Hi,
I've tried to customize the "regarding" lookup view by filtering the list, but this causes issues with the outlook addin.
Simple workaround would be to create a new field called account lookup, and have the chosen value update the regarding field, but i guess that value ia somewhat different (account vs object id).
Any thoughts?
I am attempting to enable Server-Based Sharpoint Integration however when I get to the 'Prepare Sites' step my Default Site is not listed where it says "The following sites will be used for server-based integration." Two other sites are, which I do not want to use.
I have upgraded our sandbox to Dynamics 365 and have enabled editable grids for my Opportunity entity. I was expecting field security to persist in the editable grid, but I AM able to edit fields that need to remain read only.
For example, we have a workflow that auto-populates the Topic field on the opportunity using information from several other fields. The field is set to read-only, but in the editable grid, I AM able to change the Topic.
Why is this? What can I do to keep the field read-only?
Hi Everyone,
I wanted to have effectively a table with related records to parent and for the child records to only ever be visible to the parent.
I created an entity. Added a sub grid.
Trouble is.. Add New starts a lookup. If I click Mag Glass... I get records for other parents even though I only see the related records in the sub grid view.
Posts say make related field business required to make Add New do this. But it is business required in the child entity as I reused name field
And in Contact which it is related to... I have linked to the Contact entity not any particular field
a) Please suggest better way to achieve this.
b) Advise how to hide lookup
c) Make Add New go straight to new record and have NO lookup.
CRM 2016 On-Premise
Thanks everyone
R
Hello all!
Sometimes i need to create custom button that should create new entity record (comment for example). But now i can create entities only using standard portal EntityForms.
Is it possible to make requests to the portal using JavaScript?
Thanks in advance!
Hello all!
I'm trying to set entity form on the custom page using Web Template. But in the result i have an error like this
An unknown error has occurred. Error detection [86aee7ff-28c0-4870-ac93-fa8a372f3045]
{% entityform name: 'Portal comment' %}This form has "Insert" mode.
I tried to render other forms with this code but no success.
Any ideas ?
Thanks in advance!
We recently upgraded from the 2016 version of Dynamics CRM to the 365 version (on premise). This seems to have caused a number of issues and we are wondering if we can uninstall the update and rollback to 2016?
Hello,
My problem is raises when I want to take input of text field which are like -> FILE Path or UNC path
AND display clickable path (local files in organization where employees can open file location when they click the link of the path.)
Current CRM : CRM Dynamics 365
its works when for URL specially for HTTPS but doesn't works for file path or UNC path.
I don't know why ?
Can anyone help me to solve this issue ?
Thanks
Hi,
I am trying to customize the Sitemap on CRM 2015 On Premise. The png icons with transparent background look good in the Web UI but not in Outlook client. Also, the png icons do not appear on the Outlook main reading pane.
There are no properties to add separate Outlook specific icons for <Area>, only for <Sub area>. It must be possible as the Default Sitemap which comes OOTB does have separate icons for the Areas in Outlook and in Web UI. How is this being achieved?
I noticed the Area png icons are being used from \_imgs\NavBar\ActionImgs folder from the Server.
I have looked through the SDK as well but havent seen any tags or properties to achieve this.
Is there any way to configure these options for multiple users? Client does not want more than 100+ users to do this manually. Can we configure these options during silent installation? See attached image.
Does anyone know what security role settings are needed to enable a Project Resource the ability to see and edit the WBS?
(currently I am tediously removing settings from the Project Manager Role to map to a Project Resource role - this is painfully slow)
Hi,
I have a client who would like to capture the Device Type as part of a Voice of Customer Survey Response submitted by a Survey Respondent. Is there a way to achieve this?
We have two servers
1 for ADFS
1 for CRM
The IFD config part is done and our external url https://orgname.mydomain.com works perfectly
The internal url https://crm2016.mydomain.com does not work. If you enter this URL from the CRM server it shows the authentication popup(which it should not) then redirects to our ADFS server correctly https://sts1.mydomain.com/............
But instead of a login screen it shows HTTP 400 Bad request
When I do a setspn -l crm2016admin <this is the user logged in and used to do everything>
I get a list of spns it has
host/sts1.mydomain.com
host/mydomain.com
Am I missing any SPN entry regarding the FQDN of the ADFS server(or Server name)
Hello,
I am trying to send mail through workflow and have created the template for the same. I have also tried for the router configuration. But when i am trying to run the workflow, mail is not sent and it is showing pending status.
Can anyone suggest what am i missing?
I have Configured my outlook client to track all emails from Accounts , contacts and leads . When I receive an email from let's say a contact who is in Crm the email does not automatically track unless I manually track the email. Do you have to manually track the first email from a contact before it starts automatically tracking with the outlook client? Thanks in advance
Hi I I need to associate a Campaign with a Marketing List in Plugin. Any help would be appreciated.
thanks
Created a custom workflow activity in Visual Studio, and registered successfully. I created workflow to use that custom activity and try to debug for it.
Workflow Profile is created successfully with correct workflow.
Workflow runs but no profile can be found under Plug-in Profile section. I have no way to debug through the code.
Could any one help on this?
Thanks,
Hi,
I have custom entity which contain subgrid to another entity. this subgrid will contains something like campaign member entity.
I want to export this subgrid into CSV files using workflow.
is there any OOB to do this?
please let me know how to solve this.
Hello All,
I have come across the below issue in MSCRM.
The key specified to compute a hash value is expired.
what i have done.
i have uninstall the plugin profiler using 2011 plugin registration tool. although my crm is 2013 sp1
after this i have come across this issue.
why this is happening.
Hello Everyone,
In one requirement in CRM 2011, we are supposed to prevent the user from selecting any of the existing records in Lookup field. Hence, I have tied a custom javascript to 'onclick' event of the lookup. This way, when the user clicks on the Magnifying Glass button of lookup field, the custom javascript opens the new popup using 'ShowModalDialog'. [Note: We need to pass certain parameters from this page to the popup as well, hence we are doing it by passing values in QueryString.]
The problem comes here: when the popup has opened, it works perfectly fine except that the 'Save'/'Save and Close'/'Save and New' buttons are enabled on the form but not clickable. I repeat: buttons show as Enabled, but when I try to click on them, nothing happens. All other form fields work fine. The other ribbon buttons are all disabled, which is fine by me. Refer below screenshot:
Desired behaviour: I need the 'Save'/'Save and Close' buttons clickable, so that when user saves and closes the dialog, the parent window can handle the ModalDialog result and populate the lookup using the newly created record id.
Here is how I have written the custom javascript code to open this ModalDialog:
var result = window.showModalDialog(url, null, "dialogHeight:800px;dialogWidth:1200px;center:yes; resizable:1;maximize:1;minimize:1;status:no;scroll:yes");
if (result != undefined) {
Xrm.Page.getAttribute("lookupfieldname").setValue(result);
}
I have tried below two types of URLs, and they both yield the same result (i.e. ribbon buttons not clickable in dialog, but rest of the form fields are working fine):
Observations: If I open the same URLs in a separate browser window, then the ribbon buttons are clickable. Only when they are opened in modal dialog, they are not clickable.
Also, normally when you hover over the enabled/disabled buttons in the browser, they show the tooltip to you. Here, in the modal dialog, I do not see any tooltip on hover too. The other tabs on ribbon, such as File/Add/Customize are also not clickable. Hence, ribbon acts as if it is not there. :)
I am using CRM 2011 with Rollup 18. My IE browser version is 11.0.9600.18538. Client machine OS is Windows 8 (64-bit).
Could anyone suggest if this is a known issue with modal dialogs in CRM 2011? Is there any solution to it?