Crm Minds

Tag: Dynamics CRM

  • Power Automate Connect to Other Environments

    The Microsoft Dataverse connector now offers enhanced flexibility with the inclusion of the Environment parameter. Users can seamlessly connect to different environments from cloud flows, enabling actions such as listing rows, adding or updating rows, and executing actions in specific environments. Certain limitations and actions/triggers not yet supporting the Environment…

  • Dynamics 365 – Form OnSave Event

    The OnSave event in Dynamics 365 allows developers to implement custom business logic and data validation before saving. By adding a custom function, such as validateOpportunityScoreOnSave, developers can ensure data integrity and accuracy. This event occurs when the user saves or refreshes the form, leaves with unsaved data, or when…

  • Dynamics 365 – Connect to CRM with C#

    The recent release of the Microsoft.PowerPlatform.Dataverse.Client introduces the ServiceClient class, offering a modern approach to connect to Dynamics 365 web service. It supports .NET Core and .NET 5, utilizing Microsoft.Identity.Client for improved security, performance, and reliability compared to the CrmServiceClient class. This advancement enhances developer proficiency and potential.

  • Dynamics 365 – How To Send Parameters To Forms with JavaScript

    This blog post demonstrates how to set column values using parameters passed to a form in Dynamics 365 using client API. It explains the syntax for passing parameters in the URL and the Xrm.Navigation.openForm method. Additionally, it details setting values for various column types and emphasizes the user experience improvement.

  • Dynamics 365 – How to check if the field is changed using JavaScript

    The post explains how to use the formContext.getAttribute(arg).getIsDirty() web API to check for unsaved changes in column values of a record. It provides examples of using the method for different types of attributes and suggests actions based on the state of the column. The API is a valuable tool for…

  • 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…