What Is A Column In Dynamics 365 CRM?

 In This Post we are going to Explain

What Is A Form In Dynamics 365 CRM/CE?

 In This Post we are going to Explain.

What is a Form in Dynamics 365 CRM/CE?

• A form in Dynamics 365 CRM/CE is a user interface that provides a structured layout to view, create, and edit entity records. It organizes and displays fields, sections, and controls, enabling users to interact with an entity's data efficiently. Forms are essential for ensuring a consistent user experience and are tailored to specific business needs.

Read The Dynamics 365 CRM Form TAB Using Java Script

To use the Dynamics 365 CRM form tab, you have to use this ui.tabs.get("TabName") method.
Now hide and show the TAB

// To hide TAB: true=Hide

formContext.ui.tabs.get("TabName").setVisible(true);

// To hide TAB: false=show

formContext.ui.tabs.get("TabName").setVisible(false);

Read The Dynamics 365 CRM Form Section Using Java Script

To read the Dynamics 365 CRM Tab section name used the ui.tabs.get("TabName").sections.get("TabsSectionName") method.

Now perform the operation to hide this Tab Section.

// To hide tabs Sections: true=Hide

formContext.ui.tabs.get("TabName").sections.get("TabsSectionName").setVisible(true);

// To hide tabs Sections: false=show

formContext.ui.tabs.get("TabName").sections.get("TabsSectionName").setVisible(false);

Read/Get And Write/Update All Data Types Of Field Values Using Java Script Into Dynamics 365 CRM/CE

 // Read And Write The Dynamics 365 CRM All Data Types Of Field Using Java Script

function AllDataTypeReadAndWrite(executionContext) {

    debugger;
    var formContext = executionContext.getFormContext();

    // Read Single Line of Text Field
        var empName = formContext.getAttribute("min_name")?.getValue();

    // Read Multi Line of Text Field
        var empAddress = formContext.getAttribute("min_address")?.getValue();

    // Read Date and Time Field
        var empDOB = formContext.getAttribute("min_dob")?.getValue();

    // Read Two Option Field
        var areYouINterested = formContext.getAttribute("min_areyouintersted")?.getValue();

    // Read Optionset Field
        var empCountry = formContext.getAttribute("min_country")?.getValue();

    // Read Multiselect Optionset Field
        var empCourses = formContext.getAttribute("min_courses")?.getValue();

    // Read Whole Number Field
        var empPostalCode = formContext.getAttribute("min_postalcode")?.getValue();

    // Read Decimal Field
        var empPercentage = formContext.getAttribute("min_percentage")?.getValue();

    // Read Currency Field
       var empSalary = formContext.getAttribute("min_salary")?.getValue();

    // Read Lookup Field
        var org = formContext.getAttribute("min_organization")?.getValue();

        var orgid = org[0].id;
        var orgname = org[0].name;
        var orgentityname = org[0].entityType;

// Set/Update Single Line of Text field

    if (empName !== null && empName !== undefined)
   {
       formContext.getAttribute("min_name1").setValue(empName);
   }

// Set/Update Multi  Line of Text field

    if (empAddress !== null && empAddress !== undefined)
   {
       formContext.getAttribute("min_address1").setValue(empAddress);
   }

// Set/Update Date and Time field

    if (empDOB !== null && empDOB !== undefined)
   {
       formContext.getAttribute("min_dob1").setValue(empDOB);
   }

// Set/Update Two Option field

    if (areYouINterested == true)
   {
       formContext.getAttribute("min_areyouinterested1").setValue(true);
   }
else {
       formContext.getAttribute("min_areyouinterested1").setValue(false);
   }

// Set/Update OptionSet field

    if (empCountry !== null && empCountry !== undefined)
    {
       formContext.getAttribute("min_country1").setValue(empCountry);
    }

// Set/Update Multi Select OptionSet field

    if (empCourses !== null && empCourses !== undefined)
   {
      formContext.getAttribute("min_courses1").setValue(empCourses);
   }

// Set/Update Whole Number field

    if (empPostalCode !== null && empPostalCode !== undefined)
    {
                             formContext.getAttribute("min_postalcode1").setValue(empPostalCode);
    }

