InvalidPluginExecutionException message to portal
I have a plugin that does some validation on a record create and displays a controlled message via the InvalidPluginExecutionException which displays the message to the CRM user. Unfortunately this...
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For which of the following scenarios can you delete an entity?A. The entity is custom and uses a system*defined global option set.B. The entity is part of a managed solution and no other items are...
View ArticleUsing Sales Manager Role "Email a Link" feature must be disable
Hi All,We have a requirement that using Sales Managers Role , when we click on "Email a Link" button then some error thrown. Means using sales manager role this button should not work. Can we do it...
View ArticlePassword Questions
Hi,I am looking for answers/suggestions on the following:Is there a functionality to set the expiry date of the password of the Portal user? I did not find anything towards this.When the Portal user...
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Contact Quick Create Error From Contact Form
HiOn the contact form i have several lookups to contact. If i choose "New" from the lookup field the quick create form opens.The new contact is saved into CRM but when trying to save the record i get...
View ArticleWhat is the data type for "Date of birth" field?
When sending data to client. we were getting response like below.The deserializer has no knowledge of any type that maps to this name. Consider changing the implementation of the ResolveName method on...
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Set default Editable Grid Group By
I would like to set the Group By on an editable grid (in CRM 365 running on desktop) as a default value.Current default:How I'd like it to look after form on load (default to a column, e.g....
View ArticleSave and Reload form or full Refresh
Hi,I am having problem in CRM form save and refresh.Once I save the form using javascript command Xrm.Page.data.entity.save(), the page is not refreshed. I need to full refresh the form. Because after...
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Multi language D365 Online Portal - Error on quick view form section
Hi,I've configured D365 CRM Online Portal and enable multi-language feature. I enables 3 languages, ie: English (default), Thai, and Bahasa. Currently, I have a custom form on Case Entity, and publish...
View ArticleHow to Adding Document Templates to the solution
Hi All,we will need to be able to import the word templates in order for the solution to work correctly. Currently you cannot include word templates as part of a solution but you can call some custom...
View ArticleHow to get all the records with count using Webapi call in MS CRM?
Hi,I want to get following things:1- Get list of all the recordsAs we know CRM provide fix number of records in single call. I don't know what is exact count. I want to get all the records even records...
View ArticleRIBBON VANISHES ON SAVE/RIBBON RELOAD - Dynamics 365
Whenever the record is saved or some action is done in ribbon button, the entire ribbon gets disappeared. Only after page refresh it appears.
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Sub grid
can i get an plus symbol on sub grid just like recent opportunities right now i am not getting on recent cases
View ArticleHow to pass execution context as a parameter in Ribbon Workbench
Hi guys,So I have a custom qualify lead button that qualifies the lead using a js function the function requires the clientUrl and after doing some research i found out that i can get the client Url...
View ArticleDynamics CRM : differences between CCA and Unified service desk
Hello All, My client is planning to move to USD from CCA. I want to understand what the differences and advantages of USD over CCA. I am trying to find info in web but no luck till now!!! Can any one...
View ArticleRemove System Generated Mappings?
HiI have a custom entity linked to contact. 1:NI have a sub grid on contact form and click the + button to add a new record in my custom entity.The custom entity has a few lookup fields to contact, and...
View ArticleEmails not always converted to a case in Dynamics
I setup a shared inbox in Office 365. The emails in that shared inbox are converted automatically to a Case. This is working fine, though in some cases the emails are not converted to a case. This...
View ArticleMap field values from one field to other using plugin
Hello, I am creating a custom entity named "Application" on click of a button in Lead. I am doing this using plugin. Now, I have to map all the field values from Lead to Application using the same...
View ArticleAccess Teams - Multiple Templates per entity problem
Hi All,I have a weird issue when trying to add 2 Access teams templates to the account entityI created 2 templates called 'Read' and 'Write' ('Read' has read permissions and 'Write' has write)I then...
View ArticleHow can i migrate dashboards from CRM on premise to CRM online using SSIS
While migrating the dashboards from CRM on premise to CRM online using SSIS leads to an error "[Dynamics CRM Destination [2]] Error: An error occurred with the following error message:...
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