Dynamics 365 – Make the Form Readonly with Javascript

~ FURKANKARACAN

To make the form read-only in Dynamics 365 you have 2 options. Either changing record status to Inactive or making all form fields disabled with Javascript.

Changing record status to Inactive might not suitable for some business cases. For example you might want to make your form read-only based on an attribute. If you change your status to inactive, it might trigger record cascading, which will cause to setting related child record status to also inactive. In addition your record won’t show up under Active records view.

If you think this is not the best way for you, then you can use Javascript. The below piece of code sets all form fields to read-only dynamically. It will loop through your form controls(tabs, sections, feilds) one by one and disable them.

	disableForm: function (executionContext) {
	let formContext = executionContext.getFormContext();
	let formControls = formContext.ui.controls;
	formControls.forEach(control => {
	if (control.getName() != "" && control.getName() != null) {
	control.setDisabled(true);
	}
	});
	}

view rawFormReadOnly.js hosted with  by GitHub

Hide Tab using JavaScript - Dynamics 365

 

Hide Tab using JavaScript

Introduction :

In this blog we will see how to hide tab using JavaScript.

Implementation :

Step 1 : Javascript for hiding tab :

var hideTab ={
hideTabs: function (executionContext) 
{
       
          var formContext = executionContext.getFormContext();
            formContext.ui.tabs.get("OpportunityLinesTab").setVisible(false);
    },
};

 Step 2 : Upload script on load of form -> ok -> Save and Publish .

Result :

Hope this helps

Sample plugin Dynamics 365

 

Sample: Calculate Price plug-in

This sample code is for Dynamics 365 Customer Engagement(on-premises). Download the sample: Work with custom price plug-in.

Prerequisites

Internet connection is required to download the sample project and to restore the NuGet packages used in the sample project.

Requirements

Ensure the following:

• Set the value of the Organization.OOBPriceCalculationEnabled attribute to 0 (false).

• Register the plug-in on the CalculatePrice message, Post-operation event stage, and Synchronous execution mode. For more information, see Register and Deploy Plug-ins.

Demonstrates

This sample shows how to write a plug-in that calculates the pricing of the opportunities, quotes, orders, and invoices based on your custom code. The discounts and taxes are calculated based on the total amount of all the product line items in an opportunity, quote, order, or invoice:

• Discount: If the total amount is greater than 1000 and less than 5000, discount is 5%; if the total amount is 5000 or greater, discount is 10%.

• Tax: Tax is applied on the amount that is effective after the discount is applied (total amount minus discount). If the effective amount is less than 5000, tax is 10%; otherwise, tax is 8%.

  For more information, see Use custom pricing for products.

Example

C#

using System;
using System.ServiceModel;

// Microsoft Dynamics CRM namespace(s)
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;

namespace Microsoft.Crm.Sdk.Samples
{
    public class CalculatePricePlugin : IPlugin
    {
        /// <summary>
        /// A plugin that calculates custom pricing for 
        /// opportunities, quotes, orders, and invoices.
        /// </summary>
        /// <remarks>Register this plug-in on the CalculatePrice message,
        /// Post Operation execution stage, and Synchronous execution mode.
        /// </remarks>
        public void Execute(IServiceProvider serviceProvider)
        {
            //Extract the tracing service for use in debugging sandboxed plug-ins.
            ITracingService tracingService =
                (ITracingService)serviceProvider.GetService(typeof(ITracingService));
            
            // Obtain the execution context from the service provider.
            IPluginExecutionContext context = (IPluginExecutionContext)
                serviceProvider.GetService(typeof(IPluginExecutionContext));
            
            if (context.ParentContext != null
                && context.ParentContext.ParentContext != null
                && context.ParentContext.ParentContext.ParentContext != null
                && context.ParentContext.ParentContext.ParentContext.SharedVariables.ContainsKey("CustomPrice")
                && (bool)context.ParentContext.ParentContext.ParentContext.SharedVariables["CustomPrice"])
                return;
            
            // The InputParameters collection contains all the data passed in the message request.            
            if (context.InputParameters.Contains("Target") &&
                context.InputParameters["Target"] is EntityReference)
            {
                // Obtain the target entity from the input parmameters.
                EntityReference entity = (EntityReference)context.InputParameters["Target"];                

