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Hide Recent Items from Dynamics 365 CRM Lookup form using Xrm.Utility.lookupObjects through JavaScript

User property disableMru = true; You can refer below code       selectProjectLayout: () => {         var lookupOptions = {}; var _projectLayoutName = null; var customFilter = ‘<filter type=”and”>’ + ‘<condition attribute=”cf_project” operator=”eq” value=”‘ + Operations.selectedProjectId + ‘”/>’ + ‘</filter>’; lookupOptions.allowMultiSelect = false; lookupOptions.defaultEntityType = “cf_tcmaplayout”; lookupOptions.entityTypes = [“cf_tcmaplayout”];         lookupOptions.disableMru = true;// … Continue reading Hide Recent Items from Dynamics 365 CRM Lookup form using Xrm.Utility.lookupObjects through JavaScript

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Expose a CRM Entity to Make API Calls in Dynamics 365 Portal

Sometimes we may get scenario wherein we have to make API calls to an entity from dynamics 365 Portals, so here is my blog that will guide you step by step to how to achieve the same. In CRM navigate to dynamics 365 Portals as shown below. Click on entity list as shown below Click … Continue reading Expose a CRM Entity to Make API Calls in Dynamics 365 Portal

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Customize Opportunity Close Dialogue Box

Go to Admin settings. Click on system settings After clicking on System settings, a popup opens, click sales tab as shown below. Select Yes in Customize close opportunity form and click ok, refer below image.

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Choose which All Records To Create While Qualifying Lead

Go to Admin settings Click on system setting After clicking on System settings, a popup opens, click sales tab as shown below. Now, select no for Qualified lead experience refer below image.

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Customize the business card scanner control

To edit the mappings of Business card scanner control, refer below steps. Select the Settings icon, and then select Advanced Settings. The Business Management page opens. On the navigation bar, select Settings, and then under Customization, select Customization. Select Customize the System. Under Components in the solution explorer, expand Entities, and then expand the Contact or Lead Select Forms. Open the form of type Quick Create. … Continue reading Customize the business card scanner control

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Attach Custom Generic event to lookup field (one or multiple same field) in D365 portals

Sometimes we may get some requirements with multiple lookup fields on the same Entity form on D365 Portals. Also, we may have to perform some operations on click of search button on these Lookup fields. Here, it is not possible to achieve this without writing javascript or jquery code mean-while, we also have to make … Continue reading Attach Custom Generic event to lookup field (one or multiple same field) in D365 portals

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How to use System.Text.Json APIs in Asp.net

Initially for parsing object to Json or json to object in Asp.net an additional Newtonsoft.Json Api was required, but now Microsoft has developed their own Apis “System.Test.Json”. Below Steps will guide you on how to use this api. Install the System.Text.Json NuGet package. To use the api make sure you import the following two namespaces: … Continue reading How to use System.Text.Json APIs in Asp.net

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10 Best Practices for implementing HTML web resources with Dynamics 365 CRM

Do not use any CDN links for any .js or .css file, include them in your own project. Do not give multiple references of any .js or .css file on the same HTML. If any .js or .css file is going to be used on multiple Html web resources, then keep them at one common … Continue reading 10 Best Practices for implementing HTML web resources with Dynamics 365 CRM

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