Dynamics CRM Prepopulate To Activity Party on Email when multiple/single records selected from grid

Recently we had a requirement to open Email entity form with To field prepopulated with the selected records from grid. We have added custom button on grid using Ribbon Workbench Tool and added Action to call below Javascript on click on button. function OpenQuickCreateemail(selectedItems) { var partylist = []; if (selectedItems.length == 1) { OpenQuickCreateemailsingleRecorde(selectedItems);Continue reading “Dynamics CRM Prepopulate To Activity Party on Email when multiple/single records selected from grid”

Retrieve contents of File Data Type field in Dynamics 365/ CDS using JavaScript/ client code.

Follow my blog for more interesting topics on Dynamics 365, Portals and Power Platform. For training and consulting, write to us at info@xrmforyou.com Few months back I wrote an article on File Data type in Dynamics 365/ CDS where I explained the details of this data type and explained how you download the content of theContinue reading “Retrieve contents of File Data Type field in Dynamics 365/ CDS using JavaScript/ client code.”

{Dynamics 365} Lock a field after saving a record

Wondering if we can disable a field after save. For example, when user creates a new record, it is editable, but after save, it not editable. Low Code No Code solution To achieve this requirement we can make use of Business Rule where we can check if CreatedOn field contains data and if true lockContinue reading “{Dynamics 365} Lock a field after saving a record”

Hide and Show Subgrid on basis of selected option/value using JavaScript in MS Dynamics 365 CRM.

Scenario: We need to hide or show the “Service Request Details” Subgrid from the Contact form based on the condition if “Do you want Raise Service Request” Field is yes then show Subgrid else hide Subgrid see in the picture below. Step 1: Get the Schema Name of Do you want Raise Service Request Field. Step 2: GetContinue reading “Hide and Show Subgrid on basis of selected option/value using JavaScript in MS Dynamics 365 CRM.”

How to Open Lookup Records in main record as a dialog / Pop-up in a model driven app of MS Dynamics CRM 365

With the 2020 Release Wave 1 update, a new method was introduced to open a new or existing record in a Main Form Dialog. In this blog, we will be discussing one of these new features which aims to help the end-user. This feature will allow the user to open a lookup record in aContinue reading “How to Open Lookup Records in main record as a dialog / Pop-up in a model driven app of MS Dynamics CRM 365”

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