Process dialogs are deprecated and will be removed by December 1, 2020. Until that day. Did your company have replacement options?

• Replace dialogs
• Power Apps component framework
• Development of custom Html/JS Webresources with help of modern frameworks
• …

With some keywords on Google: dynamics crm 365 cds dialog you found:

• The first post: Custom Dialog Boxes - Part 1 of Bob Guidinger. He wrote on: July 22, 2018

• Then on July 29, 2018 he wrote second post: Custom Dialog Boxes - Part 2

• Frantisek Capek continue wrote the third post: Dynamics 365 - Custom Dialogs in UCI - Part 3 on June 10, 2019

• And Power Platform Professor continue wrote the fourth post Dynamics 365 – Custom Dialogs in UCI – Part 4 on May 22, 2020

• 4 posts, all mention you should write a valid FormXml. A small mistake will make FormXml invalid, then your solution import failed.

• 4 posts, all mention the classid with GUID

• 4 posts, all mention unsupported

Let summary

2 years, 4 posts (as I known), all mention unsupported
2 years, 4 Dynamics 365 Release but this function still unsupported too.
On July 22, 2018 Scott Durow commented

this is still a preview and isn’t supported in production yet.

As Scott Durow said, I believed in the future, this function will be supported. Let see.

And, I continue wrote the fifth post (is last post?) of section: “Custom Dialogs in UCI”.

What have I written for the fifth post ? No I don’t. I create a web application.

I am happy to announce crmdialog released

What is crmdialog?

• Focus to “Custom Dialogs in UCI”
• Form designer support drag’n’drop
• Remove your headache when write a valid FormXml
• Download solution and then you can import to your Dynamics 365 CRM/CDS
• Upload existing Dynamisc 365 CRM/CDS solution to crmdialog that you can edit/update form dialog
• Work with un-managed solution only
• Check the document and open your questions to me
• FREE

http://crmdialog.phuocle.net

https://github.com/phuocle/crmdialog

You are a Dynamics 365/CDS developer. How you build your FetchXML string in JavaScript/C# code?

Are you use the function: Download Fetch XML in the Advanced Find window?

Wow, look like you have a lot of tasks 😰 after you Download Fetch XML

• Open the xml file with the text editor
• Find " and Replace with '
• Edit, join to make a correct string, also with a dynamic parameter
• …..

Instead click the button Download Fetch XML in the Advanced Find window, you can click the button View FetchXML near it by install the solution View-FetchXML

Ok, What is the difference ? Check the demo

The solution View-FetchXML help you

• Easy copy/paste with 3 types of string: FetchXML, JavaScript and C#
• Easy edit the dynamic values with fetchData (object JavaScript) or (Anonymous Types C#)

Download

ViewFetchXML_1_3_managed.zip

I have a requirement in my current project that hide Next Stage, Set Active and Back button in the Business Process Flows

To do that, I used an UnSupported code code below

function hideBPFButton() {
    hideBPFButtons();
    window.addEventListener("resize", hideBPFButtons);
    Xrm.Page.data.process.addOnStageSelected(hideBPFButtons);
}

function hideBPFButtons() {
    var dom = (Xrm == undefined || Xrm.Internal == undefined || Xrm.Internal.isTurboForm() == undefined || Xrm.Internal.isTurboForm() == false) ? document : parent.document;
    $("#stageSetActiveActionContainer", dom).remove();
    $("#stageBackActionContainer", dom).remove();
    $("#stageNavigateActionContainer", dom).remove();
    setTimeout(function () { $("#processStagesContainer", dom).width(1894); }, 50);
}

In the form OnLoad, call function

hideBPFButton();

Before apply code

After apply code

How to code: change stage, set active

• Client side: check Xrm.Page.data.process and Xrm.Page.ui.process
• Server side: reference 3 fields: processid, stageid and traversedpath: in the entity record

The following code query processid by Process Name in the entity workflow

<fetch distinct="false" mapping="logical" output-format="xml-platform" version="1.0">
  <entity name="workflow">
    <attribute name="workflowid">
    <filter type="and">
      <condition attribute="type" operator="eq" value="1">
      <condition attribute="category" operator="eq" value="4">
      <condition attribute="name" operator="eq" value="yyyyyy">
    </filter>
  </attribute></entity>
</fetch>

The following code query stageid by processid and Stage Name in entity processstage

<fetch distinct="false" mapping="logical" output-format="xml-platform" version="1.0">
  <entity name="processstage">
    <attribute name="processstageid">
    <filter type="and">
      <condition attribute="processid" operator="eq" value="xxxxxx">
      <condition attribute="stagename" operator="eq" value="yyyyyy">
    </filter>
  </attribute></entity>
</fetch>

Checked, Tested work with CRM2016, CRM2016 SP1, CRM2016 Online

UnSupported code, use it with your own risk.

Sometime, your business requirement need add some buttons in the form sub-grid like picture below (Account form, sub-grid Contacts).

How I can do that

1. Prepare 2 web-resource png image 16x16 file.

• 1 for normal button
• 1 for hover button

2. Copy function below to your main js web-resource file.

function createButton(grid, buttonName, buttonTooltip, buttonImage, buttonImageHover, callback) {
    if (grid == null || grid.length == 0) return;
    if (buttonName == null || buttonName.length == 0) return;
    if (buttonImage == null || buttonImage.length == 0) return;
    var dom = (Xrm == undefined || Xrm.Internal == undefined || Xrm.Internal.isTurboForm() == undefined || Xrm.Internal.isTurboForm() == false) ? document : parent.document;
    var button = dom.getElementById(grid + "_addImageButton");
    if (button == null || button.parentNode == null || button.parentNode.parentNode == null) return;
    var tooltip = "";
    if (buttonTooltip != null && buttonTooltip.length > 0)
        tooltip = " title='" + buttonTooltip + "' alt='" + buttonTooltip + "' ";
    var div = dom.createElement("div");
    div.className = "ms-crm-contextButton";
    div.innerHTML = "<a href='#' id='" + buttonName +"' style='display:block;cursor:pointer;'" + tooltip + "><img id='"+ buttonName +"Image' src='" + buttonImage + "'" + tooltip + "></a>";
    button.parentNode.parentNode.appendChild(div);
    if (buttonImageHover != null) {
        dom.getElementById(buttonName).onmouseover = function () {
            dom.getElementById(buttonName + "Image").src = buttonImageHover;
        }
        dom.getElementById(buttonName).onmouseout = function () {
            dom.getElementById(buttonName + "Image").src = buttonImage;
        }
    }
    dom.getElementById(buttonName).onclick = callback;
}

3. On the on-load form, add the following code to add button to form sub-grid.

createButton("Contacts", "btnViewChart", "View Chart", "../WebResources/pl_chart.png", "../WebResources/pl_chart_hover.png", function() {
    alert("View Chart Click");
});

Function parameters

• grid: is the name of the sub-grid you add on form, in this case: Contacts, (required)
• buttonName: because you can add more buttons, so you need enter the unique buttonName, in this case: btnViewChart (required)
• buttonTooltip: the tooltip of this button, in this case: View Chart (optional)
• buttonImage: the normal image button that you prepare in step 1, in this case: ../WebResources/pl_chart.png (required)
• buttonImageHover: the hover button that you prepare in step 1, in this case: ../WebResources/pl_chart_hover.png (optional)
• callback: a callback function after user click on button. (required)

4. Published and tested. I already tested on CRM2016 SP1 and CRM2016 Online.

NOTE

UnSupported code, use it with your own risk.