Category: Dynamics 365 Customer Engagement (CRM)

To check if a Dynamics 365 field is empty, you can use: if(Xrm.Page.getAttribute(“fieldname”).getValue() == null) For example, if you wanted to check if the fax number field on the Account record is empty, first open the form and find the field name: Get the field name: Now if we add the following script to the loading of the account form: If the fax field is empty, it will display:

In Dynamics 365, you can view a history of processes on each record form. However, this may not be available on a given entity out of the box. We will do this on the Account form. First, open the form in design mode and click on Process Sessions: This will display available options, including Background Processes. Note you can also enable the real-time Process Sessions option here: Drag Background Processes … Continue reading Add Background Processes to Process Sessions in D365 Form

In Dynamics 365, we can use queues to process records such as cases. In this post, we will look at the life cycle of a queue item. Let’s start with our queue. We have a queue called Test Queue. This is a public queue, so everyone has access to it: Let’s add a case to this queue. We have a case below, that is owned by MOD Administrator. Click Add … Continue reading Releasing and Assigning Queue Item Behavior in Dynamics 365

In Dynamics 365, once you have created a workflow, you can view the workflows that have run against records. Let’s say we have a workflow that runs on an Account, which creates a Task on creation. There are a few ways to check this workflow. Note this workflow is set up as a background workflow. First, go to System Jobs. Filter by Started On: We can also filter the entity … Continue reading View Workflow Process History in Dynamics 365

The following is a code snippet to get a plugin up and running quickly. In NuGet, add: Microsoft.CrmSdk.CoreAssemblies   sdsd

The Dynamics 365 WebApi can be accessed through a web browser. This can be useful if you are writing code and want to see what the WebApi is returning. To access the WebApi, go to your Dynamics 365 instance and the version of the WebApi you would like to access. For example, to access the 9.0 WebApi, the url would be: https://yourorg.crm.dynamics.com/api/data/v9.0/ You can see this returns a list of … Continue reading Looking at the Dynamics 365 WebApi through Browser URL

North52 has a Quick Button App that allows you to add buttons to Dynamics 365 forms. In this post we will go through adding one of these buttons. First, install the North52 Quick Button App. Next, we will create a formula that sets a field on the Account. We will set the Description field of an Account to “Important customer”. Note there are many better uses for North52 formulas but … Continue reading Using a North52 Button in Dynamics 365

The North52 Quick Button App allows you to buttons to Dynamics 365 forms, which can then be used to trigger North52 formulas. The App comes in a Dynamics 365 solution. To install the solution, go to: https://www.north52.com/apps/button-app/. Note, ensure North52 BPA is already installed. Select Download this App: Enter your email address and select Request App Download Link: Click on the link to download the solution: Go to Dynamics 365 Solutions … Continue reading Installing the North52 Quick Button App

In this post we will call an action from JavaScript. In a previous post, we created an action that takes 2 email inputs, a “from email” and a “to email”. When a case is created, if the case contains the word “bug”, an email is sent from the from email, and sent to the to email. The case is then assigned to the user of the “to email”. Let’s now … Continue reading Calling an Dynamics 365 Action from JavaScript

In this post, we will use the WebAPI with JavaScript to get the metadata for a local option set. Let’s say we have a local option set called Customer Priority, with 3 options: A B C The option set is part of the Contact entity. We can see the local option set on the form below: And its name is new_contactpriority: Using the WebAPI, we can get these values through … Continue reading Getting Local Option Set Metadata with WebAPI and JavaScript