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  • SharePoint Online API – Get Access Token with Client ID and Secret – Part 1

    With Microsfot leaving basic authentication behind it is unsecure to use username and passwords anymore. Authentication with Client ID and Secrets is the suggested and secured method to use. We will look at how to do this for SharePoint Online API. First we will register an app on SharePoint site, use its ID and Secret Read more

  • Dynamics 365 – Switch Forms Dynamically by Using JavaScript | formselector

    In CRM it is common that showing different forms to different user gropus. There might be some conditions that you check to switch and show different forms to users. For cases like these, formSelector() and navigate() functions save the day. formselector.items collection: A list of all the forms accessible to the current user. Only those forms Read more

  • Dynamics 365 – How to Show/Hide Sections and Form tabs

    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 Read more

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

    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… Read more

  • 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 Read more

  • 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 Read more