Plugin RetrieveMultiple doesn't fire on associated view
Hello everyone,I'm writing this post to ask if anybody has had this question and if you got any supported workaround.I have a plugin that runs on RetrieveMultiple of Activities and I want to filter the...
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Advanced Find
Is it possible to make an Advanced Find view public? I can see it from my account, but I'd like other people in my organization to be able to use it as well. Thanks in advance!
View Articleportals Site Settings
I've looked throughwww.microsoft.com/.../administrator-s-guide-to-portal-capabilities-for-microsoft-dynamics-crm.aspxandhttp://go.microsoft.com/fwlink/p/?LinkId=798278I'm currently trying to locate a...
View ArticleHTML, CSS and JavaScript customisation in portals 2016
Hello everyone,I am trying to build a portal for a client using the already existing 2016 spring release community portal offered by Microsoft.I need to customise the HTML, CSS and JavaScript to the...
View ArticleInfo: Using Liquid fetchxml Tag in 8.x
Recently discovered that in the 8.x version ADX portals, the fetchxml tag requires appropriate entity permissions to return any data. If you're seeing no results in your fetchxml requests, add...
View ArticleAdvanced view: where owners are teams and users
HiI am trying to create views where the owner of the record is either a) a specific team, or b) member of a specific access team. I can't create an OR function for this as the system sees the OR when...
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Script Errors on select records
This last week I've been encountering strange behavior with one entity in my companies CRM Online installation.On some records, there are fields where the option sets are not loading in. When I leave...
View ArticlePlugin Issue when set to Synchronous (Infinite loop)
My plugin doesn't work when i set it to be synchrounous, it says that it entered a infinite loop on the error message, when i debug it i don't see any error, when i set to Async it works.One thing i...
View ArticleSwitching Payment Portals within CRM
Hi,Could anyone advice or direct me to some articles on switching Payment portals within CRM from one merchant to another? This will require new CC information from the customers. What are the...
View ArticlePrice List creation in Project Service for Dynamics CRM - specifically the...
Hi all,I am in the early stages of setting up the project service in our CRM and I have reached a conundrum around the setting up of price lists in our system.When you are asked to create a new price...
View ArticleCRM: Is there a way to copy Production environment without data?
Hello,I was trying to restore Production's backup to our DEV environment to make both environments identical. But client doesn't want all real data go to other environments. so is there a way to only...
View ArticleCRM Outlook Plugin Sync filter
Hello, I was wondering on what table the outlook sync filters exist. I want a easy wasy to check if all users have a custom filter I installed in the past.Jose Fleitas
View ArticleOutllook address book update from CRM question
We have our own custom app (separate from Microsoft Dynamics CRM) that gets vcard data from Exchange, and ultimately sends the info into the CRM database as a Contact record. We are now deploying the...
View Articledifferent form types work same with JS ?
There are number of form types (Main, mobile, quick form etc)I want to ask do all support JS and web resources same way ? Or there is some limitation ?Also can I switch to classical forms in CRM online...
View ArticleAccount record search lookup returning contact records
HelloI have an account lookup field on the contact record, ideally users should only be able to search by the company name however if I type in a contact name, company records for that particular...
View ArticleSet Value to Lookup fields - C# CRM 2013
Hi ,I would like to set the value to a lookup(custom fields) in the account entity via WCF Service but am getting an error as "Unrecognised Guid format" string UserId =...
View ArticleFrom Field locked on Email form in dynamic CRM 2016
"From" field on Email form is locked.I can't understand why it is behaving like this.Because we haven't locked it on form and we also doesn't use any script for that.
View ArticleInvitation code is generating ONLY under my CRM user account
Hi all!I'm using microsoft portal version 8.1. My problem is in generating invitation code.Only one CRM user can send an invitation. All the other can send an invitation but email comes with empty...
View ArticleHow to "unsuppress" an email address
Hi, I have some customers complaining that they're not receiving emails. I have checked their Communication Audits and I see their emails bounced one time, then since, they have been suppressed. They...
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