Mahsud's Dynamics CRM Blog

Alongside the Web API series, this blog has carried a handful of very short posts over the years — a code snippet, a sentence of explanation, and not much else. Individually they were notes I wrote so I would not have to work the same thing out twice. Together they cover something more useful: the small pieces of JavaScript and metadata plumbing you end up needing on almost every Dynamics 365 form. I have merged five of those posts into this one, kept the code exactly as it worked, and added the context that was missing the first time round: when to use each one, what breaks, and what has changed now that Xrm.Page is deprecated. 1. Make every field on a form read-only This comes up whenever a record reaches a state where it should be locked — an approved order, a closed case, a submitted application. Rather than disabling forty fields one at a time in business rules, walk the controls collection and disable everything. function makeFieldsReadOnly() { var controls = Xrm....

Microsoft Dynamics 365 CRM is one of the most powerful customer relationship management platforms available today. Whether you are a seasoned Dynamics developer or just getting started, leveraging the right features can dramatically improve your team's efficiency and your customers' experience. In this post, we share 10 proven tips to help you get the most out of Dynamics 365 CRM. 1. Master the Personal Views and Filters Instead of scrolling through hundreds of records, create Personal Views tailored to your daily workflow. Go to any entity list, apply your filters, then save it as a personal view. This keeps your most important leads, cases, or opportunities just one click away. 2. Use Business Rules to Enforce Data Quality Business Rules in Dynamics 365 allow you to apply logic to forms without writing a single line of code. You can show/hide fields, set field values, and mark fields as required based on conditions — all from the Power Apps maker portal. This ensures ...