Show ribbon button only on selected sub-grid of the same entity | Ribbon Workbench | Dynamics 365 CRM

In some scenarios, you might need to show only specific buttons on a sub-grid of an entity but this sub-grid is being used at multiple places and hence, all the buttons appear in each of them and not filtered based on the purpose of the sub-grid at a specific location.

Let’s look at a scenario to understand this better!

Default Scenario

By default, you’ll see all the buttons added to sub-grid in all instances of the sub-grid for the same entity.

Expected Outcome

Let’s look at this scenario to understand better –

  1. Account has a child entity Subscriptions. Now, under Account, there are 2 sub-grids for the same child entity –
    Active Subscriptions & Past Subscriptions

  2. Now, in order to have different buttons on these like
    Active Subscriptions should show End Subscription.
    Past Subscriptions should show Reactivate.

  3. To achieve this, we’ll be using Custom Rule in Enable Enable Rules in Ribbon Workbench. Let’s review how we can achieve this.

Separate Buttons on different Sub-grid based on View

Here, the approach is to have separate buttons on the sub-grids based on the “Name of the View”. We’ll achieve this using JavaScript, let’s review how –

  1. In your Ribbon Workbench, by default you have both the buttons added.
    So first, we’ll add the condition to show the buttons only on record selection –


    The way this is implemented is that you can attach an Enable Rule to the Command of the ribbon button.


    And the actual Rule is as below

  2. Now, the way the buttons should be separated are based on the name of the view itself.

  3. In order to observe what buttons should be shown on the above view, we will go the Custom Rule approach in Ribbon Workbench for the Enable Rule which is tied to the Command itself (which in turn, is attached to the actual button).
    For Inactive View, the below Enable Rule will be applied.

    And for Active Subscription grid, we’ll use the below Enable Rule which is meant for Active Subscriptions view.

  4. And, in one of the Custom Rules, you’ll see that we are calling a JS function which will check whether to return True or False based on what View the button is being run on.
    In the below Enable Rule, we are adding a Custom Rule which is calling a JS function and we are passing the current SelectedControl parameter (in this case, it’s the view itself!)

  5. And the function looks like below –
    It’ll return if the current View is the one intended.
    In the below example, we are reading what the selectedControl is – And if it matches the one we want to match to i.e. the intended Enable Rule, the True or False value are set based on the same.


    And that’s how you can have each Command in RibbonWorkbench work off of different JS functions which identifies the current View that the Command’s button is present on.

    And once this works, you’ll see the correct buttons show up on either of the views as required.


Code Samples

Here are the code samples which you can copy and modify for your own experiment –

oSubscriptionFormCustomization = {

    forActiveSubscriptionView: function (selectedControl) {
        "use strict";
        debugger;
        var currentGridName = selectedControl._controlName;
       
      
        var excludedPayRun = "ActiveSubscriptions";
        if (currentGridName == excludedPayRun) {
         return true;
        } 
    else { return false; }
    },
    
    forInactiveSubscriptionView: function (selectedControl) {
        "use strict";
        debugger;
        var currentGridName = selectedControl._controlName;
      
      
        var excludedPayRun = "InactiveSubscriptions";
        if (currentGridName == excludedPayRun) {
         return true;
        } 
    else { return false; }
    }
};      

Hope this was useful!

Here are some Power Automate posts you want to check out –

  1. Blocking Attachment Extensions in Dynamics 365 CRM
  2. Upgrade Dataverse for Teams Environment to Dataverse Environment
  3. Showing Sandbox or Non Production Apps in Power App mobile app
  4. Create a Power Apps Per User Plan Trial | Dataverse environment
  5. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  6. Co-presence in Power Automate | Multiple users working on a Flow
  7. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  8. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  9. Call a Flow from Canvas Power App and get back response | Power Platform\
  10. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  11. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  12. Asynchronous HTTP Response from a Flow | Power Automate
  13. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  14. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!

Customer Lockbox (preview) in Power Platform Admin Center | Dynamics 365

Often, it’s a dilemma for partners when Microsoft support asks for access to the environment or making a “copy of the affected environment” in order to review an issue at hand. This is a super-helpful feature where we get to see what is being accessed in order to review data.

