formContext.data.save(saveOptions).then(successCallback, errorCallback);

We have triggered a function on change of name, once the name is changed javascript will try to force save the form using below client API

 formContext.data.save().then(function() { alert("Successfully Saved "); }, function() { alert("Something Went Wrong"); });

1. We have a mandatory field on the lead, when we change the name and the mandatory field is empty alert msg will be empty.

   

2. If Everything goes fine .then(function() { alert(“Successfully Saved “); }

   

This Post contains unexplained and with not best practice code, in the coming days I will refine this.

This is not Step by Step Guide and not connected, will update the post again

Also not necessary use this in UCI , it only for knowledge sharing and for UCI there many other OOB alternatives as well, will share the link Soon

1. Get Report Session

    getReportingSession: function () {

        var retrieveEntityReq = parent.document.getElementById("IFRAME_expiryreport").contentWindow.document.getElementById("resultFrame").contentWindow.document.documentElement.innerHTML;
        var x = retrieveEntityReq.lastIndexOf("ReportSession="); var y = retrieveEntityReq.lastIndexOf("ControlID=");
        var ret = new Array();
        ret[0] = retrieveEntityReq.substr(x + 14, 24); ret[1] = retrieveEntityReq.substr(x + 10, 32);
        return ret;
    },
    convertResponseToPDF: function (newPth) {
        //Create query string that will be passed to Report Server to generate PDF version of report response.
        //var pth = Xrm.Page.context.getClientUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + arrResponseSession[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + arrResponseSession[1] + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
        var pth = newPth;

        //Create request object that will be called to convert the response in PDF base 64 string.
        var retrieveEntityReq = new XMLHttpRequest();
        retrieveEntityReq.open("GET", pth, true);
        retrieveEntityReq.setRequestHeader("Accept", "*/*");
        retrieveEntityReq.responseType = "arraybuffer";
        retrieveEntityReq.onreadystatechange = function () { // This is the callback function.
            if (retrieveEntityReq.readyState == 4 && retrieveEntityReq.status == 200) {
                var binary = "";
                var bytes = new Uint8Array(this.response);
                for (var i = 0; i < bytes.byteLength; i++) {
                    binary += String.fromCharCode(bytes[i]);
                }
                //This is the base 64 PDF formatted string and is ready to pass to the action as an input parameter.
                var base64PDFString = btoa(binary);
                //4. Call Action and pass base 64 string as an input parameter. That’s it
                Xrm.Utility.showProgressIndicator("Converted report to PDF. Please Wait..");

                var note = {};
                var recordId = Xrm.Page.data.entity.getId();
                recordId = recordId.replace('{', '').replace('}', '');

                var NotificName = Xrm.Page.getAttribute("uniquefield").getValue();

                var refInvoice = new Object();
                refInvoice.LogicalName = "Logical name";
                refInvoice.Id = recordId;

                note.ObjectId = refInvoice;
                note.ObjectTypeCode = refInvoice.LogicalName;

                note.Subject = "ContractExpiryLetter: " + NotificName;
                note.MimeType = "application/pdf";
                note.DocumentBody = base64PDFString;
                note.FileName = NotificName + ".pdf";

                XrmServiceToolkit.Rest.Create(
                    note,
                    "AnnotationSet",
                    function (result) {
                        //Alert user
                        //alert("Note Created");
                        Xrm.Utility.closeProgressIndicator();
                        //Refresh data so user sees newly created note
                        Xrm.Page.data.refresh(false);

                    },
                    function (error) {
                        Xrm.Utility.closeProgressIndicator();
                        alert(error.message);
                    },
                    true
                );
            }
        };
        //This statement sends the request for execution asynchronously. Callback function will be called on completion of the request.
        retrieveEntityReq.send();
    }

2. Run Report to Print

runReportToPrint: function () {


        var params = quoteInvoice.getReportingSession();
        var newPth = Xrm.Page.context.getClientUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] + "&OpType=Export&FileName=public&ContentDisposition=OnlyHtmlInline&Format=PDF";
        quoteInvoice.convertResponseToPDF(newPth);
        //window.open(newPth, "_self");
    },

    callActionOnButtonClick: function (data) {

        //// GUID Validation
        if (!quoteInvoice.isGuid(entityId)) {
            alert("ID is Invalid GUID.");
            Xrm.Utility.closeProgressIndicator();
            return;
        }
    },

    isGuid: function (value) {
        /// <summary>
        /// Checks whether value is type of GUID or not.
        /// </summary>
        /// <param name="value" type="type"></param>
        /// <returns type=""></returns>
        var validGuid = new RegExp("^({|()?[0-9a-fA-F]{8}-([0-9a-fA-F]{4}-){3}[0-9a-fA-F]{12}(}|))?$")
        if (value && typeof value === "string" && validGuid.test(value)) {
            return true;
        }
        return false;
    }

};

