Tracked Properties in Power Automate Flow Step

If you are new to Power Automate and are wondering how Tracked Properties are and how they work?

Tracked Properties are data properties which are hidden away from the Input/Output sections of the Flow and which you can explicitly retrieve in a Flow Run.

Here’s a post to explain the same!

Tracked Properties

Below are what Tracked Properties are –

  1. If you look at the Settings section of different Actions, you’ll see Tracked Properties.

  2. And you’ll see Tracked Properties at the bottom once all Action specific Settings are listed.

  3. Here, you can create and store your own properties and it’s value. It’s value could also be results of preceding steps or from expressions.
    See example below –

  4. Once you create these Properties, here’s how you can retrieve the same.

Retrieving Tracked Properties

Here’s how you can retrieve Tracked Properties –

  1. You need to address using actions() method in Power Automate to read Tracked Properties of a certain step.
    Hence, the syntax is “action('<stepname>')?['TrackedProperties']

  2. You can store it in an Object variable and see the result as below

  3. Or, if you want to retrieve only a specific property, you can mention the same in the expressions itself.


  4. And it’ll show up like this (In anything stores Integer / String)

Hope this helps!

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

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

Thank you!

Smart Buttons in Ribbon Workbench | XrmToolBox

You must’ve definitely used Scott Durow’s Ribbon Workbench in XrmToolBox which is one of the most popular tools for in the XrmToolBox. Here’s what Smart Buttons can do to further extend capabilities of the Ribbon!



Let’s see how you can install Smart Buttons if you already have not installed the solution in your environment and also I’ll summarize how each of these will work! Hope this post captures the bare-minimum well.

Installing Smart Buttons

Here’s how you can install the Smart Buttons solution to make it appear in your Ribbon Workbench!
Link: Install Smart Buttons for Ribbon Workbench | XrmToolBox

Smart Button Posts

  1. Run Reporthttps://d365demystified.com/2023/01/17/run-report-using-smart-button-in-ribbon-workbench-xrmtoolbox/
  2. Run Workflow https://d365demystified.com/2023/01/17/run-workflow-smart-button-in-ribbon-workbench-xrmtoolbox/
  3. Run Webhookhttps://d365demystified.com/2023/01/17/run-webhook-smart-button-in-ribbon-workbench-xrmtoolbox/
  4. Quick JS https://d365demystified.com/2023/01/17/run-js-snippet-using-smart-button-in-ribbon-workbench-xrmtoolbox/
  5. Open Dialoghttps://d365demystified.com/2023/01/17/open-dialog-using-smart-button-in-ribbon-workbench-xrmtoolbox/

Hope this helps!

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

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

Thank you!

Open Dialog using Smart Button in Ribbon Workbench | XrmToolBox

Here’s how you can use Dialog from Smart Buttons in Ribbon Workbench. In case you haven’t yet installed Smart Buttons in your Ribbon Workbench for your organization – Here’s a post for that – Install Smart Buttons for Ribbon Workbench | XrmToolBox

Now that it’s given you might have installed Smart Buttons already, let’s review how you can use the Run Report button for your Organization

Scenario

Run Dialog button

Here’s how you can open a Canvas App as a Dialog in a Model-Driven App –

  1. In Ribbon Workbench, you can see the Open Dialog option in the Smart Buttons menu in Ribbon Workbench.

  2. Upon Dragging it to the ribbon (I’m using the Form ribbon in this example), you’ll be asked the below in a Dialog box.
    Title should have the title which the button should show on the ribbon.
    Dialog URL or Custom Page Unique Name should have the URL or the name of the Custom Page you have in your Model-driven App (I’ll share links below on how to get both from the official source itself)
    Width and Height as suggests should be specified in pixel dimensions.
    Dialog Title should show how the Dialog Box should look like.

