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CRM 365 trail+ how to downgrade to 8.2 version.

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Hello All Experts,

I need to know , how can i change the crm 365 higher version to lower version in Trial instance.


JavaScript – Lookup Filtering using addCustomFilter

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Hi All,

I have 2 entities 1. action(Has lookup of subtask) 2.Subtask, (under subtask i added users sub grid).

now what i am trying to achieve is i need to show only those record in sub task lookup which has a user attached to it under action entity.

Thanks in advance.

Prashant

Quote 'Revise' and 'Activate' btns not working after Dynamics 365 update from 9.0.0.3172 to 9.0.0.3272

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We recently received a Microsoft Dynamics 365 update 9.0.0.3272. Revise and Activate Buttons are not working since then. No error msg, there is no action after btn click. Tried different browsers, using legacy form rendering, none of them worked. On revise button there is a system script : "/_static/SFA/quotes/quote.js " with function "activateQuote". I am not able to find these in the solution anywhere.

Could anyone please help? 

Thanks!

Exchange rate in dynamics 365

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Hi,

whenever you create a new currency in dynamics 365 you are ask to input currency conversion. what is the effect of that? 

Can we change Activities enabled in custom enabled to Activities disabled

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Hi Experts,

Can we enable the disabled activities for a custom entity, If we take the solution of this custom Entity from higher version where activities is disabled and import in lower version where activities is enabled?

Thanks in advance.

Problem with SDK.REST.retrieveRecord for Mobile Client

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SDK.REST.retrieveRecord is not working with Mobile Client.

It is working fine with IE and Chrome in Laptop.

It throws an error as shown in below screenshot:


function CopyList(selectedItemsSelectedIndex) {
var accountId = selectedItemsSelectedIndex.length > 0 ? selectedItemsSelectedIndex[0].toString() : null;
var marketinglist, approval;
for (var i = 0; i < selectedItemsSelectedIndex.length; i++) {
SDK.REST.retrieveRecord(selectedItemsSelectedIndex[i].toString(), "kpmg_marketlistmemberapprov", "kpmg_AList,kpmg_Status", null,
function (result) {
if (result) {
marketinglist = result.kpmg_AList;
approval = result.kpmg_Status;
}
}, SDK.REST.errorCallback, function () { console.log("Retrieve Single record call completed"); }, false);
}

I am using Dynamics 365 online.

Thank You .

CRM Registration Tool

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Dear CRMers,

I created new CRM trial ,and i can not  connect to it through registration tool. 

Any suggestions ?

Thanks,

CRM adding indexes from customization

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Hello,

I would like to know how can i add indexes to the CRM entities.

I didn't find any way in the customization/solutions under settings.

The only way i guess is left is adding them on the MYSQL server directly and microsoft does allow this.

But this wouldn't be possible on CRM online. Right?

Thanks


Bind all the contacts in text box which account name we enter

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I create a new form in Account entity , here we add a button in ribbon that name Getting Contacts, I add two fields one is Account Name and another one is Associated Contacts.


When I enter a Account Name,and click on Getting Contacts Button, then all the related Contacts of of this account is bind In Associate Contacts Multi-textbox.
How to do this?

Please give me a suggestion.

Dynamics Portal Partner : How to change Dashboard ?

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I can't find the right page to change Dahsboard... Is this page available ?

how to get current record owner id in plugin

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Hello,

Iam trying to get current record owner id and got query result from query expression by passing colum ownerid but when trying to convert it to GUID getting with the following . pls suggest how to convert to guid

 

Guid OwnerID;

OwnerID = ((EntityReference)(Opportunityrecord.Attributes["ownerid"])).Id;

crm 365 +strange behaviour of the browser.

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Hello All Experts,

I have a custom html web resource and a custom button on the entity form.

when i click on the custom button then the html web resource gets open.

for google chrome Browser:- It gets open on top of the parent window as dialog.

In IE Browser:- It doesn't get open as pop up rather it opens in the new tab.

can anyone help why this issue.

Unable to call Custom workflow from D365 Action

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Hi All,

I was suppose to call a custom workflow from a action. My action executed successfully and when it is trying to trigger custom workflow step it is showing below error.

Sync workflow failed with error message - Unhandled Exception: Microsoft.Crm.Workflow.Services.InvalidCustomActivityExecutionException: Unexpected exception from plug-in (Execute): Method: System.NullReferenceException: Object reference not set to an instance of an object.
at System.Activities.WorkflowApplication.Invoke(Activity activity, IDictionary`2 inputs, WorkflowInstanceExtensionManager extensions, TimeSpan timeout)
at System.Activities.WorkflowInvoker.Invoke(Activity workflow, IDictionary`2 inputs, TimeSpan timeout, WorkflowInstanceExtensionManager extensions)
at Microsoft.Crm.Workflow.SynchronousRuntime.SynchronousWorkflowActivityHost.ExecuteWorkflowUsingInvoker(Activity workflow, ICommonWorkflowContext context)
at Microsoft.Crm.Workflow.SynchronousRuntime.SynchronousWorkflowActivityHost.StartWorkflow(WorkflowActivationData activationData, ICommonWorkflowContext context)
, error code - -2147220891

Some how I understodd that my System.Activities.dll is causing the issue.

My .NET framework 4.6.1 

Thanks in advance

Unable to create Personal View using Team Roles

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Hello,

I have a team which has create privileges for View(Advance Find Personal View Entity). Users in team dont have any extra roles rather than team roles.  But still users are not able to create personal view from Advance Find. Any views? 

I have two buttons on ribbon of my form.i want these buttons to appear only to particular set of users,

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I have two buttons on ribbon of my form.i want these buttons   to appear only to particular set of users,can anyone please help me to achieve this .


Internal users as contacts

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Hello,

I have an problem when I need to make our CRM to work inside organization (so customers will be employees and other employees e.g. from another department will work on their cases) and we want it to work in a model when customers provide requests though email sending it to a special address and then it turns into a case and a department works on this to solve it, i.e. exactly as "Service" module works in Dynamics CRM. The problem is that when an internal employee sends a request CRM creates a contact for him and after this happened employee's email starts to track and clutter CRM with unrelated data and doing mess. 

Has anyone had something similar to solve? 

auto select checkbox

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In my project i have two web resource checkbox and i want if i select checkbox in one web-resource and check box of different web resource is auto selected

multiple files attached with category

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Hi ,

I would need to create a request form that allows a user to upload multiple files but I need one file per each category .

Ie. 

If a person has a CV and a photo and Motivation letter , 

I would need a form that has 3 file upload box and then I need to pick them from a plugin which is which . 

What approach should I take here ? 

tx,

gabliver

Custom Product Inline Edit View

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Hi everybody,

When an Opportunity or a Quote is created, you can add products. These products are shown by the Quote Product Inline Edit View. In this view, you can expand a Bundle and see what products are within that bundle.

Is there any way to create a such view in custom entity? I have Dynamics 365 v.9 Online.

Thanks in advanced. 

Maria

CRM 365 custom javascript library not working in IE browser.

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Hello All Experts,

Can anyone help in understanding the issue cause.

I have one html webResouce, which uses Angular Js as library for coding.

In google chrome it's working fine but in the IE 11 it's breaking.

i am getting something on screen as below

{{filed.options}}

 


I am not able to understand why it's breaking.

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