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Hide Headers, Commandbar, Tabs in D365 Forms

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There are options available to hide Command Bar, Header part and Tabs.  Below is the screenshot which highlights these areas for your understandings. let formContext = Xrm.Page ; or let formContext = executionContext.getFormContext(); // Hide Header part formContext.ui.headerSection.setBodyVisible(false);   //Hide Command bar formContext.ui.headerSection.setCommandBarVisible(false);   // Hide Tabs formContext.ui.headerSection.setTabNavigatorVisible(false); After all are hidden,
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D365 JS Best Practices

Based on the experiences in various CRM projects, I would like to share some of the best practices which will be helpful to make JS files easy to maintain, reusable, reliable and with industry code standards. 1. Create JS files with namespace and add all functions, objects and properties to the namespace. Example:   // Namespace in project level var SCH = SCH || {}; // Namespace in js file level SCH.RescheduleOrder = SCH.RescheduleOrder || {}; // Object declaration SCH.RescheduleOrder.StateCodeValues = { Active: 0, Inactive: 1 }; // Function declaration SCH.RescheduleOrder.onLoad = function (executionContext) { "use strict"; var formContext = executionContext.getFormContext(); //Usage of object inside the function if (formContext.getAttribute("statecode").getValue() === SCH.RescheduleOrder.StateCodeValues.Active) { // To do; } }; 2. "use strict" directive inside every functio...
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Run async calls sequentially in D365 JS

With the introduction of "Xrm.WebApi.online", calls to CRM api becomes asynchronous always. Due to this, most of the times, we need to use ".then()" function and write the logic which needs to be executed next, or we are going with "XMLHttpRequest" for making synchronous calls.  Now, using  'async and await' keywords, we can make the code to run in a synchronous way with  "Xrm.WebApi.online" as well. Example: Consider the following requirement. In Contact home page, show or hide the 'Summary' ribbon button based on the view selected. the view name is stored in the custom entity 'Configuration Settings' which has two fields: Name and Value. There is already a method implemented to retrieve the  Configuration Settings Value based on the Name passed using  Xrm.WebApi.online. retrieveMultipleRecords . function GetConfigSettings(viewName) { try { var result = Xrm.WebApi.online.retrieveMultipleRecords("new_conf...
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Using Resx file in D365 JS

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Most of the times, we have validation or error messages to be shown to user during client side validations in D365. We directly hardcode these message in the JS functions. Instead we can use Resources file(.resx) to store all the messages in common file and use it wherever it is required.  This helps in maintaining the code and also promotes reusability.  This file format is also supported in web resources. Creation of Resource file: In visual studio, resource file can be directly created as shown below. Add the validations message as shown below and save the file(eg:UserValidationMessages) . You can add as many messages you want. Open D365 web resource and upload this file by selecting Type as 'String(RESX)' as shown below. Below is the sample code to retrieve the messages from resource file. var emailValidationMessage = Xrm.Utility.getResourceString("new_UserValidationMessages.resx", "AccountEmailAddressValidationMessage"); The resource file can be upd...
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Ribbon debug/Command checker tool

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Background: Usually when something goes wrong in the button visibility or to find out the rules, actions(js) being used in the ribbon button, we go and find either in the ribbondiffxml or through ribbon workbench. This is a time taking process.  Solution: Now there is a built-in tool called 'Command Checker' available. Using this tool, we can easily troubleshoot the button visibility related issues in home page grid, entity form, sub grid and global command bar as well.  To use/enable this tool, pass "ribbondebug=true" parameter in the url. Example, if you want to troubleshoot some button in Account form, below is the url,  https://trial.crm5.dynamics.com/main.aspx?appid=4db5bcb8-675b-ec11-8f8f-002248599a15&pagetype=entityrecord&etn=account&id=83883308-7ad5-ea11-a813-000d3a33f3b4 &ribbondebug=true This will enable the command bar in 3 places. 1. In the header's right side 2. In the Form command bar 3. If the form has any sub grids. Co...
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Show/Hide ribbon button based on the selected view in the D365 subgrid

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Requirement: We had a requirement where we need to create custom button for 'Add Existing' functionality and show/hide this button based on the view selected in the Order subgrid. Solution: In the enable rule of the button, register a custom JS function and pass 'selected control' crm parameter to the function as shown below. Below is the code snippet to retrieve the view name from the subgrid view. selectedControl.getViewSelector().getCurrentView().name With this you can compare the view name which you want and return true/false based on the selected  view . Complete function: function ShowHideCustomAddExistingOrderSubgrid(selectedControl) { var enable = false; if (selectedControl !== null && selectedControl.getEntityName() === "salesorder" && selectedControl.getViewSelector().getCurrentView() !== null) { var viewName = "Orders in reschedule queue"; if (selectedControl.getViewSelector().getCu...
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Using Resx file in D365 Plugins/Workflows

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Usage of Resx file in D365 Plugins/Workflows: Most of the times, we use fetchxml queries in the plugins and workflows to retrieve the entity data and we directly hardcode these queries in the retrieve methods. Instead we can use Resources file(.resx) to store all the fetchxml in common file and use it wherever it is required. This helps in maintaining the code and also promotes reusability. Creation of Resx File: Below is the sample Plugin project I have created to explain the usage of Resx file. Once the project is created, add new resource file named as "FetchXML.resx" as shown below. After the file is added to the project, open the "FetchXML.resx" file from solution explorer. Add the Name and Fetchxml under the value as shown below. For filter conditions, you can use some placeholders(eg: {EmailAddress}) and replace after you retrieve the Fetchxml string from resource file. Once added save this file. In the plugin code, fetchxml  can be retrieved from resource fi...
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