Field added to Quick find view, but still not searchable in Global search
Hi, I have added a custom field (whole number) to the quick find view, both as a column and in 'add find columns' but it's still not searchable in global search. Has anyone else come across this? I...
View ArticleaddPreScearch Portal
I have a form in the Portal, and I need to add a custom filter for a column. I have the script that works in Model Driven, but I can't adapt it to the Portal:var Sdk = window.Sdk || {}; (function () {...
View ArticleDates formatting being ignored on download of Excel Template from D365 (CRM)
I created an Excel Template from D365 for a particular view, added some coloring to a few column titles to denote which ones should not be modified by the user (protecting the sheet will lock the...
View ArticleMS Dynamics Trainers
Does anyone know of a good place to source MS Dynamics trainers for a group of consultants?
View ArticleHow to select records using lookup fields for filter using webapi.
Hi,I tried to select contacts where the account lookup id matches. the following API call works if I remove this 'and parentcustomerid eq '0C9A87ED-A4A0-EC11-B3FE-002248AD8D09' As soon as i put that...
View ArticleHow to display error based on CRM user's language option using JavaScript
I need to display an error on the CRM form based on the user's language setting. ex: french user - error needs to be displayed in french. How do i get the language(English or French) that the user has...
View ArticleDetect a workflow session
Hi,We have a 3rd party system and need integration between CRM and 3rd party using Javascript.When a user starts any workflow let's say WorkflowA, we have to send a message to 3rd party system with CRM...
View ArticleOpprotunty Close as lost - Exception Message: The Currency attribute...
Hi,since a couple of days we are facing an issue closing opportunity as lost.We don't have any customization on this functionality.The error we get is "Exception Message: The Currency attribute...
View ArticleChart filters didn't works in v9 as in v8
I have a chart that is grouping the records by the owner, so it's very easy to click in the owner name directly in the chart to just see in the list all the related records, till here all is working as...
View ArticleRetrieve values from Option Set
Dear all, Is it possible to retrieve all values from Option set in Portal Management/Web Template? Regards, M
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Show Mail Merge Template feature
Hi allI have upgraded D365 8.2 to 9.1, but there are missing some feature in Templates. Coud you help to show these features in yellow below ?Old version 8.2New version 9.1: Missing Article Template...
View ArticleWebresource doesn't reload between pages
Hi,Currently debugging an issue for a product my company is working on for Dynamics. It shows the connections between entities and allows you to add new connections by opening up a new Connection form....
View ArticleSharepoint document links in portal
Hello. A user logs in to the portal and can access records related to his company.We store signed contracts on sharepoint (accessible via the "documents" section on each contract record.) So each...
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Grabbing field in one entity to display in view in another entity
Hey everyone, I am fairly new at CRM and am currently trying to get the value of my customer description field(in a custom entity) to display in the Quote Products Add Products View (When I want to add...
View ArticleDynamics 365 CE APIs and Azure API Management
Hi,I'm just getting started with Azure API management and our D365 CE instance. I have APIM up and running and returning all our contacts.I've having trouble finding information on how to return...
View Articlemultiple webresources are better than a bundled one
Hello Community,i'm relatively new to the CRM developer world and i'm just wondering if it makes a significant difference if i use for example 10 single javascript webresources or if it's better to...
View ArticleLookup fields not getting mapped
Hi , I am using IOrganizationService.InitializeFromRequest to clone a record (Phone call record) all other feilds are getting copied from the relationship mapping (Referenital relationship Phonecall...
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Dynamics 365 Word Templates - Hide empty subgrids
Hi all,In a Dynamics 365 form it is possible that there are some empty subgrids (because they actually do not have data related to the principal entity).If that form is entirely mapped in a Word...
View ArticleOData v2.0 Service removal
Hi guys,I'm having a solution/plugin that's still using OData v2 and is deployed to both on-premise (multiple versions) and online CRMs. I'd like to understand:1. Are on-premise CRMs affected by OData...
View Articlegetting error when uploading or view document tab sharepoint
Hi,After perforiming sharepoint setup, the files are not getting imported and getting below error:0x80040265Invalid license: The license cannot be decrypted. The most probably it has been moved from...
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