Crm Minds

Tag: Dynamics CRM

  • Dynamics 365 – How to Show Classic Advanced Find

    The modern Advanced Find feature in Power Apps is the default option, but you can switch back to the classic version by following these steps: Access the Power Apps Admin Center, select your environment, navigate to Settings, adjust Product Features, and toggle off the Modern Advanced Find. This lets you…

  • Dynamics 365 – Share Records using C# | GrantAccessRequest

    When sharing records in C#, use GrantAccess to specify access rights for the recipient. ModifyAccess allows modifying shared record access. Access rights vary for each user. Users cannot be given rights they don’t have. ShareRecord and ModifyAccess show examples. Use RevokeAccess to remove access rights from a shared record.

  • Dynamics 365 Clone records with Power Fx

    The new Command Bar editing capability makes model-driven app button customizations easier. This blog post demonstrates creating a responsive Power Fx Button for cloning records. It uses Language() function to display notifications in the user’s language, and navigates to the new cloned record. The process is simplified with just a…

  • Power Automate Connect to Other Environments

    The Microsoft Dataverse connector now offers enhanced flexibility with the inclusion of the Environment parameter. Users can seamlessly connect to different environments from cloud flows, enabling actions such as listing rows, adding or updating rows, and executing actions in specific environments. Certain limitations and actions/triggers not yet supporting the Environment…

  • Dynamics 365 – Form OnSave Event

    The OnSave event in Dynamics 365 allows developers to implement custom business logic and data validation before saving. By adding a custom function, such as validateOpportunityScoreOnSave, developers can ensure data integrity and accuracy. This event occurs when the user saves or refreshes the form, leaves with unsaved data, or when…

  • Dynamics 365 – Connect to CRM with C#

    The recent release of the Microsoft.PowerPlatform.Dataverse.Client introduces the ServiceClient class, offering a modern approach to connect to Dynamics 365 web service. It supports .NET Core and .NET 5, utilizing Microsoft.Identity.Client for improved security, performance, and reliability compared to the CrmServiceClient class. This advancement enhances developer proficiency and potential.