We are already aware of the Advanced Lookup feature that is available on any lookup column that’s on a quick create form, edit form, or dialog box. Using this, we can easily sort rows and switch between tables or views in a lookup column. As an addition to the same, you can now use the Advanced Lookup feature… Read More »
Overview We recently got a requirement from one of our clients whose company is a support based-company. Whenever the emails are received in their CRM using flow, they convert those emails into cases. They wanted the content of these emails to be visible in a section of their related case record. Our project was in… Read More »
Introduction While working on a project, there comes a time when you have some value that is unique and needs to be used regularly for your operations. Recently, I too have been through this and found an easy way to optimize the ‘get and set’ of this value by using App Settings. Settings in Power… Read More »
It’s that time of year once more… It’s time to huddle indoors, build a fire, find a cozy nook, and wait for spring. As we approach the end of the year, we like to reflect on the year that has passed us. That means better understanding our readers—and seeing where we can improve for next… Read More »
Filtering the table records for the Multi Choice fields/columns is easier if only one option is selected and can be done using the “Equal & Does not equal” filters present. But while filtering the data when more than one option is selected, the “Equal & Does not equal” filter doesn’t work as required so, in… Read More »
Recently we had a requirement from one of our clients for incorporating the customization in the OOB Field service technician service report in the field service mobile and web app. Microsoft Field Service Reporting is a managed solution that can be installed in the environment. Once you install the solution, the Report will appear on… Read More »
As we all know, to create the table in the Power Platform environment we have to go to the Power Apps Home and there we can find the table option inside the Dataverse navigation area. Now suppose you are designing a Canvas App using Canvas App Designer and you want to create a table to… Read More »
As we all know Microsoft Dynamics 365 CRM introduces the Dataverse Search i.e. Global search box that lets you type a keyword and gets the results by scanning records across entities and fields. You can refer to our previous blog1 and blog2 which explains “Dataverse search” and its capability of global intelligent search. Recently Microsoft… Read More »
In Dynamics 365 CRM, while working on one of our requirements we came across a scenario where we needed to display an Account entity image on an SSRS report. But, due to SSRS limitations, the report did not allow the usage of the OOB “entityimage” attribute in the dataset. As a workaround we’ve created a… Read More »
When working on setting up security in Power Platform environments it is important to consider all the different aspects of security. Sometimes it may happen the user may experience missing environment instances while trying to access it from the maker portal and the admin portal. Recently one of our clients reported that the user having… Read More »