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Archive for Tag: javascript

Dynamics 365

Business Process Flows: Programmatically Switch BPF in Dynamics 365 using JavaScript

In this blog, learn how to change a BPF using JavaScript in the unified interface when the form loads based on a custom field Type on the Opportunity form.

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apps
Dynamics 365

How to Disable JavaScript in Dynamics 365 Apps

Read this blog to learn how you can disable JavaScript in Microsoft Dynamics 365 Apps if the code is not compatible or not required in the mobile app.

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Customizing

Adding Custom Icons with Tooltips for a Column in Dynamics 365

In today's blog we cover a step-by-step process to adding custom icons with tooltips for a column in Dynamics 365!

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Filtering Fields with JavaScript
Tips and Tricks

Filtering PartyList Fields with JavaScript: The addPreSearch Method Joins the Party

PartyList fields can be a very powerful component of activities in Dynamics CRM. Otherwise known as the Activity Party, the PartyList controls what you see in the To, From, and CC lookup fields of an activity. Sometimes you need a little more control over the UI/UX surrounding the PartyList! Currently, there is no out-of-the-box method […]

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Using JavaScript in CRM
Tips and Tricks

Friday Flash Tip: Hide or Show Sub Grids in CRM 2016 and Pick Selected Rows Using JavaScript

Microsoft Dynamics CRM 2016 On-premises provides several new capabilities and methods to working with sub grids. Here are two quick tips for using those capabilities! 1. If you want to hide or show a sub grid based on some conditions, you will use the following command to set visibility: Xrm.Page.getControl("gridname").setVisible(false); 2. If you need interact […]

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Business Process Flows and JavaScript
Tips and Tricks

Business Process Flows and JavaScript

While most of the JavaScript model has remained the same from Microsoft Dynamics CRM 2011, CRM 2015 features some handy new JavaScript for manipulating Business Process Flows. In today’s blog, we will delve into some helpful hints that will come in handy when utilizing this functionality. Let’s begin! Business Process Flows are now accessible via […]

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JavaScript Best Practices for Microsoft Dynamics CRM 2015
Tips and Tricks

JavaScript Best Practices for Microsoft Dynamics CRM 2015

One of the great features of Microsoft Dynamics CRM 2015 is that it has the ability to write JavaScript to interact with the system. JavaScript has many capabilities, and it's important to know the boundaries of what you should and should not do with JavaScript in regards to what Microsoft Supports respective to Microsoft Dynamics […]

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Tips and Tricks

Dynamics CRM Alert and Notification JavaScript Methods

Before CRM 2013, if you wanted to alert a user on a form within the browser, the only method available was the standard JavaScript alert. This method would open an alert window over the record the user is viewing, which then must be acknowledged in order for the user to continue. The code, alert("This is […]

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Tips and Tricks

Adding JavaScript to Quick Create Forms in CRM 2015

Disclaimer: This blog is for information purposes ONLY and contains unsupported code that is subject to break during major CRM updates. Microsoft Dynamics CRM 2015 features a new Quick Create form. One of the enhancements that come with the new Quick Create form is that users can now add JavaScript to the form exclusively. In today's […]

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Tips and Tricks
Tips and Tricks

Collapsing Business Process Flows in Dynamics CRM 2013/2015

Are you using an out-of-the-box Business Process Flow in Microsoft Dynamics CRM 2013 or 2015, but want to have it collapsed by default? Then today we have the answer for you! Business Process Flows are tools that help guide users through business processes in CRM. However, if your organization doesn't wish to utilize the built-in […]

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Tips and Tricks

How to Run the Custom Code Validation Tool in Dynamics CRM

Microsoft released the Custom Code Validation Tool to help us identify JavaScript that will need to be updated to be supported with the newest versions of CRM. Here is the version to run if your organization is on CRM 2011. Here is the version to run if your organization is on CRM 2013. If you […]

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Preparing for CRM Upgrades
Tips and Tricks

Preparing for CRM Upgrades

Is your system ready for a CRM upgrade? Let us help! PowerObjects frequently assists clients with upgrading across many versions of Microsoft Dynamics CRM. In today's post, we'll discuss items to consider in common upgrade scenarios and what you can do to prepare for an upgrade. Quick Reference Upgrade Guide We know you're busy. We've […]

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Setting Visibility of a Business Process Flow with JavaScript in Dynamics CRM 2015
CRM 2015

Setting Visibility of a Business Process Flow with JavaScript in Dynamics CRM 2015

The business process flows that were introduced with CRM 2013 are a great way to walk a user through a specific process, related to an entity in Microsoft Dynamics CRM. However, there are times when a business process flow is useful for one team, but maybe not for another. What if, for example, you have […]

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How to Create a URL from a Text Field Using JavaScript in Dynamics CRM
Development

How to Create a URL from a Text Field Using JavaScript in Dynamics CRM

Suppose you wanted to automatically email a URL based on a field in CRM. For example, if an account name is XYZaccount, then suppose you want to email a url that is http://www.XYZaccount.mydomain.com. Attempting to directly use the field name in a URL in a workflow that sends an email won't work. What we've done in […]

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Add Custom Rules for Ribbon Buttons Using JavaScript in CRM 2011
Customizing

Add Custom Rules for Ribbon Buttons Using JavaScript in CRM 2011

In Microsoft Dynamics CRM 2011, you have the option to customize the ribbon and create rules for any buttons that you add. If you don't want to use out-of-the-box rules, you can add your own custom rule using JavaScript. After you create a custom ribbon button and add a rule, you can define the rule […]

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Formatting a Phone Field in CRM 2013
CRM 101

Formatting a Phone Field in CRM 2013

Microsoft Dynamics CRM 2013 has the capability of creating a phone number field. This is a great feature as it allows for click-to-call functionality directly from the Dynamics CRM record. However, you may wish to have the display of the phone number formatted as well. Formatting the phone number would provide additional benefits, as it […]

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