Microsoft Docs Link to Customer Lockbox (preview) – https://docs.microsoft.com/en-us/power-platform/admin/about-lockbox?WT.mc_id=DX-MVP-5003911

Please note that this is a preview feature and not meant for Production use. Currently, this also doesn’t cost anything and a cost will be associated once this is out of preview. Read the above Microsoft Doc to learn further.

Let’s look at the summary of this feature –

What is this feature?

  1. If you raise a Microsoft Support Ticket or Microsoft identifies an issue with your environment and needs to take a look at data, this feature comes handy in providing controlled access to data.
  2. If any issues need Production data to be investigated which could be business-sensitive, you can provide controlled access to Microsoft Support and also review/Audit such an access.

I’ll update further on –

  1. Whether review requests can be raised by partners who don’t have production access but have access to Sandboxes only based on Security Group practices some organizations generally follow. Or is only Microsoft can initiate a request?
    Here’s a post I put up in Power Platform Forum for the same – https://powerusers.microsoft.com/t5/Power-Apps-Governance-and/Customer-Lockbox-for-partners-same-tenant-access/m-p/1685530#M6849
  2. What is costs since in preview (at the time of this post), this is free-of-cost but will be chargeable once out of Preview.
  3. Once I create an actual Support Ticket with Microsoft and if they request access to Production data, I’ll configure a Lockbox scenario and update this blog further.

Customer Lockbox settings in PPAC

In Power Platform Admin Center [PPAC] (https://admin.powerplatform.microsoft.com/) –

  1. Look for Customer Lockbox (preview) under Policies section as shown below.

  2. Once you are in Customer Lockbox, you’ll see a button to start Configuring Customer Lockbox. While in preview, this is free – Later, it will be chargeable.

  3. Once this turns on in a few moments, you can see the message come up explaining how the Customer Lockbox will be enabled in 24 hours.
    The message reads – “For the duration for the preview, enabling Customer Lockbox will apply to all environments in the tenant. This capability is available in preview at no cost. When this feature becomes generally available, there will be a cost associated with environments protected by Customer Lockbox.

  4. Post this, you can turn the switch On and Save the settings. It’ll take 24 hours to take effect.

Hope this was helpful! Here are some more Dynamics 365 posts which you might be interested in –

  1. Dynamics 365 Storage Utilization | Dataverse Storage | Power Platform Admin Center
  2. Use Hierarchy in Roll Up Fields in Dynamics 365 CRM
  3. Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM
  4. Get GUID of the current View in Dynamics 365 CRM JS from ribbon button | Ribbon Workbench
  5. Dynamics 365 App For Outlook missing on SiteMap in CRM? Use shortcut link [Quick Tip]
  6. Import lookup referencing records together in Dynamics 365 CRM | [Linking related entity data during Excel Import]
  7. Mailbox Alerts Hide/Show behavior in Dynamics 365 CRM
  8. Excel Importing Notes (Annotation) entity in Dynamics 365 CRM
  9. Enable/Disable the need to Approve Email for Mailboxes in Dynamics 365 CRM CE
  10. Call Azure Function from Dynamics 365 CRM using Webhooks
  11. Show Ribbon button only on record selection in Dynamics CRM
  12. Accessing multiple occurrences of a field in Business Process Flow using JS in D365 CRM

Thank you!!

Email Link to View and records from Dynamics 365 CRM | [Quick Tip]

If you want to send an email to a colleague about the view you have and the selected records for them to look at, here’s how you can do with an a feature that has always been in place but we often don’t use it as much. 😊

Email a Link – Selected Records

Here’s the ribbon button you’ve always seen –

  1. If you select multiple records on a View, you can go to the Flyout menu on the ribbon in the main view.

  2. And you’ll see a button called as Of Selected Records. For this option to appear, multiple records must be selected in the view as show in the above screenshot –

  3. Once you click this, the default Email client on your system will open a new Draft email and have the links of the above records populated.

  4. Now, if your email appears as below, it’s best to press Enter after the ending brackets to ensure the hyperlinks appear.
    You can then complete your email so that it’s ready to be sent out.

  5. Next, the same Email a Link is also available from within an individual record itself.

    This will do the same, thing – open the Email client and the record will be ready to be sent out.
  6. If the end user doesn’t have permissions or is unlicensed in Dynamics 365 CRM, they’ll see the below error based on what the issue is –

Email a View

Similarly, Email a View too exists with which you can share your View with other members from the organization.

