Thursday 10 February 2022

MS D365 (CRM) Trial Environment Creation

1. Type "MS CRM Trail" Google

2.  Click on https://portal.office.com › Signup like the Image below


3. Get started with filling your personal EMail ID and click next


4. Setup the account by clicking set up account

5.
Fill the personal details and click Next
6. Verify the phone number

7. Set up the password and Check the agreement and click Next
8. Once the account Created the Click on Mange Subscription( copy the user name and the passwords to somewhere accessible later)
9. You will be redirected to https://admin.microsoft.com/

10. Scroll down the left Navigation menu and Click on All Admin centers under Admin Centers
11. Click on Power Apps

12. You will be redirected to https://admin.powerplatform.microsoft.com/
        and the Environment menu will be open by default, You can see the default environment. 

13. Click new and Create New Environment
       and Fill the Environment Name, Region and the Type (Trial (Subscription based))
    


14. The environment will be created 

15. You will be able to open the environment by clicking the 3 dots...
 

Finally you are there in the MS D365 (CRM)
                                
                                                                -----Finish-------




Wednesday 8 December 2021

Dynamics 365 CE: Show Documents tab on the forms by default

 SharePoint Documents are listed under Related – Documents tab. To improve UX, recently came across a requirement to show SharePoint Documents tab by default. This means, user no longer has to click on Related -> Documents to open the tab.

You might ask, as an alternative, we can add a Document subgrid to the form, which is a simple solution. However, Documents subgrid do not show the Folder Structure, which is something we need.

To achieve this, we need to play with formContext.ui.navigation.items.

Let’s dig in!

Problem

Open Document Tab by default (on load).

Solution

On load of the form, set focus on the document navigation Item to load the Documents tab. Then move back the focus to the main tab.

Here are steps to follow:

  • Create a new webresource or use an existing (as per your need).
  • Add following code to the webresource:

function openNav(executionContext) {

// get formContext

var formContext = executionContext.getFormContext(); 


// Get Nav. Item

var navItem = formContext.ui.navigation.items.get("navSPDocuments");


// First set focus on Nav. Item to open related tab
navItem.setFocus();


// get Main tab (replace it with your tab name)
var mainTab =  formContext.ui.tabs.get("SUMMARY_TAB");

// Then move to Main Tab
mainTab.setFocus();

}

  • In the solution, navigate to the desired entity (Account for this example), add the above webresource in the forms library (if not already).

  • Register this function on the onLoad of the form. Do not forget to pass execution context.
  • Save and Publish the form.
Result

As soon as user opens the form, Document tab is already shown:


The End..

MS D365 (CRM) Trial Environment Creation

1. Type " MS CRM Trail" Google 2.  Click on https://portal.office.com › Signup like the Image below 3. Get started with filling yo...