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Tag: dynamics365

Posted on May 16, 2024May 30, 2024

Notes on Client-Side Scripting – JavaScript

A thought came to me one time about considering documenting the functions and methods that I have found myself needing in more than one occasion. It is often a struggle to remember how these work as I re-write them. Hopefully, this exercise helps me in that regard. And if it not obvious already, I'm not …

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Posted on May 6, 2024May 9, 2024

Notes on Building a Dynamics 365 Custom Page

Goal: Build a custom page that a user can interact with upon clicking a button on the contact record. 1. Create the custom page. 1.1 Go to your solution.1.2 Click + New > App > Page1.3 Click on Settings and specify a name and description for the the app.1.4 Simply insert a single control for …

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Posted on December 10, 2023June 1, 2024

Remembering How to Build an SSRS FetchXML Report

Scenario:1. A user shall be able to run the report from the Account table.2. A user shall have the option to filter the report based on Account Type (Let's assumed that Account Type is an option set field.) 1. Build the Expense dataset. To satisfy the first requirement of being able to run the report …

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Posted on December 26, 2022December 27, 2022

Clone invoices from the main grid/view

1. OPEN the command bar designer To get to the command bar designer, open the model-drive app editor, click on the ellipsis next to the table you would be adding a button to, then select Edit command bar from the available options. 2. Insert a button into the command bar Click + New located on …

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Posted on August 29, 2021August 31, 2021

Filter Project Lookup by the Selected Bookable Resource

Business Problem: Filtering the list of projects displayed when submitting a time entry can be controlled by setting a view where one of the conditions is that the current logged in user is a member of the project. Well and great. However, what if there is also a case in which subcontractors work on a …

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