  1. When there are no records selected, you’ll see the option in the Email a Link flyout menu which says Of Current View.

  2. This will simply create the link of the View you are on and the Email client will draft the link of the View to be sent out.

    Make sure to press enter after the end of the link since it won’t be a hyperlink till then and may appear just as text.
  3. Once the recipient receives the email, the page will simply open in their browser as it appears to the sender.

  4. This won’t works –
    1. If you have added any filters on the main view.
    2. If you are trying to share a Personal View using this link, they should already have permissions of your Personal View. Else, the link will redirect to the Default view of that entity.

Hope this was helpful! Here are some more Dynamics 365 posts which you might be interested in –

  1. Dynamics 365 Storage Utilization | Dataverse Storage | Power Platform Admin Center
  2. Use Hierarchy in Roll Up Fields in Dynamics 365 CRM
  3. Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM
  4. Get GUID of the current View in Dynamics 365 CRM JS from ribbon button | Ribbon Workbench
  5. Dynamics 365 App For Outlook missing on SiteMap in CRM? Use shortcut link [Quick Tip]
  6. Import lookup referencing records together in Dynamics 365 CRM | [Linking related entity data during Excel Import]
  7. Mailbox Alerts Hide/Show behavior in Dynamics 365 CRM
  8. Excel Importing Notes (Annotation) entity in Dynamics 365 CRM
  9. Enable/Disable the need to Approve Email for Mailboxes in Dynamics 365 CRM CE
  10. Call Azure Function from Dynamics 365 CRM using Webhooks
  11. Show Ribbon button only on record selection in Dynamics CRM
  12. Accessing multiple occurrences of a field in Business Process Flow using JS in D365 CRM

Thank you!!

Plugin Registration Tool buttons not functioning | Dynamics 365 CRM [Quick Tip]

At times, if you are setting up a new system or new to development of Dynamics 365 CRM plugins, you often end up borrowing Plugin Registration Tool from some one.

In this scenario, you are getting a zip file from someone or some other computer and expecting the Plugin Registration Tool to work for you as it works for them.

Ideally, download Plugin Registration Tool from source. You can follow this post – Download Plugin Registration Tool for Dynamics 365 CRM using PowerShell

Plugin Registration Tool Issue

Issue is when you try to, say, Update the plugin assembly – You’ll see that the button is being pressed but nothing happens.

And the Update window doesn’t show up.

Fix

The issue is that when you bring files from other computer, Windows blocks suspected dlls when you Unzip the files.

So, you’ll need to Unblock all the dlls in the Plugins Registration Tool folder as shown below.
You can do so by going into Properties of each of the dll files in the Plugin Registration Tool folders and look for a button which says Unblock

Likewise, you’ll need to Unblock each of the dll files which will enable features within the Plugin Registration Tool.

As you can see, the message besides the Unblock checkbox reads – “This file came from another computer and might be blocked to help protect this computer.”

And once you Unblock all the files, you then need to restart the Plugin Registration Tool in case it was already open.

Side Note: In case you are new to Plugins in Dynamics 365 CRM and looking for tutorials, you can check out my Blog Series on Plugin Development – Plugins Development in Dynamics 365 CRM for Beginners | [Blog Series]

Hope this was helpful! Here are some more Dynamics 365 posts which you might be interested in –

  1. Dynamics 365 Storage Utilization | Dataverse Storage | Power Platform Admin Center
  2. Use Hierarchy in Roll Up Fields in Dynamics 365 CRM
  3. Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM
  4. Get GUID of the current View in Dynamics 365 CRM JS from ribbon button | Ribbon Workbench
  5. Dynamics 365 App For Outlook missing on SiteMap in CRM? Use shortcut link [Quick Tip]
  6. Import lookup referencing records together in Dynamics 365 CRM | [Linking related entity data during Excel Import]
  7. Mailbox Alerts Hide/Show behavior in Dynamics 365 CRM
  8. Excel Importing Notes (Annotation) entity in Dynamics 365 CRM
  9. Enable/Disable the need to Approve Email for Mailboxes in Dynamics 365 CRM CE
  10. Call Azure Function from Dynamics 365 CRM using Webhooks
  11. Show Ribbon button only on record selection in Dynamics CRM
  12. Accessing multiple occurrences of a field in Business Process Flow using JS in D365 CRM

Thank you!!