// Set/Update Decimal field

    if (empPercentage !== null && empPercentage !== undefined)
    {
        formContext.getAttribute("min_percentage1").setValue(empPercentage);
     }

// Set/Update Currency field

    if (empSalary !== null && empSalary !== undefined)
    {
       formContext.getAttribute("min_salary1").setValue(empSalary);
    }

// Set/Update Lookup field

    if (org !== null && org !== undefined)
    {
       formContext.getAttribute("min_organization1").setValue([{ id: orgid, name: orgname, entityType: orgentityname }]);
    }
}

Hide And Show Dynamics 365 CRM Fields On Form Using Java Script

 To hide and show fields on Form you have to use the setVisible() method.

// To Show/Visible fields on Form

    formContext.getControl("fieldSchemaName").setVisible(true);

// To Hide/Un-Visible fields on Form

    formContext.getControl("fieldSchemaName").setVisible(false);

Make Dynamics 365 CRM Fields Mandatory, Recommended and Not Mandatory Using Java Script.

 To Make Dynamics 365 CRM Fields Mandatory, Recommended and Not Mandatory Using Java Script. you have to use the setRequiredLevel() method.

// To make field Mandatory
formContext.getAttribute("fieldSchemaName").setRequiredLevel("required");

// To make field Recommended
formContext.getAttribute("fieldSchemaName").setRequiredLevel("recommended");

// To make field Not Mandatory
formContext.getAttribute("fieldSchemaName").setRequiredLevel("none");

Lock And UnLock Dynamics 365 CRM Fields On Form Using Java Script

To Lock and Un-Lock fields on Form you have to use the setDisabled() method.

// To Lock fields on Form

    formContext.getControl("fieldSchemaName").setDisabled(true);

// To Un-Lock fields on Form

    formContext.getControl("fieldSchemaName").setDisabled(false);

Add Remove Dynamics 365 CRM OptionSet Field Values

To remove Dynamics 365 CRM/CE OptionSet field value using Java Script you have to use the removeOption() and addOption().

// To Remove OptionSet option

// Option : C# Language    Value: 913420003
formContext.getControl("fieldSchemaName").removeOption(913420003);

// To Add OptionSet option

var optionAdd = { value: 913420003, text: "C# Language" };
formContext.getControl("fieldSchemaName").addOption(optionAdd);

What Is A Model-Driven App In Power Platform?

 

A Model-Driven App is a type of app in Microsoft Power Platform that focuses on Data-first design and leverages Data verse for its backend. Model-Driven Apps are responsive, scalable, and offer robust functionality without requiring extensive coding. It is based on a predefined data model, allowing users to interact with structured data through forms, views, dashboards, and business logic.

Uses Data verse tables for managing data.  Includes standard UI elements like forms, views, dashboards, and charts. Automatically adapts to devices (desktop, tablet, or mobile). Supports workflows, business rules, and process flows. Role-based access and data protection.

 

Steps to Create a Model-Driven App

1. Access the Power Apps Maker Portal

• Open the Power Apps Maker Portal: https://make.powerapps.com
• Select your Environment => Solution => Open your Solution 

2. Start Creating the App

• In the left-hand menu, click on Apps.
• Click the + New app button and select Model-driven app.
• 
  
  
  

3. Provide App Details

• Enter the following information:
• Name: Provide a name for your app (e.g., "Customer Management App").
• Description: (Optional) Add a description of the app.
• Click Create to proceed.

Click on Settings => Click on Navigation => Check "Enable Area".

Rename the Area:

Add the Groups into Areas => First Select Area => Click on Navigation three Dot => New Group

Rename the Group as Customer:

Now add the Sub Are into Group => Click on Group three Dot => Click on New Page 

Now Select Dataverse table

Noe select the Tables you want to Add.

Now Save your App  by clicking on Save icon.

Now Publish your App changes.

Now Publish and continue.

Now Play/Open your App.