3. Get Doc Library or Create Doc Library Sharepoint

DocLibrary = {
    CheckDocumentLibraryAvailable: function () {

        var fetchXmlQuery =
            "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
            "  <entity name='sharepointdocumentlocation'>" +
            "    <attribute name='relativeurl' />" +
            "    <attribute name='regardingobjectid' />" +
            "    <attribute name='parentsiteorlocation' />" +
            "    <attribute name='absoluteurl' />" +
            "    <attribute name='name' />" +
            "    <attribute name='sharepointdocumentlocationid' />" +
            "    <order attribute='name' descending='false' />" +
            "    <filter type='and'>" +
            //"      <condition attribute='ownerid' operator='eq-userid' />" +
            "      <condition attribute='statecode' operator='eq' value='0' />" +
            "      <condition attribute='locationtype' operator='eq' value='0' />" +
            "      <condition attribute='servicetype' operator='eq' value='0' />" +
            "      <condition attribute='regardingobjectid' operator='eq' uiname='test' uitype='" + Xrm.Page.data.entity.getEntityName() + "' value='" + Xrm.Page.data.entity.getId() + "' />" +
            "    </filter>" +
            "  </entity>" +
            "</fetch>";

        var req = new XMLHttpRequest();
        req.open(
            "GET",
            Xrm.Page.context.getClientUrl() +
            "/api/data/v9.0/sharepointdocumentlocations?fetchXml=" +
            encodeURIComponent(fetchXmlQuery),
            false
        );
        req.setRequestHeader("Prefer", 'odata.include-annotations="*"');
        req.onreadystatechange = function () {
            if (this.readyState === 4) {
                req.onreadystatechange = null;
                if (this.status === 200) {

                    var results = JSON.parse(this.response);
                    //console.dir(results);
                    if (results.value.length > 0) {
                        return;
                    }
                    else {
                        DocLibrary.CreateDocumentLibrary();
                    }
                } else {
                    alert(this.statusText);
                }
            }
        };
        req.send();

    },

    CreateDocumentLibrary: function () {
        debugger;
        var locationid = '';
        var fetchXmlQuery =
            "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
            "  <entity name='sharepointdocumentlocation'>" +
            "    <attribute name='relativeurl' />" +
            "    <attribute name='regardingobjectid' />" +
            "    <attribute name='parentsiteorlocation' />" +
            "    <attribute name='absoluteurl' />" +
            "    <attribute name='name' />" +
            "    <attribute name='sharepointdocumentlocationid' />" +
            "    <order attribute='name' descending='false' />" +
            "    <filter type='and'>" +
           // "      <condition attribute='ownerid' operator='eq-userid' />" +
            "      <condition attribute='statecode' operator='eq' value='0' />" +
            "      <condition attribute='locationtype' operator='eq' value='0' />" +
            "      <condition attribute='servicetype' operator='eq' value='0' />" +
            "      <condition attribute='relativeurl' operator='eq' value='" + Xrm.Page.data.entity.getEntityName() + "' />" +
            "    </filter>" +
            "    <link-entity name='sharepointsite' from='sharepointsiteid' to='parentsiteorlocation' link-type='inner' alias='ac' />" +
            "  </entity>" +
            "</fetch>";

        var req = new XMLHttpRequest();
        req.open(
            "GET",
            Xrm.Page.context.getClientUrl() +
            "/api/data/v9.0/sharepointdocumentlocations?fetchXml=" +
            encodeURIComponent(fetchXmlQuery),
            false
        );
        req.setRequestHeader("Prefer", 'odata.include-annotations="*"');
        req.onreadystatechange = function () {
            if (this.readyState === 4) {
                req.onreadystatechange = null;
                if (this.status === 200) {

                    var results = JSON.parse(this.response);
                    //console.dir(results);
                    if (results.value.length > 0) {
                        locationid = results.value[0].sharepointdocumentlocationid;
                    }
                    else {
                        alert('Unable to check the Sharpoint integration. Please contact administrator.');
                    }
                } else {
                    alert(this.statusText);
                }
            }
        };
        req.send();



        var relativepath = Xrm.Page.data.entity.getId().replace("{", "").replace("}", "").replace("-", "").replace("-", "").replace("-", "").replace("-", "");
        var absolutepath = DocLibrary.ConstructPath(locationid);

        var locationdetails = {
            "LocationName": "Location 1",
            "AbsUrl": absolutepath + relativepath,
            "RelativePath": relativepath,
            "ParentType": "sharepointdocumentlocation",
            "ParentId": locationid,
            "IsAddOrEditMode": true,
            "IsCreateFolder": true,
            "DocumentId": "",
            "ParentEntityReference": { "@odata.type": "Microsoft.Dynamics.CRM." + Xrm.Page.data.entity.getEntityName() }
        };
        locationdetails["ParentEntityReference"][Xrm.Page.data.entity.getEntityName() + "id"] = Xrm.Page.data.entity.getId();

        var createReq = new XMLHttpRequest();
        createReq.open("POST", Xrm.Page.context.getClientUrl() + "/api/data/v9.0/AddOrEditLocation", false);
        createReq.setRequestHeader("OData-MaxVersion", "4.0");
        createReq.setRequestHeader("OData-Version", "4.0");
        createReq.setRequestHeader("Accept", "application/json");
        createReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");
        createReq.onreadystatechange = function () {
            if (this.readyState === 4) {
                createReq.onreadystatechange = null;
                Xrm.Utility.closeProgressIndicator();
                if (this.status === 200) {
                    //Success - No Return Data - Do Something
                } else {
                    Xrm.Utility.alertDialog(this.statusText);
                }
            }
        };
        createReq.send(JSON.stringify(locationdetails));
    },

