D365/CRM Tips & Tricks

Tag: D365

  • Use the new Post Save Event

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    by

    admin
    in ,

    I recently had a simple requirement which was to show a button on the form ribbon and make its visibility based on field values on the current record. I completed this relatively simple task but noticed when I changed the value on the record and saved, the button wasn’t visible as expected. I would refresh…

  • Filter Customer Lookup to only Accounts

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    by

    admin
    in ,

    If you want to restrict a lookup for the data type of customer there is a very simple way and it is not using prefiltering. Simple JavaScript and a few lines of code will provide this functionality.