Hello everyone~(=ﾟωﾟ)ﾉ
This is the usual blog written by the Product Development Department~(*^^)v

These days, the rainy season is dragging on and I'm getting really stressed out. I wish it would just clear up already... It's been a little over a year since I moved from Kansai, and I still can't get used to the heat in Tokyo (how about a little chat? lol)

Now, let's try writing some JavaScript.
While using Dynamics CRM, I was thinking that it would be nice to make screen operation a little easier, so this was one of the things I was thinking about when thinking about what kind of operation would be best.
So, let's get excited!

Using client-side scripts

The goal is to use client-side scripting (javascript) for lists and forms to create screen transitions that make input easier.
Have you ever felt it was a pain to have to navigate through different screens every time you want to create a record for a related entity?We have good news for you!

Outline

Create an opportunity record from the account form, and then edit the opportunity record while the account form is still open.
Typically, you would create an opportunity from a subgrid on the Account form or from Quick Create in the navigation bar.
In the former case, the screen may change automatically.(No way! I don't want to transition!)
With the latter, you have to set up the search fields for your business partners yourself, which can be a bit of a pain, right?
This is the result of considering whether we could make it a little easier.

Operating Procedure

1. Click "Create a case" on the command bar of the client form
2. The quick create form for an opportunity will be launched
3. Enter the opportunity information in the quick creation form for the opportunity and click [Save].
4. Open the created sales opportunity record in a separate window and make it editable

We'll show you how to achieve this later.

JavaScript implementation

First, let me show you the whole sample.

createOpportunity function

Here, the processing is terminated for all other cases so that the form only works when updating.

This is where we get information about our business partners.
Xrm.Page.data.entity.getEntityName retrieves the entity name, Xrm.Page.data.entity.getId retrieves the primary key, and Xrm.Page.data.entity.getPrimaryAttributeValue retrieves the value of the primary field.
Using these three pieces of information, the object that can be set in the search field called EntityReference is stored in a variable called reference.

This code invokes the opportunity quick create form and sets the value for the account field.

successCallback function

The successCallback is called if the record creation is successful in the quick create form. It passes the savedEntityReference as an argument, which is used to open the entity form (opportunity) in a separate window.
The param variable navbar specifies the state of the navigation bar of the opened entity form. The option variable specifies whether to open it in a separate window. The param variable can be used to set whether to show or hide the command bar, as well as other default settings.
Now the created opportunity will open in a separate window.

errorCallback function

The errorCallback is called if an error occurs in the quick create form (it is not called for client-side checks such as required checks).

All you need to do is add a button to your command bar and call this javascript from there.

Actual screen movement

Now let's take a look at the actual screen.
1. Open an already registered business partner.

2. Clicking the [Create Opportunity] command will open the [Sales Opportunity] quick creation form.

3. Enter values into the fields and click Save.

4. The record you created will open in a separate window.

You'll notice that there's no site map information in the navigation bar, and no advanced search or quick creation options. Also, being able to work side-by-side in windows seems like it would increase efficiency! (Though that's up to you...)

Summary

So what do you think?! Don't you think it was easy to change the registration process?(Woohoo, clap, clap)
This is also something that ARCUS JapanDynamics CRM Training,Operation and maintenance/establishment support servicesIf you are interested, please contact us m(_ _)m

*The content of this article is for personal reference only. Please use the content of this article at your own discretion.