Back to Basics # 38: Link Web resource to a Form in Dynamics CRM

Introduction: In Dynamics 365 CRM, post creation of a web resource, to use it in CRM Form for a selected entity then we must add web resource into Form Libraries present at form level and then tie it to Event Handlers for a selected Event on Main Form. As an example, in Contact Customizations Solution …

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Back to Basics # 37: Creation of Web resource Through CRM Classic UI in Dynamics CRM

Introduction: In Dynamics 365 CRM, we can create a web resource through CRM Classic UI other than Unified User Interface. As an example, let us see the process of creation of web resource in Contact Customizations solution. Step 1: Login to the required environment and select required solution [Contact Customizations Solution in this case] as …

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Back to Basics # 36: Creation of Web resource JavaScript Type in Dynamics CRM

Introduction: In Dynamics 365 CRM, any functionality cannot be achieved through OOB [Out of Box] functionality, then first thing comes into mind was customizations. So, basic customizations can be achieved starting with Web resources (js type) under code especially through JavaScript. As a business case, a new web resource will be created in Contact Customizations …

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Back to Basics # 35: Automatic Stage Movement using CRM Plugin in BPF

Introduction: During some scenarios we must automatically move BPF Stages based on server-side code. This can be achieved by CRM Plugin. As an example, on update of a title field for a selected contact record BPF will automatically moves to next stage. Step 1: Login to the required environment and go to flows and select …

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Back to Basics # 34: Restrict Manual Movement of Stages using JavaScript in BPF

Introduction: In certain implementations, we must restrict manual movement of Stages in BPF for a selected record as a business requirement. To achieve this functionality, we can use JavaScript to restrict movement of next and previous stage. Step 1: Login to the required environment and go to flows and select Business process flows – Vaccination …

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Back to Basics # 33: Restrict Stage Movement Based on Roles using JavaScript in BPF

Introduction: In certain implementations, BPF Stage movement to be done based on roles. So, this can be achieved by writing custom JavaScript and logic to capture roles of the logged in user. As an example, we consider here same vaccination BPF on Contact record , where for users with role sales man will be restricted …

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Back to Basics # 32: Move to Next Stage using JavaScript in BPF

Introduction: At times we must work on BPF Stages and navigate Stages automatically based on the business requirement, in this post we are going to see how it can be achieved through javascript .As an example, existing Vaccination BPF on an existing Contact record was used to show this navigation to Next Stage on change …

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Back to Basics # 31: Understanding Move Next and Move Previous in BPF

Introduction: At times we must work on BPF Stages and navigate Stages automatically based on the business requirement, for quick test D365 Client API’s can be used for navigation with predefined methods moveNext and movePrevious in console window of browser before writing JavaScript code. As an example, existing Vaccination BPF on an existing Contact record …

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Back to Basics # 30: BPF In Model-Driven-Power-Apps

Introduction: We can include BPF in a model driven app in Dynamics CRM where directly a new contact can be created from App and start using Business Process Flow. Step 1: Login to the required environment and go to flows and select Business process flows – Vaccination and observe whether BPF is active or not, …

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Back to Basics # 29: Call Power Automate Flow from BPF in Dynamics CRM

Introduction: We can enhance BPF so that a Power Automate Flow can be called in between stages. So here, in this post we see in the same vaccination use case to call an Power Automate Flow to the selected contact in the initial stage. Step 1: Login to the required environment and go to flows …

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