In today’s digital workflows, teams across HR, operations, finance, and support deal with repetitive manual tasks every day. One of the most common inefficiencies is manually entering data into third-party web forms, especially when those portals do not provide APIs for direct integration. This repetitive work not only slows down productivity but also leads to… Read More »
Introduction In this blog, we will see how to retrieve Entity icon using the JavaScript. Recently, one of our client wanted to retrieve the related entity along with the icons of entity in the table and wanted to create the related record. Now the client wanted to identify the entities. Suppose the client has two… Read More »
Introduction In this blog, we are going to create a request using ExecuteWorkflow action and would execute the request that would execute a custom workflow. This approach would eliminate the need to create an Ajax request and is supported across web client, UCI and Mobile. For demonstration purpose, we have created a custom workflow. This… Read More »
Introduction When user needs to display all the record using the “account” entity on the portal page then he can perform the retrieve operation by calling OData query using JavaScript. Working First we will create the entity list. On the entity list there is tab “OData” where we need to fill the information like “Entity… Read More »
Introduction: No doubt, Microsoft Dynamics 365 v9.0 surprised us with the UCI feature which provides a generic user interface to users, this is about UI but behind the scene for developers also Microsoft provided “Execution Context” object which is a collection of array. Recently we have a business requirement to perform some action using Custom… Read More »
Introduction: Is Form Scripting a dreadful task, given the uncertainty that no one knows when the necessary attribute(s) for our script will be taken down from the form or it’ll be deleted completely? Well! With Dynamics 365 v9.0, we can avoid these situations in a finesse way. Apart from the ability to handle the dependent… Read More »
Introduction: The latest update of Dynamics 365 has introduced a plethora of new features. Where few of the updates are related to the functionality while other few are related to UI. The CRM forms are redone, the new UI kind off bears retro look (not everyone would agree on this point). The UI feels fresh,… Read More »
Issue: When qualifying a lead in CRM, we receive the following error message. “Unable to get property ‘getUserPrivilege’ of undefined or null reference Script” Reason: This was a customized system and we noticed the Company and Title field were missing from the lead form. Solution: Add the fields back on the form, and if required… Read More »
It is a common requirement to integrate HTML web resource in CRM form or open an HTML web resource as a separate window to have the additional user interface. JQuery library is a common library to perform the script related operation and even to deal with HTML controls in such scenarios. Sometimes we receive error… Read More »
Introduction: Resco Mobile App is a boon for the Field Technicians; it’s crisp, it’s smooth and has a lot of functionalities that could ease the life of a Technician. Resco provides us Form Rules to perform many things in the face of onchange, onload and onsave event on the form. Limitations: We could say, Resco… Read More »