How to make fields from a related table editable on a Power Apps Model-driven app form with the new “forms within forms” PCF control. This second part shows how to go beyond Quick View Forms and create a seamless data entry experience.
Relational data on Model-driven forms, part 1: Main Form Dialog
How to improve the user experience of Power Apps forms that reference data from multiple related tables in Microsoft Dataverse. In the first part we’ll explore the use of Quick View Forms together with Main Form Dialogs.
Unified Interface Form Design Notes
It’s been around a year since Microsoft announced that Dynamics 365 Customer Engagement would be moving from the world of separate web, mobile and Outlook clients into a single Unified Interface (or UCI, as in “Unified Client Infrastructure”). At that time I made a prediction that this level of shift in the client technology would […]
Card Forms and List Views in Unified Interface
Since the beginning of time, meaning early days of MS CRM, we’ve grown accustomed to the fact that record fields in Dynamics 365 Customer Engagement can be presented either via entity forms or entity views. The entity form shows the editable fields of a single record, whereas the entity view gives us a list of […]
In Praise Of Code and No-Code
Two weeks ago Neil Benson wrote an excellent article on LinkedIn, as a response to a claim that everyone working as a functional consultant in a Dynamics 365 project team should also know how to write code. This really resonated with me and I shared the article, along with a bit of commentary of my […]
From AppSource to Solutions to Dynamics 365 Apps
In my previous blog post I presented the various different meanings that an App can have in Dynamics 365 Customer Engagement. Now that we’re aware of this jungle, let’s grab a machete and start making our way deeper into the heart of it, to understand how a system customizer can survive in there. Before there […]
Configuring Custom Controls for Views in Dynamics 365 CE V9
The new Unified Interface that launched in v9.0 of Microsoft Dynamics 365 Customer Engagement gave us all the possibility to try out the next generation CRM user experience in new trial orgs or sandboxes. While the CDU process for upgrading existing customer environments to V9 has not yet been made available by Microsoft (which gives […]
Activity Management Enhancements in Dynamics 365 (v8.2)
Whenever a new version of Dynamics CRM and now Dynamics 365 (the XRM part) are released, the first thing you should review is the “what’s new” documentation that Microsoft produces for three different audiences: users, admins/customizers and developers. For the “December 2016 update for Dynamics 365” a.k.a version 8.2 of what used to be called CRM, […]
CDM: New Data Model For The Common Good?
The first new component of the upcoming Dynamics 365 platform that has reached a stage of public preview is the Microsoft Common Data Model (CDM). Available via PowerApps, CDM can be provisioned in your Office 365 tenant with only a few clicks, so there’s little reason for not having a look an early look at […]
A Million Voices: VoC Survey Results Analysis
A few weeks ago I launched a demo survey built on Voice of the Customer, the brand new survey tool from Microsoft. The goals I had for this exercise were twofold: 1) see how these type of interactive tools could be used in live events like eXtremeCRM 2016 Warsaw, and 2) gain some experience on […]