I 
have est.close date in opportunity and sub grid of product i want to assign the value of est.close date to valid_ to in product sub grid when you choose the opportunity and save these assign the value of close date to the valid to field in product sub grid and when you open the opportunity again you can not choose the product that used in another product
when it used in other opportunity
Hi there.
I'm having real problems with a Web Page linked to an Entity List in a Community Portal.
The Entity List displays and works fine if I use a Page template that uses the Website header and footers. But as soon as I turn that off and use my own templates, even if they are basically empty, the Entity list displays as in the attached image. The templates work fine with Web Forms, and Entity Forms, it's just Entity Lists that are giving me a problem.
Can anyone point me in the direction I should be looking? I am fairly new to Portals. Any help appreciated,
Paul
How to Integrate Dynamics CRM marketing with Google Adwords, Instagram, and youtube? I want to post my marketing details through this channel by CRM how to do this?
Hi Portal Experts,
I am new to portal, i have a requirement to enable certain contacts to create different type of notification records in portal like event invitation, email template creation and notification etc.. So this records has to be created from community portal, rest of the actions are handling from CRM.
I can enable contact to create the record with notification type with content and posters as attachments. Is there any way to preview html content in portal ? also is there any better way to achieve it.
Hi,
I know we can remove entity from Global Quick create using Setting- Uncheck Allow quick create ,but how to remove plus+ icon from the global menu of quick create,
I have added a custom button that behaves quite nicely on the Lead home page. I also have the same button defined for sub-grids. The button appears on Advanced Find according to the specified Enable Rule. However the button does not respond when clicked. Looking in F12, the JavaScript library is not loaded.
The library exists and is properly specified in Ribbon Workbench. Published. Re-published. Cleared cache. No luck.
What am I missing?
Hello,
I need to know if Dynamics 365 Web API supports any other response formats besides JSON? (specifically text/csv)
There is a $format keyword, but I haven't had any luck with it.
Any help would be greatly appreciated.
Thanks!
Hi,
Is there a way to cancel the "Finish" event when someone clicks "finish" and/or undo it?
I have a confirmation dialog that pops up and warns people that is the final stage and cannot be undone but can't find a way for them to "decline" to finish the stage and go back to working on it.
Thanks - Greg.
A quick Google search didn't turn up anything, for a business process flow I'd like to connect the BPF ProcessStage entity to Opportunity but only see process, businessunit, owner.
I created a custom button in my Phone Call entity and want to call a dialog when that button is clicked. That button would basically prompt the user to create a follow-Up activity if yes is chosen. All the steps are added in the dialog. But my script seems to run into an error whenever I click it. it opens a new page and says page cannot be found - this is so weird since I was expecting a pop-up. This is the code:
function new_FollowUp(dialogId, entityName, objectId)
{
var url = Xrm.Page.context.getClientUrl() +
7bAD6FCD31-A067-4F43-B4D2-6E8B2A6CBECB +
dialogId + phonecall +
entityName + c24ed9f9-2186-e911-a97d-000d3af45d23 +
objectId;
window.open(url);
}
Can someone please help me with the right code?
Thank you.
I have an Entity List A when i click on a record in Entity List A it should give only associated record in Entity list B of the logged in portal contact.
Entity list A Entity list B
aa aab
bb aac
cc aad
bba
bbc
bbd
aa ->aab,aac,aad
bb ->bba,bbc,bbd
We are facing an issue in reading a table content while automating MS Dynamics application using Selenium.
Issue : There are multiple tables in separate sub-windows (Not iframe) within a page. The sub-window / table has a horizontal scrollbar. The page DOM contains only the elements / columns of the table which are currently displayed on screen.
For example column 1-3 of the table are initially visible on the screen and the same is available in DOM as well. When we scroll the table to the right, column 2-5 will be visible on screen and the same will be available in DOM as well. ( which means column 1 is not currently in DOM and column 5 which was not present in DOM previously is present now.
We have a requirement to read the table content. But we are not able to do it with Selenium(with JAVA) since all the table columns are not present in the DOM.
Hello Everyone!
Hope all of you are in joy and happy. I have got a problem. I wanted to convert Quote to Order but when i create Order from Quote i get an error 0x80040220 (PrivilegeDenied) means "user does not hold the necessary privileges" so for this i gave create, read and write privilege of organizational level in "Customization" entity in Customizations tab of security role of user and then Quote successfully converted to order but i want to know what customizations tab does in the role permissions, what is its purpose, and is it correct way to solve this problem and what will its impact to whole system ? Will it impact on access on those limitations which were given by admin ?
Hi All,
I am facing a weird issue not sure why.. I have migrated my canvas apps using solution export/import from source environment to target environment.
Steps followed -
Created an empty solution. Added the form and the canvas apps
Exported the solution from source environment
Imported it into target environment
After import, shared the app with all the users.
Note : since the app name remained the same after deployment, even though the appid was newly generated, since the app name was same, the form loaded the correct canvas app.
Issue is one of the app is not working in the target environment, it does not load the data, it does save the data when checked in "Advanced Find" but onload again the data is blank. Not sure if the ModeldrivenFormIntregraion object got corrupted.
This works in the source environment but fails in target environment.
Kindly suggest i am really stuck with this issue. All the other apps are working it is only one of the app that is giving this issue.
Any help appreciated.
Thanks in Advance
Hi
We have started using the OOB Export to PDF in Dynamics Online v9.1.
When we use it to generate one of the word templates as PDF, it changes the format. If we export the original word template, the document looks ok. However when the document is generate as PDF using this Export as PDF button, the layout changes.
In particular, my problem is that in word, a table with quote lines is divided between multiple pages (this is what we want). However when the document is generated as PDF from Export as PDF, it moves the table to the next page.
Do you know how I can fix this problem?
Thanks
Teresa
I want to stop deleting contact all record from all places
Hi
I need to total a column in a subgrid and then have that total displayed on the same form using javascript
function AssignSumValue(executionContext) {
I am reaching the end of the trial period for CRM v9 and cannot find a licence key anywhere. Microsoft Action pack only has 2016 can any one point me in the right person / direction to get a valid licence
I am trying to create connection on my XrmToolbox using Connection Wizard.
I am trying to establish connection with the Dev environment. I pass the the instance url and credentials. But, upon finishing the setup, the connection is switching to our prod environment. The org ID is switching to that of the prod environment.
I tried to use the url using my dev environment org unique name and it is still switching to my prod environment.
Url I'm pasisng: org2c******.crm.dynamics.com
It is switching to: orgd1******.crm.dynamics.com
I am tried with the previous version of XrmToolbox and I am still having the issue. The same issue happening with my UAT environment and my permissions across all the environments is same.
Please someone help me with this.
