Archive

Archive for November, 2016

Dynamics 365 – PowerApps

November 20, 2016 Leave a comment

PowerApps is a service for building and using custom business apps that connect to your data and work across the web and mobile.

PowerApps enables power users in line of business roles to easily build and deploy business apps – without the time and expense of custom software development.

In this article, I am going to create a simple PowerApp which allows me to work with my Case records.

Step by step creating App:

  • Subscribe for 30 days trail of Office 365
  • After sign up, on the Home page, select “PowerApps”
Power-app-office-365

Power-app-office-365

  • It will take to ‘PowerApps’ home screen.
  • To create new App, click on “New app” and from the popup,
    • If you have machine running on Windows 8 or Windows 10, Choose “PowerApps Studio for Windows” which will take you to Store to download the App
    • Choose “PowerApps Studio for Web” to design in browser.
Create-new-app

Create-new-app

  • I chose “PowerApps Studio for Windows” and downloaded the “PowerApps” from Windows Store
Microsoft-store

Microsoft-store

  • After download, launch the “PowerApps” studio.
  • As we are creating App to work with CRM Cases, choose “Dynamics 365” as your Data Source
Connect to Dynamics 365

Connect to Dynamics 365

  • Choose the ‘Dataset’ as your Organization (Its “MS” for me)
  • Choose the ‘Table’ as “Cases” entity and click on “Connect”
Connect to Organization Data Set and Cases Table

Connect to Organization Data Set and Cases Table

  • Studio opens up the designer with default screens (i.e.,Browse, Details, Edit) for Case’s  records.
Layout screens

Layout screens

  • You can add/remove fields or icons on the screens or create a new screen.
  • Once the design completes, click “ File -> Save” to save the App
Save the App

Save the App

  • I saved the App as “My First App”

Run the App:

  • Go to PowerApps home screen and select the App to run.
My App

My First App

  • Click the App and it will run and pull the Cases from my Dynamics 365 organization.
My first app running

My first app running

Share the Power App:

  • Also, App can be shared across the Organization or to specific Users.
  • Select the App and click on ‘Share’ option
Share-the-app

Share-the-app

🙂

Categories: Dynamics 365 Tags: ,

Dynamic’s 365 – CRM Developer Toolkit

November 12, 2016 1 comment

The much-awaited CRM Developer Toolkit Beta 1 has been released and it supports Visual Studio 2015,2013 and 2012 versions.

Dynamics-365-crm-developer-toolkit

Dynamics-365-crm-developer-toolkit

Its public Beta 1 and can be downloaded here

🙂

Dynamics 365 New Feature – Editable Grid

November 5, 2016 Leave a comment
  • Editable grid is a new custom control in Dynamics 365 that provides inline editing capabilities on web and mobile clients
Editable-grid

Editable-grid

  • It can group, sort, and filter data
Editable-grid-grouping-and-filter

Editable-grid-grouping-and-filter

  • Editable grid is supported in below grids on the web client, and in dashboards and form grids on the mobile clients.
    • Homepage grid,
    • Form grids
    • Sub grids
  • It honors the read-only field metadata and field-level security settings.
  • Editable grids also support business rules and form scripting.
  • Editable grids do not support roll up associated views
  • Editable grid can be configured on the entity only if its Customizable

Configure Editable Grid on Account Entity:

  • Go to Customization -> Entities -> Account -> Controls -> Add Control
Add grid

Add grid

  • Adding Look up: We can configure look up field on Editable grid with Search option.
Configure-look-up

Configure-look-up

  • Similarly we can also add  ‘Nested Grid View’ (Only supported for Tablet and Phone clients).

Editable Grid Events:

Editable grid supports the following events

Editable-grid-events

Editable-grid-events

  • OnRecordSelect
    • Event occurs when a single row is selected in the editable grid.
    • This event won’t occur if a user selects different cells in the same row, or selects multiple rows.

// Register this event on ‘onRecordSelect’ event

function gridRowSelect() {

// Read selected rows from editable sub grid
var selectedRows = Xrm.Page.getControl(“subGridAccounts”).getGrid().getSelectedRows();
}

  • OnChange
    • Event occurs when a value is changed in a cell in the editable grid and the cell loses focus.
    • This event can also occur when an attribute value is updated using the setValue
  • OnSave
    • Event occurs, when,
      • There is a change in the record selection.
      • Explicitly triggering a save operation using the editable grid’s save button.
      • Upon sort, filter, group, pagination, or navigation operation from the editable grid while there are pending changes
    • Editable grid suppresses duplicate detection rules up on Save.
    • If a user edits multiple columns of the same record in sequence, the OnSave event will only be fired once
  • Editable grid control does not implement an auto-save timer

Configure Editable Sub Grid:

  • Sub grid on the form can be configured as Editable grid
  • I have a Custom entity ‘Company Accounts’ having 1:N relationship with ‘Accounts’
  • I added a Sub grid ‘subGridAccounts’ on the ‘Company Accounts’ form
  • To make ‘subGridAccounts’ grid as Editable, Double click the grid to open ‘Properties’
  • Add ‘Editable Grid’ Control. You can add Grid events too.
Configure- editable sub-grid

Configure- editable sub-grid

  • Editable Sub Grid looks as below
Sub-grid on form

Sub-grid on form

Refer MSDN for more info.

🙂

Rollup View – Relationship Behavior

November 5, 2016 1 comment

In Dynamics 365, a new ‘Rollup View’ relationship behavior has been introduced, which allows activities of the related entity would show up in ‘Activity Associated View’ of the primary entity.

Rollup-view-options

Rollup-view-options

To explain this better,

  • I created a custom entity ‘Bike’ which has 1:N relationship with ‘Contact’ entity.
  • I set ‘Relationship Behaviour’ -> ‘Rollup View’ as ‘Cascade All’
Rollup-view-configuration

Contact and Bike Relationship

  • I added a new Bike ‘Ducati’ to Contact ‘Adrian Dumitrascu’ and created a Task ‘Paint …’ for the ‘Ducati’ bike.
Contact-bike-activity

Contact – Bike – Task

  • As I set the ‘Rollup View’ as ‘Cascade All’ between ‘Contact’ and ‘Bike’, I get the Bike’s Task activity under my Contact’s ‘Activity Associated View’.
Contacts-related-entity-activities

Contacts-related-entity-activities

 

‘Rollup View’ can be set as ‘Cascade All’ only, if following conditions are met

  • The primary and the related entity must have either I:N or N:l custom relationship.
  • The flag can’t be set on any out-of-the-box system relationships.
  • The primary entity for the relationship must be Account, Contact, or Opportunity, as these are the only entity forms where the Activity Associated View appears.
  • The related entity must have ‘Activities’ options enabled in Customizations.

🙂

Categories: Dynamics 365 Tags: