Responsive Design of Dynamics CRM 365, does not work ?
Hello, Please your kind help:We have to embedd the Dynamics CRM into a Contact Center Web Page, when it is embedded, the users can not see the complete data of the fieldsOn the other side, when users...
View ArticleHow get base64 string from the application/octet-stream using CRM Plugin or...
Hi,I have to read file(pdf) from sharepoint and In REST API response I am getting data with of type application/octet-stream I need to create file stream and create file(pdf).Thanks!
View ArticleRestrictions on bulk Edit while updating a specific field.
HiI created a custom entity, which carries a lookup field for Opportunity. I have also got some background plugins to change status of the Entity depending upon few conditions. The real problem arrives...
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SQL Server Error
I just completed a minimal copy of production down to one of our sandboxes. After it completed successfully, I was trying to recreate some Products for testing and I keep getting this SQL Server...
View Articlehow to get primary contact in case
Hi, I want to have primary contact displayed in case form, I know I can get it from the quick view form, but what if I just need the name lookup field, nothing else, can I put that outside the quick...
View ArticleHow to get all contacts related to a lead and attach those contacts to the...
Hi, we would like to take all contacts that are related to a lead to be attached to the account and opportunity of that originating lead.We want the contact sub-grids within account and opportunity to...
View Articleunexpected error when I open the data performance page
Hi,I want to see the data performance page in Dynamics 365 online, but I got an unexpected error.I have no idea what I can do to solve this problem.any guide?thanks.
View ArticleSelect multiple records to add to a grid
I have 1:N relationship between entitiy A and B. I want to have a grid on the form of entity A with a button on the right corner (something like the + button of the out of box crm grid) when I click it...
View ArticleWord Template - Get Data from second level entity
Hi All,I downloaded word template after selecting entity and its mapping.Now I want to have further mapping of second level entity fields but I am not able to do that using existing functionality.For...
View ArticleInfinite loop error on create record
if (entity.LogicalName == "account") {Entity cont = new Entity("account"); cont["emailaddress1"] = "TESTING"; Guid guid= service.Create(cont); }
View ArticleCustomizing the Customer Portal
Hi AllCan any please advise if there are any good videos or documents on how to customize the portal. Many of the videos i have found just explain the functions and not how to edit it.Please assist.
View Articlehow to insert js files in crm 2016 and use it
hi ,how can i insert and use js files in crm 2016 (in below link) and insert this calendar instead of default calendar.http://farhadi.ir/projects/jalalijscalendar/please help me how to use it in crm...
View ArticleShow tab based on OptionSet field
Hello,I have a requirement that by default, i set the tab properties to visibility(false) i.e.,hidden . Then,after selecing a value in option set field, i want all the tabs to be visible and i am using...
View ArticleWay to get similar theme as CRM form page
Dynamics 365 - One of our customers would like to apply the CRM theme in their company web page and want us to load that page as in CRM using IFrame. Can anyone please advise how to share the CRM...
View ArticleHow to auto populate one entity field value to other entity field value?
Hi,Both entity are in a relation and field value is same for both entity.If i insert manually all field value in one entity field then the related entity field value auto populate through plugin.
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Test run Status takes a long time
Hello,when I want enable email in crm 365, Test run Status takes a long time. and after 5 minutes fails. do you have any suggestion?
View ArticleIt does not update jobtitle on create record
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity) { Entity entity = (Entity)context.InputParameters["Target"]; if (entity.LogicalName ==...
View ArticleQuestion on Enable Server-Based SharePoint Integration
Hi,I have gone though a few inputs on the topic. I, definitely, learnt a lot. Looks like we have to implement/activate 'Enable Server-Based SharePoint Integration' since the usage is getting high and...
View ArticleHow to start a CRM Landing page (Dashboard) which required to integrate with...
Dear, I'm new to CRM and recently have one project which required to build a new landing page on CRM 365 and required to connect to other systems. I'm struggling to find related documentation to start...
View ArticleGet parent fields when using Retrieve or RetrieveMultiple
HiUsing Late Bounding to Retrieve a record in C#, I want to see if it is possible to get parent fields of that record in single request. For example, consider a quote record which has parents like...
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