removePreSearch Lookup
Hi All, I'm trying to add PreSearch on lookup field incase of an option in optionset field and trying to remove it on another option. Add is working fine but removePreSearch isn'tonChangeProductType:...
View ArticleHow to run certain C# code only on trigger of On Demand workflow
Hi,How to know if the workflow is triggered On Demand in C# code.Thanks,Sai
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Trying to use CRM Web API for on-premises system
Hello all,currenrtly iam trying to bring the Web API to work. For this purpose i followed this...
View ArticleHow do I avoid updating the "Modified By" field with the workflow Owner when...
I noticed that when I trigger a workflow that updates a record on a CRM Opportunity, the "Modified By" field now shows the "Owner" of the workflow. Is it possible to avoid this? I understand that this...
View ArticleJavaScript setValue.
This code isn't updating the field on the page. I've confirmed the correct values are present in the result object. Anyone able to help?function onStateLookupFieldChanged() { var stateId =...
View ArticleConnect existing CRM Accounts to Existing Sharepoint Folders
Hi,I am new to using SharePoint and Dynamics Integration. We would like to connect and existing folder in our SharePoint to an existing Account in our CRM.Can anyone advise how this can be achieved?...
View ArticleSSRS Report Data missing in visual studio 2012 existing solution
Okay, this is driving me crazy. I have an old ssrs report solution with 3 reports. Opended it and can't see the data. The reports run after I upgraded it to the v9 bids. I read a ton of solutions,...
View ArticleIssues with CRM 2016 when it comes to export / re-import contacts with...
I am showing only 3 hidden columns. When mapping, it appears that only the Contact(Primary Key) is selected for import. The other two: (Do Not Modify) Modify On and (Do Not Modify) Row Checksum do...
View ArticlePushing data to another database in AWS
We are wanting to push some data from Dynamics to AWS. Can we do this using javascript off a workflow? In this situation, our users would manually run a work flow, which changes a field on a record,...
View ArticleOnly able to route 40 records at a time...any way to increase this limit?
Is it possible? We often have more than 40 records in a queue and it would be nice to route them all at once.
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How to insert scrollbar in custom SSRS Report?
Hi,We are trying to create a report that lists all related Opportunities of current Customer. if there are too much Opportunities (like we just need top 10), we wanted to put a scrollbar. Basically we...
View ArticleAppointments should sync in outlook based on a custom filter
Hello Experts,I have a custom Boolean field called Sync with outlook in appointment entity, so now Dynamics 365 Outlook synchronization should happen based on the bool flag. Example if it is yes then...
View ArticleHow to catch the created records guid or updated record guid from Upsert
Hi All,I am working on SSIS integration. I am using Upsert class. I am reading excel file and creating or updating records using upsert. I want to catch the Id of the records created or updated from...
View ArticleAuto login in Portals
Hello All,We have a scenario where users will be redirected from main website into customer portal website.We want the already logged in users from Main site to enter portal site without the need of...
View ArticleDisplay a View in the Application Navigation using the Site Map
Hi,I have tried to open a view with /main.aspx?etn=account&pagetype=entitylist&viewid=%7b<--GUID-->%7d .But its opening a form for creation instead of opening a view.Please help me out
View Articlecan you please any one can answer my below CRM questions
Can we add same fields in multiple tabs in a form ?Max records limit to retrieve using fetch XML from data base ?Relation ships between security roles and users ? can i add 2 or 3 security roles to...
View ArticleRetain contact data after the contact changes employer
Hi everyone,I am currently working with CRM version 7 onPremise (about to update to 9.X somewhere in the first quarter of 2020 - hopefully...) If we delete a contact in the ERP-System, the Contact in...
View ArticleFetching plugins, steps registered and associated entity and plugin metadata.
Hi Folks.I have a requirement to fetch the information of all plugins and registered steps 1like message, entity, operation all context data, but I have to fetch it in XML.I have to create Power BI...
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Can we hide UCI Timeline (+) Button?
Hi,We have Timeline on Incident form which shows only Portal Comments and we don't want Portal Comments to be add from Timeline (+) button.Is there a any un/supported way to hide + button?1- We hide...
View ArticleExport Solution in CRM with Custom entity along with data
Hi All, I am having trouble exporting the solution along with custom entity data. The solution is getting exported successfully but the data present in the custom entity is not getting exported....
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