  3. Here’s how the Custom Page’s name is (make sure the Custom Page is also added to the Model-Driven App your ribbon is in)

  4. Below are the links for both – Canvas App and Custom Page which can be added in the Dialog.

    Links:
    Custom Page to be added to the Open Dialog button – https://www.develop1.net/public/post/2021/08/08/custom-page-dialog-smart-button
    Canvas App to be added to the Open Dialog button – https://www.develop1.net/public/post/2020/09/30/new-smart-button-custom-dialogs-in-model-driven-apps-using-canvas-apps
  5. Once this is done, it’ll appear on the ribbon and once you confirm, you can commit the changes by Publishing the customization.

  6. Once this is done, publish and let’s see how the customization will look.

Working

Now that the customization are published, you can see as below –

  1. Here’s the button on the Form ribbon I added to.

  2. When you click it, the dialog box will appear as below –

Hope this helps!

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

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

Thank you!

Run JS snippet using Smart Button in Ribbon Workbench | XrmToolBox

Here’s how you can call a piece of JavaScript code snippet from Smart Buttons in Ribbon Workbench. In case you haven’t yet installed Smart Buttons in your Ribbon Workbench for your organization – Here’s a post for that – Install Smart Buttons for Ribbon Workbench | XrmToolBox

Now that it’s given you might have installed Smart Buttons already, let’s review how you can use the Run Report button for your Organization

Quick JS

Here’s how you can run a small snippet of code when upon clicking the Ribbon button –

  1. Here’s the Smart Button you can use to run a snippet of JS code.

  2. When you drag the same on the ribbon (Form Ribbon in this case), you’ll be asked the below parameters – the Name of the button and the JS code you want to run.

  3. Once you’ve entered this, you can see the button show up. Finally, publish the changes and check on the actual record (or Grid based on where you have used this)

Working

Here’s how the button will act upon using Quick JS Smart Button –

  1. You can see that the button is now shown on the Form.
    I opened to Console in Dev Tools to show what the JS snippet will do (since in this example, it’s supposed to Log a message in the console).

Hope this helps!

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

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

Thank you!

Run Webhook Smart Button in Ribbon Workbench | XrmToolBox

You can even Run Webhooks from the ribbon button in Dynamics 365 CRM using the Ribbon Workbench’s Smart Buttons.

In case you haven’t yet installed Smart Buttons in your Ribbon Workbench for your organization – Here’s a post for that – Install Smart Buttons for Ribbon Workbench | XrmToolBox

Now that it’s given you might have installed Smart Buttons already, let’s review how you can use the Run Report button for your Organization

Scenario

For this example – have an HTTP Flow which I want to call using the Smart Button in Ribbon Workbench


For that matter, you can call a Webhook using Run Webhook Smart Button in Ribbon Workbench, let’s see how.

Run Webhooks button

Before we begin, add the entity-only in a Solution and then load it up into Ribbon Workbench –

  1. You can see the Run Webhook button in the Ribbon Workbench menu as below.

  2. When you drag it on the ribbon on the (on the Account Form in this example), you’ll see the below parameters pop-up.
    Title should have the title of the Button to be called on the ribbon.
    Web Hook URL should have the complete URL for the Webhook – An HTTP Flow here.
    Start Confirmation Text should have the text which should be displayed on the confirmation dialog when you trigger this button for Webhook.
    Success Callback JavaScript should have the JS snippet of what should happen if the Webhook call succeeds.
    Error Callback JavaScript should have the JS snippet of what should happen if the Webhook call fails.

  3. Once you click OK, you should see the button show up on the ribbon where you have added it.


  4. You can double-click the button here and see if you need to add any additional properties.

  5. Once you are done, you can publish your changes.

Working

Now, that the changes have been published, let’s look at the Ribbon button –

  1. When you refresh the form, you’ll see that the button has now appeared.

  2. And when you click the same, you’ll be asked the text you entered in the pop-up dialog.

  3. Once you click OK, the Webhook will be triggered and the Flow will be hit (in this example)

  4. In this scenario, it’ll only pass the id of the record.

Hope this helps!

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

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

Thank you!

Run Workflow Smart Button in Ribbon Workbench | XrmToolBox

Here’s how you can use the Run Report button from Smart Buttons in Ribbon Workbench. In case you haven’t yet installed Smart Buttons in your Ribbon Workbench for your organization – Here’s a post for that – Install Smart Buttons for Ribbon Workbench | XrmToolBox

Now that it’s given you might have installed Smart Buttons already, let’s review how you can use the Run Report button for your Organization.

