Posts

Security roles can be copied in Dynamics 365. To do this, go to Settings->Security and select a role to copy: Select More Actions->Copy Role: Enter a new role name and click OK: A new role is created with the original permissions:  

In our Dynamics 365 forms, there are measures we can take to ensure fields that are being used by JavaScript are not removed from forms. For example, let’s say we have a function to display the Website URL entered by the user: function displayWebsite() { try { alert(“The website entered is: ” + Xrm.Page.getAttribute(“websiteurl”).getValue();); } catch (e) { alert(e.message); } } Let’s add this displayWebsite function to the form OnLoad … Continue reading Dynamics 365 Form Non-Event Dependencies

Subgrids are grids on a form that display records from another entity. We will go through an example of adding subgrids to a form using Accounts as an example. The account form in CRM looks something like the following: Notice there are Contacts and Recent Opportunities subgrids. To add more, we will need to customize the form: Select a place on the form to insert the subgrid: Select Insert->Subgrid: This opens the subgrid … Continue reading Dynamics 365 Subgrids

Using JavaScript, we can send queries to Dynamics CRM to retrieve data. We will go through an example of how to do this. We will use Xrm.Page.context.getClientUrl() to get the CRM URL. If we run code to get the URL we get:  var url = Xrm.Page.context.getClientUrl(); alert(“URL: ” + url); We will use this URL to get the full web service URL: var url = Xrm.Page.context.getClientUrl() + “/XRMServices/2011/OrganizationData.svc/”; Next, we will use the Id of … Continue reading Query Dynamics CRM Through JavaScript

To get the Dynamics 365 user name and user id in JavaScript, create a function and attach and publish:  function GetUser() {   var UserId = Xrm.Page.context.getUserId(); var UserName = Xrm.Page.context.getUserName(); alert(UserId + ” ” + UserName); }