4. Define the App Components

After creating the app, you will be directed to the App Designer to configure its components:

a. Choose Data verse Tables

• Click Add tables in the App Designer.
• Select the tables you want to include in the app. For example:
• Account
• Contact
• Opportunity
• Click Add to include them.

b. Add Navigation

• In the Site Map Designer:
• Define the navigation structure of your app.
• Drag and drop components like Areas, Groups, and Subareas to create a logical navigation hierarchy.
• For example:
• Area: Sales
• Group: Customer Management
• Subareas: Accounts, Contacts, Opportunities.
• Link the subareas to their respective tables.

c. Configure Views and Forms

• Select which views and forms of the tables will be available in the app.
• For example, you can include "Active Accounts" and "All Accounts" views for the Account table.
• Add or edit forms as needed (e.g., Main Form, Quick View Form).

d. Add Dashboards (Optional)

• To provide users with visual summaries:
• Click Dashboards in the App Designer.
• Add existing dashboards or create new ones with charts and lists.

---

5. Configure Security Roles

• Assign security roles to control who can access the app.
• Click Manage roles in the App Designer and select the roles (e.g., Sales Manager, Customer Service Representative).

---

6. Save and Publish the App

• Click Save to save your changes.
• Click Publish to make the app live for assigned users.

---

7. Test the App

• Open the app from the Apps section in Power Apps Maker Portal.
• Verify that the navigation, forms, and views work as expected.
• Adjust the configuration as needed.

What Is Solution In Dynamics 365 CRM & How To Create?

 In this Post we are going to Explain.

 What is Solution in Dynamics 365 CRM & How to Create? 

 A solution in Dynamics 365 CRM is a container that holds customizations and components like entities, fields, workflows, and dashboards. It allows for packaging and moving configurations between different environments, such as from development to production.

  ➢ Step to Create Solution: 

1) Navigate to Advanced Settings

2) Click on Solution 

3) Click on "New" to Create a Solution.

 4)Enter Solution Details (Display Name, Name, Publisher, Version). 

5) Select a Publisher or Create a New One (if required).

 6) Save the Solution and Publish

What Is Publisher & How To create It ?

In This Post We Are Going To Explain. What is Publisher?

A Publisher in Dynamics 365 CRM represents the owner or creator of a solution. It helps ensure that custom components (e.g., entities, fields, option sets) have unique prefixes to avoid conflicts with components from other solutions.

Each publisher is associated with a prefix and an option set value prefix that is automatically applied to components created under the solution.

➢ Step to Create Publisher :

 1) First Login into Dynamics 365 CRM Account 

2) Click on Setting Gear Icon 

3)Go to Advanced Settings 

4) In Customization Area Click on Customizations

 5) Click on Publisher And Create a New Publisher

6) Fill in Details: Display Name, Name, Prefix 

7) Save 

Explain The Modules of Dynamics 365 CRM

 In This Post We are going to " Explain the Modules of Dynamics 365 CRM : Sales, Service, & Marketing." 

Modules in Dynamics 365 CRM :

❖ Sales Module:
Sales module are used to sales the Products to the customers. by using this module you can track all the process of the sales activities. The Sales module focuses on converting leads into customers (Contacts or Accounts) and managing opportunities associated with them.

Opportunities typically go through various stages in the sales process. Within an opportunity, you can create related quotes, orders, and invoices to facilitate the sale of products or services.

This module streamlines the entire sales lifecycle, helping businesses close deals efficiently Sales module are used to sales the Products to the customers. by using this module you can track all the process of the sales activities.

➢ Capture Lead → Follow Up → Qualify or Disqualify Lead 

1) Contact Setup 

What Is Dynamics 365 CRM/CE?

 In this post we are going to explain what is Dynamics 365 CRM/CE.

Dynamics 365 CRM (Customer Relationship Management) is a cloud-based application which is developed by Microsoft,  designed to help businesses manage customer relationships, streamline business processes, and improve sales, marketing, and customer service operations. 

Dynamics 365 CE (Customer Engagement) refers specifically to the customer-facing modules within Dynamics 365 CRM, including Sales, Marketing, Customer Service, Field Service, and Project Operations. CE focuses on improving customer interactions and engagement.

