Showing posts with label Ribbon Button. Show all posts

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.

Auto-Refresh Parent Form After Subgrid Update (e.g., Adding New Rows) in Dynamics 365

Introduction

In Dynamics 365, ensuring that data presented on forms is up-to-date and consistent is key, especially when interactions involve subgrids and related records. Automating the refresh of a parent form following updates made via a subgrid, such as creating new rows, can significantly enhance user experience and data accuracy.

Enable "Export to PDF" in Order, Invoice Form of Dynamics 365 Sales

Two steps:

Step 1. Added custom button using Ribbon Workbench

Step 2. Enabled "Convert to PDF" for Order or Invoice table.

Hide Button for Specified Entity, Specified Form, and Specified Subgrid

Scenario

In our scenario, we have two subgrids of the same entity on a form. We aim to conditionally display a custom button for each subgrid based on certain criteria, such as the subgrid's name, the entity, and the form where it's located.

Creating Dynamic Popup Windows in Dynamics 365 with Xrm.Navigation.navigateTo

Introduction

Utilizing Xrm.Navigation.navigateTo in Microsoft Dynamics 365 allows for the creation of dynamic popup windows, enriching the user experience with interactive and custom interfaces. This article demonstrates how to leverage this method to implement a popup window that facilitates a user confirmation process tied to a custom action, typically initiated from a ribbon button.

Opening Specified Dynamics 365 Main Forms in a Pop-up Window with Pre-populated Fields Using JavaScript

Introduction

Navigating to a specific Dynamics 365 main form in a pop-up window with pre-populated fields can significantly improve the user experience by providing a streamlined and focused interaction. This article outlines a JavaScript approach that enables opening specified main forms in a new window and pre-populating fields, with options for customization.

Three Effective Methods to Hide Buttons in Dynamics 365 Using Ribbon Workbench

Introduction

Ribbon Workbench is a powerful tool in the Dynamics 365 ecosystem, offering extensive capabilities to customize the ribbon interface. Among its many features is the ability to hide buttons on the ribbon, which can be crucial for streamlining user experience and ensuring interface relevance. This article introduces three distinct methods to hide buttons using Ribbon Workbench.

How to Show/Hide 'See associated records' and 'See all records' on Sub Grids

When using sub grids in Dynamics 365, we often have to use the 'See associated records' button to perform additional operations on these associated records.

Hiding Buttons During Record Creation in Dynamicss 365

Introduction:

Customizing the Dynamics 365 user interface for specific scenarios can significantly improve usability and efficiency. A frequent requirement is to hide certain ribbon buttons during the creation of a new record, ensuring they are only visible when editing existing records. This article will guide you through the process of implementing this customization using Ribbon Workbench.

How to Hide the "Show As" Button in Dynamics 365 Main Grid Ribbon

Introduction

In Dynamics 365, customizing the user interface to meet specific organizational needs is a common task. Sometimes, it involves removing certain elements that are not necessary for your business processes. One such element is the "Show As" button in the main grid ribbon. Despite the Ribbon Workbench tool's capabilities, hiding this button requires a different approach. In this article, we will guide you through the steps to effectively hide the "Show As" button.

Customizing Ribbon Buttons Based on Subgrid Context in Dynamics 365

Introduction

Customizing ribbon buttons in Microsoft Dynamics 365 can significantly enhance user experience, especially when differentiating actions based on specific subgrids. This article presents a scenario where we hide a ribbon button based on the subgrid's context using a custom JavaScript function. This method is particularly useful in scenarios with multiple subgrids of the same entity on a single form.

Automating Record Deactivation in Dynamics 365: A Guide to Sequential Deactivation of Related Records

Introduction

In Dynamics 365, managing record states efficiently is crucial for maintaining data integrity and ensuring smooth business operations. This article demonstrates a common scenario where a series of related records need to be deactivated in a specific order: first the child records (appointment), followed by the parent record (recurringappointmentmaster). This approach ensures data consistency and aligns with typical business processes.

Custom Button on Subgrid to Create New Related Records with Pre-Populated Parameters in Dynamics 365

In the world of CRM systems, especially in platforms like Microsoft Dynamics 365, the ability to streamline and automate processes is key to efficiency. One useful customization is adding a custom button to a subgrid that creates a new related record, with certain fields pre-populated based on the context of the parent record. This article walks through how to implement such a feature using a JavaScript function and Ribbon Workbench.

Tailoring Dynamics 365: Visibility Control of Subgrid Buttons Based on View

Introduction Customizing the visibility of subgrid buttons based on the current view in Dynamics 365 can streamline user workflows and enhance interface intuitiveness. This article presents a solution to dynamically show or hide buttons in subgrid based on the active view.

Customizing Dynamics 365: Opening Specific Forms with Custom Buttons

Introduction Customizing user experience in Dynamics 365 can significantly improve efficiency and user satisfaction. One way to achieve this is by adding custom buttons to open specific main and Quick Create forms. This article introduces how to implement such customizations using JavaScript.

Refreshing Dynamics 365 Forms and Ribbons Using Global Functions

Introduction

In Dynamics 365, refreshing a form or its ribbon is a common requirement, especially when dealing with updates from popup windows or external triggers. With `Xrm.Page` deprecated, we're exploring the use of `formContext` and global functions for form and ribbon refresh. This article will guide you on how to use these methods and explain the scope of the `window` object in Dynamics 365.

Customizing Ribbon Buttons in Dynamics 365: Hiding Buttons on Specific Entities and Forms

Customizing the visibility of ribbon buttons in Dynamics 365 can significantly enhance the user experience by ensuring that users see only relevant options. One effective way to achieve this is by using the hideSubgridButton function in conjunction with the Ribbon Workbench. Below, we explore how to implement this solution, using the provided hideSubgridButton function as an example.

Controlling Button Visibility Based on User Roles in Dynamics 365

Introduction

Customizing user interfaces to enhance user experience is a critical aspect of CRM systems like Microsoft Dynamics 365. One such customization involves controlling the visibility of buttons based on the user's security roles. In this article, we delve into a practical approach to achieve this using JavaScript within Dynamics 365.

Understanding Context References in Dynamics 365 Subgrid and Form Customizations using Ribbon Workbench
In Dynamics 365, JavaScript customizations offer a powerful way to enhance the user interface and functionality. A common scenario involves custom ribbon buttons that execute JavaScript functions. These functions often require context about the form or subgrid from which they are invoked. This article clarifies how to access and use these contexts effectively.

Creating a Custom Ribbon Button in Dynamics 365: Conditional Display Based on Field Value and User's Security Role with Specified Actions

Creating a Custom Button on a Main Form Using Ribbon Workbench in Dynamics 365

In Dynamics 365, tailoring the user interface according to specific business processes enhances user experience. This guide demonstrates how to create a custom button on an entity's main form. This button has conditions for visibility and will execute a specific JavaScript action when clicked.