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

Introduction: In Dynamics 365 CRM, for certain requirements we need to get header values that are present in a record. We can get values with form context. As an example, on contact record form context was used to retrieve value of owner. Step 1: Login to the required environment and select required solution [Contact Customizations …

Continue reading Back to Basics # 58: Get Header Values with Webresource in Dynamics CRM

Introduction: In Dynamics 365 CRM, for certain requirements we need to show confirmation dialog window with Yes and No buttons.  We can use openConfirmDialog method present in Client API Reference in Dynamics crm. As an example, for a selected contact record, confirm dialog will be shown. Step 1: Login to the required environment and select …

Continue reading Back to Basics # 57: Understand Confirm Dialog with Webresource in Dynamics CRM