4. Upload Function

UploadDocument: function (filename, base64PDFString) {

        var parameters = {
            "Content": base64PDFString,
            "Entity": {
                "@odata.type": "Microsoft.Dynamics.CRM.sharepointdocument",
                "locationid": "",
                "title": filename + ".pdf"
            }, "OverwriteExisting": true,
            "ParentEntityReference": {
                "@odata.type": "Microsoft.Dynamics.CRM." + Xrm.Page.data.entity.getEntityName()

            }, "FolderPath": ""
        };

        parameters["ParentEntityReference"][Xrm.Page.data.entity.getEntityName() + "id"] = Xrm.Page.data.entity.getId();


        var req = new XMLHttpRequest();
        req.open("POST", Xrm.Page.context.getClientUrl() + "/api/data/v9.0/UploadDocument", true);
        req.setRequestHeader("OData-MaxVersion", "4.0");
        req.setRequestHeader("OData-Version", "4.0");
        req.setRequestHeader("Accept", "application/json");
        req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
        req.onreadystatechange = function () {
            if (this.readyState === 4) {
                req.onreadystatechange = null;
                if (filename.indexOf("OppSummary") == -1)
                    Xrm.Utility.closeProgressIndicator();
                if (this.status === 204) {
                    //Success - No Return Data - Do Something
                } else {
                    Xrm.Utility.alertDialog(this.statusText);
                }
            }
        };
        req.send(JSON.stringify(parameters));
    }
};

As Mention above is not in Steps or Connected, I Will add steps soon. thanks

The post is Divided into 2 Parts

1. Executing PowerAutomate Flow from Button using javascript
2. Configuring response action in Power automate and Capturing response message in CRM using javascript

There are some big changes in Client API and most of them are as below

• Execution Context: Context of any item on the form (Xrm.Page)
• Global Context: utility to retrieve org Information example, userID e.t.c  (Xrm.utility)
• Deprecated Client Apis and Intrrotucing some new

We will Divide the post in 2 parts

1. Replace Deprecated Client API To New and latest Client Api’s
2. Full Deprecated Client API vs new and Latest Client API’S Table

one recent requirement needed to have a temporary Rich-text HTML designer for Question Field in KB article and instead of using CK entire js library and using other managed solution we used below HTML Web resource which fulfilled our quick and temporary requirement

NOTE: The current best practice suggestion is to use PCF control to use PCF.Gallery to get Prebuild PCF control for Rich Text Editor

<html><head><meta><meta><meta></head><body onfocusout="parent.setEmailRange();" style="overflow-wrap: break-word;">

    
        <meta charset="utf-8">
        <meta name="robots" content="noindex, nofollow">
        <title></title>
        <script type="text/javascript" src="../../ClientGlobalContext.js.aspx"></script> 
        <script src="https://ajax.googleapis.com/ajax/libs/jquery/3.1.0/jquery.min.js"></script>
         <!--<script src="../Scripts/new_ckeditor.js" type="text/javascript"></script>-->
       script src="https://cdn.ckeditor.com/4.6.2/standard-all/ckeditor.js"></script>
        <!--<script src="http://cdn.ckeditor.com/4.6.2/basic/ckeditor.js"></script>-->
    
    
        <textarea cols="80" id="editor1" style="width:100%" name="editor1" rows="30"></textarea>
        <textarea id="editor2" name="editor2" style="display: none"></textarea>
        
        <!--Utility Script-->
        <script>
            function entityToHtml(string) {
                for (var i in entity_table) {
                    if (i != 38) {
                        string = string.replace(new RegExp(entity_table[i], "g"), String.fromCharCode(i));
                    }
                }
                //string = string.replace(new RegExp("&#(x?)(\\d+);", "g"), String.fromCharCode(((p1 == 'x') ? parseInt(p2, 16) : p2)));
                string = string.replace(new RegExp("&#(x?)(\\d+);", "g"), function (match, p1, p2, string) {
                    return String.fromCharCode(((p1 == 'x') ? parseInt(p2, 16) : p2));
                });
                string = string.replace(new RegExp(entity_table[38], "g"), String.fromCharCode(38));
                return string;
            }

