In the world of Dataverse and Dynamics 365, data comes in various forms—whether it's simple strings, numbers, or more complex types like dates and entity references. While you can easily display and manipulate simple data types directly, certain types of data require more nuanced handling to present them correctly in your applications. This is where … Continue reading Unlocking the Power of Formatted Values in Dataverse
"In every detail, there is the potential for improvement." Dynamics 365 empowers developers to fine-tune and control every interaction within the CRM through a robust set of event handlers. From form loads to data changes, understanding when and how to use these events can drastically improve efficiency, data integrity, and user experience. This blog will … Continue reading Harnessing Dynamics 365 Event Handlers to Enhance User Interactions
"Change is the only constant," and this couldn't be truer when it comes to managing choice fields in Dynamics 365. Whether adapting to new business requirements or just tweaking forms to enhance user experience, Dynamics 365 developers frequently need to modify choice fields dynamically. This blog dives into two potent JavaScript API methods: addOption and … Continue reading Dynamic Choice Management in Dynamics 365: Adding and Removing Options on the Fly
Customizing user interactions in Dynamics 365 is pivotal for creating intuitive and user-friendly applications. This blog explores five essential JavaScript Client API methods that every Dynamics 365 developer should know to enhance form control behaviors dynamically. From displaying notifications to manipulating visibility and focus, these methods empower developers to tailor user experiences effectively. 1. Displaying … Continue reading Enhancing User Interactions with Common Control methods in Dynamics 365
Sometimes, client requests challenge us to push the boundaries of what we think is possible in Dynamics 365. A perfect example is adding a custom button directly to a dashboard ribbon—a feature that's not typically supported out-of-the-box. Here's a detailed guide on how to achieve this, drawing inspiration from a helpful article I found on … Continue reading How to Add a Custom Button to a Dashboard Page Ribbon in Dynamics 365
When you create a new entity record in Dynamics 365, the system automatically applies a business process flow. This default behavior ensures that entity records are aligned with established workflows, enhancing both consistency and compliance. However, understanding and managing which business process flow gets applied can significantly enhance your customization and operational efficiency. Default Application … Continue reading Optimizing Entity Creation with Custom Business Process Flows in Dynamics 365
Within the landscape of Dynamics customization, the Tabbed Section stands out as a potent yet frequently overlooked feature. This tool offers a novel method for enhancing user interfaces, yet many may not be aware of its existence. What is a Tabbed Section? A Tabbed Section is a single-column section tailored to enhance your Dynamics forms. … Continue reading Exploring the Underutilized Power of Tabbed Sections in Dynamics
The feature to pin and unpin activities, like important tasks, to the top of a timeline ensures these items are both prominently visible and easily accessible. This functionality removes the need for agents to sift through an entire timeline for specific information. By pinning key activities, agents can drastically reduce the time spent navigating through … Continue reading Enhance Accessibility with Pinning Capabilities in Your Timeline
Max: Zoe, have you heard about the new Dataverse feature - elastic tables? Zoe: Yes, I've read a bit about them. They seem tailored for handling large volumes of data in real-time, right? Max: Exactly! They're great for scenarios like large retail campaigns where you might need to handle millions of transactions quickly. They automatically … Continue reading Balancing Scalability and Functionality: A Discussion on Dataverse Elastic Tables
Adding custom icons to your subgrid not only makes the experience more interactive and enjoyable but also leverages the adage "a picture is worth a thousand words" by enhancing the user interface to be more engaging and informative. A notable feature of Dynamics allows for the conditional inclusion of custom icons, which adds a dynamic … Continue reading Incorporate Custom Icons with Tooltips into a Grid Column
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