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 stringPrefix– … Continue reading Dynamics 365 – Execute Custom Action From Javascript with Input and Output Parameters

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 … Continue reading Dynamics 365 – Copy/Clone a Record with Custom Workflow Activity

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

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 … Continue reading Dynamics 365 – When to use Power Automate Flows instead of Workflows

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 … Continue reading Dynamics 365 – Hide/Show Custom Ribbon Button by Ribbon Workbench

How to Set Lookup Field Value Using JavaScript -Dynamics 365

To set a lookup field value, you need 3 parameters. Id of the lookup recordname of the lookup recordentity name of the lookup entity Here is how to use these values to set an account lookup field. var lookupValue = new Array();lookupValue[0] = new Object();lookupValue[0].id = myAccountId;lookupValue[0].name = myAccountName;lookupValue[0].entityType = "account";Xrm.Page.getAttribute("mylookupfield").setValue(lookupValue);

Dynamics 365 Best Practices – Web resource dependencies

Web resources are one of the most important and crucial feature of Dynamics 365. It allows you to extend form customizations, the Sitemap, business logic, ribbon buttons and so on.. You usually refer to the controls(attributes) from Web resources to change their values, validate fields, trigger some events. But if at least one of those fields … Continue reading Dynamics 365 Best Practices – Web resource dependencies

Query Dynamics 365 CDS Data with SQL

SQL 4 CDS tool allows you to use standard SQL syntax to query and manipulate your data and metadata in Dataverse. You can add SQL 4 CDS to your XrmToolbox and start using it within your CRM data. With SQL 4 CDS queries are converted to FetchXML where possible, allowing you to generate FetchXML queries … Continue reading Query Dynamics 365 CDS Data with SQL

Dynamics 365 – Form Notifications Using Javascript

Notifications are useful when you want to show field specific notifications or form level notifications when some fields change. They can be triggered on change of a field, Onload or Onsave events of the form. You write them in Javascript and register to the form events by Form editor. Form Level Notifications Form Level Notifications … Continue reading Dynamics 365 – Form Notifications Using Javascript