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  • 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

  • Dynamics 365 – How to Trigger OnChange Event of an Attribute

    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… Read more

  • Dynamics 365 – How to Customize Opportunity Close Form

    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 😊 Read more