1. OPEN the command bar designer To get to the command bar designer, open the model-drive app editor, click on the ellipsis next to the table you would be adding a button to, then select Edit command bar from the available options. 2. Insert a button into the command bar Click + New located on …
Create a Word Document Based on a Template
It's fairly common for many business processes to somehow require the production of a document in their workflow. An easy example of that is of a salesperson needing to send out a well-formed quote to a potential client. Another would be when the process calls for some form of review and doing so means going …
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Displaying a Dynamics 365 Image into an SSRS Report
Case: A client wants to add images into a quote. How can I display them into an SSRS report? Can a file data type in Dynamics 365 support it? 1. Create columns.In this exercise, I created the file column in the quote line table. I also created another of type multiple lines of text to …
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Filter Project Lookup by the Selected Bookable Resource
Business Problem: Filtering the list of projects displayed when submitting a time entry can be controlled by setting a view where one of the conditions is that the current logged in user is a member of the project. Well and great. However, what if there is also a case in which subcontractors work on a …
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Filter Data in a Subgrid Dynamically
Case: I wanted to display a list of records (say Entity B) in a form of Entity A. The data of Entity B displayed is filtered based on the equality of two lookup fields (namely, customer and supplier) between Entity B and Entity A. Further, there is no relationship that links the two entities. From …
Striving to Make Things Count 