Crm Minds

Latest posts

  • Dynamics 365 – Make the Form Readonly with Javascript

    To make the form read-only in Dynamics 365 you have 2 options. Either changing record status to Inactive or making all form fields disabled with Javascript. Changing record status to Inactive might not suitable for some business cases. For example you might want to make your form read-only based on an attribute. If you change Read more

  • Dynamics 365 – Execute Custom Action From Javascript with Input and Output Parameters

    In Dynamics 365, you can call an action directly from JavaScript with its inputs. This can be achieved using the WebAPI. First, let’s create a new custom action in Dynamics 365. Our action will accept RecordURL, Prefix, FieldsToIgnore parameters. Then it will create a copy of the Record by querying its metadata. RecordURL – Input string Read more

  • Dynamics 365 – Copy/Clone a Record with Custom Workflow Activity

    By using below code, you can copy a record dynamically by using its URL property. You can execute this workflow activity from Javascript with WEB API or you can execute it inside of an Workflow and implement to any required business logic easily. All you have to do is create a new custom Workflow Activity Read more

  • Dynamics 365 Workflow Activity- Add Selected Users To a Team as a Bulk(AddMembersTeamRequest)

    Whether you are Developer, Analyst or Consultant, there may be requirements for to add multiple users to a team. For instance, the company has created a couple of new teams in its organization chart and want you to implement this new teams to Dynamics 365. Do you prefer navigating through 20 User records by hand Read more

  • Dynamics 365 – When to use Power Automate Flows instead of Workflows

    Power Automate flows have significant advantages over the classic background workflow model. Using Power Automate for automated processes instead of classic workflow gives you better control, error handling and manage for your cases. With out-of-box connectors of Power Automate you can integrate with popular Microsoft, Amazon, Google, Azure services as well as many other services Read more

  • Dynamics 365 – Hide/Show Custom Ribbon Button by Ribbon Workbench

    If you have a custom ribbon button and you want to hide/show it by a condition, this is what you need to do; Open Ribbon Workbench and navigate to your button Select Command of your button. Under Command properties scroll down to Enable Rules. Click “Add Enable Rule” button. Select “Add New Enable Rule“ to Read more