Nice breakdown of how to control button visibility with security roles and field values in Dynamics 365 CRM. The JavaScript example and enable rule setup make it really clear. I’ve been working on something similar for test automation workflows — if you’re into simplifying QA management, you might like Tuskr test management software, which also focuses on flexibility and role-based visibility.
Cloning existing records is a common requirement in the Dynamics world, across any module. It is especially useful for sales professionals who frequently clone quotes and opportunities, saving them a significant amount of time. In this guide, I will explain how to clone an existing record exactly as it is, or how to select the new customer and contact details and clone it with the new information. We will achieve this through the small custom page and power automate flow. We will initiate the clone from the custom page which triggers the flow and creates the new record. Custom page screen which opens as a popup to select the customer and contact once you select we will show some waiting screen to the user while the new record is getting created. create a new button by using ribbon workbench to create a new button and open the custom page. Custom page design: Waiting screen for the user to wait while the record is getting created Note: Please add this custom page to Modern dr...
Creating a grounded prompt in AI Builder using Dataverse is an innovative way to enhance AI capabilities by connecting them to a structured data source. Grounding AI prompts involves linking them to specific knowledge, in this case, the data stored within Dataverse. This process allows for more contextually relevant and accurate responses from AI systems, as they can draw directly from the data available in Dataverse. You can use prompts in various scenarios, such as to: Generate summaries or reports from your data. Generate categories or reports from your data. Answer question s from your customers or employees. Extract named entities from text. Draft a reply to a request. AI Builder provides a prompt builder that allows makers to write, test, save, and use prompts to generate text. Lets go and build a prompt now! To create a prompt in AI Builder, follow these steps: Sign in to Power Apps or Power Automate. On the left pane, select the ellipsis ( ... ) to expand the More ...
The Dataverse connecter returns up to 5000 rows by default, We can increase this up to 100000. To get more than 5,000 rows, turn on the Pagination and set the threshold up to 100,000 in Settings If you have more than 100,000 rows to process? you can get more than 100,000 rows from Dataverse, use the skip token to send another request until the skip token returns empty When we have thousand of records to update instead of doing list down the records and apply on each, I have approached this slightly different here. We will build one parent flow and 4 child flows. So that we can divide the whole list into 4 identical list and pass on to child flows. This approach significantly reduces the time to update the total records. Lets jump in and build a flows! Based on your requirement you can choose the type of flow you want, for example purpose I am using Schedule flow. Since I am using the current date to filter down the records, I am initialize and format the date. use the ...
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Nice breakdown of how to control button visibility with security roles and field values in Dynamics 365 CRM. The JavaScript example and enable rule setup make it really clear. I’ve been working on something similar for test automation workflows — if you’re into simplifying QA management, you might like Tuskr test management software, which also focuses on flexibility and role-based visibility.
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