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Showing posts from June, 2021

Dynamics CRM - Open quick create form from home page ribbon button.

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First we will write js code.  function OpenQuickCreate() {   debugger;   var entityFormOptions = {};     entityFormOptions["entityName"] = " "; //entity name     entityFormOptions["useQuickCreateForm"] = true;  var formParameters = {};    // Open the form.     Xrm.Navigation.openForm(entityFormOptions, formParameters).then(         function(success) {             console.log(success);         },         function(error) {             console.log(error);          });   } Note: Please click on the image to see more detail view.

Make Dynamics CRM view editable.

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 Step1. Go to the solution, select the entity, then go to the "Controls". Step2. Add the Editable Grid and then select Phone, Mobile and Tablet based on the requirements. Step3. If required, we can enable the "Group by Column" functionality too. Note: Please click on the image to see more detail view. After the implementation; view will look like below:-

Dynamics 365 OAuth2 CRM Web API Request based on ADFS 2016 and generate token based access to CRM.

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Details Note: Please click on the image to see more detail view. 1. In ADFS Management, right-click Application Groups. Then select Add Application Group.  2.  In the Add Application Group Wizard: 1.       Under Name, enter  Test CRM web API . 2.       Under Client-Server applications, select the Server application accessing a Web API template. 3.       Select Next. 3.       Under Name, enter SOAPUItest application-Server application - Copy the Client Identifier value. You'll use it later in the application's  web.config  file. It's the value for ida:ClientId. - For Redirect URI, enter  - Select Add, and then select Next.   NOTE:- Copy the Client Identifier 4.       On the Configure Application Credentials page: 1.       Selec...