                // Verify that the target entity represents an appropriate entity.                
                if (CheckIfNotValidEntity(entity))
                    return;

                try
                {
                    context.SharedVariables.Add("CustomPrice", true);
                    context.ParentContext.SharedVariables.Add("CustomPrice", true);
                    IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
                    IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

                    // Calculate pricing depending on the target entity
                    switch (entity.LogicalName)
                    {
                        case "opportunity":
                            CalculateOpportunity(entity, service);
                            return;

                        case "quote":
                            CalculateQuote(entity, service);
                            return;

                        case "salesorder":
                            CalculateOrder(entity, service);
                            return;

                        case "invoice":
                            CalculateInvoice(entity, service);
                            return;

                        case "opportunityproduct":
                            CalculateOpportunityProduct(entity, service);
                            return;

                        case "quotedetail":
                            CalculateQuoteProduct(entity, service);
                            return;

                        case "salesorderdetail":
                            CalculateOrderProduct(entity, service);
                            return;

                        case "invoicedetail":
                            CalculateInvoiceProduct(entity, service);
                            return;

                        default:
                            return;
                    }                   
                }
                
                catch (FaultException<OrganizationServiceFault> ex)
                {
                    tracingService.Trace("CalculatePrice: {0}", ex.ToString());
                    throw new InvalidPluginExecutionException("An error occurred in the Calculate Price plug-in.", ex);
                }                

                catch (Exception ex)
                {
                    tracingService.Trace("CalculatePrice: {0}", ex.ToString());
                    throw;
                }
            }
        }

        private static bool CheckIfNotValidEntity(EntityReference entity)
        {
            switch (entity.LogicalName)
            {
                case "opportunity":
                case "quote":
                case "salesorder":				
                case "invoice":
                case "opportunityproduct":
                case "invoicedetail":
                case "quotedetail":
                case "salesorderdetail":
                    return false;

                default:
                    return true;
            }
        }

        #region Calculate Opportunity Price
        // Method to calculate price in an opportunity        
        private static void CalculateOpportunity(EntityReference entity, IOrganizationService service)
        {
            Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("statecode"));
            OptionSetValue statecode = (OptionSetValue)e["statecode"];
            if (statecode.Value == 0)
            {
                ColumnSet columns = new ColumnSet();
                columns.AddColumns("totaltax", "totallineitemamount", "totalamountlessfreight", "discountamount");
                Entity opp = service.Retrieve(entity.LogicalName, entity.Id, columns);

                QueryExpression query = new QueryExpression("opportunityproduct");
                query.ColumnSet.AddColumns("quantity", "priceperunit");
                query.Criteria.AddCondition("opportunityid", ConditionOperator.Equal, entity.Id);
                EntityCollection ec = service.RetrieveMultiple(query);
                opp["totallineitemamount"] = 0;

                decimal total = 0;
                decimal discount = 0;
                decimal tax = 0;                

                for (int i = 0; i < ec.Entities.Count; i++)
                {
                    total = total + ((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value);
                    (ec.Entities[i])["extendedamount"] = new Money(((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value));
                    service.Update(ec.Entities[i]);
                }

                opp["totallineitemamount"] = new Money(total);

                // Calculate discount based on the total amount
                discount = CalculateDiscount(total);
                total = total - discount;
                opp["discountamount"] = new Money(discount);
                opp["totalamountlessfreight"] = new Money(total);
                service.Update(opp);

                // Calculate tax after the discount is applied
                tax = CalculateTax(total);
                total = total + tax;
                opp["totaltax"] = new Money(tax);
                opp["totalamount"] = new Money(total);
                opp["estimatedvalue"] = new Money(total);
                service.Update(opp);
            }
            return;
        }

        // Method to calculate extended amount in the product line items in an opportunity
        private static void CalculateOpportunityProduct(EntityReference entity, IOrganizationService service)
        {
            try
            {
                ColumnSet columns = new ColumnSet();
                Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("quantity", "priceperunit"));
                decimal total = 0;
                total = total + ((decimal)e["quantity"] * ((Money)e["priceperunit"]).Value);
                e["extendedamount"] = new Money(total);
                service.Update(e);
            }
            catch (FaultException<OrganizationServiceFault> ex)
            {
                System.Diagnostics.Debug.Write(ex.Message);
            }
        }
        
