Author: Jayesh

calculated-fields-in-dynamics-365

Calculated Fields in Dynamics 365

In this post we will discuss about how to create and use the calculated fields in CRM 2015/2016/D365. Microsoft has introduced new feature in Dynamics as Calculated fields. This calculated fields can be used to do simple calculations itself in the field by using the required conditions. Follow the steps to create Calculated field in form. Example 1: Calculated field with Decimal Number type. Step 1: Create a new field in CRM form with Data Type as Decimal Number and Field Type as Calculated. Step 2: Click ‘Edit’ Button next to Field Type to configure the rule in calculated field.

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Dynamics Option Set - Get/Set the Dynamics 365 Option Set text and values.

Get/Set the Dynamics 365 Option Set text and values.

There are many scenarios where we need to get the option name and value of the option-set field. The below code can be used to retrieve the option name and its values. 1. To get option name from OptionSet Below code can be used to get the option name by passing the option value. 2. To get the text and value of the selected CRM OptionSet Below code can be used to get the text and value of selected optionset: 3. To get the value of selected CRM OptionSet. Below code can be used to get the value of selected

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Dynamics-365-Lookup-Field

JavaScript to get/set the lookup value in Dynamics 365.

JavaScript to get/set Lookup field data in Dynamics 365 Let’s discuss about the Lookup field in Dynamics 365 in this blog. Lookup field is little different than the normal fields available in Dynamics 365 CRM. This field is basically of type EntityReference like we generally have array. This EntityReference type is the combination of three values i.e. Recordid, RecordName and  EntitySchemaName. When user create a new lookup field in any entity, then the system will create a N:1 relationship with the other entity. 1. Get Lookup Field Data in Dynamics 365 The below method can be used to get the lookup

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custom-button-in-dynamics-365

Create a custom HTML button in Dynamics 365

Create Custom HTML Button in Dynamics 365 In this post we will discuss about how to create a custom button in CRM form. Custom HTML button can’t be created using Ribbon workbench. To create a custom HTML button, you need to create a HTML Webresource and add that Webresource in the required entity form. Follow the below steps to know more about how to create a HTML Webresource. Step 1: Navigate to Settings à Customizations >> Customize the System >> Select Web Resources from left Panel >> Click ‘New’. Fill Name, Display Name, Description, Type, Language etc. in new web

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system-views-in-dynamics-365

System Views and Personal Views in Dynamics CRM/365

System View and Personal Views in Dynamics 365 Let’s discuss about dynamics 365 views in this blog. Dynamics 365 view is a grid filled with filtered records. It is a type of saved query.  Users can select different views to look at a subset of records of the same entity that fit into pre-specified filter conditions. A view is basically shows the filtered records.  There are two main types of view in Dynamics 365 : 1. Personal View 2. System View Now the question is which view should user create? System view or Personal View?  The answer is very simple… 

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publisher-in-dynamics-365

What is the use of Publisher in Dynamics CRM?

Publisher in Dynamics 365 In this blog, we will learn how we can use solution ‘publisher’ in Dynamics CRM/365. Every solution in Dynamics CRM/365 needs a publisher. The prefix of default publisher which comes with CRM environment is ‘new’. This publisher can be used in Default solution of Dynamics CRM. User need to create a new publisher with new prefix in-order to set the new prefix to the new components. Let’s see how we can create a new publisher and use it across CRM components. To create a new publisher: Navigate to Settings >> Customizations >> Publisher >> New Add

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custom-lookup-in-dynamics-365

How to create custom lookup view using JavaScript in D365/MSCRM?

Custom Lookup View in Dynamics 365 Sometime there is a requirement to show the filtered records in the lookup field.  In this blog, we will learn how to create a custom lookup view in Dynamics 365 with filtered records using JavaScript. Custom lookup view is used to gather all the filtered data using FetchXML and show it in lookup field of the entity. However, there is no such default functionality available to achieve this requirement. So we have to write a simple javascript code which will set the filtered records in the lookup field. Check the below example of custom

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solutions-in-dynamics-365

Solutions in Microsoft Dynamics CRM/365

Solutions in Dynamics 365 To understand the concept of solutions in the Dynamics 365, let’s assume that the solution is like a container. This container allows the Customizer/Administrator to package a number of customizations or CRM components. This solution can be exported with all these customization from one environment and import in another environment.  The solution can be exported only in .zip format and imported with the same format. There are 3 types of Solutions. Default Solution Unmanaged Solution Managed Solution 1. Default Solution: Microsoft CRM application come with some predefined entities and other components. All these Out-of-Box components are

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Browsers - How to get client browser type in MSCRM?

How to get client browser type in MSCRM?

There might be a requirement where you need to find out the type of your browser and according to execute some code snippet. The getClient() method can be used to get the type of the browser. It returns a value to indicate which client the script is executing in. Example: //Sample Code function getClientName() { var clientName = Xrm.Page.context.client.getClient(); alert(clientName); } This example returns the value as: Web in case of Web Browser Outlook in case of Outlook Client Mobile in case of Mobile Browser Note: Use getClient() method instead of the removed isOutlookClient() method. Happy CRMing!!!

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