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 …
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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What about D365 Project Service Automation?
A huge chunk of my last fortnight had been spent in all things Dynamics 365 Project Service Automation (PSA) for a project engagement. Going in, I was understandably a bit anxious because I do not have a vast experience with it from which I could draw confidence upon, save for the need to work on …
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State Update of Child Records via Custom Activity Workflow and Flow
Suppose we have an entity relationship in which Entity A is the parent of Entity A.1, and Entity A.1 in turn, is the parent of Entity A.1.1. Further, the status transition is as described in the picture. What we want to achieve is to update the status of all related records in Entity A.1 and …
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A Virtual (Entity) Exercise
I have never had to deliberately learn what virtual entities are and what they are for. Sure, I might have come across it in blogs I have read, but that's where the story ends. That is, until last week. One of the elements in the design being looked at for a project with a client …
Striving to Make Things Count 