Before I continue, I just wanted to show you something: On the left side is what you would have to do if you wanted to hide all the fields in the company profile section on the out of the box Account form. There are only 5 fields there; however, when using a business rule, you have… Read More »
How would you go about setting up readonly/visibility rules for a form that has lots of sections, tabs, and fields? Where the rules can change any time depending on what your users think today? Where one rule can affect another? And where each rule may affect multiple fields, but that set of fields can change from time to… Read More »
To start with, I’m not a professional front-end developer. I will do something every now and then, but for the most part, I’ll be configuring Dynamics, writing plugins, talking to the users.. you get the picture – it’s called Dynamics consulting. However, we all need to be somewhat up to date on the front-end development side, at… Read More »
It’s relatively simple to call custom actions with Web API, and it’s also relatively simple to display an error that may occur in the custom action. You just need to know how to do it. Here is how you can do it with JQuery: 1. Create an action and add “stop workflow” step with an error… Read More »
This is a continuation of the original Quick Find on Your Terms post – I am going to walk you through the configuration steps using the scenario described in that original post. However, before we continue, you may want to have a look at yet another post that explains how we can use entityname attribute in FetchXml: Two Most… Read More »
What would you choose if you were given an option to use SQL or FetchXml to run a query? I’m sure that 99.9% of us would go with SQL in that situation since FetchXml tends to limit what we can do. However, FetchXml is, actually, more powerful than you would think if you simply continued to use “Download FetchXml”… Read More »
What’s all that about doing Quick Find on your terms? Think of it this way.. When you are doing a quick find on Dynamics terms, it goes like this: You: “Well, Dynamics, I want to use Quick Find to find all the contacts where this particular keyword occurs in the FullName, or if this contact belongs to… Read More »
You know you can run C# code directly from XrmToolBox now, right? Let’s use XrmToolBox to run your C# code into Dynamics! In the original version, there was no syntax highlighting, so your code might look really boring.. all black and white, no colors at all. If that felt a little depressing, here is an… Read More »
I’m not sure if it’s my lack of SSRS knowledge or if it’s really an unbeatable problem, but here is what I ran into. Imagine that you have two entities. Let those two be Fiscal Years and Orders. Apparently, in any fiscal year you can have multiple orders. Let’s say every order is attributed to a… Read More »
So, we are losing Outlook client for Dynamics: https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/important-changes-coming However, there is another feature in Dynamics that requires Outlook Client – it’s Dynamic Worksheets: https://www.microsoft.com/en-us/dynamics/crm-customer-center/export-to-an-excel-dynamic-worksheet.aspx To view and refresh dynamic data, Microsoft Dynamics 365 for Outlook must be installed on the same computer you’re using to view the Excel data. Then, what is it going… Read More »