Hide Recent Items from Dynamics 365 CRM Lookup form using Xrm.Utility.lookupObjects through JavaScript
User property disableMru = true; You can refer below code selectProjectLayout: () => { var lookupOptions = {}; var _projectLayoutName = null; var customFilter = ‘<filter type=”and”>’ + ‘<condition attribute=”cf_project” operator=”eq” value=”‘ + Operations.selectedProjectId + ‘”/>’ + ‘</filter>’; lookupOptions.allowMultiSelect = false; lookupOptions.defaultEntityType = “cf_tcmaplayout”; lookupOptions.entityTypes = [“cf_tcmaplayout”]; lookupOptions.disableMru = true;// … Continue reading Hide Recent Items from Dynamics 365 CRM Lookup form using Xrm.Utility.lookupObjects through JavaScript
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Customize Opportunity Close Dialogue Box
Go to Admin settings. Click on system settings After clicking on System settings, a popup opens, click sales tab as shown below. Select Yes in Customize close opportunity form and click ok, refer below image.
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Choose which All Records To Create While Qualifying Lead
Go to Admin settings Click on system setting After clicking on System settings, a popup opens, click sales tab as shown below. Now, select no for Qualified lead experience refer below image.
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Customize the business card scanner control
To edit the mappings of Business card scanner control, refer below steps. Select the Settings icon, and then select Advanced Settings. The Business Management page opens. On the navigation bar, select Settings, and then under Customization, select Customization. Select Customize the System. Under Components in the solution explorer, expand Entities, and then expand the Contact or Lead Select Forms. Open the form of type Quick Create. … Continue reading Customize the business card scanner control
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Attach Custom Generic event to lookup field (one or multiple same field) in D365 portals
Sometimes we may get some requirements with multiple lookup fields on the same Entity form on D365 Portals. Also, we may have to perform some operations on click of search button on these Lookup fields. Here, it is not possible to achieve this without writing javascript or jquery code mean-while, we also have to make … Continue reading Attach Custom Generic event to lookup field (one or multiple same field) in D365 portals
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How to use System.Text.Json APIs in Asp.net
Initially for parsing object to Json or json to object in Asp.net an additional Newtonsoft.Json Api was required, but now Microsoft has developed their own Apis “System.Test.Json”. Below Steps will guide you on how to use this api. Install the System.Text.Json NuGet package. To use the api make sure you import the following two namespaces: … Continue reading How to use System.Text.Json APIs in Asp.net
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Join on Multiple related Entity in Dynamics 365 CRM using fetch XML
Click on advanced find on header section to open a query builder window, refer below image. 2. After clicking, a new window will be opened wherein you have to create query as per your requirement, here suppose we have three related entity , 1st entity have lookup of 2nd and 2nd have lookup of 3rd … Continue reading Join on Multiple related Entity in Dynamics 365 CRM using fetch XML
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10 Best Practices for implementing HTML web resources with Dynamics 365 CRM
Do not use any CDN links for any .js or .css file, include them in your own project. Do not give multiple references of any .js or .css file on the same HTML. If any .js or .css file is going to be used on multiple Html web resources, then keep them at one common … Continue reading 10 Best Practices for implementing HTML web resources with Dynamics 365 CRM