Dynamics 365

PP Pointers: Reference Panel

January 11, 2021

There is normally a requirement to display multiple subgrids on a form in Power Platform model driven apps. The Reference Panel is a great way to provide users with this information in an uncluttered manner. To use the Reference Panel, you need to use the Classic customisation interface. In the Insert tab, within the Section option you will find the Reference Panel control. Add this to the form…

PP Pointers : Minimum Security Role

May 23, 2020

When configuring a Power Platform instance, a “basic” security role is needed which when assigned allows users to log in. One of the ways to do this is to copy one of the existing security roles e.g. Customer Representative and then amend it. However, Microsoft has provided us with a minimum privilege security role solution which contains a security role that does just that. So, that’s the way…

Strange Behaviour For M:M Relationships In Filter Criteria For Views

April 16, 2020

Here’s an interesting difference that I have noticed when using the new filter criteria in views following the Release Wave 1 2020. It is quite difficult to determine when multiple M:M relationships are created between the same parent and related entities. Steps To Reproduce The Issue Create a M:M relationship between account and contact and call it Blog Contact using the Custom Display property of the relationship. NB:…

How to enable Kanban Boards?

March 28, 2020

When I saw that Kanban Boards was available for Activity and Opportunity Views, I thought this feature would have enabled once I enabled the Release 1 2020 updates but it wasn’t.  I guess this is due to Microsoft giving customers the option of turning it on rather than enabling it by default. So, how do you make your Activity and/or Opportunity view be visualised as Kanban Boards?  It…