        #endregion

        #region Calculate Quote Price
        // Method to calculate price in a quote
        private static void CalculateQuote(EntityReference entity, IOrganizationService service)
        {
            Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("statecode"));
            OptionSetValue statecode = (OptionSetValue)e["statecode"];
            if (statecode.Value == 0)
            {
                ColumnSet columns = new ColumnSet();
                columns.AddColumns("totaltax", "totallineitemamount", "totalamountlessfreight", "discountamount");
                Entity quote = service.Retrieve(entity.LogicalName, entity.Id, columns);

                QueryExpression query = new QueryExpression("quotedetail");
                query.ColumnSet.AddColumns("quantity", "priceperunit");
                query.Criteria.AddCondition("quoteid", ConditionOperator.Equal, entity.Id);
                EntityCollection ec = service.RetrieveMultiple(query);
                quote["totallineitemamount"] = 0;

                decimal total = 0;
                decimal discount = 0;
                decimal tax = 0;

                for (int i = 0; i < ec.Entities.Count; i++)
                {
                    total = total + ((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value);
                    (ec.Entities[i])["extendedamount"] = new Money(((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value));
                    service.Update(ec.Entities[i]);
                }

                quote["totallineitemamount"] = new Money(total);

                // Calculate discount based on the total amount
                discount = CalculateDiscount(total);
                total = total - discount;
                quote["discountamount"] = new Money(discount);
                quote["totalamountlessfreight"] = new Money(total);
                service.Update(quote);

                // Calculate tax after the discount is applied
                tax = CalculateTax(total);
                total = total + tax;
                quote["totaltax"] = new Money(tax);
                quote["totalamount"] = new Money(total);                
                service.Update(quote);
            }
            return;
        }

        // Method to calculate extended amount in the product line items in a quote
        private static void CalculateQuoteProduct(EntityReference entity, IOrganizationService service)
        {
            try
            {
                ColumnSet columns = new ColumnSet();
                Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("quantity", "priceperunit"));
                decimal total = 0;
                total = total + ((decimal)e["quantity"] * ((Money)e["priceperunit"]).Value);
                e["extendedamount"] = new Money(total);
                service.Update(e);
            }
            catch (FaultException<OrganizationServiceFault> ex)
            {
                System.Diagnostics.Debug.Write(ex.Message);
            }
        }

        #endregion

        #region Calculate Order Price
        // Method to calculate price in an order
        private static void CalculateOrder(EntityReference entity, IOrganizationService service)
        {
            Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("statecode"));
            OptionSetValue statecode = (OptionSetValue)e["statecode"];
            if (statecode.Value == 0)
            {
                ColumnSet columns = new ColumnSet();
                columns.AddColumns("totaltax", "totallineitemamount", "totalamountlessfreight", "discountamount");
                Entity order = service.Retrieve(entity.LogicalName, entity.Id, columns);

                QueryExpression query = new QueryExpression("salesorderdetail");
                query.ColumnSet.AddColumns("quantity", "salesorderispricelocked", "priceperunit");
                query.Criteria.AddCondition("salesorderid", ConditionOperator.Equal, entity.Id);

                QueryExpression query1 = new QueryExpression("salesorderdetail");
                query1.ColumnSet.AddColumns("salesorderispricelocked");
                query1.Criteria.AddCondition("salesorderid", ConditionOperator.Equal, entity.Id);

                EntityCollection ec = service.RetrieveMultiple(query);
                EntityCollection ec1 = service.RetrieveMultiple(query1);
                order["totallineitemamount"] = 0;

                decimal total = 0;
                decimal discount = 0;
                decimal tax = 0;

                for (int i = 0; i < ec.Entities.Count; i++)
                {
                    total = total + ((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value);
                    (ec1.Entities[i])["extendedamount"] = new Money(((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value));
                    service.Update(ec1.Entities[i]);
                }

                order["totallineitemamount"] = new Money(total);

                // Calculate discount based on the total amount
                discount = CalculateDiscount(total);
                total = total - discount;
                order["discountamount"] = new Money(discount);
                order["totalamountlessfreight"] = new Money(total);
                service.Update(order);

                // Calculate tax after the discount is applied
                tax = CalculateTax(total);
                total = total + tax;
                order["totaltax"] = new Money(tax);
                order["totalamount"] = new Money(total);                
                service.Update(order);
            }
            return;
        }

