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Category : Dynamics-365 Sales

Retrieving and Removing Option Set/Multi-Select Option Set Values in D365 CE with Web API

This blog post will provide instructions on retrieving or removing the metadata of an Option Set or Multi-Select Option Set using the Web API. 1.1 Get Option Set/Multi-Select Option Set metadata from Web API In MSCRM, the String Map table can be utilized to retrieve details regarding option sets. This…

Create invoice and fulfil order button not visible on sales order D365 CE.

Introduction: This issue occurs when the sales order is integrated with the third-party application. when the Back office processing integration is enabled then create invoice and fulfill order button will not be visible and the new submit button will be visible Resolution: Go to App settings -> Overview -> Back…

How to call Cloud Flow from JavaScript.

Introduction: -In this blog we are going to see how to call cloud flow from JavaScript.  Use Case-: On clicking the ‘Call Flow’ button, we update the name field of the Accounts table in the dataverse. Steps: –  Creating a button in the Model-driven app:- You can check out the…

Automatic Record Creation in Dynamics 365 when an email is received.

Summary : In this blog we will discuss how to create case in Dynamics 365 automatically when an email is received using Automatic record creation and update rules(ARC) in Dynamics Customer Service Hub. Step 1: Go to https://make.powerapps.com/ and sign-in. Select your environment and then select “Apps” from left-hand pane…

Newly introduced client script methods for D365 CE

This blog will talk about the new client script methods that can enhance UI/UX experience. addOption This method adds an option to your choice/choices control. formContext.getControl(arg).addOption(option, index); Example removeOption  Removes an option from a choice/choices control. formContext.getControl(arg).removeOption(value); Example clearOptions  Clears all options from a choice/choices control. formContext.getControl(arg).clearOptions(); Example setFocus  Sets…

How to retrieve data from an sub-grid using JavaScript in D365 CE?

Introduction In this blog, we will discuss how we can fetch data directly from sub-grid without using FetchXML in JavaScript. It is always easy to fetch the data from the fields on form but what about fetching the data from the sub-grid added on the forms? Here is how we…