CRM Form Scripts | Softchief Learn

Clone a Record in Dynamics 365

February 22, 2021

Using Form Script and Ribbon Workbench we can create a functionality which will clone a record info to another record. Read the below article to understand the process. Cloning is one of the methods which can reduce the time spent on data entry, particularly if the same case record data being entered is similar. Cloning…
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Multi-select Optionset DataType in Dynamics 365 Customer Engegement

November 21, 2019

Previously we have worked on Optionsets which allows us to select an item from a list at one time. But Dynamics 365 introduces a new data type called as “Multi-select Optionset” which allows us to select multiple items at one time. Here we will do some practical sessions to undersnad how this Multi-select optionset works…
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How to Read Dynamics 365 CRM Data in Javascript using Web API with FetchXML

August 5, 2019

In the below code snippet we can read account records whose name starts with “M” and show all names in alert.

Most Used FetchXML Queries in Dynamics 365 CRM

January 4, 2018

FetchXML is a XML based query language used in Microsoft Dynamics 365 CRM to fetch data. FetchXML is capable of doing many things as explained below. Can only be used to retrieve data not able to perform CUD (Create/Update/Delete) operation. Can be used in JavaScript to retrieve data in client side also used in server…
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101 Most Used Dynamics 365 CRM codes

November 23, 2017

Here is a list of most used code snippet used in Dynamics 365 CRM.Remember to add required namespace whenever required while inserting code. Keep the CRM SDK folder ready to take the reference of the assemblies for below namespace. Most frequently used namespaces are given below, [code lang=”php”] using System; using System.Configuration; using System.ServiceModel; //…
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Pass parameters to HTML Web resource

September 8, 2017

HTML web resource page can only accept a single custom parameter called data. To pass more than one value in the data parameter, you need to encode the parameters and decode the parameters in our page. The example can be found in the SDK folder that can be downloaded freely. The path is sdk\samplecode\js\webresources\showdataparams.htm First we have…
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How to Open Entity or View using URL

September 6, 2017

We can use URLs to open specific entities and views whenever we requires in our custom applications. The below are the scenarios to open entity forms and views using URLs. NOTE : Use Xrm.Utility.openEntityForm when you open entity forms programmatically within the application by using web resources. Do not use window.open.Outside the application, where pages do not have access…
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How to Open Report by using URL

September 6, 2017

Reports can be viewed by using Dynamics 365 report viewer. But sometimes we need to open a specific report from other applications referring to the report server reports or Dynamics 365 reports. SO for this scenario we can open report using the below methods. We can open a report by passing appropriate parameter values to…
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Open Dialog using URL in Dynamics 365

September 6, 2017

Dialogs are the interactive processes which takes input from user and process the data and gives output. For many scenarios users run dialogs to achieve required task. Dynamics 365 provides a out-of-the-box command button option called as “Run Dialog” which gives a list of activated dialogs created against the specific entity. There is also a…
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Javascript Notifications

June 7, 2017

In this post I will discuss how to show messages on Dynamics 365 CRM form. We have 3 types of messages . Information Warning Errors Here we will discuss the below points. How to show Information, Warning & Errors on Forms as notification. How to Clear the notifications on demand. How to use field…
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Add Button in Command bar

March 24, 2017

Here are the steps to add Button in command bar. STEp:1 Open Ribbon Workbench STEp:2 Select the Entity for Editing STEp:3 Drag a Button to Command Bar STEp:4 Modify the values according to your need. STEp:5 Add a Command of Type URl Action STEp:6 Associate the command in Button section STEp:7 – Now Click on…
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How to Setup Ribbon Workbench

March 24, 2017

Ribbon workbench is most powerful solution to edit Command bars in Dynamics 365. Here we will discuss how to setup Ribbon Workbench in D365 Instance. Follow the steps as below. STEP : 1 – Login to Develop1 Site using the URL : https://www.develop1.net/public/rwb/ribbonworkbench.aspx STEP : 2 – Click Download Link and Provide the Information as…
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Create Record using Web API

March 24, 2017

Here is a sample snippet which explains how to create entity record in JavaScript using Web API in Dynamics 365. To use Web API we have to use URL like below [Organization URI] +”/api/data/v8.1/” Sample Code for Javascript to retrieve account record. var req = new XMLHttpRequest() req.open(“POST”,encodeURI(clientURL + “/api/data/v8.1/accounts”), true); req.setRequestHeader(“Accept”, “application/json”); req.setRequestHeader(“Content-Type”, “application/json; charset=utf-8”); req.setRequestHeader(“OData-MaxVersion”,…
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