How to Add Custom Button Using N52

 Guidance to create a custom button using N52.

Understanding Falsy Values in JavaScript

 

Understanding Falsy Values in JavaScript

JavaScript, a dynamic programming language, employs the concept of 'truthy' and 'falsy' values in its operations. A falsy value is a value that translates to false when evaluated in a boolean context. Recognizing these falsy values and understanding their implications in different scenarios is crucial for efficient coding. Here, we delve into each falsy value, exploring their scenarios with relevant examples.

 

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.

 

Mastering SharePoint Internal Schemas: A Comprehensive Guide to Filtering Person or Group and Lookup Columns

Introduction

Navigating SharePoint's complexities can often be a daunting task, especially when dealing with intricate internal schemas like Person or Group and Lookup columns. These elements are pivotal in creating dynamic and functional SharePoint lists and libraries but can present challenges in understanding and applying their internal naming conventions, particularly when integrating with tools like Power Automate. This guide aims to demystify these complexities, providing a practical overview of SharePoint's internal schemas with a focus on filtering Person or Group and Lookup columns. We'll use a real-world example to illustrate these concepts:

 Adjusting SSRS Reports to Fit Avery Label Templates: A Practical Guide

Introduction: Tailoring SSRS reports to fit Avery label templates can be a precise task. This guide provides a step-by-step approach, using a real example to demonstrate how to align your SSRS report with Avery 5961 label specifications.

Dynamics 365 Form Customization: Responding to Tab State Changes

 

Dynamics 365 Form Customization: Responding to Tab State Changes

Introduction

A common scenario involves executing specific actions when a tab on the form expands or collapses. This article guides you through implementing a response to tab state changes in Dynamics 365.

Controlling Field Visibility and Editability on Specific Tabs in Dynamics 365

 

Controlling Field Visibility and Editability on Specific Tabs in Dynamics 365

Efficient Form Customization in Dynamics 365

A common requirement is to control the visibility and editability of fields on specific tabs, especially when the same field appears in multiple places. This article introduces methods to dynamically set field visibility and editability, focusing on particular tabs.

Using $expand Query in Power Automate for Retrieving Specific Fields from Related Entities

 Using $expand Query in Power Automate for Retrieving Specific Fields from Related Entities

Introduction

In Power Automate, fetching data from related entities in Microsoft Dataverse can sometimes be challenging, especially when you need specific fields from a lookup entity. This article introduces the $expand query option, which allows you to efficiently retrieve related entity data. We'll focus on a scenario where you need to fetch specific fields from a Contact entity that is related to a Program Application entity.

Resolving "File Not Found" Errors in Power Automate When Using Custom File Paths

Introduction

In my recent experience with Microsoft Power Automate, I encountered a frustrating "file not found" error. This occurred while trying to access files using custom values in the "Get file content using path" action. In this article, I'll share how I resolved this issue, which might help others facing similar challenges.

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

 

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

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.

 How to Hide the "Check Access" Button in Dynamics 365

Introduction: The "Check Access" button is part of out-of-box feature in Dynamics 365. There may be scenarios where you want to hide this button. This button can indeed be hidden using the Ribbon Workbench tool. Below is a step-by-step guide on how to do this.

 Embracing Asynchronous JavaScript: Promises and Async/Await

In the realm of web development, JavaScript is renowned for its ability to perform asynchronous operations, crucial for non-blocking execution which enhances the user experience by keeping the application responsive. This article explores the core components of asynchronous operations in JavaScript: Promises and the async/await syntax, along with the then and catch methods.

Understanding Logical Name and Schema Name in Dynamics 365 and Microsoft Dataverse

 

Understanding Logical Name and Schema Name in Dynamics 365 and Microsoft Dataverse

When developing solutions in Dynamics 365 or the Microsoft Dataverse, one might encounter terms like "logical name" and "schema name". Both of these terms refer to the naming of entities and fields within the platform, but they have distinct purposes and conventions. Understanding the difference between the two can save developers considerable time and prevent potential errors.

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.

[TIP] Resolving Connection Issues in SSRS for Dynamics 365

 

[TIP] Resolving Connection Issues in SSRS for Dynamics 365

When working with SQL Server Reporting Services (SSRS) in Dynamics 365, you might come across a peculiar issue where the metadata doesn't appear as expected, or the CRM Login pop-up window fails to display the list of available organizations, even when the option "Display list of available organizations" is checked. The root cause could be the credential settings in the data source of your SSRS project.

 How to Install SSRS template of Visual Studio for Dynamics 365/CRM

This article will introduce how to install the SSRS template of Visual studio before you start to create your first SSRS report for Dynamics 365/CRM/CE. 

