Articles about Dataverse, the underlying database store for Power Apps and Dynamics 365 apps
This Microsoft article describes a way to check if a button is hidden on the command bar because of a rule. To perform the check, append @ribbondebug=true to the Dynamics 365 URL. Then when the record loads you’ll see a command called Command Checker on the command bar. You might need to click into the …
Here is a feature that I and many others have been waiting for a long time; see the privileges a user has for a record and here is the best bit, how they obtained those privileges! But this is for Dynamics 365 online only. The feature called Check Access was added in one of the …
When merging records, users were used to seeing the result of the merge straightaway. If something prevented the merge, a message describing why would show in the user interface. Now as a result of a change in August 2020 (online), users see this message. And if the merge fails, the user hasd to look in …
When you create a chart with multiple series, the chart editor insists on adding a secondary y axis scale. This is probably something that you don’t want because if you have two or more series comparing similar items the scaling will be different for each series. There is no way to remove the secondary y …
Here are some reporting and data visualization tools to get all that data out of Dataverse: SQL Server Reporting Services (SSRS) – Use the Report Wizard in model-driven apps for simple reports. For more complex reports, you’ll need to use Visual Studio and learn FetchXML. Nick Doelman has written how to get started at https://readyxrm.blog/2021/01/23/ssrsdataverse2021/. …
Reporting and Data Visualization in Dynamics 365 and Power Platform Read More »
When viewing a list of records e..g opportunities, within a form there is a view option called “all affiliated records”. To explain this imagine we are working with an Account record, ABC Ltd that has a number of contacts. The include option, This record only, shows only opportunities that are directly linked to the record …
The out of the box Activites Report only shows activites that are regarding Opportunities and Cases. The report includes an option to show all. This uses the Activities Detail report which includes colour coding against the activities. By analysing the rdl file for the report the following sets the colour circle to show: IIf(Fields!scheduledend.Value>DateAdd(“d”,7,Now),”ballgr”,IIF(IsNothing(Fields!scheduledend.Value),”ballgr”,IIf(Fields!scheduledend.Value>Now,”ballyl”,”ballrd”))) My …
Activities Report and Activities Detail Report – Circle Colours Read More »
In any CRM view it is possible to change the column that is sorted on by clicking the title of the column. It is also possible to further sort on additional columns by using Shift-Click on the column titles – though it is not possible to tell the order in which columns are used for …
The process of creating and working with templates is slightly simpler when working with CRM inside Outlook. The process within the web client is as follows: To run a mail-merge with existing templates the procedure is as follows: In CRM navigate to the appropriate view for the entity To run mail merge on specific records, …
Using Direct E-mail to send to a contact requires at least read access on the Parent Customer record. Quite why this is needed is a mystery. Possibly a bug. [13th October 2014] I might have discovered the reason for the above. If you select two contacts, where one does not have an email address, Send …
Sending Direct E-mail to Contact requires permission on parent account Read More »