This comprehensive guide provides a detailed approach to automate the creation of many-to-many (N:N) relationship records in Dynamics 365 using a custom plugin and a JavaScript action. The solution streamlines the association of multiple records through a straightforward interface, making it indispensable in scenarios requiring batch processing or integration tasks.
Showing posts with label JavaScript. Show all posts
Showing posts with label JavaScript. Show all posts
How to Apply Views or Filters to Buttons on a Subgrid in Dynamics 365
In Dynamics 365, subgrids are an essential feature that provide users with the ability to interact with related data directly from a form. In some scenarios, you may need to enhance the default functionality of subgrid buttons, such as the "Add Existing" or custom action buttons, by applying specific views or filters to control the data shown to users. This guide will walk you through the process of dynamically applying views or filters to buttons on a subgrid, providing an improved user experience.
Checking User Roles in Dynamics 365: Two Approaches
In Dynamics 365, there are multiple ways to determine if a user has a specific role. This is particularly useful for controlling access to certain features or areas of the system. In this article, we'll explore two primary methods to check user roles:
- Using Client-Side API (
userSettings.roles) - Using a Web API FetchXML Query
Filtering the Customer Column in Dynamics 365 to Display Only Accounts or Contacts
In Microsoft Dynamics 365, the customerid lookup field can reference multiple entity types, typically Accounts and Contacts. To simplify the user interface or meet specific business needs, you may want to restrict this lookup to show only one type. Below is a straightforward approach using JavaScript to configure the customerid lookup to display either only Accounts or only Contacts.
Leveraging JavaScript for onSave and addOnPostSave Events in Dynamics 365 CRM
When customizing forms in Microsoft Dynamics 365 CRM, JavaScript provides powerful capabilities to control data processing and user interactions. Key among these capabilities are the client-side events onSave and addOnPostSave. Each plays a vital role in managing the lifecycle of form data submissions. This article delves into how these JavaScript events can be used to fine-tune the behavior of Dynamics forms.
Customizing Form Titles Dynamically on New Records in Dynamics 365
The objective is to alter the form title dynamically to reflect changes in a field's selected option, such as a product category, when a new product record is being created. This customization provides users with immediate visual feedback that they are creating the correct type of record.
How to Filter the OwnerId Lookup to Show Only Users and Dynamically Set a View by Name in Dynamics 365
In most cases, you can filter lookup columns by setting a view directly in the column properties of a form in Dynamics 365. However, this option may not be available for certain lookup columns, such as the OwnerId field. In these cases, we need to use JavaScript to apply the filter and dynamically set the view. This article will walk you through three key points: filtering the OwnerId lookup to show only users, applying a view to the lookup, and dynamically retrieving the view ID by its name.
How to Check if the Current Form is a Quick Create Form in Dynamics 365 using JavaScript
In Dynamics 365, you might need to identify whether the current form is a Quick Create form or another type, such as a Main form.
Dynamics 365 Customization: Prepopulating Child Activity Forms Using JavaScript
Scenario
In our scenario, users need to send emails related to specific receipt records. Automating the process to open an email form prepopulated with relevant data from the tri_receipt form saves time and minimizes data entry errors.
Managing Multiple Notifications for a Single Field in Dynamics 365
Introduction: Dynamics 365 allows for multiple notifications to be set on a single field. However, without proper management, these notifications can override each other, leading to loss of critical information. This article explores how to manage these notifications effectively to ensure that users are well-informed without missing important alerts.
How to Create a Custom Address Lookup in Microsoft Dynamics 365
In Microsoft Dynamics 365, creating a tailored user experience often requires customizing the way records are selected and handled. One common requirement is to allow users to select an address record from a filtered list, specific to an account and certain other criteria. This article will demonstrate how to create a custom lookup for the CustomerAddress entity using JavaScript and the Xrm.Utility API.
Creating Custom Lookup Dialogs in Microsoft Dynamics 365
Customizing user interactions in Microsoft Dynamics 365 often involves more than just data entry; it requires tailored solutions for record selection based on specific criteria. This article demonstrates how to create a custom lookup dialog that can be adapted for any entity, enabling users to select records filtered by custom conditions using JavaScript and the Xrm.Utility API
Automating Dynamics 365 Report Generation Using JavaScript
When working with Microsoft Dynamics 365, you may find yourself needing to automate the generation of reports based on specific criteria or in response to certain actions. This can greatly enhance user experience and efficiency by reducing the number of manual steps required to view important data. This article outlines how to create and use a JavaScript function that dynamically retrieves the GUID of a specific report by its name and then generates that report for a given record ID.
How to Retrieve a Dynamics 365 Report GUID Using the Web API
In Microsoft Dynamics 365, reports play a crucial role in visualizing and summarizing business data. Sometimes, you may need to programmatically access these reports, for instance, to integrate report links into custom user interfaces or automated workflows. This article guides you through the process of retrieving a report GUID (Globally Unique Identifier) using the Dynamics 365 Web API, which is essential for any automation or integration task involving reports.
Popup Window to Collect Input using prompt() function
Syntax
The basic syntax of the prompt() function is as follows:
Setting Columns to Read-Only in an Editable Subgrid in Dynamics 365
Editable subgrids in Dynamics 365 provide a dynamic way to display and interact with related data directly on a parent form. There are situations, however, where it's necessary to restrict editing of certain fields within these subgrids to maintain data integrity or adhere to business rules. This article explains how to make specific columns in an editable subgrid read-only using JavaScript, employing addOnRecordSelect event depending on the requirement.
Common Error in Dynamics 365: Using Logical Name Instead of Schema Name for Lookup in API Calls
Introduction
In Dynamics 365, developers often interact with entity records through the Web API. One frequent issue arises when updating lookup fields using incorrect field names. This article examines a specific case where a developer encountered an error while trying to update a lookup field due to the misuse of the logical name instead of the schema name.
Retrieving a Form ID by Table name and Form Name in Dynamics 365 Using JavaScript
In Dynamics 365, each form associated with an entity has a unique identifier, or form ID, which is useful when customizing or integrating with external systems. This tutorial will guide you through creating a JavaScript function that retrieves a specific form ID based on the entity name and the name of the form.
Get Form Information by Table Logical Name by JavaScript in Dynamics 365
This article introduces a JavaScript function designed to retrieve and log details about system forms associated with a specific entity within Dynamics 365. The function utilizes the Dynamics 365 Web API, demonstrating how to make API calls and process the data efficiently.
Dynamically Setting Button Visibility Based on Subgrid Data in Dynamics 365
In Microsoft Dynamics 365, ensuring that user interfaces react dynamically to data changes is crucial for creating intuitive and efficient workflows. One common requirement is to control the visibility of buttons based on the data present in subgrids. This article will demonstrate how to implement this functionality using JavaScript, enhancing the user experience by hiding or displaying buttons contextually.
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