As announced by Microsoft, the low-density header option will be deprecated on October 2021. As an impact, any current form that is configured as “low-density” will be automatically updated to render in a high-density with flyout mode in a model driven app. I will present on this blog a way to change in bulk the "high-density" option … Continue reading How to bulk change main forms header density using Cloud Flows ?
We will discuss on this blog the possibility of changing the view name using the Power Automate Cloud Flows. This idea comes from the fact that I am frequently asked to change the naming of the views. In fact, one of my clients tags all his views with division names. So, when changing the division … Continue reading I’m lazy, I don’t want to manually change the view names anymore, thanks Cloud Flows!
Sometimes we create a new business process flow, which needs to be applied to existing records. Today I will present you a way to do it using the Cloud Flows in Power Automate. The approach presented is a proof of concept that can be significantly improved, you will get the general idea that you can … Continue reading Bulk Business Process Flow switching using Power Automate (Cloud Flows)
In this blog, I'm sharing my first PCF Control which allows translating text by automatically detecting the language using Azure Translator cognitive services. Using this control, CRM users will no longer need to copy/paste text fields and use an external tool to translate them. The demo below illustrates the translation of a field Multiple lines … Continue reading Azure Translator PCF Control
The problem: A member of the community recently asked what privilege should be added to a security role in order to revise a quote. In effect, it explains that the role seems to have sufficient privileges to perform this action, but an error message shows up when the quote is revised. Below is the security … Continue reading How do I know what permissions a user’s security role requires to perform an operation?
The legacy web client app, also known as Dynamics 365 - custom, can be hidden from end users. Documentation: https://docs.microsoft.com/en-us/power-platform/admin/enable-unified-interface-only#dynamics-365---custom On the other hand I noticed that the application is still accessible via the following URL:https://orgname.crm4.dynamics.com/main.aspx?app=d365default&forceUCI=1 By contacting Microsoft support, I've been confirmed that this is by design, as of now there are no plans to … Continue reading Default legacy app can be hidden for end users but is still accessible through direct URL (workaround)
In some cases, you want to delete a custom field in a highly used entity. You can easily identify where it appears in system views, forms, etc. But since it's, many users probably have personal views that include it. So you have to alert those users to remove it from their views, so they don't get an error message later … Continue reading Retrieve all personal views containing a specific field
By switching to the new UCI interface. We notice that several buttons have been added to the ribbon, and sub-grid. For example, the refresh button: It's possible to hide this button using the latest version of Ribbon Workbench. In this tutorial, I use the version 3.1.391.1 available on XrmToolBox. I created a solution containing the … Continue reading Hide existing refresh button from subgrid header (UCI)