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Showing posts from December, 2020

Understanding workflow in Dynamics 365.

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Hello Guys, In our previous blog we have learnt about client API model in D365. Today we going to explore Workflow. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. Dynamics 365 workflows consists of a series of steps and rules that serve to automate a business process. You can create workflow for both OOB tables and custom tables using OOB functionalities or by writing .NET code. Workflows can be triggered based on specific condition or can be started by manually by users. Workflow can be run either in the background(asynchronous) or can be run as real time(synchronous). Configuring a workflow has the following major parts(in sequence) Configure the table on which the workflow will run. Configure whether the workflow will run synchronously or asynchronously. Configure the message(event) on after which the workflow will run. Configure the scope in which the workflow will run. Configure the...

Understanding Client API object model in Dynamics 365.

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Hello Guys, In our previous blog we have seen Business Rule . Today we are going to explore Client API Model. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. The client API object model for model driven apps provides you objects and methods that you can use to apply custom business logic in model driven app using JavaScript. These includes: Gets or sets attribute value. Show and hide user interface elements. Reference multiple controls per attribute. Access multiple forms per entity. Manipulate form navigation items. Interact with the business process flow control. At the root of the Client API object model are the following context and Xrm object: ExecutionContext :-   It defines the event context in which your code executes. The execution context is passed when an event occurs on a form or grid, which you can use it in your event handler to perform various tasks such as det...

Understanding Business Rule in Dynamics 365.

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Hello Guys, In our previous blog we have seen Activity Table. Today we are going to explore Business Rule. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. Business rule is one of the important feature of Microsoft Dynamics 365 which allows us to implement conditional functionalities like validation and pre-filled which can be attach to the column on forms without writing a code. Business Rule helps user to implement validation on form using drag and drop component. Consider a scenario where we have Employee table and we want to validate employee's basic information. To achieve this we were writing some JavaScript code in the previous version of the CRM. But from when Business Rules have been introduced, its easy for user to implement form validation without writing code. You can perform below actions using Business Rule. Set field values Clear field values Set field requirement levels...

Understanding Activity in Dynamics 365.

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Hello Guys, Today we are going to learn about Activity in Dynamics 365. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. In D365 for customer engagement apps, Activity is a task that you or your team perform when they contact customers, for example sending letters or making a phone call. You can create activities for yourself, can assign them to someone else, or can share them with other users or teams. An Activity is any action which can be entered on a calendar and has time dimensions like start time, stop time, due date and duration that helps determine the action occurred or is to occur. Activities have some basic properties that helps determine when the action the activity represents, for example subject and description. An activity state can be opened, cancelled or completed. The completed status of an activity will have several sub status values associated with it to clarify the way ...

Using Dataflows in Microsoft Dataverse.

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Hello Guys, In our previous blog we have seen how to create columns and different types of columns in Microsoft Dataverse. Today we are going to learn one of the powerful feature of Dataverse which is Dataflows. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. Dataflow is a data extraction tool for extracting data from different sources and processing those data to the Dataverse(CDS) by creating a new table or using an existing table. Dataflow is using ETL process which means it first extract the data from the source, Transform the data into table using Power Query and loads the data into Dataverse. Once data is loaded into Dataverse, you can use this data for building power apps, can generate reports using Power BI and can create dashboard also. One of the use of Dataflow is Data Integration. Consider a scenario where you have ample amount of data store at some source location which can b...

What is column in Microsoft Dataverse.

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Hello Guys, In our previous blog we have seen what is Table in Microsoft Dataverse. Today we will see what is column and how to create various types of columns in Microsoft Dataverse. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. A column previously known as field is the equivalent of a column in the database table. Sometimes columns are also classified as attributes of the entity. While working with Microsoft Dataverse in D365, we have two category of columns as following: System Columns :- These are OOB columns which can not be deleted but can be modified to some extent. For example, Name. Custom Columns :- These are columns that are built within the system and can be modified and deleted. Administrator have the ability to customize column in a number of ways. They can define a column name, datatype, requirement level, searchability, security and auditing. Remember, columns are specif...