JavaScript code for Parent-Child contacts on Subgrid
Hello everyone!We recently followed this article and successfully enabled the subgrid. However, we have a couple of issues and was hoping someone familiar with JavaScript could help out;The subgrid is...
View ArticleSQL Server 2012 & Windows Server 2016
Can anybody tell me if SQL Server 2012 SP3 & Windows server 2016 are compatible? I have a third party product which interfaces with CRM but it cannot move from SQL Server 2012 sp3 but the customer...
View ArticleUsing CRM to Manage/Work Inbound Email Queue?
Does anyone happen to utilize CRM's queuing features to manage, work and track inbound customer service emails? We have been successfully (albeit a little cumbersome) for inbound customer service...
View ArticlePass CRM Rest Builder Results to another function
I'm new to Dynamics and JavaScript. I've created a custom entity, used CRM REST Builder to generate my request, and added an event to a lookup. I'd like to run two different queries, combine the...
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Add a separate "Attachments" tab in Social Pane
We currently have Notes but is it possible to add a separate tab for Attachments?
View Articlecreate plugin on customized entity
Hi, when I connect to server through vs 2015, it only shows the system existing entity, where to locate the newly created customized entity?Thanks
View ArticlePLUGIN: Create Email and Change Font Color
Is it possible to change the font color in the body of an email that is created from a C# Plugin? If so, how?
View ArticleDownload Attachments via Code
Hi All,We have a custom entity called Documents which is used to store attachments of various formats (PDF, Word, txt, etc.). There is a custom iFrame on our Dashboard which displays grid of these...
View ArticleDelete Performance Optimization
Hello,I'm working in an environment where a synchronous delete operation for an Account record takes about 21 seconds (ran a batch of 5 deletes in series and recorded each execution time, averaged...
View ArticleRestrict access from same team
I have one team t1, which has m1, m2 and m3 members. Now I want to make sure that records created by m1 should not be visible to m2 and m3 and so on. i.e. records created by any member should NOT be...
View ArticleKeyNotFoundException error message
I am new to programming and at the beginners level. I am writing code to perform Unit testing for a newly created class. Below is the code and when I run the test it fails and the function...
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How to hide button in specific forms using Ribbon Workbench !
Hi folks,I want to hide a button in particular forms related to Service activity entity, as I have hidden the button but it hides in all the forms, I need to hide in some particular forms, is there...
View ArticleNewly added user cannot login to the system.
I have recently added a new user to the system and assigned a new security role to the user. Nevertheless, once the user has logged in, the browser displayed"Insufficient PermissionsYou do not have...
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Not Able To See FIXED ASSETS in D365 trial version of 30 days
I have configured D365 trial version by following following walkthrough. But I am unable to see FIXED ASSETS modules. I would like to seek your guidance that whether it is available in trial version or...
View ArticleHow to create a contact into CRM from Portal
Hi All,We have a requirement to create a contact with information provided in the Contact Us form in the portal connected to our CRM. As, I am new to this Portal, not sure how to proceed. Please help...
View Articleis it possible to access organizationservice from outside of the intranet.
Hello Guys,I need to know whether it is possible to connect to crm using organizationserviceproxy by c# code which is on a custom page and deployed on server which is on the internet as a website.i...
View ArticlePlugin context passed to multiple plugins registered on a single create message
Hi,When we have a pre-event plugin & post-event plugin registered on Create message. Which context is passed to the post-event plugin?. The same initial context passed to both plugins or the...
View ArticleIs it possible to run plugin orderwise.
Hello Guys,need to know whether it's possible to run the plugin one after the other sequentially.
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Product Line Item Calculation Update
Hello,Created Lookup field in Opportunity form as Market Segment. When Market Seg = Metalform then, In Opportunity line items Calculation based on Three new fields values.If Market Seg = any...
View ArticleHow to Set the Sub grid read only using Plugin code in MS CRM 365
Hi team,How to Set the Sub grid read only using plugin code and also hide the + (Add New Button).ThanksSaravanan
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