How to Send Birthday Email to Contacts using Custom Workflow in Dynamic CRM

Description:

In this example, we explain that how to Sending an automated email to a Contact on their birthday, a simple requirement that can be achieved with Dynamics 365 Custom Workflow.

Generally will get the requirement from client to send Birthday emails to their customers. Everyone will suggest going with Console Application schedule to run at the specific time but that is not the best solution so here we demonstrate to how to send Birthday Email to client or customer by using Workflow in Dynamic 365 CRM.

How to hide “Showing 1 of N Entries” with the dataTables.js library

Description:

In this example we explain that how to remove showing 0 to 0 of 0 entries in data table in Grid View using JQuery. Alternatively, how to hide showing 0 to 0 of 0 entries in data table of grid view in JQuery. Alternatively, How to hide “Showing 1 of N Entries” with the dataTables.js library.

Here in our requirement I want to display data table grid but in bottom I do not want to show showing 0 to 0 of 0 entries in data table so to achieve this below is the single line code that will help you to hide or remove showing 0 to 0 of 0 entries in data table  grid.

You have to include like "info":false,

How to get logged-in user Id and name in Dynamic CRM using JavaScript.

Description:

In this example, we explain that how to get users name of logged in user role in Dynamic 365 CRM using JavaScript. Alternatively, how to get current logged in user name using JavaScript in Dynamic CRM.or how to get the Logged in user id from JavaScript in dynamic CRM.

So here in this example we explain that how to get current user ID and Name in Dynamic CRM using JavaScript. Alternatively, how to retrieve current user info using JavaScript in Dynamic 365 CRM.below is the JavaScript code that will helpful you to get user name and id of the current logged in user in Dynamic CRM.

Getting Security Role Name for logged-in user in Dynamics using Xrm.

Description:

In this example, we explain that how to get logged in user role in Dynamic 365 CRM.or how to get security role name for logged-in user in Dynamic CRM using XRM.or how to retrieving login user security roles in Dynamic CRM.or how to get role name of current user in Dynamic CRM using JavaScript. Alternatively, get current logged in user’s security role using JavaScript.so below is the JavaScript code with XRM will used to get or retrieve current logged in user role in Dynamic CRM.

filter with parent opportunity id using Odata query Dynamic CRM.

Description:

In this example, we explain that how to filter with parent opportunity is using OData service in Dynamic CRM.or how to get or filter record based on parent opportunity using OData in Dynamic CRM.or OData query to get some parent field in Dynamic CRM.or using OData query to determine whether specific entity has children or not in Dynamic CRM.

So below is the JavaScript code with OData query to fetch or filter record with parent opportunity in Dynamic CRM.

Add/Insert New Value into OPTIONSET - Microsoft Dynamics CRM.

Description:

In this example, we explain that how to get or set Option Set item dynamically in Dynamic CRM using JavaScript. Alternatively, how to Add/Insert new value into Option Set in Dynamic CRM using JavaScript. Here in this example we explain that how to add New Items in Option Set control in Dynamic CRM using JavaScript. Or dynamically add or remove Option to an Option Set using JavaScript in Dynamic CRM.or add new Option Set to an Option in Dynamic CRM using JavaScript.in below example ="example-enableFiltering" is the id of the Select.

How to open confirmation dialog in Dynamic CRM.

Description:

In this example we explain that how to open Confirmation Dialog Box in Dynamic CRM using JavaScript. Alternatively, how to open Confirmation Dialog Box in Dynamic CRM and perform action when click on the button using JavaScript.

In Dynamic CRM Xrm.Utility library are used to display Confirm and alert Dialog Box in a form. Here in this example we explain that how to open confirmation dialog box and when click on ok button then perform some action or when click on cancel at that time close the dialog box.

So below is the JavaScript code to open Confirmation Dialog Box in Dynamic 365 CRM.

How to Get Opportunity Won or Lost via JavaScript in Dynamic CRM.

Description:

In this example we explain that how to get Opportunity is Won or lost using JavaScript in Dynamic CRM.or how to get the Status of the Opportunity using JavaScript in Dynamic 365 CRM.or How to track Opportunity closed as won using JavaScript in Dynamic CRM.

In our requirement like when any Opportunity is open by user at that time we have to get the status of the Opportunity like it is Won Opportunity or Lost Opportunity so we have used one JavaScript function on Form Load of Opportunity and get the status of the Opportunity when Opportunity is open by end user.

So below is the JavaScript code that are used to get the Opportunity status like Won or Lost in Dynamic CRM.

Retrieve Option set value from web API in Dynamic CRM

Description:

In this example, we explain that how to get the Option Set Value and Text in jQuery Ajax call success method result in Dynamic CRM.or how to retrieve Option set value from web api in Dynamic CRM.or retrieve the option set values for collection attribute in Dynamic CRM.

So here we explain that how to get option set text and value from OData query in Dynamic CRM web api.so below is the OData query that are useful to get the Option set value in Dynamic CRM.

Display Pie Chart in Dynamics CRM using Web Resource.

Description:
In this example, we explain that how to display pie chart in Dynamic CRM using HTML Web Resource. Alternatively, how to display revenue vs cost of particular opportunity in pie chart using HTML web Resource and Canvas JS chart in Dynamic CRM.or how to display pie chart in Dynamic CRM entity form using JavaScript and Web Resource.

So here we explain that how to get data of the Opportunity entity and display it in Pie Chart dynamically using HTML Web Resource and JavaScript in Dynamic CRM.

Retrieve another entity record by using GUID of that record in Javascript.

