Creating a Custom Button on a Main Form Using Ribbon Workbench in Dynamics 365
In Dynamics 365, tailoring the user interface according to specific business processes enhances user experience. This guide demonstrates how to create a custom button on an entity's main form. This button has conditions for visibility and will execute a specific JavaScript action when clicked.
When working with SQL Server Reporting Services (SSRS) in Dynamics 365, you might come across a peculiar issue where the metadata doesn't appear as expected, or the CRM Login pop-up window fails to display the list of available organizations, even when the option "Display list of available organizations" is checked. The root cause could be the credential settings in the data source of your SSRS project.
This article will introduce how to install the SSRS template of Visual studio before you start to create your first SSRS report for Dynamics 365/CRM/CE.
Introduction: When working with SQL Server Reporting Services (SSRS) in conjunction with FetchXML queries, you might encounter a scenario where date/time parameters cannot be used directly. This article outlines a practical solution to convert date/time parameters to text type, enabling their use in FetchXML queries within SSRS reports.
When working with date-only fields in Dynamics 365, displaying the correct local time can be a challenge. By default, Dynamics 365 stores DateTime fields in Coordinated Universal Time (UTC). This article explains how to set a date-only field to display the local time using N52 formulas.
SetLookup FunctionIn Dynamics 365, Lookup fields often need to be set programmatically, based on certain conditions or actions. One common requirement is to set a Lookup field to a specific entity based on its GUID. The N52 formula engine provides the SetLookup function to meet this need efficiently. This article will walk you through how to use SetLookup to set Lookup fields in Dynamics 365.
When working with N52 formulas in Dynamics 365, you might need to display the name referenced by a Lookup field or the name of a selected option from an Option Set field. This article aims to guide you through these tasks using N52 formulas.
When working with Dynamics 365, the term 'Intersect Entity' might come up when dealing with N:N relationships between entities. This article aims to explain what an Intersect Entity is, how to find its schema name, and how to query it using tools like XrmToolbox.
This updated article focuses on modifying the "Primary Navigation" in a Dynamics 365 Portal. This is an out-of-the-box Web Link Set that controls the main navigation menu. You will learn how to update existing links or add new Child Links to customize your portal's navigation.
Introduction: Power Apps portals offer remarkable flexibility in displaying and managing data. However, sorting columns from related tables in a list isn't straightforward. This article introduces a solution to enable this functionality.
Power Apps portals offer a robust platform for building interactive web applications. One of its most notable features is the ability to create custom search filters using FetchXML. In this article, we'll explore how to use FetchXML for search filters, leverage JavaScript for UI adjustments, and examine the behavior of the "like" operator in FetchXML.
Dynamics 365 and Power Apps offer extensive customization options, one of which is the ability to use subgrids to display related records. While subgrids are helpful, there are scenarios where you might need to prompt the user with an alert if the subgrid is empty. In this article, we will discuss how to achieve this functionality using JavaScript and jQuery.
Changing the height of HTML elements is a common requirement in web development. This can often be achieved using CSS, but sometimes it requires a little more effort—particularly when dealing with iframes or other embedded content. In this article, we'll examine a specific case study that deals with adjusting the height of a Quick View form in Dynamics 365, a Microsoft product commonly used for CRM.
Option Sets, also known as Choice fields in the latest version of Dataverse, are commonly used in Dynamics 365 to allow users to select from a pre-defined list of options. In some instances, you may want to set a default value for an Option Set (Choice) when a form is loaded. This can be achieved using JavaScript. Below are examples for both single-select and multi-select Option Sets (Choices).
Creating a dynamic user interface is a critical aspect of application development in Power Apps Portal. One common use case involves conditionally showing or hiding UI elements like buttons based on certain criteria. This article will guide you through the steps to dynamically hide a "Create New" button in a subgrid when certain conditions are met, using JavaScript and the MutationObserver API.