More Adventures in Pre-Filtering Customer Lookup Fields (Dynamics CRM/Dynamics 365 for Enterprise)

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 [...]

Renaming CRM Composite Address Fields to the “Proper” Way

One of our company directors has a big thing for Americanisms and American spellings over the "proper" English spellings/pronunciations. So it came as no surprise that when we first showed him CRM, he immediately pointed out the default names on the Address field composite box: Specifically, he didn’t like “State/Province” or “Zip/Postal Code” (for those [...]