            var entity_table = {
                // 34: "&quot;",     // Quotation mark. Not required
                38: "&amp;",        // Ampersand. Applied before everything else in the application
                60: "&lt;",     // Less-than sign
                62: "&gt;",     // Greater-than sign
                // 63: "&#63;",      // Question mark
                // 111: "&#111;",        // Latin small letter o
                160: "&nbsp;",      // Non-breaking space
                161: "&iexcl;",     // Inverted exclamation mark
                162: "&cent;",      // Cent sign
                163: "&pound;",     // Pound sign
                164: "&curren;",    // Currency sign
                165: "&yen;",       // Yen sign
                166: "&brvbar;",    // Broken vertical bar
                167: "&sect;",      // Section sign
                168: "&uml;",       // Diaeresis
                169: "&copy;",      // Copyright sign
                170: "&ordf;",      // Feminine ordinal indicator
                171: "&laquo;",     // Left-pointing double angle quotation mark
                172: "&not;",       // Not sign
                173: "&shy;",       // Soft hyphen
                174: "&reg;",       // Registered sign
                175: "&macr;",      // Macron
                176: "&deg;",       // Degree sign
                177: "&plusmn;",    // Plus-minus sign
                178: "&sup2;",      // Superscript two
                179: "&sup3;",      // Superscript three
                180: "&acute;",     // Acute accent
                181: "&micro;",     // Micro sign
                182: "&para;",      // Pilcrow sign
                183: "&middot;",    // Middle dot
                184: "&cedil;",     // Cedilla
                185: "&sup1;",      // Superscript one
                186: "&ordm;",      // Masculine ordinal indicator
                187: "&raquo;",     // Right-pointing double angle quotation mark
                188: "&frac14;",    // Vulgar fraction one-quarter
                189: "&frac12;",    // Vulgar fraction one-half
                190: "&frac34;",    // Vulgar fraction three-quarters
                191: "&iquest;",    // Inverted question mark
                192: "&Agrave;",    // A with grave
                193: "&Aacute;",    // A with acute
                194: "&Acirc;",     // A with circumflex
                195: "&Atilde;",    // A with tilde
                196: "&Auml;",      // A with diaeresis
                197: "&Aring;",     // A with ring above
                198: "&AElig;",     // AE
                199: "&Ccedil;",    // C with cedilla
                200: "&Egrave;",    // E with grave
                201: "&Eacute;",    // E with acute
                202: "&Ecirc;",     // E with circumflex
                203: "&Euml;",      // E with diaeresis
                204: "&Igrave;",    // I with grave
                205: "&Iacute;",    // I with acute
                206: "&Icirc;",     // I with circumflex
                207: "&Iuml;",      // I with diaeresis
                208: "&ETH;",       // Eth
                209: "&Ntilde;",    // N with tilde
                210: "&Ograve;",    // O with grave
                211: "&Oacute;",    // O with acute
                212: "&Ocirc;",     // O with circumflex
                213: "&Otilde;",    // O with tilde
                214: "&Ouml;",      // O with diaeresis
                215: "&times;",     // Multiplication sign
                216: "&Oslash;",    // O with stroke
                217: "&Ugrave;",    // U with grave
                218: "&Uacute;",    // U with acute
                219: "&Ucirc;",     // U with circumflex
                220: "&Uuml;",      // U with diaeresis
                221: "&Yacute;",    // Y with acute
                222: "&THORN;",     // Thorn
                223: "&szlig;",     // Sharp s. Also known as ess-zed
                224: "&agrave;",    // a with grave
                225: "&aacute;",    // a with acute
                226: "&acirc;",     // a with circumflex
                227: "&atilde;",    // a with tilde
                228: "&auml;",      // a with diaeresis
                229: "&aring;",     // a with ring above
                230: "&aelig;",     // ae. Also known as ligature ae
                231: "&ccedil;",    // c with cedilla
                232: "&egrave;",    // e with grave
                233: "&eacute;",    // e with acute
                234: "&ecirc;",     // e with circumflex
                235: "&euml;",      // e with diaeresis
                236: "&igrave;",    // i with grave
                237: "&iacute;",    // i with acute
                238: "&icirc;",     // i with circumflex
                239: "&iuml;",      // i with diaeresis
                240: "&eth;",       // eth
                241: "&ntilde;",    // n with tilde
                242: "&ograve;",    // o with grave
                243: "&oacute;",    // o with acute
                244: "&ocirc;",     // o with circumflex
                245: "&otilde;",    // o with tilde
                246: "&ouml;",      // o with diaeresis
                247: "&divide;",    // Division sign
                248: "&oslash;",    // o with stroke. Also known as o with slash
                249: "&ugrave;",    // u with grave
                250: "&uacute;",    // u with acute
                251: "&ucirc;",     // u with circumflex
                252: "&uuml;",      // u with diaeresis
                253: "&yacute;",    // y with acute
                254: "&thorn;",     // thorn
                255: "&yuml;",      // y with diaeresis
                264: "&#264;",      // Latin capital letter C with circumflex
                265: "&#265;",      // Latin small letter c with circumflex
                338: "&OElig;",     // Latin capital ligature OE
                339: "&oelig;",     // Latin small ligature oe
                352: "&Scaron;",    // Latin capital letter S with caron
                353: "&scaron;",    // Latin small letter s with caron
                372: "&#372;",      // Latin capital letter W with circumflex
                373: "&#373;",      // Latin small letter w with circumflex
                374: "&#374;",      // Latin capital letter Y with circumflex
                375: "&#375;",      // Latin small letter y with circumflex
                376: "&Yuml;",      // Latin capital letter Y with diaeresis
                402: "&fnof;",      // Latin small f with hook, function, florin
                710: "&circ;",      // Modifier letter circumflex accent
                732: "&tilde;",     // Small tilde
                913: "&Alpha;",     // Alpha
                914: "&Beta;",      // Beta
                915: "&Gamma;",     // Gamma
                916: "&Delta;",     // Delta
                917: "&Epsilon;",   // Epsilon
                918: "&Zeta;",      // Zeta
                919: "&Eta;",       // Eta
                920: "&Theta;",     // Theta
                921: "&Iota;",      // Iota
                922: "&Kappa;",     // Kappa
                923: "&Lambda;",    // Lambda
                924: "&Mu;",        // Mu
                925: "&Nu;",        // Nu
                926: "&Xi;",        // Xi
                927: "&Omicron;",   // Omicron
                928: "&Pi;",        // Pi
                929: "&Rho;",       // Rho
                931: "&Sigma;",     // Sigma
                932: "&Tau;",       // Tau
                933: "&Upsilon;",   // Upsilon
                934: "&Phi;",       // Phi
                935: "&Chi;",       // Chi
                936: "&Psi;",       // Psi
                937: "&Omega;",     // Omega
                945: "&alpha;",     // alpha
                946: "&beta;",      // beta
                947: "&gamma;",     // gamma
                948: "&delta;",     // delta
                949: "&epsilon;",   // epsilon
                950: "&zeta;",      // zeta
                951: "&eta;",       // eta
                952: "&theta;",     // theta
