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Use JavaScript to add onchange event to a field in the Business Process Flow

Let us continue our previous post, here we will update the script to add an onchange event to the Identify Sales Team field in the Business Process Flow. Based on the value selected we will make the Develop Proposal field mandatory. Below is the c...

Nishant Rana 45 Microsoft Employee
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Use JavaScript to enable a field only if the Stage is Active in Business Process F...

Recently we had a requirement to set some of the fields in our business process flow to be enabled only if that stage is active. E.g. We want to Identify Sales Team field to be Enabled only if the Propose stage is active, else we want to set it as...

Nishant Rana 45 Microsoft Employee
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How to deal with the Calculated columns having Null values (Dynamics 365 / Dataverse)

Suppose we have the following whole number fields, where Field C is the calculated column and is the sum of Field A and Field B Field C calculated column – However, if any of the fields used for calculation is null, Field C will also show null. Th...

Nishant Rana 45 Microsoft Employee
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Using Microsoft Copilot Studio to create Copilot for Teams channel with Dataverse ...

Below are the quick steps to create a copilot with Dataverse as the Knowledge source and Teams as the channel Open the Microsoft Copilot Studio site https://www.microsoft.com/en-us/microsoft-copilot/microsoft-copilot-studio Select the Try free opt...

Nishant Rana 45 Microsoft Employee
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Use Copilot to generate knowledge articles from resolved cases – Dynamics 365 Cust...

To enable the feature of generating knowledge articles through Copilot, navigate to Customer Service Admin Center >> Agent Experience >> Knowledge >> Knowledge Creation Agree to the terms and select Opt-in Set it up by checking the options With th...

Nishant Rana 45 Microsoft Employee
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How to remove contact and customer validation on Cases– Dynamics 365

By default, we can only specify the contact associated with the customer for the case record. If we try specifying a contact record that is not associated with the Customer selected, we will get the below error message. Invalid Contact – The speci...

Nishant Rana 45 Microsoft Employee
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Use the new Associated Grid Control to display details of other tables in subgrids...

With the Associated Grid Control we can configure and show up four subgrids in the form, making it a more intuitive and cleaner form layout, with ease of navigation. Below we are adding the Associated Grid Control component to the Contact’s form. ...

Nishant Rana 45 Microsoft Employee
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Use OptionSet Wrapper component to show color-coded options on the form – Model-dr...

We can make use of the OptionSet Wrapper component to show color-coded options on the form for the choices or option set fields. Below we have added the Option Set wrapper component to the Rating field of the lead in the Lead (Main) form. We can s...

Nishant Rana 45 Microsoft Employee