        // Method to calculate extended amount in the product line items in a order
        private static void CalculateOrderProduct(EntityReference entity, IOrganizationService service)
        {
            try
            {
                ColumnSet columns = new ColumnSet();
                Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("quantity", "priceperunit", "salesorderispricelocked"));
                Entity e1 = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("quantity", "salesorderispricelocked"));
                decimal total = 0;
                total = total + ((decimal)e["quantity"] * ((Money)e["priceperunit"]).Value);
                e1["extendedamount"] = new Money(total);
                service.Update(e1);
            }
            catch (FaultException<OrganizationServiceFault> ex)
            {
                System.Diagnostics.Debug.Write(ex.Message);
            }
        }

        #endregion

        #region Calculate Invoice Price
        // Method to calculate price in an invoice
        private static void CalculateInvoice(EntityReference entity, IOrganizationService service)
        {
            Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("statecode"));
            OptionSetValue statecode = (OptionSetValue)e["statecode"];
            if (statecode.Value == 0)
            {
                ColumnSet columns = new ColumnSet();
                columns.AddColumns("totaltax", "totallineitemamount", "totalamountlessfreight", "discountamount");

                Entity invoice = service.Retrieve(entity.LogicalName, entity.Id, columns);

                QueryExpression query = new QueryExpression("invoicedetail");
                query.ColumnSet.AddColumns("quantity", "invoiceispricelocked", "priceperunit");
                query.Criteria.AddCondition("invoiceid", ConditionOperator.Equal, entity.Id);

                QueryExpression query1 = new QueryExpression("invoicedetail");
                query1.ColumnSet.AddColumns("quantity", "invoiceispricelocked");
                query1.Criteria.AddCondition("invoiceid", ConditionOperator.Equal, entity.Id);

                EntityCollection ec = service.RetrieveMultiple(query);
                EntityCollection ec1 = service.RetrieveMultiple(query1);
                
                invoice["totallineitemamount"] = 0;

                decimal total = 0;
                decimal discount = 0;
                decimal tax = 0;

                for (int i = 0; i < ec.Entities.Count; i++)
                {
                    total = total + ((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value);
                    (ec1.Entities[i])["extendedamount"] = new Money(((decimal)ec.Entities[i]["quantity"] * ((Money)ec.Entities[i]["priceperunit"]).Value));
                    service.Update(ec1.Entities[i]);
                }

                invoice["totallineitemamount"] = new Money(total);

                // Calculate discount based on the total amount
                discount = CalculateDiscount(total);
                total = total - discount;
                invoice["discountamount"] = new Money(discount);
                invoice["totalamountlessfreight"] = new Money(total);
                service.Update(invoice);

                // Calculate tax after the discount is applied
                tax = CalculateTax(total);
                total = total + tax;
                invoice["totaltax"] = new Money(tax);
                invoice["totalamount"] = new Money(total);                
                service.Update(invoice);
            }
            return;
        }        

        // Method to calculate extended amount in the product line items in an invoice
        private static void CalculateInvoiceProduct(EntityReference entity, IOrganizationService service)
        {
            try
            {
                ColumnSet columns = new ColumnSet();
                Entity e = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("quantity", "priceperunit", "invoiceispricelocked"));
                Entity e1 = service.Retrieve(entity.LogicalName, entity.Id, new ColumnSet("quantity", "invoiceispricelocked"));
                decimal total = 0;
                total = total + ((decimal)e["quantity"] * ((Money)e["priceperunit"]).Value);
                e1["extendedamount"] = new Money(total);
                service.Update(e1);
            }
            catch (FaultException<OrganizationServiceFault> ex)
            {
                System.Diagnostics.Debug.Write(ex.Message);
            }
        }

        #endregion


        // Method to calculate discount.
        private static decimal CalculateDiscount(decimal amount)
        {
            decimal discount = 0;

            if (amount > (decimal)1000.00 && amount < (decimal)5000.00)
            {
                discount = amount * (decimal)0.05;
            }
            else if (amount >= (decimal)5000.00)
            {
                discount = amount * (decimal)0.10;
            }
            return discount;
        }

        // Method to calculate tax.        
        private static decimal CalculateTax(decimal amount)
        {
            decimal tax = 0;
            if (amount < (decimal)5000.00)
            {
                tax = amount * (decimal)0.10;
            }
            else 
            {
                tax = amount * (decimal)0.08;
            }
            return tax;
        }  
    }
}