Posts

Showing posts from November, 2023

Dynamics 365 CRM Form Switching: A Deep Dive into formSelector and navigate()

Image
In the dynamic landscape of Dynamics 365 Customer Relationship Management (CRM), the ability to present different forms to various user groups based on specific conditions is a common and powerful customization requirement. Fortunately, the formSelector object, coupled with the navigate() function, provides an elegant solution to this challenge, allowing for seamless form switching based on user roles and other criteria. FormSelector Object At the heart of this functionality lies the formSelector object, a JavaScript object that acts as a gateway to managing forms within Dynamics 365 CRM. The formSelector object grants access to a collection of items, representing all the forms accessible to the current user. It's important to note that these forms are filtered based on the user's security roles, ensuring a secure and controlled form-switching experience. Exploring the items Collection Within the formSelector object, the items collection stands out as a crucial repository