Category Archives: Dynamics CRM

Button missing from ribbon Dynamics CRM (Field Service Work Orders)

Recently I faced issues with some of our custom and Out of the Box ribbon buttons disappearing for example look at the snapshot below. For any selected service order I was not able to see the Run Flow button which runs on-demand workflows and Power Automate Flow (and a few custom ribbon buttons as well). … Continue reading Button missing from ribbon Dynamics CRM (Field Service Work Orders)

Share Story :

Exploring XRM Toolbox Part 1

In this blog, we will explore the use of the XrmToolBox and different tools present in the store. XrmToolBox is free to use tool that connects with the Dataverse environment and provide you with various tools that allow performing heavy management task very easily. Many developers have contributed to XrmToolBox Store by creating a tool/library … Continue reading Exploring XRM Toolbox Part 1

Share Story :

Dynamically filter required Fields/Columns from a Record’s BPF and Form and apply Requirement to those fields

Hi Everyone, Let me explain this topic with an example of a scenario that you might encounter. I’ll walk you through how to complete this scenario in a concise manner below. Use Case Let’s say you have a Table (Entity) with or without multiple Business Process Flows (BPFs) that include some required Fields and even … Continue reading Dynamically filter required Fields/Columns from a Record’s BPF and Form and apply Requirement to those fields

Share Story :

Make form read-only using JavaScript 

Posted On September 23, 2022 by Richie Jacob Posted in Tagged in ,

One way to lock down a form is through JavaScript. Let’s go through how to do this by looking at the code. var formCustomizations = { disableForm: function (executionContext) { let formContext = executionContext.getFormContext(); let formControls = formContext.ui.controls; formControls.forEach(element => { if (element.getName() != “” && element.getName() != null) { element.setDisabled(true); } }); } } … Continue reading Make form read-only using JavaScript 

Share Story :

Cancel the running flows with JavaScript code

We will look at how we can use JavaScript to cancel flows that are running without canceling each flow manually. To do this, follow the steps below. Let’s look at a scenario where we are seeing the flows that are in a running state and are not terminating. Click on All runs, this navigates you … Continue reading Cancel the running flows with JavaScript code

Share Story :

Switching of Forms using Option Set field in Javascript

Use Case – To Switch form based on the value selected from option set field. Steps – 1. We have a Option Set field – “Lead Type“ Based on the Option selected – the form will switch For example – “PMO Member” – On change of the option, it will switch to PMO Member Form … Continue reading Switching of Forms using Option Set field in Javascript

Share Story :

Switch BPF in Dynamics 365 using JavaScript

In today’s blog, we will cover how to change the BPF using JavaScript in the unified interface when the form loads based on a custom field Lead Type on the Lead form. Let’s take a closer look! Steps – In the example below, we have a new option set field called Lead Type with values of TAB Member and TBO. When the Lead Type has a … Continue reading Switch BPF in Dynamics 365 using JavaScript

Share Story :

Quick Tip: Language Translation on Custom PowerApps Page in Model Driven Apps

Hi Everyone, If you are using Custom Pages in your Model Driven App and would like to have multiple languages as per User’s Personal settings? Here’s a quick helpful method for Custom Pages Step 1: Let’s start by creating a Custom Page Go to PowerApps Maker Studio, in your selected environment outside or inside a … Continue reading Quick Tip: Language Translation on Custom PowerApps Page in Model Driven Apps

Share Story :

Send a message/notification on Microsoft Teams as soon as an Opportunity is created in Dynamics 365 via Azure Logic Apps.

In this blog we will see the steps in order to send a automated message via Teams as soon as an Opportunity is created in Microsoft Dynamics 365. Step 1: Go to portal.azure.com and select the Azure Logic App Resource. Step 2: Enter all the details such as the Name, Resource Group, Subscription, Region, etc. … Continue reading Send a message/notification on Microsoft Teams as soon as an Opportunity is created in Dynamics 365 via Azure Logic Apps.

Share Story :

Enable language translation on Custom solutions in Dynamics CRM

In this blog, we’ll see how to apply language translation on custom entities, model driven apps and business process flows in Dynamics CRM Step 1- Go to Settings -> Administration->Languages. In Language settings select the required language and click on apply. Step 2- Include all the required components into the solution For example- Custom Entities … Continue reading Enable language translation on Custom solutions in Dynamics CRM

Share Story :