I want to show my own custom view on existing products lookup field present on quote line entity..
I tried the below options
Went to quote line form ,open properties of existing products fields and set default view to custom view and view selector to off.. but still it is showing oob view only
Hi
Wondering if anyone has replaced the global search functionality for MsDynamics 365 cloud.
We have developed a search functionality that we would like to be able to use within Dynamics.
Where can we replace the search menu? or add our search box next to it? Where can we customize it?
we could build an html page with our layout using javascript to hit the CRM. We would upload it to CRM as a web resource, add it in the sitemap, but then it wouldn't be as clean as we would want to.
Can anyone please point me in the right direction?
Hello everyone.
I know that we can to do it:
var fc = executionContext.getFormContext();
var warningId = "warningid";
var accountName = fc.getAttribute("name").getValue();
var phone = fc.getAttribute("phone").getValue();
if (accountName === nul || phone === null) {
fc.ui.setFormNotification("Name or Phone is empty", "WARNING");
}
if (accountName !== null && phone !== null) {
fc.ui.clearFormNotification(warningId);
}But, if we have tabs and sections.
I means, if we have some tab with 3 sections. Into of each section we have many fields. Is there a way to loop these tabs or sections?
e.g.
var tabMain = fc.ui.tabs.get("tab_main");
var sectionProfile = tabMain.sections.get("sec_profile");I would like to show in a single string several lines with the error or errors.
Thank you.
Hi everyone!
I have integrated shrepoint and one user gets the following error under the tab file in Account in Team member App:
Do you have any idea why?
Many Thanks!
I have a plugin that monitors the RetrieveExchangeRate message in order to override the rate if the record it is being applied to has a populated field called abc_customexchangerate. This works well when updating a given record through a form for example. If abc_customexhcnagerate has a value in it and I update a money field on the form then the exchangerate field will get populated with the value from abc_customexchangerate and the base value will then be calculated automatically using this custom rate.
Where I am running in to problems is when I have a parent/child relationship.
For example I have a Contract parent entity that contains references to 1 or more ContractItem records. The child ContractItem records have a cost field but don't have a abc_customexchangerate field. This means that when I update the cost, the base cost will be calculated using the normal exchange rate pulled from the currencies table. This is as expected/wanted.
When a child cost changes though I also trigger a plugin to calculate a total cost across all child items for the affected parent and update the TotalCost money field on the parent. The parent DOES have an abc_customexchangerate field but this is typically ignored as a new call to RetrieveExchangeRate is not being made (so my exchange rate interceptor plugin never fires).
From the tests I have done...
1) if the transaction currency used by the Child Item is the same as that used by Parent then the exchange rate retrieved when updating the child's cost field is being used when the calculating the base total cost (on the parent) after updating the total cost field (on the parent). This means that a call to RetrieveExchangeRate isn't made from the parent and so the base value for the Total Cost is calculated using the Exchange rate retrieved when updating the child record and not the abc_customexchangerate I need it to use.
2) if the transaction currency used by the Child Item is NOT the same as that used by the Parent then RetrieveExchangeRate is called, my exchange rate interceptor plugin kicks in, and the base value for the Total Cost is correctly calculated using the abc_customexchangerate.
Does anyone know how to overcome this issue so that RetrieveExchangeRate is called when the parent Total Cost is updated in response to a cost being updated in a child, even when the parent and child currencies are the same?
Thanks
Alan
Hi, im still learing Dynamics CRM so sorry if this is a basic question - i just couldn't find anything related to this question in the forums;
Our Password reset emails are working & being sent... that's all good, but can we change the Subject line so that "CRM:000001" doesn't appear?
If i go look at the Send Password Process, it doesn't appear in the subject line;
Additional question - the URL it gives for Password reset obviously directs to
https://****.powerappportals.com/Account/Login....
We have the URL for the PowerAppPortal using a sub-domain of ours, like https://portal.(ourdomain)
Is it possible to get the URL for password reset to use this subdomain instead of the https://****.powerappsportals.com ?
Our marketing dept are very picky over minor details.
Hi Expert,
I have set up SharePoint(online) server-based integrated with CRM instance. Now I want to import some documents in SharePoint into CRM and show them in the Document Associate View of the corresponding Contact Entity.
Can you advice me the proper solution to achieve this solution.
Thank you so much for your response in advance.
We are trying to integrate our product with the dynamics 365 - such that we get data with the native UI of our product . What is the right way to achieve it . any light is much appreciated.
I'm attaching a picture of LinkedIN sales Navigator for ref ( this is how we are looking to integrate for our product as well)
Hello support,
i install test server with version 9 , in our prod we use 8.2.7
the dev team didn't finish all his test with this version and our trial has end.
can i get new key for another 90 days ?
We have a Dynamics CRM 365 onpremise with some webservices to fetch data for out other applications.
One of the webservices times out and when we trace in SQL what is happening we see that there is one SQL SELECT which reads miliions of rows and takes 88000 milliseconds.
