Introduction: During certain scenarios we must build a custom html to show data from Dynamics CRM as per customer requirement. As an example, a separate tab was shown on contact form to show selected contact’s Account Address details in the below Step 1: Login to the required environment and select required solution [Contact Customizations Solution …

Continue reading Back to Basics # 66: Working with a Html Webresource in Dynamics CRM

Introduction: During certain scenarios we must send some parameters to a Webresource. To achieve this we must make use of comma separated list of parameters option that is present at event level of an form. As an example contact form was taken and passed first name logical name as parameter to get to know about …

Continue reading Back to Basics # 65: Pass Parameters to a Webresource in Dynamics CRM

Introduction: During certain scenarios we must get total records count present in a sub grid. To achieve this functionality explicit logic should be written using JavaScript with form controls that are available on the form. Contact form with account sub grid was required and Contact record was used to explain this functionality. Step 1: Login …

Continue reading Back to Basics # 64: Get SubGird Record Count with Webresource in Dynamics CRM

Introduction: During certain scenarios we must make all CRM form fields as read-only. To achieve this functionality explicit logic should be written using JavaScript with form controls that are available on the form. Contact form was used to show this functionality. Step 1: Login to the required environment and select required solution [Contact Customizations Solution …

Continue reading Back to Basics # 63: Make All Form Fields as Read-only with Webresource in Dynamics CRM

Introduction: Applications often require different configuration settings or input parameters when deployed to different environments. Environment variables store the parameter keys and values, which then serve as input to various other application objects. Separating the parameters from the consuming objects allows you to change the values within the same environment or when you migrate solutions …

Continue reading Back to Basics # 62: Retrieve Environment Variable Value with Webresource in Dynamics CRM

Introduction: Await / Async is built on promises and is a clean way to represent asynchronous processes in a synchronous way. In Dynamics 365 async and await are used especially while working with web api calls so that until promise gets completed other part of the code will not get executed. As an example, on …

Continue reading Back to Basics # 61: Usage of async and await with Webresource in Dynamics CRM

Introduction: In Dynamics 365 CRM, for certain requirements we need to get users local system date time to compare with the given dates for certain business logic. As an example, on selected contact record users local date time was fetched. Step 1: Login to the required environment and select required solution [Contact Customizations Solution in …

Continue reading Back to Basics # 60: Get Users Local Date Time with Webresource in Dynamics CRM

Introduction: In Dynamics 365 CRM, for certain requirements we need to get user roles so that based on those roles we can show or hide few fields or some other core logic. As an example, on selected contact record client api user settings present in Xrm.Utility namespace was used. Step 1: Login to the required …

Continue reading Back to Basics # 59: Get User Roles with Webresource in Dynamics CRM