It’s always a customer requirement to see as much as information possible with out too much scrolling on the form. Now it is possible with Reference Panels, it’s basically concept of tabs inside a tab. With the reference panels, you can place multiple sub grids or quick view forms inside a tab. Let’s see how to do this.
Open a Form Designer and then Insert tab
Insert One Column tab on the Form and name it as “Reference Panels”
Click on “Section” and select “Reference Panel”
It will insert a new Section in the tab.
Add your sub grids or quick view forms in this section. I added 2 sub grids and 1 quick view form.
Save and Publish
This is how it would look like after Publish. Select the buttons in the right hand side to change between the sub grid and quick view forms.
Hope it will help to add plenty of information as per customer need.
Recently we had a problem with Queue view in model driven app. One of my colleague created a model driven app where Queue entity is also part of the app but we identified the Queue view is loading differently compare to standard CRM application.
Queue View in Standard CRM
Queue view in Model Driven App
In Model Drive App, there is no chance to look at Queue items when ever you click on Queue menu item like standard CRM. You have to open the Queue to access Queue items and there are no filters available to filter Queue items.
After a bit of research, I found the view that is loading in Standard CRM is “Queue Items” and not the “Queue”. I opened the site map designer from XrmToolBox and verified the entity that is referring in Queue menu item. The below is the screenshot from Sitemap designer
After changing the entity from Queue to Queue Item in model driven app designer, everything loaded properly.
Sometimes we need to perform set of operations as a transaction which means if one operation fails in a set of operations, we have to roll back all the operations in that transaction. For example, in your Flow you are creating a record followed by update record, it is necessary that both of these operations should complete successfully otherwise you should not run any of them. Now, you can do such things using Changeset control of MS Flow.
As of now, you can perform Create, Update and Delete operations only (CDS) in Changeset request.
Note: Common Data Service(Current Environment) is visible only when you create a Flow inside a solution.
In one of my previous post, I explained how to use navigateTo() function to navigate to entity view. But with this function, we can do lot more like navigate to dashboards and open modal popups (html web resources) which is most awaiting feature since long back. So, finally we can open a html web resource from a ribbon button click with OOB functions.
Now you can use Scope to restrict the execution of power automate (Flow). This functionality works exactly like the Scope filed on OOB Workflow. For ex: if you select “BusinessUnit” as a Scope for any of your power automate, it will trigger for all users of the same business unit of the context user.
Power Automate extending it’s functionality day by day, isn’t it?
Now there is an OOB feature introduced to generate a quote as PDF and send it to customer with a single button click. I remember the days that I spent so much time to develop this functionality but now, it’s a OOB feature with a single click. You have to enable this feature under “Sales Hub” App settings.
After enabling this feature, you can see a new button “Email as PDF” on Quote form to perform this action.
As of now it is available in 2 templates. Once you click on any of the button, Email will open with pre filled data and quote (PDF) as an attachment.
Hope this feature will be enabled on other entities also in future.