Investigating Invalid Arguments errors in Dynamics 365 CRM

In case you encounter errors when working in Dynamics 365 CRM as a Developer, you’ll often see error popups that don’t let you have the option to Download Log File.

And it looks like this –

Now, since you don’t have anything to look at the log, let’s see how we can at least identify what is being called which is throwing this error.

Open Browser’s Dev Tools

  1. Open the Dev Tools by pressing F12 in any browser. In my case, I’m using Chrome.
    Go to the Network tab and clear the logs if needed as shown below.

  2. Now, perform the operation which caused the issue.

  3. And in the Dev Tools, you’ll see it populate

  4. Now, if you expand the one with the error, you’ll see the details of the issue.


Hope this was useful!

Here are some Power Automate posts you want to check out –

  1. Blocking Attachment Extensions in Dynamics 365 CRM
  2. Upgrade Dataverse for Teams Environment to Dataverse Environment
  3. Showing Sandbox or Non Production Apps in Power App mobile app
  4. Create a Power Apps Per User Plan Trial | Dataverse environment
  5. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  6. Co-presence in Power Automate | Multiple users working on a Flow
  7. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  8. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  9. Call a Flow from Canvas Power App and get back response | Power Platform\
  10. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  11. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  12. Asynchronous HTTP Response from a Flow | Power Automate
  13. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  14. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!

Adding custom fields to Opportunity Close form in Dynamics 365 CRM

Here’s how you can add your custom fields on the Opportunity Close form!!

It ends up being a Quick Create form instead of a modal dialog box. Let’s look at how we can enable this simple setting.

App Settings in Sales Hub

Here’s how you can enable having custom field on the Opportunity Closing form –

  1. Navigate to the SiteMap where you can change the area to App Settings.

  2. Then, navigate to Leads + Opportunity management and look for Opportunity Closing sub-menu. There’s you’ll find the option about Opportunity Closing.

  3. When this is turned OFF, you’ll see the usual Opportunity Closing form as below –


    And using the close buttons will show you the usual Opportunity Close form.

  4. You can turn this setting ON.

Adding Custom fields to Closing Opportunity form

Here’s how you can now add customer fields to the Opportunity Closing form once you’ve turned this setting ON in the App Settings area.

  1. You can look for the Opportunity Close Quick Create Form in the Customization.

  2. Then, navigate to the Opportunity Close Quick Create form.


  3. In the Opportunity Close form, you can then add your custom fields you might have created in the Fields of Opportunity Close entity.


    And when you Close the Opportunity, you’ll see a Quick Create form instead of the usual modal dialog box.

  4. So, you can just Save and Close like a usual record and the Opportunity itself will be closed.

Hope this was useful!

Here are some Power Automate posts you want to check out –

  1. Blocking Attachment Extensions in Dynamics 365 CRM
  2. Upgrade Dataverse for Teams Environment to Dataverse Environment
  3. Showing Sandbox or Non Production Apps in Power App mobile app
  4. Create a Power Apps Per User Plan Trial | Dataverse environment
  5. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  6. Co-presence in Power Automate | Multiple users working on a Flow
  7. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  8. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  9. Call a Flow from Canvas Power App and get back response | Power Platform\
  10. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  11. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  12. Asynchronous HTTP Response from a Flow | Power Automate
  13. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  14. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!

Flows stuck in Waiting state | Concurrency control and Degree of Parallelism in a Power Automate

In case you are using Flows that triggers frequently and have steps in them your Flows to wait for a response, like Approvals.

Scenario

Let’s say you have Flows which use Approvals – These need to wait till the recipients respond to the Approval on their Emails

  1. The Flow which is waiting for an Approval response will be in Running state

  2. And if you open them, you’ll see this –

  3. And that makes the other Flow runs after that “Waiting” to even start.

  4. And that’s because the Flow trigger has something called as Concurrency turned on and has a certain Degree of Parallelism set which we’ll see in the section below.

