Tag: Dynamics CRM Ribbon Customization

C# Code · Customization and Configuration · Dynamics Plugins · Functional Info

{Dynamics 365} Set default values from the primary entity while creating new record from C#

BIPIN KUMAR1 Comment

When we create a record from Dynamics web application in the context of Parent entity then fields which are defined in relationship mapping will be automatically populated in Child record. For example – If we create Contact record from Account entity then fields such as Telephone 1 and address field auto populated. We can do…… Continue reading {Dynamics 365} Set default values from the primary entity while creating new record from C#

Customization and Configuration · D365 Error

{Dynamics 365} Minimum privilege required for Lead qualification

BIPIN KUMAR1 Comment

In this blog I will discuss about the minimum privilege required for Lead Qualification. As we already know when we qualify a Lead record Opportunity, Account and Contacts gets created in system. We have different scenarios which will be applicable for any project requirement when we talk about Lead qualification The lead is owned by…… Continue reading {Dynamics 365} Minimum privilege required for Lead qualification

Customization and Configuration · Functional Info · Low Code No Code

Dynamics CRM Automatically move record to owner default queue

BIPIN KUMAR2 Comments

In today’s I will explain how can be directly route CRM Dynamics record to Owner’s default create when record gets created or assigned. Many a times we get this requirement and we think to implement custom code to achieve this. However there is an  OOB feature already available. Step – 1 To achieve this requirement…… Continue reading Dynamics CRM Automatically move record to owner default queue

Customization and Configuration · Functional Info · Low Code No Code

Dynamics 365 Enable Custom Entity to show in Activity Party Email TO, CC and BCC field

BIPIN KUMAR1 Comment

Recently when I was working on one of the project requirement, we wanted to enable Custom Entity to be available while selecting records in Email Activity party field To, CC and BCC. To achieve this requirement we have to enable the custom entity metadata settings. Step – 1 Navigate to Settings->Customization->Customize the system Step -…… Continue reading Dynamics 365 Enable Custom Entity to show in Activity Party Email TO, CC and BCC field

Dynamics CRM Javascript · Dynamics CRM Ribbon Customization · Javascript

Get Parent and Child Entity Name Dynamically on ribbon button custom rule

BIPIN KUMAR1 Comment

To get parent and child entity name from ribbon button custom javascript rule we need to pass 2 CRM parameters from action rule. PrimaryEntityTypeName SelectedEntityTypeName I have created new solution and added account entity. I opened this solution in ribbon workbench and added 2 button one on main form and other on subgrid. I passed…… Continue reading Get Parent and Child Entity Name Dynamically on ribbon button custom rule

Dynamics 365 Power Automate · Dynamics CRM Ribbon Customization

{Dynamics 365 CRM} Call Flow Webhook from Ribbon button

BIPIN KUMAR3 Comments

Smart button which is developed by Scott has many buttons introduced in his soluion. Among them one of the button is Run Webhook. Solution can be downloaded from here. Download the managed solution and import it into your CRM instance. Once imported Create new solution and requirement entity on which you want to add button…… Continue reading {Dynamics 365 CRM} Call Flow Webhook from Ribbon button

Dynamics CRM Javascript · Dynamics CRM Ribbon Customization · Javascript

Dynamics 365 CRM Hide Subgrid Ribbon Button based on Parent Entity Field value

BIPIN KUMAR6 Comments

Today I was going through Dynamics Community Forum and one of the question which was asked is to hide subgrid button based on parent entity field value. As we all know, we can not directly use executioncontext in ribbon button. We have to use PrimaryControl to get form context from ribbon. We will have to…… Continue reading Dynamics 365 CRM Hide Subgrid Ribbon Button based on Parent Entity Field value

Dynamics CRM Javascript · Dynamics CRM Ribbon Customization · Javascript · Uncategorized

[Step by Step] Dynamics CRM Show Ribbon button on one Model Driven App and Hide same button on other Model Driven App

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Today One of my colleague asked “How to Show/Hide ribbon button based on Model Driven APP”. I though of exploring this use case by myself and wanted to share with you. Dynamics CRM 365 recently release new JavaScript api to get Model Driven App properties which will help us to get App ID and other…… Continue reading [Step by Step] Dynamics CRM Show Ribbon button on one Model Driven App and Hide same button on other Model Driven App