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Microsoft.Xrm.Portal latest version

Hi,In v7 SDK there was Microsoft.Xrm.Portal.dll containing methods for portal development. Is it possible to use(or where this code moved) it with SDK v8.2 libraries?

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Bind different EntityForms/Web pages at runtime in ADX

Hi, I have a requirement in ADX portal to bind different web pages/ entity forms at run-time based on fetching logged in Conatct details. How can it be achieved? Also, can we fetch web roles through...

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Hierarchy based data to be shown outside CRM

Hello Friends.I am currently building a custom page outside CRM. I am using Fetch XML to retrieve data from CRM on this page.In this page I am binding all the Contacts for the logged in user onto a...

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Clone Survey in Voice of the Customer (VoC) does not work anymore

We have a problem when trying to clone a survey in VoC in CRM Online; the message bar indicates that the cloning process started, but unfortunately no new survey appears in the list. In the past this...

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Error browsing local federation metadata file configure claims-based...

Hi,I have tried everything I know but I can not get the local  https://dev-crm.xxxx.se/federationmetadata/2007-06/federationmetadata.xml to work!And I guess if this is not working it is not possible to...

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How can i retrieve current record guid in java script.

Hello,I'm  saveing my entity record using Xrm.Page.data.entity.save(); using javascript.next line I want to retrive my current save record guid using Xrm.Page.data.entity.getId() .It is giving me null...

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Field of the type "Research" on multiple entities like regardingobjectid in...

Hello,I would like to create a field that point to the main field of multiple entities. The entity "Activity" does it with it's regardingobjectid field. But when I try to do the same with my entity, I...

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Email Triggering Three Times..

Hi All,I have one process in this process record assigned to higher authority at that time email will trigger  i have written workflow.Some times its working fine only single mail trigger but some...

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Display only Customers with more then one case

Hi , I have created a report in crm that displays all the cases related to each customer in a particular month . What i want to do now is display only the customers that have more then two or more...

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View's customization - Any idea?

Hello,I would like to customize my view "My activities". I would like a column that displays the contact postcode if the regardingobject is a contact or the account postcode when the regardingobject is...

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Button hide and show based on the the Grid status.

Hi All,I have one button is their name Submit.This submit button hide and show the based on grid status.In grid record is  actual approved then submit button will enable and record is pending in grid...

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Can I edit Stacked Bar Chart Tool Tip?

I would like to edit the text in the tool tip. I have already added the value as a label to the chart.(The chart is showing how many accounts are in each Process stage. Right now there is only one...

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CRM sync with email

Hello all,I hope someone can help me.... I want to sync an email address with the CRM system but having trouble doing this -  Dynamics 365Outlook email I want to sync is XXXXX@XXXXXX.comUser name is...

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Date Time Picker in Portal

Hi ,   Have anyone tried Enabling and Disabling a date time field in portal web-form and  disable weekends in calendar . please share the jquery/ java script code. any suggestions are welcome. 

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Getting error while deleting process in System job view of background process...

Hi Friends,I m not able to delete the process  from system job view in  of background process.A pop up is coming saying "some error occured while deleting".Also when I creating a new process it is not...

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A Microsoft Dynamics CRM Server component is using the same account as the...

Hi,I am upgrading CRM 2013 to CRM 2015.  I uninstalled Microsoft Dynamics CRM SQL Reporting Extension 2013.Microsoft Dynamics CRM and Microsoft Dynamics CRM SQL Reporting Extension on different...

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MSCRM 2011 Custom Web : The request for security token could not be satisfied...

Hi,I am facing the error "The request for security token could not be satisfied because authentication failed" when my custom web application hosted in another web server is trying to call CRM Service...

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Error when in place upgrade CRM 2013 to CRM 2015

Hi,I am getting below error when upgrade CRM 2013 to CRM 2015 by using in place upgrade method.   I used account with all rights and I could install CRM 2013 by this account without any error.I tried...

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Exception Calling InstantiateTemplateRequest From a Plugin

Hi,I am getting a strange error when trying to execute an InstantiateTemplateRequest SDK message inside a plugin.The call is fairly simple and you expect the Response to contain the e-mail activity...

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Error Message when clicks Qualify button in Lead

Hi,I am using CRM online 2016 Update 1.And since few days the issue comes for business process with Rules.Below is the screenshot of the Error Message.When hits Qualify button in Lead it shows Error....

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