Disable Recent Records from Dynamics 365 Lookup Control | Model-Driven Apps [Quick Tip]

Let’s take a quick look on how you can disable the Recent Records from a Lookup Control in Model-Driven Apps

Scenario

By Default, here’s how the Recent Records are shown for a Lookup control –

And it’ll show all the Recent Records for the Entity

Form Settings

Here’s how you can disable the same in Form Settings for the Lookup Control –

  1. On the Field’s Properties, Disable this option called – Publish your changes and then check


  2. And then the Recent Option will be gone.

Hope this was useful!

Here are Canvas Power Apps / Model-Driven Apps which you might like –

  1. New App Designer for Model-Driven Apps | Power Platform
  2. Rich Text Control for Canvas and Model-Driven App | Quick Tip
  3. Form Access Checker in new Power Apps Form Designer | Model-Driven Apps in Dynamics 365
  4. How to add Rating Values to Rating Models in D365 Field Service and PSA
  5. Language format for Whole Number field in Dynamics 365 CE
  6. Custom Help Pages and Guided Tasks for Unified Interface in Dynamics 365
  7. Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM
  8. Show custom ribbon button based on Security Role of the logged in User in Dynamics 365 | Ribbon Workbench in XrmToolbox
  9. Duration field in Dynamics 365 converts Hours value to Days in Dynamics 365 | [Flow Workaround to convert in Hours and Mins]
  10. Find deprecated JS code used in your Dynamics 365 environment | Dynamics 365 v9 JS Validator tool | XrmToolBox

Thank you!

Advanced Lookup in Model-Driven Apps | Power Platform

Here’s a super useful feature now available in Dynamics 365 for Model-driven Apps called as Advanced Lookups.

Turn on Advanced Lookup from Behavior Settings

You’ll need to go to the Power Platform Admin Center (PPAC) –

  1. Navigate to Behavior

Using Advanced Lookups

Here’s how the experience will be for you while using Advanced Lookups

  1. Now, once this is enabled, in Dynamics 365 – for example – a Parent Account lookup on Account will work as below –


  2. And it will open this dialog where you’ll see a much wider view of the Advanced Lookup and help your find the record using navigation/filtering options


    Denoted by Red arrow, you can even switch between different available System Views for the selected Table (entity).
    Denoted by Green, you can either create a record on the fly or filter to show only records that you own.
  3. Once you select to switch a view, you’ll be able to select between different System Views.




  4. And once you select a record (Of course you can only select 1 record at a time) and click done, it’ll be done.


    And it’ll be added to the lookup field as follows.


  5. Also, only the views which you’ve selected in your Model-Driven App will appear and not all. For Example, in the Sales Professional App, I’ve selected only a handful of views and not all. So, only those will show up.


  6. Also, please make sure when you select Views and not all, please make sure you do select the Lookup View


  7. Else, if you don’t select this view, it’ll result in Runtime errors which I observed while trying to experiment on what views I can select. Hence, make sure that you select the Lookup Views along with other views which you require.

Here are Canvas Power Apps / Model-Driven Apps which you might like –

  1. New App Designer for Model-Driven Apps | Power Platform
  2. Rich Text Control for Canvas and Model-Driven App | Quick Tip
  3. Form Access Checker in new Power Apps Form Designer | Model-Driven Apps in Dynamics 365
  4. How to add Rating Values to Rating Models in D365 Field Service and PSA
  5. Language format for Whole Number field in Dynamics 365 CE
  6. Custom Help Pages and Guided Tasks for Unified Interface in Dynamics 365
  7. Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM
  8. Show custom ribbon button based on Security Role of the logged in User in Dynamics 365 | Ribbon Workbench in XrmToolbox
  9. Duration field in Dynamics 365 converts Hours value to Days in Dynamics 365 | [Flow Workaround to convert in Hours and Mins]
  10. Find deprecated JS code used in your Dynamics 365 environment | Dynamics 365 v9 JS Validator tool | XrmToolBox

Thank you!

Admin Center URLs under M365 – Power Platform, Teams, SharePoint, Power BI

Here’s a quick summary of the Admin Center URLs of each of these Dynamics 365 / Power Platform Admin Centers –

All Admin Centers under M365 Admin Centers

Here’s the link to all Admin Center under your O365 tenant based on your subscription and your Role in the tenant – https://admin.microsoft.com/Adminportal/Home?source=applauncher#/alladmincenters

Power Apps / Power Automate / Power Platform Admin Center (PPAC) / Dynamics 365

Here’s how you can access the Power Platform Admin Center

  1. http://admin.powerplatform.com/ – It will redirect to –
    https://admin.powerplatform.microsoft.com/

    From here, you can access the D365 Environments

Power BI Admin Portal

Here’s the URL for the Power BI Admin Portal – https://app.powerbi.com/admin-portal

It’ll open up the Admin Portal which looks like this

SharePoint Admin Center

Here’s how you can check the link of the Admin Center for SharePoint – https://cft158-admin.sharepoint.com/

So basically, https://[domain]-admin.sharepoint.com/

Here, domain is the one that you created while creating the tenant. Example: you didn’t add a custom domain and your domain then look like this in your username admin@[cft158].onmicrosoft.com

And it will look like this –

Teams Admin Center

Here’s a link to the Teams Admin Center and it’ll look like below- https://admin.teams.microsoft.com/dashboard

Hope this was useful.

Here are some more D365 / Power Platform Admin related posts which might be helpful –

  1. Turn Teams On / Off at Org Level, provisioning users | M365 Admin Center Tip
  2. Convert environments between Production and Sandbox | Power Platform Admin Center [Quick Tip]
  3. Create new Sandbox and copy Production over to it in PowerPlatform Admin Center
  4. New ‘Capacity’ analytics on PowerPlatform Admin Center
  5. Create new CDS Environment and Database quickly from PowerApps Admin Center
  6. Sign up for a Dynamics 365 Project Operations (Lite Deployment) environment and provision a new instance | Power Platform

Thank you!

