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[Model-Driven Apps] Find out why the Appointment Form refreshes upon record save and how to turn off Appointment Scheduling Alert if necessary

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Issue 1: The Appointment Form refreshes upon record save I received a report recently from one of the customers that the system triggers a form refresh upon auto-save of an Appointment record. On rare occasions, unexpected form refresh due to auto-save causes some data loss. This usually happens when the user is entering a long text in the multiline textbox and the last few bits of the text were lost and no longer there when the form is refreshed.

Upon further investigation, we found out that it only happens in the Appointment form and the form refresh happens regardless whether it is manual save or auto-save. The rest of the entity forms behave normally and lock the screen with white transparent overlay upon save event occurs. I checked out the behaviour of the Appointment form in the other environments and, strangely enough, it happens in most of the other Dynamics 365 environments but not in my personal CDS environment.


Issue 2: The User is getting Scheduling Alerts for conflicting…

[Model-Driven Apps] Learn how to sort Activities and control which fields to show on the Timeline Control in Unified Interface

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One of the most common UI requests that I receive from the customers from time to time is to change the sorting order of the activities on the Timeline control (previously known as Social Pane in the legacy web client). By default, the Activities are sorted by Last Updated (modifiedon) date/time, but sometimes, that is not how the customers would like to see the records sorted.

Most of the time, users want to see the activities sorted by based on the activity date or Date Created (createdon) in descending order so that they will see the latest activity on top of the timeline. When the activity records are ordered by Last Updated, the old activity record goes up to the top when one of the users modify the old activity for some reasons (task completion, update description, etc.). It gets more confusing when the main record is assigned to one of the users and all related activities are also assigned to the same owner because of the cascading rule in the relationship. In this scenario, al…

[Power Apps] Feature capability comparison between Power Apps Maker Portal vs Classic Solution Explorer

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With the introduction of Power Platform, we can now do entity configuration for Dynamics 365/CDS in two places – within the good ol' “Classic” Solution Explorer"(<OrgName>.crm.dynamics.com/tools/solution/edit.aspx) and now within the new Power Apps Maker Portal (https://make.powerapps.com).



The Classic solution explorer has always been the place where we customise the system since the old Dynamics CRM days, and all system customisers with Dynamics background uses this up to this day. The Power Apps maker portal is where the Power Apps maker customises the Common Data Service, the model-driven apps and other Power Platform components. Since there are a lot of shared components between Power Apps and Dynamics 365, maker portal has been my preferred way to customise the system, especially with the introduction of the new WYSIWYG model-driven form designer and the new view designer for model-driven apps. I start my customisation from maker portal and only when I hit a roadb…