The customer lookup column in Dataverse has special behaviors that you need to know when configuring fields for Model-driven Power Apps form.
One-to-one relationships and forms within forms
Splitting data into multiple tables for security purposes and still providing a nice UX to work with business records on a single form. You can achieve both goals with Dataverse and Model-driven Power Apps!
Relational data on Model-driven forms, part 2: Form Component Control
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 […]
Don’t Merge Your Forms in CRM 2013
If you have been using Dynamics CRM before the 2013 version was released, you may have something in your system called “information forms”. This is not a very descriptive term for them, since of course all the entity forms are about presenting “information” to the end user. These forms actually date back to a time […]
Information Overload: Cleaning Up CRM 2013 Forms
Today I was working on upgrading the customizations of a CRM 2011 org to CRM 2013 forms and restructuring the layouts to fit the new UI. This environment had a custom entity called “Travel Information”, which was used for storing details related to event travel for employees. Here’s what the form looked like when opening […]
Dynamics CRM Fall 2012 “Refresh” UI first impressions
Last year the Microsoft Word Partner Conference gave us a first look at the Activity Feeds solution and other R7 feature enhancements. This year in WPC 2012 we got a taste of things to come in Dynamics CRM on not just one but two client UI’s. Although the Metro CRM app is surely a more […]
Activity view default filter, missing due dates and how to modify the filter
Certain entities that contain the activity roll-up feature, namely accounts, contacts and opportunities, are also equipped with a date filter that allows you to choose whether you want to see all the activities related to the record or just a selected subset. By default this is “Next 30 days”, but you also can choose between […]