0
votes

I know how to Load a JScript to interact with a field or a form within "Form Properties". However, how do I load a Script or code to process server side?

2
Are you looking for plugin/custom workflow activity/action?Arun Vinoth - MVP

2 Answers

2
votes

Writing server side code with Microsoft Dynamics 365

We have two choices for adding server side code into the application, plugins or custom workflow activities (CWA). These are developed using assemblies from the 365 SDK. Almost every event – create, update, assign, and many more – that occurs in 365 starts an event pipeline. These events can be subscribed to by plugins or workflows. The workflows can be used to execute CWAs. The plugin or CWA can then be used edit or change the execution of the event, or perform an entirely new action.

1
votes

Depending on the complexity of the code, it may be possible to re-write it as a CRM Business Rule

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/create-business-rules-recommendations-apply-logic-form

You can create business rules and recommendations to apply form logic without writing JavaScript code or creating plug-ins. Business rules provide a simple interface to implement and maintain fast-changing and commonly used rules. They can be applied to Main and Quick Create forms, and they work in PowerApps apps, Dynamics 365 web apps, Dynamics 365 for tablets, and Dynamics 365 for Outlook (online or offline mode).

By combining conditions and actions, you can do any of the following with business rules:

  • Set field values

  • Clear field values

  • Set field requirement levels

  • Show or hide fields

  • Enable or disable fields

  • Validate data and show error messages

  • Create business recommendations based on business intelligence.