In Dynamics 365, it very common that a larger number of records need to be approved or a similar action need to be done. In these scenarios going to each record and performing the necessary action will not be a better option. To tackle these situations, custom buttons can be used. After selecting the records…
The usage of buttons in model-driven apps helps in easy navigation from one table to other tables or custom pages without even leaving the respective forms. Ribbon workbench is an efficient tool used for the same. This blog guides you through, how to call a custom page as a central dialog box inside the account…
JavaScript is an important tool used in Microsoft Platforms to interact with entity forms and is executed for events that occur on the form. JavaScript form customizations is one of the best options needed to control business processes. One of the benefits of JavaScript Form programming is that they are immediate and doesn’t need data…
The model-driven app and Microsoft Dynamics 365 do have inbuilt customizations up to a great extent. But for more specific customizations JavaScript is a much better tool. Here is an example of form level notifications applied to a form. The notification options available at form-level are: Error, Warning and Information. These notification options have different…
Though Dynamics 365 has OOB feature to enable auto numbering for the system entities (like Case, Opportunity, Lead, Contract etc), most of the times custom auto numbering solution might be required considering the below scenarios: Auto number generated by Dynamics 365 doesn’t meet the business expectation [ eg: having alpha numeric values in the…
There is a new client API feature introduced in CRM 2013 – Setting Form and Field level notifications through Jscript. Let’s have a look at how to set notification on a field on Account form. The requirement is to check and notify if Phone field on the account form is empty. Sample Code has been added…
There is a new client API feature introduced in CRM 2013 – Setting Form and Field level notifications through Jscript. Let’s have a look at how to set the form notification on the Account form. We will be using the new Xrm.page.ui.setFormNotitication() method to achieve this. Xrm.Page.ui.setFormNotification(message, level, uniqueId); Parameters message | Type: String. The text…
Dynatecon Solutions 