How to Update Date fields in Dynamics 365 CRM?

If you’re working with Microsoft Dynamics 365 CRM, you might often need to update date fields programmatically. Whether it’s setting a follow-up date, calculating a due date, or adjusting the start and end times of an appointment, JavaScript is a powerful tool that can help automate this process within the CRM environment.

In this blog, we’ll walk through how to update date fields in Dynamics 365 CRM using JavaScript, with real-life examples and practical advice to make your tasks easier and more efficient.

Retrieve the Date Field

First, we need to get the reference to the date field we want to update.

var dateField = formContext.getAttribute(“scheduledstart”);

Step 2: Set the Date Field

There are a couple of ways to handle setting date values depending on your needs.

//Setting a Static Date

var newDate = new Date(2024, 11, 25); // Set to December 25, 2024
dateField.setValue(newDate);

//Setting a Dynamic Date (e.g., 7 Days from Today)

// Get today’s date and add 7 days
var today = new Date();
today.setDate(today.getDate() + 7); // Adds 7 days to the current date

// Set the new date to the field
dateField.setValue(today);

//Using Business Logic to Calculate Dates

// Get the current “close date” field
var closeDateField = formContext.getAttribute(“actualclosedate”);
var closeDate = closeDateField.getValue();

// Calculate the follow-up date (14 days later)
if (closeDate != null) {
var followUpDate = new Date(closeDate);
followUpDate.setDate(followUpDate.getDate() + 14); // Adds 14 days to the close date

// Set the follow-up date field
formContext.getAttribute(“followupdate”).setValue(followUpDate);
}

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