                953: "&iota;",      // iota
                954: "&kappa;",     // kappa
                955: "&lambda;",    // lambda
                956: "&mu;",        // mu
                957: "&nu;",        // nu
                958: "&xi;",        // xi
                959: "&omicron;",   // omicron
                960: "&pi;",        // pi
                961: "&rho;",       // rho
                962: "&sigmaf;",    // sigmaf
                963: "&sigma;",     // sigma
                964: "&tau;",       // tau
                965: "&upsilon;",   // upsilon
                966: "&phi;",       // phi
                967: "&chi;",       // chi
                968: "&psi;",       // psi
                969: "&omega;",     // omega
                977: "&thetasym;",  // Theta symbol
                978: "&upsih;",     // Greek upsilon with hook symbol
                982: "&piv;",       // Pi symbol
                8194: "&ensp;",     // En space
                8195: "&emsp;",     // Em space
                8201: "&thinsp;",   // Thin space
                8204: "&zwnj;",     // Zero width non-joiner
                8205: "&zwj;",      // Zero width joiner
                8206: "&lrm;",      // Left-to-right mark
                8207: "&rlm;",      // Right-to-left mark
                8211: "&ndash;",    // En dash
                8212: "&mdash;",    // Em dash
                8216: "&lsquo;",    // Left single quotation mark
                8217: "&rsquo;",    // Right single quotation mark
                8218: "&sbquo;",    // Single low-9 quotation mark
                8220: "&ldquo;",    // Left double quotation mark
                8221: "&rdquo;",    // Right double quotation mark
                8222: "&bdquo;",    // Double low-9 quotation mark
                8224: "&dagger;",   // Dagger
                8225: "&Dagger;",   // Double dagger
                8226: "&bull;",     // Bullet
                8230: "&hellip;",   // Horizontal ellipsis
                8240: "&permil;",   // Per mille sign
                8242: "&prime;",    // Prime
                8243: "&Prime;",    // Double Prime
                8249: "&lsaquo;",   // Single left-pointing angle quotation
                8250: "&rsaquo;",   // Single right-pointing angle quotation
                8254: "&oline;",    // Overline
                8260: "&frasl;",    // Fraction Slash
                8364: "&euro;",     // Euro sign
                8472: "&weierp;",   // Script capital
                8465: "&image;",    // Blackletter capital I
                8476: "&real;",     // Blackletter capital R
                8482: "&trade;",    // Trade mark sign
                8501: "&alefsym;",  // Alef symbol
                8592: "&larr;",     // Leftward arrow
                8593: "&uarr;",     // Upward arrow
                8594: "&rarr;",     // Rightward arrow
                8595: "&darr;",     // Downward arrow
                8596: "&harr;",     // Left right arrow
                8629: "&crarr;",    // Downward arrow with corner leftward. Also known as carriage return
                8656: "&lArr;",     // Leftward double arrow. ISO 10646 does not say that lArr is the same as the 'is implied by' arrow but also does not have any other character for that function. So ? lArr can be used for 'is implied by' as ISOtech suggests
                8657: "&uArr;",     // Upward double arrow
                8658: "&rArr;",     // Rightward double arrow. ISO 10646 does not say this is the 'implies' character but does not have another character with this function so ? rArr can be used for 'implies' as ISOtech suggests
                8659: "&dArr;",     // Downward double arrow
                8660: "&hArr;",     // Left-right double arrow
                // Mathematical Operators
                8704: "&forall;",   // For all
                8706: "&part;",     // Partial differential
                8707: "&exist;",    // There exists
                8709: "&empty;",    // Empty set. Also known as null set and diameter
                8711: "&nabla;",    // Nabla. Also known as backward difference
                8712: "&isin;",     // Element of
                8713: "&notin;",    // Not an element of
                8715: "&ni;",       // Contains as member
                8719: "&prod;",     // N-ary product. Also known as product sign. Prod is not the same character as U+03A0 'greek capital letter pi' though the same glyph might be used for both
                8721: "&sum;",      // N-ary summation. Sum is not the same character as U+03A3 'greek capital letter sigma' though the same glyph might be used for both
                8722: "&minus;",    // Minus sign
                8727: "&lowast;",   // Asterisk operator
                8729: "&#8729;",    // Bullet operator
                8730: "&radic;",    // Square root. Also known as radical sign
                8733: "&prop;",     // Proportional to
                8734: "&infin;",    // Infinity
                8736: "&ang;",      // Angle
                8743: "&and;",      // Logical and. Also known as wedge
                8744: "&or;",       // Logical or. Also known as vee
                8745: "&cap;",      // Intersection. Also known as cap
                8746: "&cup;",      // Union. Also known as cup
                8747: "&int;",      // Integral
                8756: "&there4;",   // Therefore
                8764: "&sim;",      // tilde operator. Also known as varies with and similar to. The tilde operator is not the same character as the tilde, U+007E, although the same glyph might be used to represent both
                8773: "&cong;",     // Approximately equal to
                8776: "&asymp;",    // Almost equal to. Also known as asymptotic to
                8800: "&ne;",       // Not equal to
                8801: "&equiv;",    // Identical to
                8804: "&le;",       // Less-than or equal to
                8805: "&ge;",       // Greater-than or equal to
                8834: "&sub;",      // Subset of
                8835: "&sup;",      // Superset of. Note that nsup, 'not a superset of, U+2283' is not covered by the Symbol font encoding and is not included.
                8836: "&nsub;",     // Not a subset of
                8838: "&sube;",     // Subset of or equal to
                8839: "&supe;",     // Superset of or equal to
                8853: "&oplus;",    // Circled plus. Also known as direct sum
                8855: "&otimes;",   // Circled times. Also known as vector product
                8869: "&perp;",     // Up tack. Also known as orthogonal to and perpendicular
                8901: "&sdot;",     // Dot operator. The dot operator is not the same character as U+00B7 middle dot
                // Miscellaneous Technical
                8968: "&lceil;",    // Left ceiling. Also known as an APL upstile
                8969: "&rceil;",    // Right ceiling
                8970: "&lfloor;",   // left floor. Also known as APL downstile
                8971: "&rfloor;",   // Right floor
                9001: "&lang;",     // Left-pointing angle bracket. Also known as bra. Lang is not the same character as U+003C 'less than'or U+2039 'single left-pointing angle quotation mark'
                9002: "&rang;",     // Right-pointing angle bracket. Also known as ket. Rang is not the same character as U+003E 'greater than' or U+203A 'single right-pointing angle quotation mark'
                // Geometric Shapes
                9642: "&#9642;",    // Black small square
                9643: "&#9643;",    // White small square
                9674: "&loz;",      // Lozenge
                // Miscellaneous Symbols
                9702: "&#9702;",    // White bullet
                9824: "&spades;",   // Black (filled) spade suit
                9827: "&clubs;",    // Black (filled) club suit. Also known as shamrock
                9829: "&hearts;",   // Black (filled) heart suit. Also known as shamrock
                9830: "&diams;"   // Black (filled) diamond suit
            }
        </script>

