Venkata Subbarao Polisetty – Microsoft MVP,C# Corner MVP
Posts Related to Dynamics CRM
Introduction: In Dynamics 365 CRM to show form notifications, web resources of type JavaScript was used. Form context ui related client api reference can be used. As an example, contact form and contact entity record used to set show form notifications using setFormNotification. Step 1: Login to the required environment and select required solution [Contact …
Continue reading Back to Basics # 42: Set Form Notifications with Webresource in Dynamics CRM
Introduction: In Dynamics 365 CRM, to perform customizations web resources of type JavaScript was widely used. To set different attributes that are present in CRM Form, form context client api reference can be used. As an example, contact form and contact entity record used to set different attributes using form context. Step 1: Login to …
Introduction: In Dynamics 365 CRM, to perform customizations web resources of type JavaScript was widely used. To read different attributes that are present in CRM Form, form context client api reference can be used. As an example, contact form and contact entity record used to read different attributes using form context. Step 1: Login to …
Introduction: In Dynamics 365 CRM, way to link Web resource to a Form was by using Classic form where we can attach a web resource to form. As an example, in Contact customizations solution for contact main form we see how to link web resource by registering to form load event using classic UI which …
Continue reading Back to Basics # 39: Link Web resource to a Form using Classic UI 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 …
Continue reading Back to Basics # 38: Link Web resource to a Form 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 …
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 …
Continue reading Back to Basics # 36: Creation of Web resource JavaScript Type in Dynamics CRM
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 …
Continue reading Back to Basics # 35: Automatic Stage Movement using CRM Plugin 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 …
Continue reading Back to Basics # 34: Restrict Manual Movement of Stages 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 …
Continue reading Back to Basics # 33: Restrict Stage Movement Based on Roles using JavaScript in BPF
Common Man Tips for Power Platform, Dynamics CRM,Azure 