[TIP] Converting Date/Time Parameters to Text for FetchXML Queries in SSRS Reports

Introduction: When working with SQL Server Reporting Services (SSRS) in conjunction with FetchXML queries, you might encounter a scenario where date/time parameters cannot be used directly. This article outlines a practical solution to convert date/time parameters to text type, enabling their use in FetchXML queries within SSRS reports.

 

Setting Date-Only Fields in Dynamics 365 with Local Time Using N52 Formulas

Introduction

When working with date-only fields in Dynamics 365, displaying the correct local time can be a challenge. By default, Dynamics 365 stores DateTime fields in Coordinated Universal Time (UTC). This article explains how to set a date-only field to display the local time using N52 formulas.

 

Setting Lookup Fields in Dynamics 365 Using the N52 SetLookup Function

Introduction

In Dynamics 365, Lookup fields often need to be set programmatically, based on certain conditions or actions. One common requirement is to set a Lookup field to a specific entity based on its GUID. The N52 formula engine provides the SetLookup function to meet this need efficiently. This article will walk you through how to use SetLookup to set Lookup fields in Dynamics 365.

[TIP] How to Get Lookup Field Name and Option Set Field Selected Option's Name in N52 Formulas

 

How to Get Lookup Field Name and Option Set Field Selected Option's Name in N52 Formulas

Introduction

When working with N52 formulas in Dynamics 365, you might need to display the name referenced by a Lookup field or the name of a selected option from an Option Set field. This article aims to guide you through these tasks using N52 formulas.

 

Understanding Intersect Entities and Bridge Entities in Dynamics 365

Introduction

When working with Dynamics 365, the term 'Intersect Entity' might come up when dealing with N:N relationships between entities. This article aims to explain what an Intersect Entity is, how to find its schema name, and how to query it using tools like XrmToolbox.

[TIP] How to Modify the Primary Navigation in a Dynamics 365 Portal

 

How to Modify the Primary Navigation in a Dynamics 365 Portal

Introduction

This updated article focuses on modifying the "Primary Navigation" in a Dynamics 365 Portal. This is an out-of-the-box Web Link Set that controls the main navigation menu. You will learn how to update existing links or add new Child Links to customize your portal's navigation.

[TIP] Enabling Column Sorting on Related Tables in Power Apps Portals

Enabling Column Sorting on Related Tables in Power Apps Portals

Introduction: Power Apps portals offer remarkable flexibility in displaying and managing data. However, sorting columns from related tables in a list isn't straightforward. This article introduces a solution to enable this functionality.

Enhancing Search Functionality in Power Apps Portals: A Dive into FetchXML

Introduction

Power Apps portals offer a robust platform for building interactive web applications. One of its most notable features is the ability to create custom search filters using FetchXML. In this article, we'll explore how to use FetchXML for search filters, leverage JavaScript for UI adjustments, and examine the behavior of the "like" operator in FetchXML.

[TIP] Alerting Users When a Subgrid in Dynamics 365 Is Empty

 

Alerting Users When a Subgrid in Dynamics 365 Is Empty

Introduction

Dynamics 365 and Power Apps offer extensive customization options, one of which is the ability to use subgrids to display related records. While subgrids are helpful, there are scenarios where you might need to prompt the user with an alert if the subgrid is empty. In this article, we will discuss how to achieve this functionality using JavaScript and jQuery.

[TIP] Changing Element Height in Web Development - A Case Study with Quick View Forms in Dynamics 365

 

Changing Element Height in Web Development - A Case Study with Quick View Forms in Dynamics 365

Introduction

Changing the height of HTML elements is a common requirement in web development. This can often be achieved using CSS, but sometimes it requires a little more effort—particularly when dealing with iframes or other embedded content. In this article, we'll examine a specific case study that deals with adjusting the height of a Quick View form in Dynamics 365, a Microsoft product commonly used for CRM.

[TIP] Setting Default Values for Option Sets (Choice) in Dynamics 365 Using JavaScript

 

Setting Default Values for Option Sets (Choice) in Dynamics 365 Using JavaScript

Option Sets, also known as Choice fields in the latest version of Dataverse, are commonly used in Dynamics 365 to allow users to select from a pre-defined list of options. In some instances, you may want to set a default value for an Option Set (Choice) when a form is loaded. This can be achieved using JavaScript. Below are examples for both single-select and multi-select Option Sets (Choices).

 

How to Dynamically Hide Buttons in Power Apps Portal Using JavaScript and MutationObserver

Introduction

Creating a dynamic user interface is a critical aspect of application development in Power Apps Portal. One common use case involves conditionally showing or hiding UI elements like buttons based on certain criteria. This article will guide you through the steps to dynamically hide a "Create New" button in a subgrid when certain conditions are met, using JavaScript and the MutationObserver API.