welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog

Use of coding in Dynamics 365 customization

By Himanshu on 7/6/2021

 

Even though we are provided with a lot of freedom when it comes to customizing Microsoft’s Dynamics 365 we still run into a scenario now and then where to fine tune our CRM experience we have to take help of Coded customizations. Dynamic 365 uses JavaScript and c# to achieve this fine-tuned customization. JavaScript in Dynamics 365 is stored in web resource folder

Use of JavaScript in Dynamics 365
JavaScript in Dynamics 365 is used to access and customize Form scripts, ribbon commands and web resources
JavaScript in dynamics 365 is mainly used to customize forms and add custom validation logic to fields to validate data entered by the user for that specific field. Apart from validation JavaScript can be used to access many other elements using object returned by Xrm.Utility.getGlobalContext (); which returns the same context  provided by Xrm.Utility.getGlobalContext which is now deprecated and soon be removed. We can set dynamic values to fields using this context
To use our own custom JavaScript we must upload our script file in web resources folder which in itself comes with a text editor which provides us ease of editing our uploaded code without re-uploading it every time we make a change in our script, after uploading our JavaScript we must publish it and refresh the page to make our changes visible

Use of C# in Dynamics 365
While JavaScript takes care of the frontend fine tune customization c# comes in handy to create plugins that help with data processing aspect of the CRM. Whenever a plugin runs in dynamics 365 it follows a pipeline execution model 
1. Pre-Event(Pre-Validation stage)- It executes before the main system operation and it does not involve a database transaction. These plugins are synchronous i.e. these plugins are executed immediately and run in a specific order

2. Pre-Event(Pre-operation stage)-It executes before the main system operation and is executed within the database transaction. These plugins too are synchronous 

3. Platform Core Operation (Main operation stage)- This is the main operation stage, No plugins are registered during this stage it will always be either before the main operation stage or after

4. Post-Event(Post-operation stage)- Plugins registered on this stage executes after the main operation and they execute  within the database transaction only if they are set as synchronous plugin

To register our plugins with the CRM we need a plugin registration tool through which we can register our plugins and attributes it works on


With these two important tools we can streamline our customizations In Dynamics 365 and tailor the best CRM according to our business needs

 

 

ASP.NET
Javascript
MS CRM 2013
MS CRM 2016
Author
Blog Calendar
Blog Calendar List
2022 Nov  206  2
2022 Jun  6  2
2022 May  3  2
2022 Apr  4  2
2022 Mar  1  1
2022 Feb  2  1
2022 Jan  1  1
2021 Dec  3  1
2021 Nov  2  1
2021 Oct  1  1
2021 Sep  10  1
2021 Aug  35  5
2021 Jul  34  4
2021 Jun  514  5
2021 May  25  3
2021 Apr  894  3
2021 Mar  88  5
2021 Feb  1024  7
2021 Jan  1135  9
2020 Dec  283  7
2020 Sep  61  3
2020 Aug  388  3
2020 Jul  90  1
2020 Jun  55  3
2020 Apr  37  3
2020 Mar  11  2
2020 Feb  26  5
2020 Jan  33  7
2019 Dec  17  4
2019 Nov  12  1
2019 Jan  33  3
2018 Dec  39  4
2018 Nov  68  3
2018 Oct  18  3
2018 Sep  829  11
2018 Aug  6  2
2018 Jun  11  1
2018 Jan  68  2
2017 Sep  576  5
2017 Aug  17  1
2017 Jul  17  2
2017 Jun  59  2
2017 May  21  1
2017 Apr  35  2
2017 Mar  120  4
2017 Feb  599  4
2016 Dec  192  3
2016 Nov  548  8
2016 Oct  278  10
2016 Sep  457  6
2016 Aug  39  1
2016 Jun  1827  6
2016 May  108  3
2016 Jan  71  2
2015 Dec  405  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1417  6
2015 Aug  14  1
2015 Jul  127  2
2015 Jun  10  1
2015 May  20  1
2015 Apr  30  3
2015 Mar  80  3
2015 Jan  5316  4
2014 Dec  17  1
2014 Nov  2252  4
2014 Oct  67  1
2014 Sep  106  2
2014 Aug  5122  1
2014 Jul  48  2
2014 Apr  2518  12
2014 Mar  302  19
2014 Feb  242  8
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  684  2
2013 Oct  256  3
2013 Sep  11  1
2013 Aug  40  3
2013 Jul  213  1
2013 Apr  56  6
2013 Mar  2143  10
2013 Feb  123  3
2013 Jan  288  2
2012 Nov  54  2
2012 Oct  490  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote