Simplifying Dynamics 365 Record Creation with Pre-populated Fields Using Xrm.Navigation.navigateTo
The article discusses a method to streamline the process of creating new email records in Dynamics 365 by pre-populating certain fields based on existing emails. The approach involves using the Xrm.Navigation.NavigateTo method to open a new email form within Dynamics 365 as a dialog, already filled with the fields from an existing email. The article provides step-by-step instructions on how to create a button using the command bar editor and set its properties. It also includes JavaScript code to retrieve data from the current email and populate the new email form. This method eliminates the need for manual data entry and allows for the efficient creation of new email records with similar details.
Article 13m
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