That’s a very good question! I have had several scenarios where I wanted to hide and show a multi-select option field dynamically, or set it business required or not. However, Multi-select option fields do not show up in the Business Rule designer, so you can’t create business rules on them. I have not been able […]
All posts by CRM Master Developer
How do I hide a Ribbon button if the Form is “dirty”/contains unsaved changes?
Here’s how: Step 1 – Create and register a Web Resource containing the required javascript For my demo, I’ll add the functionality to the Quote form, so I’ve written the javascript as follows: Add the script as a Web Resource to your system: Click “New”: Enter a unique Name and a sensible Display Name and […]
“Invalid Party object type 9” error when trying to send an email
If you get an “Invalid Party object type 9” error when you’re trying to send an email, either from code or from a workflow, it is because you have set the From Party to a team. For instance: Or it could be that you set It’s completely valid for an Opportunity to have a Team […]
How do I impersonate a user so I can see what he sees?
From time to time, you may want to impersonate a user in the system. See what he sees, see how his Security Roles affect the system and/or recreate a security role related error. Unfortunately, there is no supported Microsoft way of doing that, so you have to resort to 3rd party solutions. You can for […]
A MUST-HAVE browser extension: Level Up for Dynamics 365/Power Apps
As a Dynamics 365 CRM developer, you will want to get the Level Up for Dynamics 365/Power Apps browser extension by Natraj Yegnaraman. The extension is available for multible browsers, including: Microsoft Edge – Chrome – Firefox Let me demonstrate what it looks like in Edge. Click the extension icon in the browser. That will […]
How do I control which users that can access a specific CRM System Power App?
That is a VERY good question, because that is actually a setting that is VERY WELL hidden in my opinion. I have tried to locate it in Power Apps, but not been able to find it there. You can’t actually grant access for specific users, but you can set which user Security Roles that should […]
My form’s Business Rule doesn’t work!
It doesn’t happen that often, but it can, if you’re not careful… You need to be aware when you create your Business Rules that if the logic relies on a field value and the field is NOT available on the form, the business rule will NOT work. The solution is to make sure in the […]
How do I register a new plugin in an existing assembly?
In this article, I will focus on how to register new plugins in an existing assembly. If you have just written the first plugin in a new assembly, please follow the instructions from step 4 in this post instead. So to register a new plugin you’ve written in your existing assembly (which I assume has […]
How do I batch upload document templates?
I have lots of Quote template files in different languages etc, and once in a while, I update them all with one or more new fields. When the changes are done, I would like to upload all of the templates in one go. Unfortunately, the Dynamics 365 CRM user interface doesn’t have any functionality for […]
How do I change the header color of my CRM environment and add a logo image? [NEW LOOK]
Microsoft has started to introduce a new look, called Modern Themes for model-driven apps, including Dynamics 365 CRM apps. That means that there is a new way of changing the theme colors. Step one – Create an XML tag containing your color settings To customize the colors it is now necessary to create an XML […]