Crm Minds

Dynamics 365

  • Dynamics 365 – Connect to CRM with C#

    The recent release of the Microsoft.PowerPlatform.Dataverse.Client introduces the ServiceClient class, offering a modern approach to connect to Dynamics 365 web service. It supports .NET Core and .NET 5, utilizing Microsoft.Identity.Client for improved security, performance, and reliability compared to the CrmServiceClient class. This advancement enhances developer proficiency and potential.

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  • Dynamics 365 – How To Send Parameters To Forms with JavaScript

    This blog post demonstrates how to set column values using parameters passed to a form in Dynamics 365 using client API. It explains the syntax for passing parameters in the URL and the Xrm.Navigation.openForm method. Additionally, it details setting values for various column types and emphasizes the user experience improvement.

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  • Dynamics 365 – How to check if the field is changed using JavaScript

    The post explains how to use the formContext.getAttribute(arg).getIsDirty() web API to check for unsaved changes in column values of a record. It provides examples of using the method for different types of attributes and suggests actions based on the state of the column. The API is a valuable tool for customizing form behavior.

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  • Dynamics 365 – Retrieve Records using JavaScript

    The post discusses how to retrieve records in CRM using Xrm.WebApi.retrieveRecord(). This method allows fetching a single record by ID and entity name, with options to specify attributes and relationships in the response. Code examples demonstrate retrieving records with all attributes, specific attributes, and related records. The post emphasizes handling success and error callbacks.

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  • Dynamics 365 – Update Records with JavaScript

    The blog post explains the usage of Xrm.WebApi.updateRecord() method in Dynamics 365. It covers the method’s syntax, parameters, success and error callbacks, and provides code examples for updating different types of fields. Use cases include changing record owners, updating option set and multi-select option set fields.

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  • Dynamics 365 – How to Open Forms and Views with a URL | Xrm.Navigation.navigateTo

    Dynamics 365 enables the use of URLs to open specific actions or data. Constructing the URL involves parameters like app, pagetype, etn, id, and extraqs. It’s important to use appropriate methods when opening forms programmatically. Customizing the application navigation using the site map requires careful handling to avoid unexpected outcomes.

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