Deactivating system views from a managed solution
Hi All,I have a managed solution on CRM 2016 and there system views which we want to remove / deactivate. Also, the customer wants to make customizations to forms which it does allow you but when it...
View ArticleWhy does the Dynamics CRM customization guide say "(on premises)" at the top?
I'm looking at this page:https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/overviewit seems to be the main entry point for the documentation on how to customize...
View Articleattach word document from template on record creation
I'm trying to do this: https://community.dynamics.com/365/b/dynamics365enterprisecloudfronts/posts/crm-tip-automatically-creating-document-from-word-template-and-attaching-to-record but in target it...
View ArticleFilter N::N subgrid dynamics 365
Dear All,We are having entity called Accessorial, in accessorial we are having field called Country.While creating quote we will mention a Country field as 'India'Now we are having N:N relationships in...
View ArticlePowerBI Report Server and Dynamcs CRM On Premise
Hi Experts, In case of SSRS, we connect to FilteredView and pull data to create reports.What do we do in case of Power BI Report Server ? same fitered view or user orgservice to pull data as in the...
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Can't customize CRM anymore
Following a server update, we cannot customize CRM anymore.For example, when we try to create a new field, the window will pop but we can't type in the field name. Even the dropdowns (Field...
View ArticleDynamics 365 Pricing change
Hello,The licences pricing of Dynamics Customer Engagement have change and i'd like to know if :1) Sharepoint Plan 2 gonna be included with the purchase of a (or many) module2) The Team Member already...
View ArticleHow do I hide the "Closed As Won" button on the Opportunity form based on a...
Hello,How can I hide the "Closed as Won" button on the Opportunity form based on a text field (accountnumber) in the Account entity? Each Opportunity can have one associated Account. If the...
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Display configuration for Quick Create forms in Unified Client Interface
Hey CRM Community, BACKGROUNDI created an unmanaged (custom) quick create form for the Phone Call activity entity. Also, in the Unified Client Interface, on a Contact record, we have an "Interactions"...
View ArticleData encryption for SSN field while storing into CRM online
Hi,We want to protect the PI data, please clarify below questions which are related to Data Encryption for CRM online.Is there any Out of Box feature to encrypt SSN field data while storing into...
View ArticleWhy does a long running task using OrganizationServiceProxy throw...
I have an application that connects to a D365 (online) instance to replicate some data. In production we're having problems because the datasets are so much larger the replication fails part way with...
View ArticleWhy it is not possible to add . to a partial URL in CRM portal
There is no reference in microsoft documentation that we cannot use dot a string in partial url in crm portal. But still it does not allow me to include . in the partial URL. Can anyone explain what is...
View ArticleHow can I prevent users from entering the same Resource Name on two different...
Hello,On my Opportunity form, I have added a grid for Sales Quota Distribution, where the user enters a Resource Name (This is a lookup field to the "User" entity. The relationship from Opportunities...
View ArticleAttribute type "PartyList" - "To"is not supported in Fetchxml Query.
I was building a custom Fetchxml report for an MS CRM Online instance, as usual, I use Advanced Find to build my query,When I pasted it into the working area, an error popped up: The attribute type...
View ArticleSort the option set based on the back end option set value.
Hello,I have tried to sort the option set value but it is sorting based on the Alphabet , it should be sorted based on option valueI tried the below code,but not sorting based on the option set...
View ArticleDynamic CRM Solution Import error from Console Application
Hi ,We have developed some in-house deployment tool to import CRM solutions using console application (C#). And i am getting below error while importing solution.Please advice.An error occurred while...
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Error: ErrorLoadingControl on MultiSelectOptionSet
Hi,I've created a new multiselect option set on the entity type Knowledge Article. When I put the field on the Knowledge Article for Interactive Experience form, I get an error.TypeError:...
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Marketing List is not appearing on Campaign Activity
Hi,I am trying to associate marketing list with campaign and campaign activity. Here is my code: var addItemCampaignRequest = new AddItemCampaignRequest { CampaignId = Campaigns.FirstOrDefault(), // id...
View ArticleAdd existing entities in a custom application
Hi All,I have to create a custom application in dynamics 365 with Accounts, Contacts, Leads, and Opportunities.I am able to add Accounts and Contacts using Site map but unable to find Leads and...
View Articlewindow.top.opener.frames[0].Xrm.Page.getAttribute("fieldname").getValue() is...
Hi,Iam using window.top.opener.frames[0].Xrm.Page.getAttribute("fieldname").getValue(); to get the parent field value and set in child record. This code works in other browser except in microsoft...
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