Now, when we take that SQL query and run it separately in SqlServer Management Studio => same query takes 2000 milliseconds !
What can be behind this - it looks like when run from Dynamics CRM it will not use index - how can it work differently ?
Which EMS systems have you successfully integrated with Dynamics CE and how do you currently have it working?
We do not currently have our EMS connected to Dynamics but we are looking for a system that integrates seamlessly with Dynamics to record work as a preference centre and pass back opt in/outs for all communication preferences
We do not have the full marketing module for Dynamics not sure if that makes a difference?
Hello,
We use an automated process to send a notification email to a list of users whenever a new case is created in our D365 environment. One issue that keeps occurring is that the workflow sends duplicate emails to any user that is also listed as contact with the same email address. I assume the shared email address is the root of the issue, but I'm unsure of how to prevent the duplication from happening. Has anyone encountered this error who has a solution?
Thanks,
Adam S.
Hi Gurus,
I have 5 roles and I want them to merge into 1 security role.
Is there any utility available through which this can be done quickly.
Thank you !
Hello,
I'm trying to make a flow or even a process to update a record when another is updated in Dynamics.
For example I have a Case that s connected to an equipment. I have an option set field in the case that I have an N:1 Relationship to the same option set in equipment. When someone updates the option set in the Case I want it to also update the option set in the equipment.
I'm not sure where to start, in the process they dont have a start for when a record is updated, only created. When I go into flow I used when a record is updated, update a record. The flow succeeds but when I look at the equipment its not updated. Any thoughts only a good flow to use for Dynamics 365 CRM?
Hello All. I am having a problem with a Plugin I wrote some time ago (month or two, Dynamics 365 Online) I had it working before, but needed to update some internal GUIDs the Plugin targets in logic. Prior to adding these new values I tested this Plugin in production with success (actually left it on by accident and worked for a prolonged period, and 5k+ modified records). The plugin was registered on Create for this.
However now when I reactivate the Create Step, I cannot get it to work as before. I have tracing activated and can see that the error is that a key is "not present in the dictionary" and I know this is because the ID for the record is not being populated and therefore empty/null when the Plugin runs. I have attempted different combinations of pre/post and sync/async, but none of the combinations allow the Plugin to function as intended.
For context, the Plugin is fired and picks up the record's ID, using it to make an ODATA Dynamics API (GET) call with a dynamic value/var in the request for the ID, gather data into var, and then output those var/string via a PATCH request to the API. However, it only does this for specific automations using their GUIDs.
The end result is data from one entity into another (has to happen this way as one of the Entities is a ClickDimensions managed entity, with the other being our main entity to hold contacts). The entire thing has worked before, and works on update for each case.
(The Plugin works on Update like magic every time)
How can I get this to work again? Also for a Plugin like this what is the ideal method to use Pre Validation/ Pre Operation / Post Operation and Sync / Async. I had assumed the most Ideal would be Post Op/Async as to allow the ID to manifest, but the logic does not seem to execute.
Apologies for the long post, any/all help is greatly appreciated. Thanks Everyone. (I will update if I manage to get it working again)
Hi all,
I have successfully implemented displaying custom icons in a view based on an optionset(choice) field but was wanting to know if anyone has successfully implemented this using a multi-select optionset(choices) field in Dynamics.
We would like the ability to choose multiple options in a multi-select optionset(choices) field in Dynamics and have the different icons related to the options display in the designated column in a view.
We used the sample Javascript code in the documentation, just wondering if anyone has managed to create their own Javascript code for the above use-case.
https://docs.microsoft.com/en-us/powerapps/maker/data-platform/display-custom-icons-instead
Hi,
I'm not even sure if this is the right question to be asking or too broad of a questions but what is the difference between using the Dynamics tables vs building out Dynamics yourself using Dataverse. I'm wondering if there are any gotchas I need to be worried about if we go down doing a custom build of the Dynamics apps we need using Dataverse,
Thanks
HI Team,
Is there a way to unhide a field based on option selected from another field. I need this conditional formatting which shows the field right away (because I have to make the field business required) on option selected.. I tried with JS and business rule but it doesn't work..
Any help is greatly appreciated!!
Thank you!
Is there a way to remove Customer Voice alert Button from Other Activities dropdown list.
Below image is for reference.
I am aware that this is Managed solution from MS but still do not have option to remove it .
I have even tried to find the button from Ribbon work bench and remove it but still not having any option to find it .
Hola,
im doing D365 CE t2t migration one of my clients, but now i faced tricky problem when creating user mapping file for sandbox. Problem: currently same time we are doing O365 t2t activities and source tenant upn domain @xxx.com has not been moved yet to destionation tenant, so can i use eg. @xxxx.onmicrosoft.com what is destination tenant default upn or should i wait that @xxx.com address is successfully moved to tenant and then mapped as user UPN?
thanks