Hi I'm brand new to Javascript, and I'm getting an error when trying to create a function to switch form based on the field value in ca_type: "ReferenceError: Web resource method does not exist: formChange" Here's the javascript:- Resourcefunction formChange(executionContext) { var formContext = executionContext.getFormContext(); var newForm; // Get Current Form Name var formName = formContext.ui.formSelector.getCurrentItem().getLabel(); // Get drop down Field value var callTo = formContext.data.entity.attributes.get(“ca_type”).getValue(); // Based on drop down value switch (callTo) { case ..read more

Please see if the below link helps mscrm16tech.com ..read more

Hello Everyone, Today i am going to show how to create Power App using Gallery connected to external table. This is part 3 series. Lets gets started. Lets login into www.make.powerapps.com Click on the Start with a page design and select the "Gallery connected to external table". Once clicked on the Gallery connected to external table you will see below screen with the options to connect to external data sources like "SharePoint, Excel, SQL" to create the power app. Selected the SharePoint as a external data source and connected to SharePoint Lists displayed in the grid and click on "CREATE AP ..read more

Use a Gallery View to Enter or Modify Data in Dynamics 365 and Power Apps…as easily as if you were using Excel. https://www.crmsoftwareblog.com/wp-content/uploads/Collecting-Data-with-Gallery-Views.mp4 Transcript This is Steve Pestillo from P2 Automation. In the last video, I showed you how we use Canvas Apps to display information just the way we want it. Here's an example on the screen. We also use these gallery views to collect data. For example, Commission Payments. For this particular client, we have an elaborate system to calculate the commission payments for the sales team. And once a m ..read more

Have been testing this and like to answer my question where the msteamstabintegration.dynamics.com shall be used (without .crm.). In our case, when adding a D365 tab in Teams via Microsoft Graph API and we use msteamstabintegration.crm.dynamics.com then the D365 is not loading while switching to msteamstabintegration.dynamics.com it works ..read more

I am a sales manager, what'd I like to do is rank the sales team from greatest to least using current data in our CRM. Using my example below, I'd like Anthony to be the first bar, and Jason to be the last bar. Also, I would like to know how to change bar colors in CRM and add total amount of deals signed up on this chart, not to mention also have this chart greatest to least but if someone can answer that question above should give me insight on how to do that. (Using chart below: I'd like it to show Diane's total as 9, Jason's total as 6, etc ..read more

Hi Honeyredyy , You can take help from the below links Disabling Export to Excel in Dynamics 365 - Carl de Souza Tip #257: Prevent Export To Excel By Entity | Power Platform & Dynamics CRM Tip Of The Day ..read more

We are having an entity for which we want to remove data import or data export. we want it to done only for that particular entity. So I need help in how can we disable excel import / export for that entity ..read more

Hello, I'm afraid there is no supported way to do that ..read more

How can we make the entities non searchable ..read more