Category Archives: Dynamics CRM

How to get the Entity Form details using Xrm.Utility.getEntityMainFormDescriptor Client API

Introduction Normally, using Xrm.Utility.getEntityMainFormDescriptor Client API, we get the details of default main form of specified entity in the form of sections and attributes list. If we want to get the list of all the entity attributes or sections that is visible on an entity form, then we can use this Client API. In this… Read More: How to get the Entity Form details using Xrm.Utility.getEntityMainFormDescriptor Client… »

Quick Tip – Data in the Inline Suggestion View of Relevance Search in Dynamics 365 CRM

Introduction In the Enhanced Relevance Search Experience, you will notice that when you start entering the text in the relevance search box, you will be able to see the suggested results and those suggested results are based on the search performed on the Primary column of a table. Suggested result of a table shows the… Read More: Quick Tip – Data in the Inline Suggestion View of… »

Update Resolved and Cancelled Cases in Dynamics 365 CRM Programmatically

Introduction To make the easier life for Dynamics 365 CRM users and consultants, Microsoft always comes up with amazing features every six months. Here, we are going to see one such functionality that Microsoft has released in 2021 wave 1. This feature is useful for technical consultants. Earlier we were not able to update/edit Case… Read More: Update Resolved and Cancelled Cases in Dynamics 365 CRM Programmatically »

Microsoft Document Automation Application using AI Builder Form Processing Model

Introduction Document Processing has been a tedious manual task for a while now. With the introduction of AI services, it is now a simplified and automated process in most organizations. Microsoft has been at the forefront of the democratization of AI through its AI Builder services. AI Builder a no/low code service helps citizen developers… Read More: Microsoft Document Automation Application using AI Builder Form Processing Model »

Managing header and footer of the form in Dynamics 365 using Client API

Introduction In this blog, we will see how to show/hide header and footer parts using Client API. As we know, form is divided in 3 parts i.e. Header, Body and Footer. Let’s discuss how to show/hide header and footer section using script. Header Section: The header is divided into 3 elements 1. Header Command Bar.… Read More: Managing header and footer of the form in Dynamics 365… »

Using Enhanced Delegation for CDS in Canvas App

Introduction Canvas App is used to perform all kinds of functionalities on the mobile app. In some apps we need to perform various operations. For example, we can search a particular word using a specific letter and finding the count of records as a result. To achieve this, we use functions in the Canvas App.… Read More: Using Enhanced Delegation for CDS in Canvas App »

How to show Command Bar on PCF Component added to Sub-grid

Introduction PowerApps Component Framework is a natural successor of Web Resource. It gives us the choice to create field and dataset components and provide an enhanced user experience for the users to view and work with data in forms, views, and dashboards. While we were working on a request for a dataset PCF component that… Read More: How to show Command Bar on PCF Component added to… »

Automate a process to pick files from the on-premises network and upload them to Dynamics 365 CE (Online)

Introduction Using the Power Automate (Flow) and an on-premises data gateway, we can automate a process for organizations where they want to communicate their systems from on-premises networks to Cloud. For example, automating a routine task when a defined event triggers on on-premises networks or local servers. Defined event maybe when a file is created… Read More: Automate a process to pick files from the on-premises network… »

Create Custom Function using Custom API in Dynamics 365 CRM

Introduction In the last blog, we saw how we could execute all available data types in Custom API. In this blog, we will be creating Custom Function using Custom API. Let’s create a custom API similarly to retrieve multiple as we have in Dynamics 365. However, we will extend the limit of 5000 records per… Read More: Create Custom Function using Custom API in Dynamics 365 CRM »

Work with all available parameter types in Custom API

Introduction In our previous blog, we have shown brief of custom API and have executed one Custom API request. In this blog, we will be discussing about the different data types available for the Custom API. We will also be explaining to you each one of them, and how we can incorporate it into our… Read More: Work with all available parameter types in Custom API »