• 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 […]

    • April 27, 2022

    Enhanced email (pop-up) experience available from the timeline.

    Introduction Previously, when we wanted to compose or update an email from the timeline, the form would open in a new window. And, even for attachments, we can’t preview them, we have to download them to view them. Which was not a user friendly way. In this blog, I have explained how we can create […]

    • April 27, 2022

    How to run bulk duplicate detection job?

    Introduction To maintain the integrity of data, we should have rules in place to reduce duplicate records in the system. If we have duplicate detection rule, then system will automatically notify us about possible duplicate record when we create or update a record. But if we want to detect duplicate records in bulk, then we […]

    • 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 […]

    • March 14, 2022

    Create Parent – Child Record in Single D365 Web API Request

    POST request is used to create a record, So we’ll use POST request to create Parent – Child record. Select the POST request, Set the Dynamics API URL and entity set name in the header. 1.1 Create a Contact Entity Record with New Parent Account Record  To create Parent Account Record, Use Relationship’s Referencing Entity […]

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