• May 03, 2023

    Creating a Popup Dialog Window with Custom HTML Form in Dynamics 365 using Xrm.Navigation

    In Dynamics 365, Xrm.Navigation (Client API reference) is used to provide navigation-related methods while writing custom scripts. One of the methods called “navigateTo” is used to navigate to the specified table list, table record, HTML web resource, or custom page. More information on the Microsoft Documentation. https://learn.microsoft.com/en-us/power-apps/developer/model-driven-apps/clientapi/reference/xrm-navigation/navigateto Syntax In this Blog we will focus on […]

    • March 23, 2023

    Batch Request to Create, Update and Delete records in Dynamics 365 CE

    Batch Request allows us to make multiple API calls within a single API call.  We’re limited to 1000 API calls in a single batch request. The HTTP method only supports POST, PATCH & DELETE in Batch Request. In this Blog, We’re calling 3 API calls in a single Batch Request. POST – Create a new Account […]

    • February 28, 2023

    Filter in expand query of OData (D365 CE)

    Introduction: In this Blog, we will learn how to use filter in expand of OData. Example: Let’s say we have an account with multiple contacts, and we want to filter out only the contacts who have their contact method listed as ‘Email’. How to write API Request: a. You can get Service Root URL from […]

    • October 14, 2022

    How to call Cloud Flow from JavaScript.

    Introduction: -In this blog we are going to see how to call cloud flow from JavaScript.  Use Case-: On clicking the ‘Call Flow’ button, we update the name field of the Accounts table in the dataverse. Steps: –  Creating a button in the Model-driven app:- You can check out the link below to understand how […]

    • July 04, 2022

    How to retrieve data from an sub-grid using JavaScript in D365 CE?

    Introduction In this blog, we will discuss how we can fetch data directly from sub-grid without using FetchXML in JavaScript. It is always easy to fetch the data from the fields on form but what about fetching the data from the sub-grid added on the forms? Here is how we can achieve this : Example […]

    • July 04, 2022

    Newly introduced client script methods for D365 CE

    This blog will talk about the new client script methods that can enhance UI/UX experience. addOption This method adds an option to your choice/choices control. Example removeOption  Removes an option from a choice/choices control. Example clearOptions  Clears all options from a choice/choices control. Example setFocus  Sets the focus on the control. Example setLabel Sets the […]

    • July 03, 2022

    How to lock fields on editable grid in D365 CE?

    Introduction: Recently I got a situation where I need to lock the fields in editable grid. I tried to find the solution on internet. I found a suggestion as to use business rule having scope to “Entity”. But it did not worked as it was locking the fields on forms also. Then I created another […]

    • April 27, 2022

    How to Retrieve Entity Main Form Details using JavaScript

    In this blog, we will see how we can retrieve the details about “Entity Main” Form. Details such as No of attributes present on Form. Section Tabs Id We can use below method to retrieve details about entity main form. Xrm.Utility.getEntityDefaultMainFormDescriptor(entityName, formId); Here, Note: If we don’t specify the FormId then above method will select […]

    • April 27, 2022

    Quick Tip – Restrict Customer Lookup to show only account or contact

    In this blog we will see how we can restrict the customer lookup type field to show only account or contact without using “addPreSearch” method. To restrict the customer lookup, we can use below method. For more info: https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/controls/setentitytypes Example. On Case entity, we have added below code on form load to restrict the customer […]

    • April 07, 2022

    Create Notes with Attachment using Web API in Dynamics 365

    Create Notes record with Attachment for Contact Entity var note = {}; note.subject = “Notes Subject”; note.notetext = “Notes Text”; note.filename = “FileName.txt”; note.documentbody = “Base64String”; note[“objectid_contact@odata.bind”] = “/contacts(00000000-0000-0000-000000000000)”; Xrm.WebApi.createRecord(“annotation”, note).then( function success(result) { alert(“Success”); }, function(error) { alert(error.message); }); Note:- While setting object ID or regrading lookup we have to specify entity name with […]

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