Crm Minds

Tag: Dynamics 365

  • Dynamics 365 Web Api – How to Set Lookup Field Value

    When updating lookup values, or using lookups in entities you must use the @odata.bind annotation to set the value. The syntax for this is: {field_name@odata.bind: “/entitypluralname(guid)”} Some examples: ownerid@odata.bind:”/systemusers(a30cbf7b-69cd-4299-b468-b4978f716af7)” opportunityid@odata.bind: “/opportunities(a30cbf7b-69cd-4299-b468-b4978f716af7)” For lookups that have different possible entity types(i.e regardingobjectid), this changes slightly (note the entity logical name at the…

  • Dynamics 365 – Input and Output Parameters of Custom Actions

    Actions in Dynamics 365 are a type of process that used to extend the functionality of Dynamics 365. You can invoke actions through a workflow, plugin, Javascript or API. We can pass the Input parameters to the custom Action and the results can be set as Output parameters. C# Code…

  • 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…

  • 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…

  • 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…

  • 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…