Dynamics 365 – Retrieve Multiple Records with WebApi and JavaScript

The Xrm.WebApi is one of the important modules in Dynamics 365 that allows the CRM users to interact and perform operations with Dynamics 365 platform by sending and receiving data via web services. One of the most important function of Xrm.WebApi is retrieveMultipleRecords, which allows developers to retrieve a collection of records from Dynamics 365 … Continue reading Dynamics 365 – Retrieve Multiple Records with WebApi and JavaScript

Dynamics 365 – Hide/Disable/Edit Business Process Flow Fields using JavaScript

In Dynamics 365, Business Process Flow attributes are just like Form attributes. You can use most of the controls in the same way as you normally do for Form attributes. Let's look at the most common ones together. Get Business Process Flow attribute control using Javascript To get attributes Add "header_process" before schema name of … Continue reading Dynamics 365 – Hide/Disable/Edit Business Process Flow Fields using JavaScript

Dynamics 365 – Call Power Automate Flow from JavaScript

In this post I will show the steps to call Cloud(Power Automate) flow from Javascript. I will send a JSON request body to my flow and get a JSON response body back. We will do that in 3 simple steps. Let's start. Step 1 - Create a Power Automate Flow Go to https://make.powerautomate.com/ and choose … Continue reading Dynamics 365 – Call Power Automate Flow from JavaScript

Dynamics 365 – How to Show/Hide Sections and Form tabs

Just like attributes, tabs and sections are also controllers of the forms in Dynamics 365. You can apply same logic to show and hide those controls by using Javascript. For the tabs; you need to know unique name of the tab you are going to show/hide.For the sections, you need to know unique name and … Continue reading Dynamics 365 – How to Show/Hide Sections and Form tabs

Dynamics 365 – Different Ways of Showing Form Level Error Messages – setFormNotification | setIsValid

Form notifications are useful when you want to prevent the user saving the form if the form fields do not meet the conditions. Say you have 2 date fields called "Start Date" and "End Date". You want the records can only be saved if the "End Date" is bigger than the "Start Date". You have … Continue reading Dynamics 365 – Different Ways of Showing Form Level Error Messages – setFormNotification | setIsValid

Dynamics 365 – How to get and use formContext

The formContext is a part of executionContext and it replaces deprecated Xrm.Page starting from Version 9. Xrm.Page object was used to represent a form or an item on the form. With the latest version, the Xrm.Page object is deprecated, and you should use the getFormContext method of the passed in execution context object to return reference to the appropriate form or … Continue reading Dynamics 365 – How to get and use formContext

Dynamics 365 – How to Trigger OnChange Event of an Attribute

fireOnChange() function is used to trigger the registered onChange events of an attribute. It is also very useful when you update an attribute through Javascript Code and it onChange event doesn't trigger. When you update an attribute from Javascript code, its onChange event doesn't trigger. If you want it to be triggered, you have to … Continue reading Dynamics 365 – How to Trigger OnChange Event of an Attribute

Dynamics 365 Updating Readonly Field – setSubmitMode()

To update readonly fields with Javascript simply use setSubmitMode() after setValue() function. always: The data is always sent with a save. never: The data is never sent with a save. When this value is used, the column(s) in the form for this column cannot be edited. dirty: Default behavior. The data is sent with the … Continue reading Dynamics 365 Updating Readonly Field – setSubmitMode()

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 end of the "name") parentcustomerid_account@odata.bind = … Continue reading Dynamics 365 Web Api – How to Set Lookup Field Value

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 an attribute. If you change … Continue reading Dynamics 365 – Make the Form Readonly with Javascript