If you have a requirement to allow auto approving of Time Entries, Expenses and Material Usage Logs in Project Operations, then you can achieve this by using a Power Automate Flow. You need a trigger on creation of a Project…
Tag: CRM
Azure DevOps Pipelines – How to migrate Calendar Rules using PowerShell
I successfully migrated Bookable Resource and Work Hour Template Calendar Rules between environments using the following approach: Firstly, I inserted the connection details for both the source and target environments. Then, I utilized Microsoft functions, starting with ‘GetCalendar,’ which retrieved…
Resco CRM – How to open a specific form by name
We intended to open a specific Product form, distinct from the default one, when clicking a view button. Since using a ‘Select Form’ rule was not viable, we opted for the following code solution. When employing the ‘FormManager.showEditDialog’ function, we…
How to retrieve the record Id of the parent form using (Form Component Control)
We were initially tasked with displaying a list of Work Order Incidents that are associated with the Resource Requirement, which, in turn, is linked to the current Booking record. To fulfil this requirement, we utilized the Form Component Control feature…
Resco CRM – Plug-in Assembly example
I recommend reading the Resco documentation on plugin assemblies here to ensure proper project setup before coding. In Resco CRM, you must create a new process and call it within the process to activate a plugin. See the example below:…
How to Automatically Populate Values on an Inspection in Field Service
To prepopulate questions on an inspection, you should begin by adding the Inspection Response Id field onto the Work Order Service Task form. This field can be hidden or displayed, as needed, but it must be included on the form.…
How to lock fields on a Form and Business Process Flow
Lock Business Process Flow fields only The function below locks all fields which contains the word “header_process_” this ensures that only fields that are in the Business Process Flow are locked and not on the form. Lock form fields only…
How to use Remote Debugging for Field Service Mobile
Field Service Mobile now has remote debugging! This means you can now debug any errors occurring inside of the app. This is very useful for debugging annoying JavaScript errors or anything else where you have no idea why something isn’t…
How to force a confirmation dialog to appear before record save in Dynamics 365
Below is an example of working code which displays a confirmation dialog before the save of a new record, if the user presses ‘OK’ then the record will save or if the user presses ‘Cancel’ then the record will not…
Examples of using await in Dynamics 365 JavaScript
Below are just some examples of using await inside of JavaScript for Dynamics 365. I know that there are many ways of achieving this but these are just some examples which I have used in the past which work very…