Integrating front-end actions with back-end server plugins in Dynamics 365 allows for robust process automation and enhanced user interaction. This article presents a generalized approach, showcasing a client-side script that triggers a custom action, subsequently invoking a server-side plugin for comprehensive business logic execution.
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.
Microsoft Dynamics 365 provides Xrm.Navigation.openWebResource and Xrm.Navigation.navigateTo for enhancing user interfaces. Although both serve to open different types of pages, their specific functionalities cater to distinct use cases.
In the dynamic world of workflow automation, precision in time management is crucial. Microsoft Power Automate offers a powerful set of functions for managing time, including converting between different time zones. In this article, we will explore the convertTimeZone() function and its integration with formatDateTime() to simplify time zone conversions.
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.
Introduction:
In Dynamics 365, ensuring data integrity and enforcing business rules during data entry are crucial. This article demonstrates a scenario where we validate column values on a form, utilizing JavaScript to enhance user experience and data accuracy. The example involves checking if a certain condition is met and, if not, displaying a notification to the user.
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.
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.
This article provides a guide on customizing Dynamics 365 forms using JavaScript to dynamically filter option set values based on another field's value.
This article presents a straightforward method to validate data in Microsoft Dynamics 365 using JavaScript. Specifically, it demonstrates how to validate a specific column value before saving a record and alerting the user if certain conditions are not met.
In Microsoft Dynamics 365, understanding the context in which a form is being used is crucial for customizing user experiences. This is where getFormType() comes into play. It's a method that helps identify the current state of the form, enabling developers to tailor the functionality and appearance according to the form's mode.
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.
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 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.
This tutorial guides you through the process of customizing and deploying a third-party PCF control obtained from the PCF Gallery (https://pcf.gallery/) into a Dynamics 365 environment.
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.
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.
When working with data in web development, it's crucial to understand the distinction between JSON (JavaScript Object Notation) and JavaScript object literals. Although they appear similar, there are key differences that affect how they are used in coding.
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.
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.
Introduction Quick Create forms in Microsoft Dynamics 365 facilitate streamlined data entry for specific entities. Sometimes, the option to create these forms is greyed out, posing a challenge for users. This guide addresses this issue and provides a solution.
Introduction
In the world of Microsoft Dynamics 365, small changes in entity configuration can have significant impacts on how the system behaves. A common point of confusion arises with the 'Add existing...' button in subgrids. Sometimes, this button is visible; other times, it's mysteriously absent. This article sheds light on why this happens, focusing on the effect of a lookup field's requirement level on subgrid functionality.
In Power Apps Portals, a common requirement is to dynamically filter a lookup field based on the value of another field on the form. This functionality enhances the user experience by presenting contextually relevant choices, thereby streamlining data entry processes.
In Dynamics 365, maintaining data integrity and consistency across related records is a common requirement. One practical scenario is when specific field changes in a parent entity should reflect in its child entities. This article focuses on a case involving the tri_programsession entity and its related appointment records. We demonstrate how to automate the process of updating child records based on changes in the parent form, utilizing Dynamics 365's JavaScript API.
In many business scenarios, especially in scheduling and calendar management, there's a need to combine separate date and time fields into a single date-time field. This article walks through a specific requirement in Microsoft Dynamics 365 where we combine a date-only field with two separate time fields to create comprehensive start and end date-time fields. This task requires careful handling of JavaScript within the Dynamics 365 environment.
In Power Apps Portal, customizing user experience to accommodate complex business logic is crucial. A common scenario involves dynamically adjusting form fields based on user input. This article details a method to visually and programmatically control the required status of form fields in Power Apps Portal, enhancing both user experience and data integrity.
Background Web forms often require dynamic behavior based on user interactions. In web development, handling such dynamic requirements, especially in the context of form field validations, presents a unique challenge.
Purpose The objective was to implement a solution that could dynamically change the required status of certain form fields. This change was dependent on the state of a checkbox, specifically a "Non-Booked Case" checkbox. When this checkbox was toggled, certain fields in the form needed to update their "required" status accordingly, both functionally and visually.
Introduction:
In the world of CRM systems like Microsoft Dynamics 365, managing the interplay between different entities and fields is a critical aspect of ensuring data integrity and user efficiency. A common scenario is the need to filter the options available in a lookup field based on the selection in another field. This article explores a practical example where such dynamic filtering is required and demonstrates how to implement it using Dynamics 365’s Web API and JavaScript.
Controls the visibility of specified tabs on a Dynamics 365 form based on form type. Intended to be used in the form's OnLoad and OnSave event.
Problem Description
While attempting to create a Process Genie formula in North52, the expected custom entity is not listed in the dropdown menu. This issue can occur even after ensuring that the entity is correctly created and published in Dynamics 365.