Having the ability to straightforwardly obtain a records Globally Unique Identifier after programmatically creating it within Dynamics 365 Customer Engagement can help significantly with data integration requirements. This is a relatively easy task when working with the Web API using JScript but less so if C# is your language of choice...
Feature deprecations can often cause some degree of disruption, especially if they involve custom code. Microsoft has recently deprecated the Xrm.Page object for JScript form functions in Dynamics 365 Customer Engagement. Find out more about this change and what you will need to do to fix this as part of this week's blog post.
System.AggregateException: One or more errors occured (Dynamics CRM/Dynamics 365 Customer Engagement Plug-in)
As part of developing Dynamics CRM/Dynamics 365 Customer Engagement (CRM/D365CE) plug-ins day in, day out, you can often forget about the Execution Mode setting. This can be evidenced by the fact that I make no mention of it in my recent tutorial video on plug-in development. In a nutshell, this setting enables you to customise whether [...]
This is an accompanying blog post to my YouTube video Dynamics 365 Customer Engagement Deep Dive: Creating a Basic Jscript Form Function, the first in a series that aims to provide tutorials on how to accomplish developer focused tasks within Dynamics 365 Customer Engagement. You can watch the video in full below: https://youtu.be/smZyMwQjgpM Below you will [...]
Modifying Default Lead Qualification Behaviour via C# (Dynamics CRM/Dynamics 365 for Customer Engagement)
Dynamics CRM/Dynamics 365 for Customer Engagement (CRM/D365CE) is an incredibly flexible application for the most part. Regardless of how your business operates, you can generally tailor the system to suit your requirements and extend it to your heart's content; often to the point where it is completely unrecognisable from the base application. Notwithstanding this argument, [...]
When working with form-level JScript functionality on Dynamics CRM/Dynamics 365 for Enterprise (D365E), you often uncover some interesting pieces of exposed functionality that can be utilised neatly for a specific business scenario. I did a blog post last year on arguably one of the best of these functions when working with Lookup field controls - [...]
Removing Multiple Status Reason Values in the Header Area (Dynamics CRM/Dynamics 365 for Enterprise)
The ability to modify the values within Option Set fields on a Dynamics CRM/Dynamics 365 for Enterprise (D365E) form is, depending on your business scenario, one of the best reasons to learn how to write basic JScript form functions. Microsoft makes available 3 methods via the Xrm.Page.ui control (which can be handily shortcutted to Xrm.Page.getControl): addOption [...]
An oft-requested requirement as part of any Dynamics CRM/Dynamics 365 for Enterprise (D365E) deployment is a level of integration with another application system. In some of these cases, this will involve pulling through external web pages and passing them form-level attribute values, to load an external systems report, record page etc. From a CRM/D365E point [...]
A colleague recently asked me this question, and I'll admit that it took me a few minutes to think about the answer. Learning how to write code that extends functionality within or outside of CRM is not something that you can just pick up from scratch. You usually need to have good experience with coding first, [...]
Resolving ‘Link entity with name or alias account is not found’ Error When Using Xrm.Page.getControl().addPreSearch JScript Function
One of the nice things about working with lookup fields on entity forms is the ability to filter the results programmatically via a form level JScript function. The steps for doing this, thankfully, are rather straightforward: Prepare a FetchXML filter snippet that applies the type of filtering you want to perform. This can either be [...]