        <!--Utility Script-->
        <script>
            var protos = document.body.constructor === window.HTMLBodyElement;
            validHTMLTags = /^(?:a|abbr|acronym|address|applet|area|article|aside|audio|b|base|basefont|bdi|bdo|bgsound|big|blink|blockquote|body|br|button|canvas|caption|center|cite|code|col|colgroup|data|datalist|dd|del|details|dfn|dir|div|dl|dt|em|embed|fieldset|figcaption|figure|font|footer|form|frame|frameset|h1|h2|h3|h4|h5|h6|head|header|hgroup|hr|html|i|iframe|img|input|ins|isindex|kbd|keygen|label|legend|li|link|listing|main|map|mark|marquee|menu|menuitem|meta|meter|nav|nobr|noframes|noscript|object|ol|optgroup|option|output|p|param|plaintext|pre|progress|q|rp|rt|ruby|s|samp|script|section|select|small|source|spacer|span|strike|strong|style|sub|summary|sup|table|tbody|td|textarea|tfoot|th|thead|time|title|tr|track|tt|u|ul|var|video|wbr|xmp)$/i;

            function sanitize(txt) {
                var // This regex normalises anything between quotes
                    normaliseQuotes = /=(["'])(?=[^\1]*[<>])[^\1]*\1/g,
                    normaliseFn = function ($0, q, sym) {
                        return $0.replace(/</g, '&lt;').replace(/>/g, '&gt;');
                    },
                    replaceInvalid = function ($0, tag, off, txt) {
                        var
                            // Is it a valid tag?
                            invalidTag = protos &&
                                document.createElement(tag) instanceof HTMLUnknownElement
                             || !validHTMLTags.test(tag),