Description:
In this example, we explain that how to get all the record based on GUID in Dynamic CRM using JavaScript or jQuery. Or filter the records based on guid in Dynamic 365 CRM using JavaScript Ajax call. Or retrieve another entity record by using GUID of that record in JavaScript in Dynamic CRM.

So here, we explain that how to retrieved record by GUID in dynamic CRM using OData using JavaScript.

set parent case lookup in quick create form using JavaScript in Dynamic CRM

Description:
In this example we explain that how to populate Quick create from with data from parent form in Dynamic CRM using JavaScript. Or how to set Parent Case Lookup in Quick Create case form in Dynamic CRM using JavaScript. Or how to pre-fill fields in a quick create form from the parent form using JavaScript in Dynamic CRM.

Here we demonstrate that how to populate a parent form lookup field value in a child form using JavaScript in Dynamic 365.so how to fill-up the Parent Case Lookup in Child case form using JavaScript in Dynamic CRM.

Open new activity form with ‘Regarding’ field prefilled in Dynamic CRM

Description:

In this example we explain that how to open new activity form with “Regarding” field prefilled in Dynamic CRM using JavaScript. Or how to open Phone Call or Task Activity form with fill-up Regarding filed using JavaScript in Dynamic CRM.or open New Activity form with regarding and Party List field prefilled using JavaScript in Dynamic CRM.

So here we explain that how to use Xrm.Utility. openEntityForm with Regarding field in Dynamic CRM using JavaScript.

Open and fill new form using JavaScript in Dynamic CRM

Description:
In this example we explain that how to open and fill new form in Dynamic CRM using JavaScript. Or how to open new form with fill up data in Dynamic CRM using JavaScript and XRM. Or fill relationship data in new form entity using JavaScript in Dynamic CRM. Or set field value using parameters passed to form in Dynamic CRM using JavaScript.

Here we demonstrate that how to populate field on form load using JavaScript in Dynamic 365.so first we open child entity form and fill up the data by passed by parameters using JavaScript in Dynamic CRM.So below is the JavaScript code to set field values using parameters passed to a form in Dynamic CRM.

How to set a default form depending on attribute value in Dynamic CRM using JavaScript

Description:
In this example we explain that how to set desired form as default form in Dynamic CRM using JavaScript. Or how to set Default Form in Dynamic CRM based on some condition using JavaScript. Or how to set Default form in Dynamic CRM at run time using JavaScript. Or how to set a default form depending on attribute value in Dynamic CRM using JavaScript.

In our requirement we have multiple Account form in our Dynamic CRM and we have to set default form based on some condition, so to achieve this solution we have created some JavaScript code to set the Default desired form in Dynamic CRM using JavaScript.

How to Disabling controls in a section in Dynamic CRM using JavaScript

Description:
In this example we explain that how to enable/disable controls in a section in Dynamic CRM using JavaScript. In previous example we already explain that how to enable/disable control or field using JavaScript in Dynamic CRM. but now in this post we will explain that how to disabling controls in a section using JavaScript.

We already know that we can’t disable a section using “SetDisable(false)” same like field because section is the container of the controls so we can’t disable them.so to overcome this problem we have to create another JavaScript code like below.

Enabling/Disabling Fields using JavaScript in Dynamic CRM

Description:
In this example we explain that ow to disabling control in Dynamic CRM using JavaScript. Or how to disable controls in a section of Dynamic CRM form using JavaScript. Or how to set read only field in Dynamic CRM programmatically using JavaScript. Or how to disabling control dynamically using JavaScript in Dynamic CRM.

So here we demonstrate that how to disable control in Dynamic CRM using JavaScript. Or disable/enable fields in Dynamic CRM using JavaScript. Below is the JavaScript code that will help you to disable and enable control in Dynamic CRM dynamically.

Read and Parse XML web resource in Dynamic CRM using JavaScript.

Description:
In this example we explain that how to Read and Parse XML Web Resource in Dynamic CRM using JavaScript. Or how to Read and Parse XML Web Resource using XRM in Dynamic CRM.Or how to read XML file in Dynamic CRM using JavaScript and XRM.

So here we demonstrate that how to read XML web Resource and Parse using JavaScript in Dynamic 365.below is the XML Web Resource file and JavaScript code that will read and parse XML file using JavaScript and XRM in Dynamic CRM.

How to change display text of a Lookup field in Dynamics CRM using JavaScript

Description:
In this example we explain that ow to change display text of a Lookup field in Dynamic CRM using JavaScript. Or how to display Lookup Text instead of Default Field using JavaScript in Dynamic 365.or how to display related entity field in Lookup instead of the primary entity field in Dynamic CRM using JavaScript.

Generally, in Lookup when we open it displayed the primary field in Text after selection but our requirement was that to display other field in Lookup which is not PrimaryNameField.

Here we explain the Account lookup field that will by default display Account Name in Lookup because it is Primary Field Name now we want to display Account Number instead of the Account Name.

How to show Filtered Lookup Dialog in Dynamics CRM through JavaScript

Description:
In this example we explain that how to open filtered Lookup Dialog in Dynamic CRM using JavaScript. Or how to display Filtered Lookup Popup in Dynamic 365 using JavaScript. Or how to show Filtered Lookup Dialog box using JavaScript in Dynamic CRM.

Here we demonstrate that how to apply custom filter on Lookup and display on Modal Popup Dialog Box in Dynamic CRM using JavaScript. Or Filtered Lookup view on pre-selected value on Dynamic CRM form using JavaScript. Or selecting Lookup Value Dynamically using JavaScript.