Customers Into Dynamics 365CRM/CE:
In the Dynamics 365 CRM/CE you can add the customer at two level.
1. Account :
If your customer is an any organization or Company then add these details into Account table/entity.
2. Contact :
If your customer is a single person or individual then add these details into Contact table/entity.

 ➢ Modules in Dynamics 365 CRM / CE: 

❖ Sales: Sales module are used to sales the Product to the customers. In this module you ca track all the process of the sales. Manages the entire sales lifecycle, from lead generation to opportunity management and closing deals. below are the some tables involved into Sales modules.
1. Lead
2. Opportunity
3. Quotes
4. Order
5. Invoice

 ❖ Marketing: Marketing module are used to do the marketing of the Products, In this module you can track all the operations and activities of Marketing. Automates marketing campaigns, tracks customer engagement, and helps nurture leads through personalized messaging. 
1. Marketing List
2. Campaign

 ❖ Service: Service Module are used to provide the services to the Customers. Manages customer support activities, case resolutions, & service requests, customers receive timely responses and support.
 below are the some tables involved into Sales modules.
1. Case
2. Queue

 ❖ Field Service (Part of CE): Helps businesses efficiently manage on-site services by streamlining work order creation, scheduling, resource allocation, and equipment maintenance. 

 ❖ Project Operations (Part of CE): Enables organizations to plan, execute, and manage project based services, including resource scheduling, budgeting, and tracking project progress. 

Read And Write The Dynamics 365 CRM Multi Select Option Set Field Using Java Script

Follow below code to read and write the Multi Select Option Set field of Dynamics 365 CRM.

1. To Read the value:
Below code are read the Name field value and store into empCourses variable.

var empCourses = formContext.getAttribute("min_courses")?.getValue();

2. To Set/Update value:
Below code will be check the Name field contains data, if it contains then set/update the address1 field value.

if (empCourses !== null && empCourses !== undefined)
{
    formContext.getAttribute("min_courses1").setValue(empCourses);
}

Read And Write The Dynamics 365 CRM Date and Time Field Using Java Script

  Follow below code to read and write the Date and Time field of Dynamics 365 CRM.

1. To Read the value:
Below code are read the Name field value and store into empDOB variable.

var empDOB = formContext.getAttribute("min_dob").getValue();

2. To Set/Update value:
Below code will be check the Name field contains data, if it contains then set/update the min_dob1 field value.

if (empDOB !== null && empDOB !== undefined)
{
    formContext.getAttribute("min_dob1").setValue(empDOB);
}

Read And Write The Dynamics 365 CRM Whole Number Field Using Java Script

 Follow below code to read and write the Whole Number field of Dynamics 365 CRM.

1. To Read the value:
Below code are read the Name field value and store into empPostalCode variable.

var empPostalCode = formContext.getAttribute("min_postalcode")?.getValue();

2. To Set/Update value:
Below code will be check the Name field contains data, if it contains then set/update the address1 field value.

if (empPostalCode !== null && empPostalCode !== undefined)
{
  formContext.getAttribute("min_postalcode1").setValue(empPostalCode );
}

Read And Write The Dynamics 365 CRM Decimal Field Using Java Script

   Follow below code to read and write the Decimal field of Dynamics 365 CRM.

1. To Read the value:
Below code are read the Name field value and store into empPercentage variable.

var empPercentage = formContext.getAttribute("min_percentage")?.getValue();

2. To Set/Update value:
Below code will be check the Name field contains data, if it contains then set/update the address1 field value.

if (empPercentage !== null && empPercentage !== undefined)
{
  formContext.getAttribute("min_percentage1").setValue(empPercentage);
}

Read And Write The Dynamics 365 CRM Currency Field Using Java Script

Follow below code to read and write the Currency field of Dynamics 365 CRM.

1. To Read the value:
Below code are read the Name field value and store into empSalary variable.

var empSalary = formContext.getAttribute("min_salary")?.getValue();

2. To Set/Update value:
Below code will be check the Name field contains data, if it contains then set/update the address1 field value.

if (empSalary !== null && empSalary !== undefined)
{
  formContext.getAttribute("min_salary1").setValue(empSalary);
}