Category: Project Service Automation

 

Show/Hide custom buttons with PowerFX when a lookup column has no value

A friend of mine was recently trying to make a custom button on an opportunity form in Dynamics 365 Sales show on the form, but only when a certain lookup field had a value. They turned to PowerFX to make it happen but there were some some problems getting it to work correctly. For those who haven’t used it much, Power Fx is the low-code formula language built into theRead More

Enhance Data Protection in Dataverse with Secured Masking Rules

Have you heard of column level security in Dataverse? This feature has been around for a long time, and it allows makers to control access down to the column. Imagine you’re building an app in Dataverse. BUT, you’ve got a handful of columns with super-sensitive data, these could be social security numbers, salaries, or other private details. Most likely you don’t want any user to have access to the sensitiveRead More

Dynamics Field Service, Project Service & Sales

If you have Field Service and/or Project Service installed in your Dynamics 365 instance you might be aware of the different forms that were added to the opportunity, quote, order, opportunity lines, quote lines and order lines entities. Not everyone is aware that the sales module in Dynamics 365 works really well with the Field Service and Project Service Automation modules so I am going to explain this functionality inRead More