                            // Is the tag complete?
                            isComplete = txt.slice(off + 1).search(/^[^<]+>/) > -1;

                        return invalidTag || !isComplete ? '&lt;' + tag : $0;
                    };

                txt = txt.replace(normaliseQuotes, normaliseFn)
                         .replace(/<(\w+)/g, replaceInvalid);

                var tmp = document.createElement("DIV");
                tmp.innerHTML = txt;

                return "textContent" in tmp ? tmp.textContent : tmp.innerHTML;
            }
        </script>

        <script>     
            var _htmlCommentField = "new_question";
            var _plainTextCommentField = "new_questionhtml";

            $(document).ready(function () {
                var qStringCollection = pareseQueryString(window.location.search);

                if (qStringCollection.length > 0) {
                    var param = (($.grep(qStringCollection, function (n, i) { return (n.ParamName == "htmlcommentfield") })));
                    _htmlCommentField = param.length > 0 ? param[0].ParamValue : _htmlCommentField;

                    param = (($.grep(qStringCollection, function (n, i) { return (n.ParamName == "plaintextcommentfield") })));
                    _plainTextCommentField = param.length > 0 ? param[0].ParamValue : _plainTextCommentField;
                }

                // Render CKEditor
                (function () {
                    //alert(CKEDITOR.basePath);
                    var editor2 = CKEDITOR.replace('editor2', {
                        removePlugins: 'sourcearea',
                        removeButtons: 'Source,Save,NewPage,Preview,Print,Templates,Cut,Copy,Paste,PasteFromWord,Redo,Undo,Find,Replace,SelectAll,Scayt,Form,Radio,TextField,Checkbox,Textarea,Select,Button,ImageButton,HiddenField,Bold,Italic,Underline,Strike,Subscript,Superscript,CopyFormatting,RemoveFormat,NumberedList,BulletedList,Indent,Outdent,Blockquote,CreateDiv,JustifyLeft,JustifyCenter,JustifyRight,JustifyBlock,Language,BidiRtl,BidiLtr,Link,Unlink,Anchor,Table,Image,Flash,HorizontalRule,Smiley,SpecialChar,PageBreak,Iframe,Styles,Format,Font,FontSize,TextColor,BGColor,ShowBlocks,Maximize,About',
                        forcePasteAsPlainText: true
                    });

                    var editor1 = CKEDITOR.replace('editor1', {
                        removePlugins: 'sourcearea',
                        removeButtons: 'About',
                        //forcePasteAsPlainText: true
                        height: '250px'
                    });

                    editor1.on('change', function (ev) {                        
                        if ($.trim(window.parent.Xrm.Page.getAttribute(_htmlCommentField).getValue()) != $.trim(editor1.getData())) {
                            editor2.setData(editor1.getData(), function () {
                                window.parent.Xrm.Page.getAttribute(_htmlCommentField).setValue(editor1.getData());
                                window.parent.Xrm.Page.getAttribute(_plainTextCommentField).setValue(sanitize(entityToHtml(editor2.getData())).replace(/\n\s*\n/g, '\n'));//.replace(/<(?:.|\n)*?>/gm, '');
                            });
                        }
                    });

                    editor1.on('instanceReady', function (ev) {
                        if ($.trim(window.parent.Xrm.Page.getAttribute(_htmlCommentField).getValue()) != null)
                            editor1.setData(window.parent.Xrm.Page.getAttribute(_htmlCommentField).getValue());
                    });

                    editor2.on('instanceReady', function (ev) {
                        document.getElementById("cke_editor2").style.visibility = 'hidden';
                        document.getElementById("cke_editor2").style.display = 'none';
                    });
                })();
            });
            
            // Utility Scripts
            function pareseQueryString(data) {
                var queryStringData = decodeURIComponent(data.split("?")[1]).replace("&data=", "&");

                var queryStringArray = queryStringData.split('&');

                var qStringCollection = [];
                for (var count = 0; count < queryStringArray.length; count++) {
                    var paramsArray = queryStringArray[count].split('=');

                    if (paramsArray.length > 0) {
                        var qString = {};
                        qString.ParamName = paramsArray[0].toLowerCase();
                        qString.ParamValue = paramsArray[1];

