Picture this: You’re crafting a robust sales strategy, powered by Dynamics 365. As part of the design, you introduce an approval button for sales exceeding €10,000—a key feature meant for Managers. Creating an enabled rule to detect high-value sales? Easy. A simple ValueRule gets the job done. But then comes the twist: how do you …
Mehr über „Security Role based Buttons – Missing Key Feature?“ Lesen
In the first installment of this series, we laid the groundwork by creating the entity needed for our next phase: the plugin. You might be wondering why we should go the plugin route when similar results could potentially be achieved using JavaScript and a dash of creativity. Through experience, I’ve discovered that plugins offer a …
Mehr über „Clone a record with a button: Part 2 – Plugin“ Lesen
If you’ve ever dabbled with the Ribbon Workbench, you know it’s a game-changer for customizing your Dynamics and Model-Driven UI. But let’s be honest—while it’s a great tool, tweaking specific button behaviors isn’t always straightforward. Sure, it’s easy once you get the hang of it, but without a roadmap, you might find yourself scratching your …
Imagine you’re navigating through a Dynamics or Model-Driven App, and you come across a record that you want to present in a beautifully formatted document. How do you achieve this? There are a few Options you could imagine from easy to advanced from simple to unnecessary. We all agree that Screenshot shouldn’t be on the …