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Community Discussions

Webinar Replay: The Art and Science of Model-Driven App Design

Webinar Replay: Eliminating Technical Debt

Webinar Replay: Join the PCF Revolution

Webinar Replay: Design Session - Designing a Theme Generator

Things to consider before you start

Why are you still using the legacy interface instead of the new modern maker experience?

Focus On Areas

Focus On: Apps

Microsoft Docs: Customize or create apps

Model-Driven App Overview

Creating a New Model-Driven App

Using Security Roles to Limit Application Access

Focus On: SiteMap

Sitemap Overview

Working with Areas

Working with Groups

Working with SubAreas

Using Security Role Privileges to show and hide Sub-Areas

Additional Notes on the SIteMap

Creating a New Entity Record Directly from the SiteMap

Focus On: Themes

Overview of Built-In Themes

Introduction to the Theme Generator

Use Different Themes for Different Environments

Installing and using SyncFusion Metro Studio

Changing the Icon for a Custom Entity

Using the XrmToolbox Iconator tool to work with Entity Images

Focus On: Dashboards

Microsoft Docs: Working with Dashboards

Dashboards Overview and Component Discussion

Built-In Dashboards

Personal vs System Dashboards

Creating a Single-Stream Interactive Dashboard

Creating a Multi-Stream Interactive Dashboard

Interactive Dashboard Implementation and Testing

Interactive Dashboards - Enable a field to be displayed in the Global Filter

Enabling Power BI integration

Using Security Roles to Secure Dashboards

Focus On: Views

Layout and Presentation

Adding and Removing Views to Match Your Data and Business Requirements

Adding Icons to a View Column

Tech Tip: Using the XrmToolBox Personal User Views Migration Plugin

Tech Tip: Using the XrmToolBox View Layout Replicator Plugin

Focus On: Forms

Forms Overview

Backups and choosing which form to use

Should you have more than one form?

Showing forms only to specific Security Roles

Using the Quick Create Form

Introduction to the Quick View Form

Tab Formatting

Section Formatting

Show line at the top of the section

Field Formatting

Showing and Hiding Form Elements

Hiding vs Disabling a Form Element

What exactly makes a field required?

Working with Multi-line text fields

Using the Spacer Component

Dynamic Forms - Using Security Roles to show and hide form components

Dynamic Forms - Showing and Hiding screen elements programmatically

Dynamic Forms - The dark side

Exploring the Related Entities Navigation

Microsoft Docs: Add or remove the SharePoint documents tab to the main form for any entity

Adding Sharepoint Documents to a form in a supported manner

Is Tab Order Still a Thing?

Solved - What to do when you can't move a section into a blank area on a Tab

Hiding the Related Entity Navigation

Using Emojis in Option Set Fields

Form Editor Keyboard Shortcuts

Design Considerations

Use PCF Components to enhance the user experience

Tab Design Basics

Section Design Basics

Walkthrough of the Theme Generator Design Process

Tying together data from the Entity View and the Entity Form

Exploring Two-Option Control Options

A deeper dive into using different field types for a mobile device vs the web

What is the ROI of a design decision?

Design choices when dealing with a single-column form

Focus On: Business Process Flows

Article: Adding Custom Controls to a BPF

Business Process Flow Overview

Defining Your Process(s)

Testing and Validation

Do you need the same field on the Form AND on the BPF?

PCF Components to Enhance Business Process Flows

Implementing the new Opportunity Kanban Board Feature (Spring 2020 Release)

Focus On: The Command Bar/Fibbon

Webinar Replay: The 5 Top Dynamics CRM Ribbon Customizations

Article: Introduction to the Ribbon Workbench Smart Buttons

Creating a Solution for Ribbon Editing

Introduction to the Ribbon Workbench

What exactly do you customize on the Ribbon/Command Bar?

Deployment Strategies Discussion

Iterate, Iterate, Iterate

Communication

Using the Dynamics 365 Windows App to Test Tablet Functionality

Problem Solved - Error loading control

Re-imagining the Account Form

Re-imagining the Contact Form

Re-imagining the Opportunity Form

Real-World Re-Imagination of the Lead Entity

Business Rules vs. Hand-Written JavaScript

When do you apply a PCF Component?

Installing the Theme Generator Solution

Adding the Custom Theme Entity to the Sales Hub App

Troubleshooting Custom Theme Saving Errors

Reloading Pages in Google Chrome and New Edge Browser

Application Keyboard Shortcuts

JavaScript Library to Retrieve Security Roles

JavaScript Library to Show and Hide Form Elements

JavaScript function to add an icon to a view (no LCID considered)

JavaScript function to add an icon to a view (LCID considered)

Theme Manager Solution

Tools

PCF Components

Notes from the Field - 25 August 2020

A lesson in Responsive Design

Caching, browsers, and private sessions

Hitting the Wall of Customizations

Circumventing Calculated Field Display Limitations