Customizations

Everything about Customizations

1. 
   Article · Dynamics CRM

   Use Form Context To Set Form Values With Web Resource In Dynamics CRM

   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.

   Venkatasubbarao PolisettyFeb 9, 20228,2721,000
   
2. 
   Article · Dynamics CRM

   Understand Form Context To Read Form Data With Web Resource In Dynamics CRM

   Learn how to use the Dynamics 365 formContext Client API in JavaScript web resources to read text, date, choice, lookup, and other CRM form field values.

   Venkatasubbarao PolisettyFeb 2, 20227,4951,000
   
3. 
   Article · Dynamics CRM

   Restrict Manual Movement Of Stages Using JavaScript in BPF

   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.

   Venkatasubbarao PolisettyDec 22, 202115,5581,000
   
4. 
   Article · Dynamics CRM

   Restrict Stage Movement Based On Roles Using JavaScript In BPF

   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 for stage movement.

   Venkatasubbarao PolisettyDec 15, 20215,3571,000
   
5. 
   Article · Dynamics CRM

   Create Auto Number Field In Dynamics CRM

   In Dynamics / Power Platform at times we require automatically generate auto number for an entity which has the alphanumeric characters. Microsoft offers custom format auto number option as well. In this example let us see for contact entity how this can be achieved to generate automatic Id creation for contact record.

   Venkatasubbarao PolisettyOct 14, 202112,0891,000
   
6. 
   Article · Dynamics CRM

   Business Rules With Actions Set Default Value And Set Field Value In Model Driven Power Apps

   In Dynamics 365 CRM or Power Platform, Business rules provide a quick way of applying business conditions every business rule starts with a condition. In this article we are going to see about 2 Actions Set Default Value and Set Field Value with a business scenario on contact entity if Vaccination is done, then a discount of 50% is given to contact else no discount.

   Venkatasubbarao PolisettyAug 4, 202110,9481,000