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.

Understanding the Difference Between JSON and JavaScript Object Literals

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.

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.

Enabling Quick Create Forms in Dynamics 365: A Step-by-Step Guide

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.

Tips: Why 'Add Existing...' Button Sometimes Missing in Subgrids

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.

Filtering Lookup Fields in Power Apps Portals Based on Another Field's Value

Introduction

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.

Automating Field Synchronization in Dynamics 365: Updating Child Records on Form Save

Introduction

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.

Implementing a Custom Date-Time Combination in Dynamics 365

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.

Enhancing Form Usability in Power Apps Portal with Dynamic Field Validation

Introduction

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.

Dynamic Form Field Requirements in Web Development

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.

Implementing Dynamic Lookup Field Filtering in Dynamics 365 Using Web API and JavaScript

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.

Set Tab Visibility on Dynamics 365 Form Using 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.

How to Resolve the Issue of Missing Custom Entities in North52 Formula

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.

How to Add Custom Button Using N52

Guidance to create a custom button using N52.

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

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

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

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 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.

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

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.