Crm Minds

Tag: Dynamics 365

  • Dynamics 365 – Retrieve Records using JavaScript

    The post discusses how to retrieve records in CRM using Xrm.WebApi.retrieveRecord(). This method allows fetching a single record by ID and entity name, with options to specify attributes and relationships in the response. Code examples demonstrate retrieving records with all attributes, specific attributes, and related records. The post emphasizes handling…

  • Dynamics 365 – Update Records with JavaScript

    The blog post explains the usage of Xrm.WebApi.updateRecord() method in Dynamics 365. It covers the method’s syntax, parameters, success and error callbacks, and provides code examples for updating different types of fields. Use cases include changing record owners, updating option set and multi-select option set fields.

  • Dynamics 365 – How to Open Forms and Views with a URL | Xrm.Navigation.navigateTo

    Dynamics 365 enables the use of URLs to open specific actions or data. Constructing the URL involves parameters like app, pagetype, etn, id, and extraqs. It’s important to use appropriate methods when opening forms programmatically. Customizing the application navigation using the site map requires careful handling to avoid unexpected outcomes.

  • Dynamics 365 – How to call a function on form save

    This post explains the save event in Dynamics 365 CRM, its importance, and how to add custom logic using the formContext.data.entity.addOnSave() method. It discusses a use case for validating fields before saving a record and provides a code example. Customizing the onSave function offers developers the opportunity to enforce business…

  • How to Pin a View in Dynamics 365

    Dynamics 365 offers the option to pin frequently used views for quick access, enhancing workflow efficiency. To pin a view, navigate to the desired entity, select the specific view, and click the “Pin” icon. The pinned view will then appear in a dedicated section for easy access, reducing the need…

  • What is Microsoft Dynamics 365 Customer Insights

    What is Microsoft Dynamics 365 Customer Insights

    Microsoft Dynamics 365 Customer Insights is a cloud-based service that uses AI and machine learning to analyze customer data from multiple sources. It helps create unified customer profiles, identifies customer segments, and enhances personalized experiences. By leveraging this tool, businesses can boost customer satisfaction, retention, loyalty, revenue, and profitability. Interested…