New App Designer for Model-Driven Apps | Power Platform

The new Model Driven App Designer experience has been enabled and has been doing the rounds for a few days now. Here’s my take on the same to demystify and bring forward a quick example of a Model-Driven App capabilities.

I’ll keep enriching this post in the future as more enhancements come to this new experience! As of now, this is in preview, so kindly keep a note of that!

Let’s review further!

Create a new Model-Driven App

Here’s how you go about creating the new Model-Driven App using the new App Designer –

  1. In your https://make.powerapps.com/ portal, create a new Solution and then go inside the Solution to create a New Model Driven App as shown below




  2. Then, select the Modern App Designer (Preview)


    And give it a suitable name.

Editing the SiteMap in the New Model App Designer

Here’s how you go about adding new Entities to the SiteMap in the new Model App Designer experience. Navigation section

  1. I can click on New Page to start adding my first Page. Out of a Dashboard and Table, I’ve chosen to add a Table.


  2. Now, if you look at the right hand-side of the page, you should be able to select what you want to add here.




    And I’ll select Account Table.



  3. I’ll also rename the Title to to Customers.


  4. Now, I look at the left hand side, my App begins to take shape and I can then also change the Group and Area names like you would do in a Site Map.

  5. I’ve also renamed the Area to Sales now.





Pages

Now, let’s see what all Components can be added to the App. Pages is where you can either add Entities directly or edit the ones which you added in the Navigation section above.

  1. Now, if you go to the Pages section, you’ll be able to expand into the navigation and choose the components yourself.

  2. Now, if you select the Account form (as selected in the step above), look on the right hand side to be able to select which all Forms you want to add to the App. If you don’t select anything, all forms will be selected by default.


  3. Now, let’s select a couple of Forms.


    And those will be added.


  4. Same goes for Views as well. I’ve added 2 Views as shown below



    Note: Ideally, the WYSIWYG Preview should show only the components I added, but it shows me everything. Perhaps, this is work in progress.


    Along with that, there are Known Limitations at this point since this is in Preview.
    https://docs.microsoft.com/en-gb/powerapps/maker/model-driven-apps/app-designer-overview?WT.mc_id=DX-MVP-5003911#known-limitations


Data

Also, if you expand data, as of now only the ones added to you app is shown. Nothing much happens here. I’ll update this area once more features are added in the near future.

Hope this post was useful!

Here are some more useful posts you might want to check –

  1. Rich Text Control for Canvas and Model-Driven App | Quick Tip
  2. Form Access Checker in new Power Apps Form Designer | Model-Driven Apps in Dynamics 365
  3. How to add Rating Values to Rating Models in D365 Field Service and PSA
  4. D365 Quick Tip: Simple & Detailed Mode in Advanced Find
  5. Language format for Whole Number field in Dynamics 365 CE
  6. Transition effect on Gallery Items when hovered over in a Canvas Power App | [Quick Tip]
  7. Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM
  8. Change Booking Status colors on Schedule Board for Field Service/PSA [Quick Tip]
  9. Change the Unified Interface App Icons
  10. Custom Help Pages and Guided Tasks for Unified Interface in Dynamics 365

Thank you!

Language format for Whole Number field in Dynamics 365 CE

If you create a Whole Number field in Dynamics 365 CE environment, you’ll notice a Format which is available for you to choose i.e. Language among other formats like None, Duration, Time Zone.

Let’s see what the field is and what it stores.

Language

  1. Let’s say you are creating a field on the Contact i.e. Preferred Language.


  2. And, it is represented in the below way – like a Drop Down



  3. Now, if you wonder which all Languages are displayed? Well, the ones which are Enabled for the D365 Organization are displayed in the Drop-down. They simply are set as data and doesn’t affect the record apart from the data value itself.

    So, if you go to the Settings > Languages


    Any other language apart from the Base Language of the Organization which is enabled is considered.


    You’ll find all the Microsoft Locale IDs here: https://docs.microsoft.com/en-us/previous-versions/windows/embedded/ms912047(v=winembedded.10)?WT.mc_id=DX-MVP-5003911

Data

Now, let’s see what the field stores.

  1. I’ve written a short JS to pick what the field has stored as data. When I debugged, here’s what the field holds.
    It stored


  2. Also, if you try to set data which is not enabled i.e. tried to set Language which is not enabled for your Dynamics 365, you’ll see the below validation error which says that the value is out of the allowed range.

Hope this post was useful!

Here are some more posts for Dynamics 365 Customer Engagement / CRM you might find useful!

  1. Custom Help Pages and Guided Tasks for Unified Interface in Dynamics 365
  2. Make Managed fields Required in Dynamics 365 – Managed Properties Error [Workaround] | D365 CE Quick Tip
  3. Sign up for a Dynamics 365 Project Operations (Lite Deployment) environment and provision a new instance | Power Platform
  4. Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM
  5. Duration field in Dynamics 365 converts Hours value to Days in Dynamics 365 | [Flow Workaround to convert in Hours and Mins]
  6. Show custom ribbon button based on Security Role of the logged in User in Dynamics 365 | Ribbon Workbench in XrmToolbox
  7. Form Access Checker in new Power Apps Form Designer | Model-Driven Apps in Dynamics 365
  8. Connecting XrmToolBox to an MFA enabled Dynamics 365 environment | Azure AD
  9. Make On-Demand Flow to show up in Dynamics 365 | Power Automate
  10. Find deprecated JS code used in your Dynamics 365 environment | Dynamics 365 v9 JS Validator tool | XrmToolBox

Thank you!!