Concurrency Control and Degree of Parallelism

The reason the other Flow runs were waiting because the Flow Trigger had the Concurrency control turned ON and the Degree of Parallelism set to a certain number between 1 to 100

  1. Open settings on the Flow trigger.

  2. You’ll find that the Concurrency is turn ON. And the Degree of Parallelism is set to a certain number.
    The number set is the count of Flow Runs that are allowed to Run at once and others will be waiting.
    In this case, only 1 Flow Run was allowed. Hence, the others were waiting.


  3. You can now try to turn this off.

  4. Now, when you try to turn this OFF and then save the Flow, you’ll see this error message –
    Flow save failed with code ‘CannotDisableTriggerConcurrency’ and message ‘The trigger ‘When_a_row_is_added,_modified_or_deleted’ of current version of workflow ‘fd33f44a-d6ad-4f06-bbf8-a693b316fa31′ has concurrency runtime configuration specified. Trigger concurrency runtime configuration cannot be removed once specified.’

  5. Hence, this has to be taken care at the beginning when you start designing your Flow. Or, you can use Undo to revert till the step when you turned this ON.

  6. When Concurrency control is turned off, Flow runs can continue to run in parallel without limitations or dependency on other Flow runs.

Hope this was useful!

Here are some Power Automate posts you want to check out –

  1. Blocking Attachment Extensions in Dynamics 365 CRM
  2. Upgrade Dataverse for Teams Environment to Dataverse Environment
  3. Showing Sandbox or Non Production Apps in Power App mobile app
  4. Create a Power Apps Per User Plan Trial | Dataverse environment
  5. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  6. Co-presence in Power Automate | Multiple users working on a Flow
  7. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  8. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  9. Call a Flow from Canvas Power App and get back response | Power Platform\
  10. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  11. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  12. Asynchronous HTTP Response from a Flow | Power Automate
  13. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  14. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!

Add Post Configuration and Post Rule Configuration entities in D365 Sales Hub Settings

In case the Post Configuration (msdyn_postconfig) and Post Rule Configuration (msdyn_postruleconfig) are missing in your Sales Hub SiteMap, here’s how you can add them somewhere in the Settings area in the SiteMap –

Like this, the Post entities don’t exist by default in the expected App Settings area and in fact are present in the default classic Settings are in Dynamics 365 CRM



Add Entities to the App

First, you’ll need to add the Entities to the Sales Hub app since they don’t appear by default –

  1. In editing Components in the App, search for the Post Configuration (msdyn_postconfig) and Post Rule Configuration (msdyn_postruleconfig)
    Tick them and then Save so that you can later add them to SiteMap.
    Add the Post Configuration (msdyn_postconfig) entity.


    And Post Rule Configuration (msdyn_postruleconfig)

  2. Once both of them have been checked, Save and then add them to the Settings area. Probably create a new Area and then add these 2 entities in them.

  3. Save and Publish the SiteMap changes too and refresh the Sales Hub App.

Hope this was useful!

Here are some Power Automate posts you want to check out –

  1. Blocking Attachment Extensions in Dynamics 365 CRM
  2. Upgrade Dataverse for Teams Environment to Dataverse Environment
  3. Showing Sandbox or Non Production Apps in Power App mobile app
  4. Create a Power Apps Per User Plan Trial | Dataverse environment
  5. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  6. Co-presence in Power Automate | Multiple users working on a Flow
  7. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  8. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  9. Call a Flow from Canvas Power App and get back response | Power Platform\
  10. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  11. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  12. Asynchronous HTTP Response from a Flow | Power Automate
  13. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  14. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!

Edit Settings SiteMap in classic Dynamics 365 CRM UI | [Quick Tip]

Now that we are moving everything to the Unified Interface across all Apps in Dynamics 365 CRM, in case you still need to edit the old Settings area in your SiteMap in the Dynamics 365 CRM classic UI.

Here’s how to find the

Edit Old Settings SiteMap in class

Here’s how you edit the classic Settings area in your classic UI in Dynamics 365 CRM. It’s presumed you are a System Administrator / System Customizer –

  1. Create a blank Solution and save it.
    Then, click on Components on the left hand menu and then Add Existing as you used to previous do to add different components in the solution.
    Then, select SiteMap.

