Dynamics 365 Customization: Prepopulating Child Activity Forms Using JavaScript

 

Scenario

In our scenario, users need to send emails related to specific receipt records. Automating the process to open an email form prepopulated with relevant data from the tri_receipt form saves time and minimizes data entry errors.

Configuring Different Default Views for Duplicated Tables in Dynamics 365 Model-driven App Sitemap/Navigation

 When configuring a model-driven app in Dynamics 365, it's common to need different default views for the same entity to suit various user needs. For example, if you add the "Contact" entity twice to the app's navigation panel, you can set different default views by varying the content type.

Tutorial: PCF Development Tutorial (Official)

 Power Apps component framework empowers professional developers and app makers to create code components for model-driven and canvas apps. These code components can be used to enhance the user experience for users working with data on forms, views, dashboards, and canvas app screens. For example, you can: Replace a column on a form that displays a numeric text value with a dial or slider code component. Transform a list into an entirely different visual experience bound to the dataset, like a Calendar or Map .

Understanding Dynamics 365 Teams in Security Role: Security Group Teams vs. Owner Teams

 When implementing security and access controls in Dynamics 365, it is crucial to understand the differences between Security Group Teams and Owner Teams, as each type plays a distinct role in managing data access within the organization. Here, we will focus on how Security Group Teams operate, using them as an example to illustrate the broader principles that differentiate them from Owner Teams.

Managing Multiple Notifications for a Single Field in Dynamics 365

 Introduction: Dynamics 365 allows for multiple notifications to be set on a single field. However, without proper management, these notifications can override each other, leading to loss of critical information. This article explores how to manage these notifications effectively to ensure that users are well-informed without missing important alerts.

Prevent Duplicate with Alternate Keys in Dynamics 365

 Introduction

Maintaining data integrity in any CRM system is essential, and Microsoft Dynamics 365 offers a powerful feature to aid this process: Alternate Keys. These keys help ensure data uniqueness and integrity by preventing the creation of duplicate records. This is particularly useful in scenarios like managing email addresses where uniqueness is critical.

Leveraging FetchXML for Advanced Data Retrieval and Sorting in Power Automate

 

Introduction

FetchXML is a powerful XML-based query language used in Microsoft Dynamics 365 and Dataverse that allows for retrieving complex data sets. This capability is particularly useful in Power Automate, enabling users to create more dynamic and data-driven flows. In this article, we'll explore how to utilize FetchXML to sort and retrieve data from both a primary table and related tables.

Understanding TimeSpan in Dynamics 365 Plugins

TimeSpan is a .NET structure ideal for measuring and managing time intervals. It is frequently utilized in Dynamics 365 plugins to calculate differences between dates or manage time-based data efficiently.

How to Create a Custom Address Lookup in Microsoft Dynamics 365

 In Microsoft Dynamics 365, creating a tailored user experience often requires customizing the way records are selected and handled. One common requirement is to allow users to select an address record from a filtered list, specific to an account and certain other criteria. This article will demonstrate how to create a custom lookup for the CustomerAddress entity using JavaScript and the Xrm.Utility API.

Creating Custom Lookup Dialogs in Microsoft Dynamics 365

 Customizing user interactions in Microsoft Dynamics 365 often involves more than just data entry; it requires tailored solutions for record selection based on specific criteria. This article demonstrates how to create a custom lookup dialog that can be adapted for any entity, enabling users to select records filtered by custom conditions using JavaScript and the Xrm.Utility API

Automating Dynamics 365 Report Generation Using JavaScript

 When working with Microsoft Dynamics 365, you may find yourself needing to automate the generation of reports based on specific criteria or in response to certain actions. This can greatly enhance user experience and efficiency by reducing the number of manual steps required to view important data. This article outlines how to create and use a JavaScript function that dynamically retrieves the GUID of a specific report by its name and then generates that report for a given record ID.

How to Retrieve a Dynamics 365 Report GUID Using the Web API

 In Microsoft Dynamics 365, reports play a crucial role in visualizing and summarizing business data. Sometimes, you may need to programmatically access these reports, for instance, to integrate report links into custom user interfaces or automated workflows. This article guides you through the process of retrieving a report GUID (Globally Unique Identifier) using the Dynamics 365 Web API, which is essential for any automation or integration task involving reports.

Popup Window to Collect Input using prompt() function

 Syntax

The basic syntax of the prompt() function is as follows:

How to Customize Managed Views in Dynamics 365 That Do Not Support Direct Customization

 In Dynamics 365, managed solutions often lock certain components, including views, which restricts direct customization. However, if you need to modify these views to meet specific business requirements, there is a workaround using XRMToolBox, a powerful third-party tool. This article will guide you through the process of duplicating and customizing a managed view that does not support direct customization.

Setting Columns to Read-Only in an Editable Subgrid in Dynamics 365

  Editable subgrids in Dynamics 365 provide a dynamic way to display and interact with related data directly on a parent form. There are situations, however, where it's necessary to restrict editing of certain fields within these subgrids to maintain data integrity or adhere to business rules. This article explains how to make specific columns in an editable subgrid read-only using JavaScript, employing addOnRecordSelect event depending on the requirement.

Correctly Formatting CSV Files in Power Automate

 Creating well-organized CSV files in Power Automate requires a clear understanding of how text and values are formatted and placed directly in the value field. This guide demonstrates how to correctly structure data in a CSV without using special characters like \n, \r, or quotation marks.

Mastering Data Filtering (Filter Rows) in Power Automate: Practical Examples for Dynamics 365

Effective data filtering is key to optimizing workflows in Power Automate when working with Dynamics 365. This guide provides examples of common filtering techniques to help you manage data efficiently.

How to Include Related Entity Columns in Dynamics 365 Views

In Dynamics 365, displaying data from related entities in views can greatly enhance user experience by providing comprehensive insights at a glance. However, administrators may sometimes face issues where columns from a related entity, such as a parent entity, do not appear in the dropdown list for adding to a view. This article explores a solution to this common challenge.

Common Error in Dynamics 365: Using Logical Name Instead of Schema Name for Lookup in API Calls

 Introduction

In Dynamics 365, developers often interact with entity records through the Web API. One frequent issue arises when updating lookup fields using incorrect field names. This article examines a specific case where a developer encountered an error while trying to update a lookup field due to the misuse of the logical name instead of the schema name.

Retrieving a Form ID by Table name and Form Name in Dynamics 365 Using JavaScript

 In Dynamics 365, each form associated with an entity has a unique identifier, or form ID, which is useful when customizing or integrating with external systems. This tutorial will guide you through creating a JavaScript function that retrieves a specific form ID based on the entity name and the name of the form.