Multiselect Option Sets are also limited in the case of Workflows. We can not select these fields in a condition nor modified in an update record step. The field will not even appear on the update record form. However, the field can still be selected as a trigger for the workflow.
Let us see how to sort a lookup field in a custom order in Dynamics 365.
Sorting makes it easy for us to get a quick overview of the data. For example, if we have many customers, we could sort them by Customer No., Currency Code, or Country Region Code to get the overview we need.
Consider a scenario, on a Work Order we have Incident Type and the values in the lookup sort based on the primary field. We must sort the Incident Type records based on the priority.
Dynamics 365 allows bulk import of data from an Excel/CSV file. This option is easily accessible on Home Grid for both system and custom entities.
However, many a times, some entities may never have a Home Grid. i.e.: Some entities may be a child of some parent entity and may end up only being displayed as a Sub Grid on the parent entity record.
Dynamics 365 does not provide the Import options on the Sub Grid. Fortunately, it is possible to customize the Sub Grid to add a custom button and invoke the OOB import functionality.
Since we are invoking the OOB Import Excel functionality there is no need to create any custom command.
Let us see how to handle the visibility of RibbonButton based on selection of records.
To achieve this, we need to have a XRM toolbox setup in your computer and connected to your working CRM Environment.
Most of the customers wanted to have a custom RibbonButton on a particular entity and due to this visibility of that RibbonButton comes in a picture that improves the efficiency of the product.
We can handle button visibility from Entity form, Entity List view and from any Subgrid on entity from.
Let us see the visibility of custom button from Home grid.
Having a consistent entry format for phone numbers is something that most companies want to see in their Dynamics 365 Customer Engagement (CRM) environments.
Scenario 1: User provides data into a phone number field. The field includes some special characters. Cleaning them becomes a difficult task.
Scenario 2: If there are more than 10 digits provided in a Phone Number field.
Scenario 3: Format a Phone Number to desired Format. (more…)
Add the Fields on a Form in Microsoft Dynamics 365
After you’ve identified additional information that you would like to track in the application, you can create the custom fields on the appropriate entity and expose that new fields on a page in Microsoft Dynamics 365.
The following steps describe the process for creating a custom field and placing that field on a form.
Navigate to the form where the new field is needed.
Because the end goal is to expose the custom field on a form, the entry point for creating custom fields exists inside the personalization experience. Open the personalization toolbar by selecting Options, and then Personalize the form.
Click Insert and then Field.
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