Opportunities where Estimated Revenue >= Actual Revenue Get all Cases Resolved post due date. etc.. Supported Filters: Equal NotEqual GreaterThan GreaterEqual LessThan LessEqual Example: To retrieve all contacts whose First Name = Last Name Web API Query: <Instance Web API>/contacts?$filter=firstname eq lastname [ Note: This Web API expressio ..read more

Hi Learners, Using this approach we can update any field from a Record without actually impacting Modified By & Modified On values. Please Note: It is not best practice to suppress Modified By & Modified On auto calculation by Dynamics, but this approach helps in scenarios like below We introduced a new filed and want to set it to default value for all the existing records, but don’t want to touch Modified By for reporting / downstream integration purposes. We missed updating some information during data migration and want to update the information later without Modified On/Modified ..read more

Hi Learners, Most of the projects have this requirement to apply validations OR add Country Code as prefix to Phone Number based on the Country. This approach makes use of most of the OOB methods to achieve this. On Account Entity create a field to capture the formatting “Phone Number Format” Configure the Input Mask control for Phone Number field as below. From form editor -> field properties -> Controls, Select Input Mask control In the Mask Properties, Select “Bind to a value on a field” and select the field created in Step-1 (Phone Number Format) 3. Create a new Entity for Coun ..read more

Hi learners, You can embed videos to provide a richer customer experience for sales and field people on the go. Use this control to map to a URL field that contains the audio or video link to play in the control. Supported media types: 1) Streaming MP4 files 2) YouTube videos 3) Azure media 4) Audio streams Configuration: Open field properties on the form -> Go to Controls -> Click “Add Control” -> Select “Multimedia Control”. Select the client. Please note that it works only with UCI. 2) Using the Control: Just enter the Link to the multimedia file in the field and tab out. Me ..read more

Hi Learners, Here is the supported / documented way of creating a custom Lookup input control using Client Side Scripting (JavaScript). We can use this to capture multiple records across multiple entities (Just like Party List control in Email Activities). It can be called from form events / HTML web resource to prompt input from users using Lookup control. JavaScript Sample Code: When invoked, this function prompts a lookup control as a model dialog (aligned to the right, like Quick Create Form) Search will be performed across the entities specified in entityTypes property (Accounts, Leads ..read more

Hello Learners, here is the key take-away from Microsoft Business Applications Summit (MBAS)-2020. Power Platform provides Tabular Data Stream (TDS) endpoint for CDS, using which we can access environment’s data using SSMS just like how we access the data in on-premise environment (*Only Read is permitted, cannot perform Updates) **Image Source – Microsoft Docs Below are the key points to remember. Its in Preview and not available for all regions. It works only with version 9.1.0.17437 and above. Check if the latest version is available for your region here. Alternatively you can check the ..read more

Hi Learners, Using this approach we can update any field from a Record without actually impacting Modified By & Modified On values. Please Note: It is not best practice to suppress Modified By & Modified On auto calculation by Dynamics, but this approach helps in scenarios like below We introduced a new filed and want to set it to default value for all the existing records, but don’t want to touch Modified By for reporting / downstream integration purposes. We missed updating some information during data migration and want to update the information later without Modified On/Modified ..read more

Hi Learners, Most of the projects have this requirement to apply validations OR add Country Code as prefix to Phone Number based on the Country. This approach makes use of most of the OOB methods to achieve this. On Account Entity create a field to capture the formatting “Phone Number Format” Configure the Input Mask control for Phone Number field as below. From form editor -> field properties -> Controls, Select Input Mask control In the Mask Properties, Select “Bind to a value on a field” and select the field created in Step-1 (Phone Number Format) 3. Create a new Entity for Coun ..read more

Hi learners, You can embed videos to provide a richer customer experience for sales and field people on the go. Use this control to map to a URL field that contains the audio or video link to play in the control. Supported media types: 1) Streaming MP4 files 2) YouTube videos 3) Azure media 4) Audio streams Configuration: Open field properties on the form -> Go to Controls -> Click “Add Control” -> Select “Multimedia Control”. Select the client. Please note that it works only with UCI. 2) Using the Control: Just enter the Link to the multimedia file in the field and tab out. Me ..read more

Hi Learners, Here is the supported / documented way of creating a custom Lookup input control using Client Side Scripting (JavaScript). We can use this to capture multiple records across multiple entities (Just like Party List control in Email Activities). It can be called from form events / HTML web resource to prompt input from users using Lookup control. JavaScript Sample Code: When invoked, this function prompts a lookup control as a model dialog (aligned to the right, like Quick Create Form) Search will be performed across the entities specified in entityTypes property (Accounts, Leads ..read more