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
2024 Nov  4  1
2024 Aug  4  1
2024 Apr  45  4
2024 Mar  114  4
2024 Feb  176  3
2024 Jan  28  7
2023 Dec  24  6
2023 Nov  302  5
2023 Oct  418  12
2023 Sep  1104  9
2023 Aug  291  6
2023 Jul  45  6
2023 Jun  25  4
2023 May  44  5
2023 Apr  62  5
2023 Mar  173  6
2023 Feb  156  5
2023 Jan  63  4
2022 Dec  95  7
2022 Nov  280  2
2022 Sep  13  1
2022 Aug  32  2
2022 Jun  11  2
2022 May  6  2
2022 Apr  12  2
2022 Mar  2  1
2022 Feb  2  1
2022 Jan  1  1
2021 Dec  4  1
2021 Nov  2  1
2021 Oct  2  1
2021 Sep  14  1
2021 Aug  49  5
2021 Jul  50  4
2021 Jun  1615  5
2021 May  39  3
2021 Apr  2188  3
2021 Mar  208  5
2021 Feb  2491  7
2021 Jan  3676  9
2020 Dec  514  7
2020 Sep  80  3
2020 Aug  756  3
2020 Jul  134  1
2020 Jun  93  3
2020 Apr  88  3
2020 Mar  19  2
2020 Feb  34  5
2020 Jan  47  7
2019 Dec  17  4
2019 Nov  36  1
2019 Jan  23  2
2018 Dec  107  4
2018 Nov  68  3
2018 Oct  18  3
2018 Sep  1213  11
2018 Aug  7  2
2018 Jun  18  1
2018 Jan  70  2
2017 Sep  588  5
2017 Aug  17  1
2017 Jul  17  2
2017 Jun  64  2
2017 May  21  1
2017 Apr  38  2
2017 Mar  138  4
2017 Feb  820  4
2016 Dec  207  3
2016 Nov  898  8
2016 Oct  317  10
2016 Sep  762  6
2016 Aug  39  1
2016 Jun  1883  6
2016 May  111  3
2016 Jan  71  2
2015 Dec  613  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1470  6
2015 Aug  14  1
2015 Jul  129  2
2015 Jun  11  1
2015 May  20  1
2015 Apr  30  3
2015 Mar  80  3
2015 Jan  5343  4
2014 Dec  17  1
2014 Nov  2260  4
2014 Oct  69  1
2014 Sep  107  2
2014 Aug  5313  1
2014 Jul  49  2
2014 Apr  2589  12
2014 Mar  303  17
2014 Feb  222  6
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  693  2
2013 Oct  256  3
2013 Sep  11  1
2013 Aug  40  3
2013 Jul  214  1
2013 Apr  61  6
2013 Mar  2344  10
2013 Feb  131  3
2013 Jan  349  2
2012 Nov  61  2
2012 Oct  518  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote