Crm Minds

Tag: Javascript

  • Dynamics 365 – Use Upsert to Create or Update Records

    The content explains how to use the Upsert operation in Dynamics 365 to efficiently manage data integration without manually checking if records exist. Upsert simplifies processes by automatically updating existing records or creating new ones. It supports bulk operations, alternate keys, and offers examples in C# and JavaScript for implementation.

  • Dynamics 365 – Creating and Calling Custom APIs

    Custom APIs in Dynamics 365 enable the creation of custom business logic, facilitating integration with Power Automate and external systems. This guide outlines the steps to register a Custom API in Dataverse, link it to a plugin, and configure input/output parameters. A practical example of copying user roles within Dataverse…

  • Dynamics 365 -Custom Filter for Subgrids with setFilterXml

    The post discusses the use of the setFilterXml method in Dynamics 365 for applying custom filters to subgrids. It highlights accessing the subgrid control, retrieving existing FetchXml, modifying queries if needed, and using setFilterXml for custom logic. Note that this method is unsupported, so caution is advised.

  • Dynamics 365 – How to Readonly Fields on Business Process Flow

    In Dynamics 365, locking fields on a Business Process Flow (BPF) prevents users from editing certain fields. Two JavaScript functions are shared: one for locking BPF fields and another for locking both form and BPF fields simultaneously. The header_process prefix is used to access BPF fields. For more insights, visit…

  • Dynamics 365 – Hide All Controls for an Attribute

    The post discusses managing multiple controls associated with a single attribute in Dynamics 365 forms. It emphasizes the need to dynamically show or hide these controls based on conditions, providing examples for hiding a single control and hiding all controls for an attribute. Efficient management is crucial for a smooth…

  • 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…