Category: Howto

Blog, CRM Extensions, Howto

Stop Typing, Start Testing: Fast Data Entry in Dataverse with LevelUp

During my daily routine, I have to repeat data entry steps to troubleshoot bugs and/or test written code – Create Contact, Create a Child Case, Save, check the result. I believe all developers are going in rounds with this repetitive and annoying routine. Back in time, I created ribbon buttons that were visible only to …

Blog, Development, Howto

PCF: Using in Panels and Dialogs

In my previous post, I described a way around on how to embed PCFs into MDA. During the investigation of what is possible, I found out that Xrm.Navigation.navigateTo ignores “navigationOptions” so it was not possible to show PCF in modal dialogs. I don’t like limitations, so I was looking for a way around it, and …

Blog, Development, Howto

PCF: Direct embedding of Controls into SiteMap

At the moment, we, as developers, can develop PCF controls of 2 types – “field” bound and “dataset” bound. But what if I need to embed some kind of special visualization directly into the SiteMap of a Model Driven Application? Until today, I knew a few ways to address this requirement: give up on using …

Blog, Development, Howto

PCF: Extended work with linking in Dataset PCF Components

I have been building PCF control since the early days of this Power Platform Component. Even now, after 5 years of using it, I keep finding interesting challenges. In this case, it was linking and filtration of the data based on the further-then-1 hop way from the “main” dataset entity. Challenge Let’s consider the following …

Blog, Development, Howto

Including additional JS files to your PCF Control

According to the best practices, it’s recommended to use TypeScript to build PCF Controls but in some exceptional situations the only way is to load files with JavaScript “on-demand”. Here are 3 examples I’m aware of and I highly encourage you to leave a comment under this post if you have another use-case scenario: When …

Blog, Development, Howto

How to get type of the instance (production/sandbox/something else) using code

I was working on the plugin where logic had to work differently depending on the type of the instance, i.e. if code is executed in Sandbox environment – do A, if code is executed in Production – do B. I never developed anything similar before and search engines did not bring anything valuable. After research …

Blog, Development, Howto

JS: How to get the originating record reference in the form script of the Quick Create Form

Just imagine that you need to define the context in which “Quick Create Form” was opened and depending on the context – to do some additional operations. In this short post I provide supported code you can use to define it.

Blog, Development, Howto

HowTo: Show ribbon button depending on Application running

Several days back I saw an email from Steve Mordue MVP asking if it is possible to filter ribbon elements based on application like it’s implemented for entities, views and forms. Answer was that at the moment there is no easy way to do it. In this post I will help Steve to resolve his …