Requirement:
Instead of Name, need to add application number here (as shown below)
Steps to Achieve:
1. Go to the Look up view in the Views.
2. Then click on add columns.
3. Then Save and Publish the changes
Output:
Open CRM Form Lookup value you can get Application Number.
Requirement:
Check box configuration on MS CRM forms (as shown below)
1. Create new field with Two option Data type.
2. Add field into the form, then click on the change property
3. Then go to the Formatting tab in Fild property.
4. Finally go to Control Formatting option, here choose the Check Box option.
(Note: Save and publish your changes)
Output:
Open CRM Form you can get the check box of that field.
.
Requirement:
Customer Require every application/records has it own unique number with below format.
Format: ABCBK - Year – Month -Date-RandomNumber
Sample number - ABC – 2022-06-06-001
Steps to Achieve:
Go to the https://make.powerapps.com/
Configuration of AutoNumber in Power Apps
1. Choose you required Tables from the list
2. Choose the list of columns
3. In the top left, create a New Column by clicking on the + New column
4. Give meaningful name to Field
5. Choose the Date Type by clinking on down arrow mark
6. Choose Autonumber Data Type
7. Choose Autonumber Type - (String prefixed number, Date prefixed number and Custom)
for now I have select Custom.
8. Choose your required Formats, by choosing the Append option
9. In Append we have a multiple options - (Add sequential number to format, Add datetime to format and Add random string to format)
for now I have selected Add datetime to format option and I have added String before the datetime
10. Then check your final preview of the autonumber
Finally, you have to save app changes and publish your changes, then only changes will commit.
Requirement:
Customers require upload files from local machine in Dynamics 365 CRM application form.
Steps to Achieve:
Go to the https://make.powerapps.com/
1. Choose you required Tables from the list
2. Choose the list of columns
3. In the top left, create a New Column by clicking on the + New column
4. select the data type by click the Date Type option
5. then select File
6. You will get two options, file and Image, choose the File option
7. choose the Filed Required level
8. Save the Filed
10. Then place the field on the form
