ASSOCIATE AND DISASSOCIATE MULTIPLE RECORDS TO A PARENT GRID IN DYNAMICS 365 USING PLUGIN

In Marketing Lists of Dynamics 365, we have an option to associate Contacts/Accounts using a Dynamic Query rather than adding them manually. But this isn’t a case with other entities. We do encounter scenarios where we need to associate or disassociate set of records based on a specific criterion. Let assume Contacts from City New York should be added to specific entity.

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HOW TO RETRIEVE ATTRIBUTES OF AN ENTITY USING GUID IN DYNAMICS 365 USING JAVASCRIPT?

In JavaScript we can only fetch attributes of the entity on which we create the event. Usually, we come across scenarios where we have the relationship between two entities and from child entity record, we try to fetch parent entity record and update values.
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HOW TO SWITCH BUSINESS PROCESS FLOW IN DYNAMICS 365 USING JAVASCRIPT?

Let us see how to switch Business Process Flow BPF in Dynamics 365 of an Entity using JavaScript.
We come across scenarios where we need to switch a BPF based on change of form or on change of a Field value. BPFs currently have a limitation on the number of stages (30 max) and the number of conditional levels (5 deep). 

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HOW TO CHECK SECURITY ROLES IN DYNAMICS 365 USING JAVASCRIPT/HTML?

We will see how to check what Security Roles are available to logged in User and do Custom Logic in Dynamics 365.
We come across scenarios where a ribbon button should be show/hide based on logged in user’s security role or enable/disable some functionality based on logged in user’s security role.

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HOW TO SORT LOOKUP FIELD IN A CUSTOM ORDER IN DYNAMICS 365?

Let us see how to sort a lookup field in a custom order in Dynamics 365.

Sorting makes it easy for us to get a quick overview of the data. For example, if we have many customers, we could sort them by Customer No., Currency Code, or Country Region Code to get the overview we need.

Consider a scenario, on a Work Order we have Incident Type and the values in the lookup sort based on the primary field. We must sort the Incident Type records based on the priority.

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HOW TO FORMAT PHONE NUMBER USING JAVASCRIPT IN DYNAMICS 365?

Let us see how to format a Phone Number in Dynamics 365 using JavaScript. We will achieve this using JavaScript.

Having a consistent entry format for phone numbers is something that most companies want to see in their Dynamics 365 Customer Engagement (CRM) environments.

Scenario 1: User provides data into a phone number field. The field includes some special characters. Cleaning them becomes a difficult task.

Scenario 2: If there are more than 10 digits provided in a Phone Number field.

Scenario 3:  Format a Phone Number to desired Format. (more…)

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