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TOP > Knowledge Creation Laboratory by CRM(xRM) > D365 Customization Barriers and How to Overcome Them: ohya's Practical Diary [#004] ~When you open a form, "today's date" is automatically entered!? A smart solution with JavaScript~

D365 Customization Barriers and How to Overcome Them: ohya's Practical Diary [#004] ~When you open a form, "today's date" is automatically entered!? A smart solution with JavaScript~

Hello, this is ohya.

This time, we will introduce how to automatically enter today's date when opening a form in Dynamics 365.

"Well, that's easy, right?" you might think.
Actually thisThis cannot be done with Power Automate or business rules.That's it...!

At first glance, it may seem like a simple requirement, but it's actually surprisingly complex!

🛠️This time's wall: "I want to have 'Today' pop up the moment I open the form!"

We created a "Contact History" table to record sales activities.
In the "Contact Date" field,I want "today's date" to be automatically entered when the form is opened.There was a request.

But here's the problem...! I couldn't achieve my goal using the usual methods.

❌ Why the usual method didn't work

    • Business Rules → There is no function to set "Today's date"
    • Power automat → It only works when it is saved
    • When you open the formPower Automate will not respond because no records have been created yet!

In other words, to "fill in the form the moment it is opened",A different approach is neededIt was.

✅ Solution: Real-time input with JavaScript!

So this time,Use JavaScript to automatically enter "today's date" when displaying a formWe adopted a method to do this.

1. Create a JavaScript web resource

First, include the following code: .js Create the file:

function setTodayDate(executionContext) {
    //Get the form context
    var formContext = executionContext.getFormContext();
    // Get today's date
    var today = new Date ();
    //Get the contact history entry date field
    var contactDateField = formContext.getAttribute("acsj_contact_history_entry_date");
    // If the entry date field is empty
    if (contactDateField.getValue() === null) {
        // Set today's date to the entry date field
        contactDateField.setValue(today);
    }
}

2. Add a web resource to your form

  1. Open the form editor
  2. Add the above JS file to "Form Library"
  3. On the "form load" event setTodayDate Register a function
  4. executionContext Don't forget to set it to pass!

3. Operation check

As soon as you open the form, enter the contact date in the "Contact Date" field.Today's date is automatically enteredIt will be possible to do so!

✅ Summary

  • Requirements that cannot be achieved with business rules or Power Automate can be solved with JavaScript!
  • To "Set values when form is opened"Form Events + JavaScriptis valid
  • With a small ingenuity,Reduces user effort and errorsThat's the fun of customization!

✍️ Conclusion

Even a little auto-fill can be a big help to users.
Like this time,Real-time input assistance using JavaScriptgreatly expands the scope of customization for D365.

Next time, I'll be sharing the knowledge I've gained through hands-on experience, so stay tuned!

Person who wrote this article
ohya

Nice to meet you! I'm a newbie who jumped into the IT industry in March 2025 and am still learning. I started with no experience in programming or IT, but I'm working hard every day, valuing the motto of "study every day, grow every day, and be grateful every day." There's a lot I don't understand, but that's also why I enjoy learning so much! I'm aiming to move forward little by little and become an engineer who can be useful to others. I look forward to working with you!

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