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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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