Posts

Showing posts with the label Microsoft Dynamics and Power Platform

Using changesets in Power Automate Flows for atomic transactions

Image
Hello Guys, In our previous  blog   we have seen how to create and use custom dialog boxes using HTML web resource. Today we will see how to use changesets in PA flow for atomic transactions. 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 understand what is atomic transactions. Basically Atomic transactions are the transaction where each transaction depends on each other. It means if we have two transactions and if one of them gets failed, then other also gets failed.   As we do Create, Update and Delete in D365 CRM, we need to ensure these transactions are atomic. If we talk about synchronous workflows then, if it gets failed then all transactions are rollbacked. In the same way we want some mechanism in MS Flow where we can achieve the similar feature.  We can use changesets in MS Flow to make transactions atomic. Let's see how to use it with an example: We hav

Using dialogs in D365 CRM using custom pages.

Image
Hello Guys, In our previous  blog   we have seen how to create and use custom dialog boxes using HTML web resource. Today we will see how we can implement dialog boxes using custom pages. 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. We will be working with the same Table which is Deal. As you can see we have one Deal. Now we will be creating one button to approve the deal. We will display a popup window whenever user will click on the button. This popup will take input from the user and once submitted, it will change the Deal status to approved. First of all we will be creating a popup which is nothing but the dialog. To create popup follow below steps: Customize the Sales Hub App. Now click on Add Page. This will prompt a window as shown below: Select Custom Page and click on Next. Provide Name as shown above and click on Add. This will open a new Tab. Now we will be changing the Disp

Using custom dialogs in D365 CRM.

Image
Hello Guys, In our previous  blog   we have seen how to use solution component mover in D365 CRM. Today we will see how to create and use custom dialog boxes using HTML web resource. 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 understand what is dialog in D365 CRM? Dialogs contain pages, and each page can contain multiple sets of prompts and responses. For example, you want to approve the Deal and you want user to provide input as Yes and No then you can create dialog. Previously we were using OOB dialogs. Now OOB Dialogs are deprecated, and should be replaced by business process flows or canvas apps in Power Apps. Here we will create custom dialogs and will see how to use them.  Consider a scenario, where we have one Table named Deal as shown below: Now we want user to cancel the deal by clicking on button and we also want to capture cancellation reason and will

Using solution component mover in D365 CRM.

Image
Hello Guys, In our previous  blog   we have seen how to use command button for opening a quick create form. Today we will see how to use solution component mover in D365 CRM. 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 you are working in one of the organization's project along with your colleagues or other CRM developer. You have been assigned a task or DevOps or Jira where you have to develop some new functionality.  Also other developers have been assigned some other task or DevOps where they are developing or implementing some functionality using CRM. To distinguish one another's task you might create solutions where you are putting your CRM components. Now once development is done and you all have to move your components on target environment for further process. In this case all the developers having various solutions that needs to be move. Micro

Using command button to open a quick create form in D365.

Image
  Hello Guys, In our previous  blog   we have seen how to implement pagination for Data Table in canvas app. Today we will see how to use command button for opening a quick create 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. Consider a scenario where we need to display a quick create form for child entity. In this case Power Platform allows us to use Command button and customization. As you can see in above image, we have a solution which contains contact table and one quick create form. Now we will display this quick create form on Account Table.  First of all we will be adding Account Table in a solution and then customize it. As you can see we have added Account Table in solution. Now to customize Command Button we need to open the App (Model Driven App. eg. Sales Hub or any other which you have already created.). As you can see we have our App designer. Now select the Account