Dynamically Setting Button Visibility Based on Subgrid Data in Dynamics 365

 In Microsoft Dynamics 365, ensuring that user interfaces react dynamically to data changes is crucial for creating intuitive and efficient workflows. One common requirement is to control the visibility of buttons based on the data present in subgrids. This article will demonstrate how to implement this functionality using JavaScript, enhancing the user experience by hiding or displaying buttons contextually.

Understanding Sets and Collections in Dynamics 365 JavaScript

 When working with JavaScript in Dynamics 365, developers often need to manipulate groups of elements, whether they're entity records, attribute values, or other types of data. Two common ways to handle these groups are using sets and collections. Understanding the difference between the two can help in deciding which to use based on the scenario.

Auto-Refresh Parent Form After Subgrid Update (e.g., Adding New Rows) in Dynamics 365

 Introduction

In Dynamics 365, ensuring that data presented on forms is up-to-date and consistent is key, especially when interactions involve subgrids and related records. Automating the refresh of a parent form following updates made via a subgrid, such as creating new rows, can significantly enhance user experience and data accuracy.

Invoking Dynamics 365 Custom Actions from JavaScript to Trigger Plugins

 Custom actions in Dynamics 365 are a versatile tool to extend your CRM capabilities, allowing you to encapsulate complex operations into callable functions. These actions are particularly useful when you need to trigger plugins that execute server-side logic in response to client-side events. Here’s a simplified guide on how to invoke these actions from JavaScript, covering both basic and advanced scenarios.

Dynamically Populate Lookup Fields Using JavaScript in Dynamics 365

Automating the population of lookup fields in Dynamics 365 not only enhances user experience by reducing manual data entry but also maintains data integrity across the platform. This guide introduces a refined JavaScript method for dynamically setting the value of one lookup field based on the selection in another. It is essential to adhere to Dynamics 365's Web API conventions, particularly regarding field names and GUID formats.

Accessing Names from Lookup Fields in Dynamics 365

 In Dynamics 365, lookup fields are crucial for linking data across different entities, allowing for a more integrated and relational data model. Developers often need to retrieve names from these fields for various purposes, including UI customization, data validation, or process automation. This guide covers two common scenarios: extracting first and last names from a person's full name stored in a lookup field, and accessing the name directly from a standard lookup field.

User Security Role Checks in Dynamics 365 with JavaScript

 Managing user permissions in Dynamics 365 is essential for both security and user experience. By verifying a user's security roles, developers can control access to features and data within custom applications. This brief guide introduces a simple JavaScript function to check if a current user has a specific security role using Dynamics 365's client-side API.

Enhancing Dynamics 365 HTML Web Resources with Automatically Passed Parameters

 

Enhancing Dynamics 365 HTML Web Resources with Automatically Passed Parameters

In the realm of Microsoft Dynamics 365, HTML web resources serve as a powerful tool to extend the functionality and user interface of the platform. One of the lesser-known but highly useful features is the ability to automatically pass context information, such as the record's unique identifier and object-type code, to these web resources. This capability significantly simplifies the process of creating context-aware custom web pages embedded within Dynamics 365 forms.

Integrating Power Automate Flows with Dynamics 365 Using JavaScript

 

Integrating Power Automate Flows with Dynamics 365 Using JavaScript

In today’s digital ecosystem, automating workflows between your business applications can significantly enhance efficiency and data consistency. Power Automate, a versatile automation platform by Microsoft, seamlessly bridges the gap between various services and Dynamics 365. This article demonstrates how to invoke a Power Automate flow from Dynamics 365 using JavaScript, handling both successful executions and error responses.

Enhancing User Experience in Power Apps Portals with Conditional Button Visibility

In the world of web development, especially within the context of Power Apps Portals, creating an intuitive and dynamic user interface is crucial for an engaging user experience. A common requirement is to alter the visibility of elements based on certain conditions to make interfaces cleaner and more user-friendly. This article demonstrates how to control the visibility of a "Full Page View" button in a Power Apps Portal form, based on the value of a "Last Release Date" field.

