Tag: Scripting

Business Solutions, Dataverse, Dynamics 365, Power Apps, PowerApps Component Framework (PCF), Unified Interface (UCI)

Creating a NAICS Code PCF Control using WebApi

In many of the projects that I have worked over the past years, either government of private sector, while working with other businesses it has become a common practice to request that Industry information from the companies that you work with, and furthermore the NAICS code. While not every company knows their NAICS code, drilling down to get it using the Industry (2-digit code), Subsector (4-digit code) and NAICS title (6-digit code) might be the way to go, sometimes you might want to bypass this complex search if you know ahead of time your business’ NAICS code and have it auto populated for you.

Business Solutions, Development, Dynamics 365, Portals, Web

Changing the details page link url for Entity Lists

When displaying entity lists on a web page, there is usually a default column in a view which is displayed as a hyperlink. The link to the page is displayed based on the Web Page for Details View and the ID Query String Parameter Name attributes on the Entity List form (as shown in the image below). The problem is, what happens if my page that is displaying the Entity List already has query string parameters, and you want to keep those parameters on the next page that you are going to display.

Business Solutions, Development, Dynamics 365, Portals, Web

Adding masking to form controls in Dynamics Portals

It is a pretty known practice today, that when creating a web application that requests data from customers, certain fields are masked so that the system can prevent the entry of incorrect data. This has been done in desktop applications for a long time and is now also very common in web based applications.

Business Solutions, Development, Dynamics 365, Portals

Using Placeholders in Portal Entity Form Text Controls

Recently I was working on a project, where the client needed all fields to have placeholders for accessibility reasons. When looking at the attribute metadata of the Entity Form, we are allowed to enter some text above or below the textbox control (or above the label), but the option is not available to prepopulate the control with some text when there is no data in it. After seeing a few community questions on how to implement this, I thought to share the solution.

Business Solutions, Development, Dynamics 365, Portals

Changing Portal Lookup Control to Hyperlink Style Control

Recently we had a requirement to change the Lookup Control in the Portal to look like a hyperlink, so that when the user clicked on the Hyperlink it would pop up the Lookup Dialog.
The Lookup control was displayed as part of an entity form, so the only way to really do this was with jquery.

Business Solutions, Development, Dynamics 365, Portals

Portals: Pass multiple parameters between Entity Forms

Recently we had the need to create multiple Entity forms in our portal, and be able to pass multiple parameters between the different pages of the portal. As it seems, you are able to pass a single parameter (such as the id of the created record) to the next form, but passing multiple does not seem to be the case. For this particular scenario, using Web Forms was not an option. 

Business Solutions, Dynamics 365, Online Services, Web

JavaScript Web Files in CRM Portals

As in any project, either CRM or Web application, the requirement to have JavaScript libraries that can be accessed across multiple files is common. In Dynamics 365 Portals, the use of Web Files is how we have the ability of create files that will be shared across the entire portal, or possibly only sections of the Portal. These common files are stored in the Web Files entity. This issue is that when we try to add a JavaScript web file, we get an error that the attachment is blocked. Web Files use the Notes entity to store the actual files that we add to the Web File entity. 

Business Solutions, Development, Dynamics 365

Creating Web Resource with a Lookup Control

A few years ago we had some requirements where we needed to pop up an html web resource where users could select a value from a related entity (in a manner similar to a lookup control). We originally developed this as a regular drop down and retrieving the values using Rest messages, but later on decided to change this and have the user click on a “lookup” style control inside the web resource to get this working.

Dynamics 365

Disable Delete icon on subgrid

We recently had a requirement that users wanted to hide the Delete icon on the subgrid to prevent users from deleting records. Of course it is possible to remove the Delete privilege on the entity in Security Roles, but the requirement was different. When the status of the parent record was Active, the Delete operation should be allowed, however when the parent record was Inactive, the Delete operation should not be allowed.

Business Solutions, Development, Dynamics 365

Migrating your Client API to Dynamics 365 CE (v9) – Part III – Controls

In this third post of the series, we will review the changes between the properties and methods of the control based on the getControls Collection or the Xrm.Page.getControl method. The tables below will show the base methods of the control, as well as specific method for specific control types.