Dynamics 365 Education and Knowledge

How to filter a Lookup field based on a N:N relationship of a parent entity using JavaScript . To show you this, I will use the Account entity, the Contact entity, and a custom entity Conference . The contact entity has a N:1 relation with the account entity (lookup field) The contact entity has a N:1 relation with the conference entity (lookup field) The account entity has a N:N relation with the conference entity (sub-grid) I need to filter the conference lookup of the contact entity to list The conference records that are related to the contact parent account or The conference records that are not related to any account Based on the above conditions, the users will not be able to ch...

In this blog post, I will explain how to move a ribbon button from one tab to another. Our victim will be the Run Report button on the Account entity views. However, this can be applied to any other button whether it is displayed on a View, Form, or Sub-grid. The main purpose of this modification, is to increase the User Experience by saving one additional click to execute any action especially if it is frequently used. Problem Whenever you want to click Run Report button (in a view, form, or sub-grid), you have to select the record(s), click the (...) button, click Run Report button, and finally click on the report to be generated. Solution The below steps will guide you to change the location of the button in order to be directly clickable when the user selects a record(s) in a view. Install the Ribbon Wor...