Scenario

I have a Workflow which updates the Account’s Account Grade field to the value Verified


And the field to be updated is as below –

Run Workflow button

Before we begin, add the entity-only in a Solution and then load it up into Ribbon Workbench –

  1. You’ll see Smart Buttons show up in your Ribbon Workbench.

  2. When you drag the button over to the Grid (Form in this case), you’ll be given this popup window to fill in the details of what the Run Workflow button should do –
    Title should be the title of the Window.
    Workflow Name should be the text Display Name of the Workflow itself.
    Start Workflow Confirmation Text should have the text that should be displayed on the confirmation dialog when clicked on the button.
    Success Callback JavaScript should have a JS snippet of what it should do upon success.
    Error Callback JavaScript should have a JS snipped of what it should do upon error in Workflow execution.


  3. Once you click OK, this is how it will appear.

  4. And that’s it, publish your changes and reload the Page to see the Smart Button to Run the Workflow in action!

Working

Let’s see below on how this Workflow button will work –

  1. On the Account form, I can now see this button being displayed and it has it’s Run Workflow icon built in.


  2. When you click the button, you’ll be seeing this message.

  3. And when it is running, you’ll see this notification on the form.

  4. And when this is done, it’ll change the value (or whatever your workflow is supposed to do).

Hope this helps!

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

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

Thank you!

Run Report using Smart Button in Ribbon Workbench | XrmToolBox

Here’s how you can use the Run Report button from Smart Buttons in Ribbon Workbench. In case you haven’t yet installed Smart Buttons in your Ribbon Workbench for your organization – Here’s a post for that – Install Smart Buttons for Ribbon Workbench | XrmToolBox

Now that it’s given you might have installed Smart Buttons already, let’s review how you can use the Run Report button for your Organization

Run Report

Here’s how you can access the OOB report in Dynamics 365 CRM –

  1. Where you have Run Report button, like this – all the SSRS Reports are under this flyout menu.


    And then you have these reports.


  2. Now, we have have this into a direct button just for that!

Run Report button

Before we begin, add the entity-only in a Solution and then load it up into Ribbon Workbench –

  1. Now, you’ll see Smart Buttons menu within which you’ll see Run Report button

  2. Once you drag it to your Form ribbon, you’ll see a pop-up immediately asking for what the Label of the button should be and what the Report should be. Enter the name and click on the magnifying button to show reports of the Report available to use.


  3. Once you select the same correctly, you’re button will look like this

  4. Once done, Publish your changes and refresh and test the same on your Account Form.

Working

Once all the changes are Publishes, you’ll see the below –

  1. The Button you added will now show up like this.

  2. When you click it, it’ll open the Report just like you would have to do from going in the menu. This makes the whole experience so easy since the most relevant reports can be put in buttons and prioritized on the ribbon.

Hope this helps!

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

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

Thank you!

Custom Pages in Power Platform and adding them in Model-Driven Apps | Power Apps

You Can create Custom Pages in as a Canvas App and add it to Model Driven App! Here’s a quick tutorial on how you can do this!

Creating Custom Pages

Here’s how you can create Custom Pages. Make sure you are in Power Apps and in the correct intended environment (https://make.powerapps.com/) –

  1. Make sure you are inside a Solution.

  2. Now, you can drop down from the + New menu and expand App. Then, you’ll find Page as an option which is different from Canvas App.

  3. When you click on Page, you’ll get the Canvas App Studio with the capabilities of Canvas App to be added to your Page.

  4. Now, let’s say you have designed the Page to serve your desired purpose. Make sure you Save and Publish the App, it’ll ask you to Enter the Name for the App (or rather, Page)


    Enter a suitable name and click on Save.

  5. Once Saved, make sure to Publish again and confirm the Publish just like you would do for a Canvas App.


    And confirm the Publish action.

  6. Now once this is done, you can go back to the Solution and check that the Page will appear.


    and that’s how you have created a Page. Now, let’s consume this in your Model-Driven App!

Adding Custom Pages to Model-Driven Apps

Now, in the same solution, I’ll add the Model-Driven App so that I can configure the new Page I created in this Model-Driven App –

  1. When I go into App section in the solution I’m working in.

  2. And in that, I can click on Add existing button and expand App and then select Model-Driven App

  3. Now, from all the Apps, I want to add this Custom Page to the Sales Hub App. It could be anything else in your case.

  4. Once added, open the App.

  5. Once opened, you’ll see the + Add Page button. Click it.

  6. Now, the Dialog will ask what type of Page should be added. Custom Page is to be selected here.

  7. Now, you will be given option to either Create New (which we could have done directly but I wanted to demonstrate how to create within the Solution itself first), or add Existing.
    We’ll choose to add Existing Custom Page. And then, we select the Custom Page we just created i.e. Account Review Page.
    For the Page to show in the Site Map, make sure Show in navigation is ticked.


  8. Once you Add, you’ll see how the Page appears in the Model-Driven App. Publish your changes to this Model-Driven app is you are satisfactory.


  9. Once this is done, your Custom Page is added to the Model-Driven App and here’s how it looks!

Here’s complete document on Custom Pages on Microsoft Learn – https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/model-app-page-overview?WT.mc_id=DX-MVP-5003911

Hope this helps!

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

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

Thank you!

Install Smart Buttons for Ribbon Workbench | XrmToolBox

So, to make things even better in Ribbon Workbench, Smart Buttons have been introduced and here’s what they do and how you can get started with it!

Installing Smart Buttons

Initially, you would see this in your Ribbon Workbench, given that you are working on a Solution in Ribbon Workbench for your customization –

  1. You’d see this message for Smart Buttons if the Smart Buttons solution is not installed in your environment.


  2. Once you click the link (https://ribbonworkbench.uservoice.com/knowledgebase/articles/896958), you’ll be taken to the Release notes and you can then click here to find the link to the GitHub page [https://github.com/scottdurow/RibbonWorkbench/releases]


  3. Here’s Scott Durow’s GitHub Page for the Smart Buttons solution – https://github.com/scottdurow/RibbonWorkbench/releases
    The GitHub page also has link to the Unified Client buttons – https://develop1.net/public/post/2018/04/06/Adding-Ribbon-Workbench-SmartButtons-to-the-Unified-Client


    And you can Download the solution shown below –

  4. Now, you can import this in your environment –


    Once this solution is imported, you’ll see this –

  5. It’ll be a Managed Solution (that’s why you don’t need to Publish Customization :))


  6. And when this is imported, you can re-open the Ribbon Workbench and you’ll find the Smart Buttons show up.

Hope this helps!

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

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

Thank you!

Hide options from OptionSet using JavaScript in Dynamics 365 CRM

Many times, you might not want to show all Options from an OptionSet while it is on a form. So, here’s how you can hide Options from OptionSet using JavaScript in Dynamics 365 CRM!

Scenario

Let’s see the below scenario where these are the options you already see –

  1. You see, there are 3 options for this OptionSet on Contact Form.


  2. Now, you want to hide “Platinum” as an option when a Form loads. So, let’s see how this done.

  3. Now, we can use this information to hide the Option Platinum. We’ll write JS script on the OnLoad of the Contact form.

JS Code

Here’s a JS code sample which will hide the options which you don’t need to display.

  1. Below is the code which you need to register OnLoad of the Contact form and also pass the Context as first parameter –

  2. And when you register it OnLoad, it should look like below –

Code:

oContactCustomization = {
  
    hidePlatinumGrade: function (context) {
        "use strict"; debugger;
        var formContext = context.getFormContext();
        var gradeOptionSet = formContext.getControl("new_grade");
        if (gradeOptionSet !== null) {
            gradeOptionSet.removeOption(3);
        }
    }
};

Here, you get the OptionSet using getControl(); method and then use the variable to then have removeOption(<OptionSet Value>);

Result

Now, when you load the form, you’ll see the option is no longer visible –

Hope this helps!

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

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

Thank you!