Filtering the Owner Lookup in Dynamics 365 Forms

 This article explains how to customize your Dynamics 365 form by filtering the ownerid lookup field. The goal is to display only system users where the custom boolean field dsl_driver is set to true. This ensures that only qualified users are selectable in the lookup, enhancing data integrity and user experience.

How to Change the Default Calendar View to Month

Follow these simple steps to personalize your calendar settings:

How to Display a Subgrid in Calendar View

Subgrid displayed in calendar view allows users to see records in a more intuitive, time-based format.

Adding a Custom Calendar Filtered by ID from Page URL in Power Pages

Integrating a calendar into a Power Pages portal can enhance the user experience by displaying scheduled events dynamically. This article guides you through adding a FullCalendar instance to Power Pages, retrieving events via Web API, and filtering them by an ID retrieved from the page URL.

Disabling a Ribbon Button Based on the Current Table and Form in Dynamics 365

 In Dynamics 365, ribbon (or command bar) buttons can be enabled or disabled using enable rules. The enable rule functions should return true if the button should be enabled and false if the button should be disabled. In this example, we want to disable a button when the current record belongs to a specified entity (table) and is displayed on a specified form.

Opening a Specified Related Entity Form with Pre-Populated Parameters in Dynamics 365

 In Dynamics 365 customizations, you may encounter scenarios where you need to open a related entity form with pre-populated fields. This is common when you want to create a record in a related entity and carry over some data from the current record. In this article, we will walk through two JavaScript functions that help you achieve this by:

How To Retrieve the ObjectTypeCode by Table Name in Dynamics 365

 In Dynamics 365 (Dataverse), each entity is assigned a unique numerical identifier known as the ObjectTypeCode. This code is used internally for various purposes, such as filtering system forms and working with metadata. While some approaches may attempt to query metadata directly via unsupported endpoints (like EntityDefinitions), the recommended and supported method is to use the Xrm.Utility.getEntityMetadata function.

Unlock the Power of XrmToolBox: Tips for Using Web Resources Manager, ReportSync, and Script Finder

 

As a Dynamics 365 developer or functional consultant, you’ve likely encountered scenarios where managing resources and tracking dependencies can feel like a daunting task. Luckily, XrmToolBox provides a range of tools that simplify these processes, helping you save time and effort. Let’s explore three key tools and some tips to get the most out of them.

Resolving Metadata Setting Attribute Value Failures in Power Pages

 Introduction

When integrating Power Pages with Dynamics 365, you might encounter an issue where changes to field attributes through Power Pages metadata settings do not reflect due to Dynamics 365 fields being set to read-only. This article provides a straightforward explanation and solution to this common problem.

How to Get the User's Current Location in Dynamics 365 Using JavaScript

 In Dynamics 365, you can use JavaScript to retrieve the user's current geographical location and store it in custom fields on the form. This guide explains how to implement a function that utilizes the browser's geolocation API.

Using JavaScript to Navigate to Google Maps in Dynamics 365

 This guide demonstrates how to use JavaScript in Dynamics 365 to enable navigation buttons that open Google Maps with predefined locations.

How to Limit the Maximum Number of Records in a D365 View (Top N) Using a Plugin

 Requirement

We need to limit how many records a Dynamics 365 (D365) view returns. Since there’s no out-of-box (OOB) way to do this, we introduced a custom column dsl_topn. This column holds the “Top N” value we want. A plugin then intercepts the FetchXML query and injects the <fetch top="N"/> attribute, removing any conflicting paging attributes in the process.

Merging Word Documents in Dynamics 365 Using Only Built-In Features

 Below is a straightforward approach to merge two Word documents in Dynamics 365—without resorting to third-party paid connectors or extensions. By leveraging a custom Action, a Power Automate flow, and a plugin with OpenXML (embedded via ILRepack), you can seamlessly combine Word files and store the merged result, all in one out-of-the-box solution.

How To Operate Microsoft Dataverse From An HTML Web Resource In Dynamics 365

Working with HTML web resources in Dynamics 365 is a common way to extend forms, capture user input, and interact directly with Microsoft Dataverse data. In this tutorial, we will show how to retrieve a record ID from URL parameters  and then use OData calls to fetch(Read) and Create / Update / Delete records.

Workaround for Multiple Columns in Quick View Forms

 Dynamics 365 Quick View forms only support a single column. 

Two Approaches to Make a Lookup Column Read-Only While Retaining Programmatic Updates In Power Pages (Powerapps Portal)

 In certain scenarios, you may want to present a lookup field on a form as if it were read-only, while still allowing scripts to programmatically set or update its value behind the scenes. Here are two methods to achieve this without disabling the field entirely, thus preserving your ability to set its value via code:

How to Remove Hyperlinks from the First Column of an Entity List in Power Pages

 Background

In Power Pages (formerly known as Power Apps portals), Entity Lists often present clickable hyperlinks on the first column. While this is convenient for navigation to detailed records, sometimes you might want to display this information as plain text instead. For example, you may have a “Case Number” or “Grievance Number” column that you want visible, but not clickable.

Passing Parameters from Dynamics 365 Main Form to an HTML Web Resource

 This guide explains how to pass parameters from a Dynamics 365 main form to an HTML web resource by enabling a built-in feature and retrieving the parameters dynamically in your HTML.

Action Microsoft.crm.setup.shared.analyzerbase+collectaction failed

 When I installed Microsoft Dynamics 365 Report Authoring Extension, got error: Action Microsoft.crm.setup.shared.analyzerbase+collectaction failed. 
I followed below solution and resolved the issue.

Automating Web Role Assignments in Dynamics 365 with a Custom Plugin

Purpose of the Plugin

The plugin aims to streamline the user management process by automatically assigning a default web role to every new contact created in Dynamics 365. This is particularly useful in environments where new contacts need immediate and predefined access to certain parts of the system, ensuring they have the necessary permissions from the start.