                        qStringCollection.push(qString);
                    }
                }

                return qStringCollection;
            }
        </script>
    
</body></html>

Step1: Create 2 field – New_Questionhtml and new_questionplain

Step 2: Create an HTML web resource and use the above HTML in the source.

step 3: We have not used Parameter and hard coded HTML field and plain field as below

Step 4: Insert Web resource on form and select web resource created above

Step 5: Save and Publish, our Rich Text HTML field is ready to use

Please go through Referred Ajit’s Blog  for more detail, where he explained how to Execute PowerAutomate on click of a button on the Lead record

Below is Demonstrated in below part

1. Create Power automate Flow to receive HTTPS Request from Javascript and send Email
2. Register Javascript
3. Creating a Ribbon Button on Contact Entity and add javascript action to the button Command and pass PrimaryControl

There are 2 ways we can use it.

1. Using it from Html Resource where we want to use DOM. ( Unsupported not recommended)

parent.document.getElementById("attachmentsGrid").control.refresh();

2. Using Js from an Iframe, use Parent

parent.Xrm.Page.getControl("attachmentsGrid").refresh();

// Form Context (Recommended)

formContext.getControl(“attachmentsGrid”).refresh();

3. Using Js on the Record Itself

Xrm.Page.getControl("attachmentsGrid").refresh();

// Form Context (Recommended)

formContext.getControl("attachmentsGrid").refresh();

We Might be sometime not Seeing above code working, I would recommend debugging it, but the most common issue might be that Code is rendering Before Form is fully loaded.

We can use the below code, to the first check if the context is not null and if null is found return and try after 1 sec that is 1000ms.

Function test(executionContext)
{
//// Get FormContext
formContext = executionContext.getFormContext();
if(formContext  != null)
{
//// Get Grid Control
Var getSubgrid = formContext.getControl("attachmentsGrid");
////If Grid Control is empty , Return and timeout for 1 sec
if(getSubgrid  == null)
{
 setTimeout(function () { test(executionContext); }, 1000);
     return;
}
//// If control is not null refresh the grid
formContext.getControl("attachmentsGrid").refresh();
}

}

Recently I was added to an internal project call by my Friend and Collage who thinks I am an expert in UI and JS development I don’t know why but as I am good at troubleshooting so I continued.

So the Agenda was, Dev team was working on Microsoft dynamics 365 Finance and Operations Mobile application and they went able to figure out how to change the JS and CSS of the Application.

Dev team provided some documents and credentials and I started doing my R&D to at least reach the Debugging part and then  JS and CSS would be easy and browsing through the document itself gave information about Debugging but that was not step by step process so thought of Writing it and share the same.

Every now and then we might have come to a requirement where the customer says I want to edit 2nd entity on the same form he/she has opened or view it (not satisfied with quick view form), recently I found an OOB method but the only limitation is it’s supported in Only Unified UI.

It can perform 3 types of navigation: Entity List, Entity Record or HTML Resource and that is most commonly we use or requires right.

I have come up with this requirement much time, where the user wants an option to check and change the values of primary contact manually when primary contact is changed and they don’t want to navigate to different form either.

here we will use below JS snippet available on Microsoft Doc (Click here) on change of Primary contact

var pageInput = {
  pageType: "entityrecord",
    entityName: "contact",
    entityId: "4da0e5b9-88df-e311-b8e5-6c3be5a8b200" //replace with actual ID
};
var navigationOptions = {
    target: 2,
    height: {value: 80, unit:"%"},
    width: {value: 70, unit:"%"},
    position: 1
};
function OpenPrimaryContact()
{
debugger;
Xrm.Navigation.navigateTo(pageInput,navigationOptions);
}

On Change of Primary contact, a Dialog appears inside account record

The user wants an option to add a new address record each Time primary contact is changed .

here we will use below JS snippet available on Microsoft Doc (Click here) on change of Primary contact

var pageInput = {
  pageType: "entityrecord",
    entityName: "customeraddress"   
};
var navigationOptions = {
    target: 2,
    height: {value: 80, unit:"%"},
    width: {value: 70, unit:"%"},
    position: 1
};
function OnChangePrimaryContact()
{
debugger;
Xrm.Navigation.navigateTo(pageInput,navigationOptions);
}

On Change of Primary contact, a Dialog appears inside account record to create “Customeraddress”

here we will use below JS snippet available on Microsoft Doc (Click here) on change of Primary contact

var pageInput = {
  pageType: "webresource",
    entityName: "dvm_htmlwebresource.html"   
};
var navigationOptions = {
    target: 2,
    height: {value: 80, unit:"%"},
    width: {value: 70, unit:"%"},
    position: 1
};
function OnChangePrimaryContact()
{
debugger;
Xrm.Navigation.navigateTo(pageInput,navigationOptions);
}

On Change of Primary contact, a Dialog appears inside account record with HTML resource