Category Archives: Dynamics CRM

Change Business Process Flow Based on Form Type Using Java Script.

Posted On March 9, 2021 by Vidit Gholam Posted in

There are situations where you might need different business process flows based on the form type you choose let us take an example. Consider you want a Business Process flow on the lead entity Such that Lead form will show –BPF with stage Discover, Demo, Propose Sales Lead form will show – BPF with stage … Continue reading Change Business Process Flow Based on Form Type Using Java Script.

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Change ‘Lookup For’ in Party list Using JavaScript

Introduction: Party list like “TO” usually contain record of type Accounts, Contacts, Knowledge Articles, Leads, Users If you want to restrict the Lookup values, write the below script on load on the form and also on change of the partly list Here for each value in fieldlist, the lookup for will be set to account. … Continue reading Change ‘Lookup For’ in Party list Using JavaScript

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Disable field on Click of Button in D365 CE using JavaScript.

Use Case – One of my requirements is to disable the field on click of button Reopen Project on Project form. Let’s see how we can achieve this. Solution – Create Web resource and add below function: Here my function name is “markFieldsReadOnly“. Create Solution in CRM which contains only a single entity on where … Continue reading Disable field on Click of Button in D365 CE using JavaScript.

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Let’s get started with Azure Function for Dynamics 365 CRM: Part 1

In this blog, we will learn how to create an Azure Function App to connect it with Dynamics 365 CRM and perform the CRUD operation in Dynamics 365 CRM. First, we will create an Azure Function project for Dynamics 365 CRM from Visual Studio, and below are the steps for the same. Open Visual Studio … Continue reading Let’s get started with Azure Function for Dynamics 365 CRM: Part 1

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Change Currency format in D365 Customer Engagement

In this blog we will see how we can change the currency format in D365 CE. We are using the Currency field named Price on Account form and we wanted to price in XX,XX,XXX.XX format Let see how we can achieve this. Solution: Go to Settings and click on Personalization settings. After clicking on Personalization … Continue reading Change Currency format in D365 Customer Engagement

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Track an Entity record form opening / retrieve activity by system user in Dynamics 365 CRM

If you want to track a user who has opened records of any specific entity then you are on the right blog because today we are going to see how we can do simple customization to track the user activity of who has open which record for how many times. Step 1: Create an Entity to track … Continue reading Track an Entity record form opening / retrieve activity by system user in Dynamics 365 CRM

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Send Email to not resolved Email Ids from Workflow/Cloud flows

Introduction: We might have a requirement to send emails from Workflow/cloud flows to Ids that cannot be resolved as Contacts, Accounts, Users in CRM. Solution: We need to make changes to system settings to allow messages to unresolved recipients In case of Workflow, directly add email address in the field( It will show ? as … Continue reading Send Email to not resolved Email Ids from Workflow/Cloud flows

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Autosave quick create a form record on fields change and open the created record

Requirement: The user will create the record from the Quick Create and on change of specific field, the record should automatically save. Whenever the record will be saved it should open the created record. In our scenario, we are going to use the Account Entity. When the user will enter the main phone data in … Continue reading Autosave quick create a form record on fields change and open the created record

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Filter Regarding using JavaScript

Introduction: In this blog we will learn how to filter regarding based on another option set field. Also, we shall understand how we can set the default view for regarding. Solution: The below script will run on field change of “Type”, this is the option set based on which the regarding will be filtered. Here, … Continue reading Filter Regarding using JavaScript

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Filter and Set Default Required Attendee using JavaScript

Introduction: Here is JavaScript code that you can use to  make the required field show only system user records and also in case you have a requirement to the set the owner of record as default required attendee. Solution: Add below function to your web resource on load event. Conclusion: On load of form the … Continue reading Filter and Set Default Required Attendee using JavaScript

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