Get Current Date and Time in Dynamics 365 Using JavaScript

Get Current Date and Time in Dynamics 365 Using JavaScript

When working within the Dynamics 365 environment, it's often necessary to retrieve the current date and time dynamically for various purposes such as data validation, automation, or user interface enhancements. JavaScript plays a pivotal role in achieving this functionality seamlessly. In this article, we'll explore how to retrieve the current date and time in Dynamics 365 using JavaScript.

Hide Button for Specified Entity, Specified Form, and Specified Subgrid

Scenario

In our scenario, we have two subgrids of the same entity on a form. We aim to conditionally display a custom button for each subgrid based on certain criteria, such as the subgrid's name, the entity, and the form where it's located.

Managing Duplicated Lookup Field Visibility in Dynamics 365 Forms

Introduction: In Dynamics 365 and Power Platform model-driven apps, customizing form behavior to fit complex business requirements is a common practice. A unique challenge presents itself when a form includes duplicated lookup fields that represent the same underlying data attribute but are intended for different purposes. These fields might be named sequentially (e.g., "productid", "productid1", "productid2") to indicate their duplication. To ensure a clean and user-friendly interface, it's crucial to dynamically manage the visibility of these fields based on user interactions. This article delves into a JavaScript solution that leverages column labels to determine which duplicated field has been changed and adjust visibility accordingly.

Using the prompt() Function in JavaScript: A Comprehensive Guide

 

Using the prompt() Function in JavaScript: A Comprehensive Guide

The prompt() function is a simple yet powerful tool in JavaScript, primarily used to display a dialog box that prompts the visitor for input. It is part of the window object, which means it is available in any JavaScript environment that supports the DOM, such as web browsers. This article introduces prompt(), including its syntax, usage, and practical examples.

Creating a Record with Lookup Field in Dynamics 365: Importance of Using Schema Names

 

Creating a Record with Lookup Field in Dynamics 365: Importance of Using Schema Names

In Dynamics 365, creating records that involve lookup fields through the Web API is a common task that developers undertake. A key aspect of this process is correctly setting the lookup field using the @odata.bind property. This article highlights the critical point of using the schema name instead of the logical name before @odata.bind to ensure successful creation of records with lookup fields.

Understanding the Use of _lookup field logical name_value in Dynamics 365

Understanding the Use of _lookup field logical name_value in Dynamics 365

In Microsoft Dynamics 365, understanding when and how to use the _lookup field logical name_value is crucial for developers, especially when dealing with relationships between entities. This article aims to introduce the scenarios where this pattern is applicable and its significance in Dynamics 365 development.

 

Dynamics 365 Customization Insight: Navigating Business Rule Activation Errors

In the world of Dynamics 365, customizing business processes to fit specific requirements is a common task. However, this customization journey isn't without its hurdles. A particularly perplexing issue can arise when activating Business Rules, especially those involving lookup fields. This article delves into a specific error encountered during Business Rule activation and offers a JavaScript workaround for situations where traditional Business Rules fall short.

Implementing Confirmation Dialogs in Custom Buttons for Dynamics 365

 

Implementing Confirmation Dialogs in Custom Buttons for Dynamics 365

In Dynamics 365, confirmation dialogs serve as a critical checkpoint, ensuring users consciously acknowledge the actions they're about to take, especially when those actions have significant implications on the data within the system. This article presents a strategy for integrating confirmation dialogs into the workflow of custom buttons created through the Ribbon Workbench.

Implementing Field Notifications for Data Validation in Dynamics 365 Forms

 

Implementing Field Notifications for Data Validation in Dynamics 365 Forms

Maintaining accurate and consistent data within Dynamics 365 is essential for effective CRM management. One powerful feature to aid this is field notifications, which can be used to guide users towards entering data in the correct format. This article demonstrates how to leverage JavaScript to add a field notification for input validation, ensuring data integrity directly at the point of entry.

Implementing Custom Buttons in Dynamics 365 Forms to Trigger Actions(Plugins)

 

Implementing Custom Buttons in Dynamics 365 Forms to Trigger Actions(Plugins)

Customizing Dynamics 365 to fit specific operational needs often involves extending the user interface with functionalities that streamline and automate tasks. One such enhancement is the integration of custom buttons within entity forms, designed to trigger specific actions seamlessly. This article provides an insight into incorporating a custom button in a Dynamics 365 form, which, upon interaction, executes a predefined action, thereby invoking backend logic or plugins to perform a set of operations.