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ExecuteMultiple in Dynamics 365 is used to execute multiple requests, as opposed to executing requests one at a time. For example, if you wanted to create 5 contacts in Dynamics 365 through code, you could call Create 5 times, or you could call ExecuteMultiple once, with the 5 entity objects defined. This is useful if network latency is an issue. Let’s create a console app that creates 5 contacts using … Continue reading Using ExecuteMultiple C# in Dynamics 365

In this post we will look at how to use Upsert to insert/update a record in Dynamics 365. Let’s say we have a contact in the system, Bob Smith: We would like to do an upsert on Bob Smith. To do this, we need to find his record using a key, so the system can decide whether to do the insert or update. To do this, we use Alternate Keys. … Continue reading Using Upsert In C# Dynamics 365

In this post, we will look at how to pass context from a toolbar button in Dynamics 365 in the Unified Client Interface (UCI). Let’s add a custom button to the Contact form and call a JavaScript which will pass the context. First, let’s create a new JavaScript web resource: We will pass the context as the first parameter: Code: function UpdateFN(context) { var a = context.getAttribute(“firstname”).setValue(“UPDATED”); } Save and … Continue reading Passing Context from a Toolbar Button in Dynamics 365 UCI

In Dynamics 365, there are some entities which use auto-number prefixes that can be configured. These entities are: Contracts Cases Articles Quotes Orders Invoices Campaigns Categories Knowledge Articles To configure this, go to Setting->Administration and click on Auto-Numbering: Here you will see tabs for each of the options: Let’s look at Orders. The next number is ORD-1002- and then a set of 6 characters. The suffix is used to guarantee … Continue reading Changing Autonumber Prefixes in Dynamics 365

In Dynamics 365, the formContext provides a reference to a form or form item through JavaScript. The formContext is part of executionContext, and replaces Xrm.Page which is deprecated in version 9+ of Dynamics 365. The form context object model looks like: Let’s go through an example of using the formContext. Let’s add a script to a form when the form loads, for example, a Contact entity form. Let’s add a … Continue reading Using formContext in Dynamics 365