Dynamics 365 – Share-Unshare Records with Plugin or Custom Workflow Activity by using C#

In Dynamics 365, you can dynamically change access privileges of users or teams to records by using Plugins or Workflows. There could multiple scenarios you can implement such functions. For instance, when creating a new Record you can share that record with a specific team or user by using GrantAccessRequest message. Again, on changing of … Continue reading Dynamics 365 – Share-Unshare Records with Plugin or Custom Workflow Activity by using C#

Dynamics 365 – Different Ways of Showing Form Level Error Messages – setFormNotification | setIsValid

Form notifications are useful when you want to prevent the user saving the form if the form fields do not meet the conditions. Say you have 2 date fields called "Start Date" and "End Date". You want the records can only be saved if the "End Date" is bigger than the "Start Date". You have … Continue reading Dynamics 365 – Different Ways of Showing Form Level Error Messages – setFormNotification | setIsValid

Dynamics 365 – How to get and use formContext

The formContext is a part of executionContext and it replaces deprecated Xrm.Page starting from Version 9. Xrm.Page object was used to represent a form or an item on the form. With the latest version, the Xrm.Page object is deprecated, and you should use the getFormContext method of the passed in execution context object to return reference to the appropriate form or … Continue reading Dynamics 365 – How to get and use formContext

Dynamics 365 – How to Trigger OnChange Event of an Attribute

fireOnChange() function is used to trigger the registered onChange events of an attribute. It is also very useful when you update an attribute through Javascript Code and it onChange event doesn't trigger. When you update an attribute from Javascript code, its onChange event doesn't trigger. If you want it to be triggered, you have to … Continue reading Dynamics 365 – How to Trigger OnChange Event of an Attribute

Dynamics 365 – How to Customize Opportunity Close Form

Before you customize the Opportunity Close form, you need to enable the customization of Opportunity Close form from System Settings. To do that open your Advanced Settings page. Go System > Administration > System Settings. Under Sales tab enable the Customize close opportunity form. Once you enable it, users will start seeing the Quick Create … Continue reading Dynamics 365 – How to Customize Opportunity Close Form