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Just like attributes, tabs and sections are also controllers of the forms in Dynamics 365. You can apply same logic to show and hide those controls by using Javascript. For the tabs; you need to know unique name of the tab you are going to show/hide.For the sections, you need to know unique name and…
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In Dynamics 365, access privileges to records can be dynamically changed using Plugins or Workflows. This allows for sharing records with specific users or teams, depending on scenarios such as creating a new record or changing field values. This approach avoids the need to assign higher security roles and enables security management on a record…
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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…
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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…
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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…
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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. Hope this helps 😊
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