  2. Then, look for the SiteMap which doesn’t have any App Name written next to it.

  3. Now, you can see the Settings area which you can modify, Save and Publish your changes.

Hope this was useful!

Here are some Power Automate posts you want to check out –

  1. Blocking Attachment Extensions in Dynamics 365 CRM
  2. Upgrade Dataverse for Teams Environment to Dataverse Environment
  3. Showing Sandbox or Non Production Apps in Power App mobile app
  4. Create a Power Apps Per User Plan Trial | Dataverse environment
  5. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  6. Co-presence in Power Automate | Multiple users working on a Flow
  7. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  8. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  9. Call a Flow from Canvas Power App and get back response | Power Platform\
  10. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  11. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  12. Asynchronous HTTP Response from a Flow | Power Automate
  13. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  14. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!

Modern Advanced Find in Dynamics 365 CRM | Model-Driven Apps

Till now, you were using the classic Advanced Find experience in Dynamics 365 CRM from the very beginning. Now, let’s look at a brand new experience in Model-Driven Apps.

When Modern Advanced Find is not enabled, you’ll see your classic Advanced Find as usual. That’s how you identify that the new experience hasn’t been enabled yet.

Now, let’s see how the Modern Advanced Find will change things in your experience.

Turning On Modern Advanced Find

You can navigate to Power Platform Admin Center [PPAC] (https://admin.powerplatform.microsoft.com/) and then ensure the Dataverse Search (formerly, Relevance Search [Reference: https://powerapps.microsoft.com/en-us/blog/goodbye-relevance-search-hello-dataverse-search/?WT.mc_id=DX-MVP-5003911]) is enabled –

  1. Navigate to Power Platform Admin Center and go to the environment’s Settings –

  2. Then, navigate to Settings.

  3. Turn on Dataverse Search. Here’s another post of mine which puts light on configuring Dataverse Search for your environment – https://d365demystified.com/2021/10/25/configure-dataverse-search-in-power-platform-admin-center/
  4. Then, scroll further down to find the Modern Advanced Find option too. Assuming it will be off till now, turn it on and save the Settings.

Modern Advanced Find

Now, you’ll notice how Modern Advanced Find works –

  1. You’ll first notice that the legacy one has been removed from the Navigation bar itself.

  2. Now, when you click on the Search bar itself, having the Dataverse Search turned on itself, you’ll notice at the bottom the option for Advanced Find.

  3. This will open up on a pane and the first thing expected is that you select the table you want to search in.

  4. I search for Cases.

  5. When you click Continue, you wait for a moment till the screen populates the Filters for you based on the current view you are on or the Default view for the entity.

  6. In case you have used these filters before, you can continue to modify these and add more criteria.

  7. Typically, your Advanced Find view can start to look like this, once you are satisfied with the criteria you need to filter with, click on Apply.

  8. Once the results appear on the view itself like any other entity view, you’ll notice that the view name is now with a * mark. Like, an unsaved record/view. This view will have your custom results.

  9. Now, when you expand the View menu, you’ll notice a few buttons at the bottom.
    Save as new view and Manage and share views

  10. I’ll save this into a new view and name it something relevant to me.

  11. Once I save this, it’ll be my new Personal View denoted with a person glyph. Also, I can select the bottom Manage View option to take actions on the views visible to me.

  12. In the Manage and share views pane, I can see all the System and Personal views and take actions on them.

And that’s it!
Further, I’m waiting updates on how we can do the following which we used the classic Advanced Find for –

  1. Export to Excel buttons (although, you can use the main ribbon’s Export to Excel buttons) – It would take a moment for you to realize if you are used to using the Advanced Find window’s buttons themselves.
  2. XML Export

Hope this was useful!

Here are some Power Automate posts you want to check out –

  1. Blocking Attachment Extensions in Dynamics 365 CRM
  2. Upgrade Dataverse for Teams Environment to Dataverse Environment
  3. Showing Sandbox or Non Production Apps in Power App mobile app
  4. Create a Power Apps Per User Plan Trial | Dataverse environment
  5. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  6. Co-presence in Power Automate | Multiple users working on a Flow
  7. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  8. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  9. Call a Flow from Canvas Power App and get back response | Power Platform\
  10. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  11. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  12. Asynchronous HTTP Response from a Flow | Power Automate
  13. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  14. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!