Ravishchandra Gupta's Blog

Hello Guys, In our previous  blog   we have seen how to use two timelines in one form. Today we will understand what is polymorphic lookups and how to use them. 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 Dynamics CRM 365, while creating lookup field we need to specify one table in the relationship to relate to. Where as for customer field or for regarding field type, you don't have the control to select tables. Consider below example where we are creating a task. As you can see we have created the task and now we want to specify regarding so that we can identify for which table this task was created. When we choose regarding, we see below options for selecting the lookups. As you see, we can choose regarding from multiple tables. So here regarding column is known as polymorphic lookup. When it comes to the option of selecting from multiple tables in one single lookup...

Hello Guys, In our previous  blog   we have explored how to do validation for Form component control. Today we will see how to use two timelines in one form. 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. As we know that on records like contacts, accounts, and cases we have one timeline control which allows users to filter the activities, posts, and note shown. Consider a scenario where user wants to see only few records types in the timeline which means user wants only notes to be visible and at same time he wants to keep the original timeline and its full functionality. Microsoft Dynamics 365 CRM has introduced a new feature to add more than one timeline per form. Let's see how to do that. As you can see in above picture, we have contact form and one timeline is visible in Summary Tab. Now we will be creating one more tab where we will display one more timeline with few r...

Hello Guys, In our previous  blog   we have explored how to use same control for regarding columns. 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. Consider a scenario where we have used form component control and we want to validate or make some fields mandatory on that form component control. For example, in the below example we have one field i.e. Email Confirmed. Now when we make it as yes, then fax field which is a part of form component control should be mandatory. To Achieve this we can use  JavaScript. Let's see how to do that. First of all we will be writing a JavaScript function which we will be calling on change of Email Confirmed field. As you can see we written JavaScript. Now we will adding this JavaScript function on change of Email Confirmed. So we have configured our JavaScript function. Now we will open the record and check for the validation is workin...

Hello Guys, In our previous  blog   we have explored how to use Form Component control. Today we will see how to use same control for regarding columns. 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. Consider a scenario where we are using a phone call activity. As we know that we can create phone call activity for various records like contacts, accounts, cases etc. We have regarding columns for representing contact or account. Now we want to edit information of contact or account from phone call activity. In this situation we will be using Form Component control using regarding column. Let's see how to do that. In our previous blog, we have created Main form for account. Now we will be creating one main form for the contact also. As you can see we have form for contact. Now we will be configuring regarding column on phone call activity. As you can see, we have regarding col...

Hello Guys, In our previous  blog   we have explored how to generate table metadata using XRM toolbox. Today we will see how to use Form Component control. 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. First of all we will what is Form component control. Form Component Control is one of the most important and useful features which allow us to see and edit data of the related entity on the main form. Consider a scenario, where we are  working on the contact record and we want to change some related information of a account then we can do it on the same form itself. Previously, if we wanted to edit the information of the account, we needed to open account record and then change the information. Previously, by using Quick View Form we could see the data of related records but we could not edit. But now using Form Component Control we can edit information of related ...

Hello Guys, In our previous  blog   we have explored how we can migrate CRM records from one environment to another using same GUID. Today we will see how to generate table metadata using XRM toolbox. 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. Table metadata in D365 CRM plays a crucial role in managing and optimizing data storage, business logic, and application development. Below are some uses cases where we can use Table metadata: 1. Data Management and Governance Data Integrity: Enforce field-level constraints like data types, max lengths, and required fields. Data Validation: Maintain consistent data input by using metadata to define permissible values. Data Compliance: Ensure regulatory requirements are met by tracking metadata properties such as security roles. 2.   Reporting and Analytics Metadata-driven Reporting: Use metadata definitions to dynamic...