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.

Model-Driven Apps are built on top of the Dataverse platform.

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.

 Model Driven App is mainly divided into 3 part:
- Area
- Group
- Sub Area

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.

Now finally your application looks like.

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.

Solution is a space or container present inside particular environment used to store and manage customization and components.
It’s like a package which holds changes we make to system.

To create Solution go to make.powerapps.com => Environment => Solution.

1. Click on "New" to Create a Solution.
2. Enter Solution Details (Display Name, Name, Publisher, Version). 
3. Select a Publisher or Create a New One (if required).
4.  Create the Solution and Publish.

See the Another Example.

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