Hide "Related" Tab on Forms in UI for non-Admin Users
Hello CRM superstars! I am looking for a way to hide the "Related" tab on entity forms for non-Admin users (i.e., specific security roles). I understand that I can remove all relationships directly...
View ArticleWhat does this error message mean? "Exception type:...
Hello, a fellow co-worker is having an issue when importing field translations. They say they get this error message when trying it: "Exception type:...
View ArticleOnly New Records on Lookup
Hello,I have a scenario where I don't want a user to be able to select existing records on a look-up. Ideally I'd like it to go straight to a quick create where they will create the new record to be...
View Articlexrm.navigation.openfile doesn't work in Internet Explorer or Edge Legacy
Hello,Setup: Dynamics 365 CRM v9 on-prem, logged in as Sys AdminI have a javascript web resource on an entity form that generates a .EML file. This file is then opened via the Xrm.Navigation.OpenFile()...
View ArticleQuestion on Legacy Capacity model vs New Capacity Model
Hi all,I have question. We are still on the old capacity model and to be honest it the old model with add-ons seems alot cheaper than the new capacity. Especially when data base add-ons are 40 dollars...
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How to Disable Quick Create form, but keep association feature on the create...
I want to create a new contact from the OPPORTUNITY main form from the lookup field "Contact". I do not want to use the Quick Create Form, so I have disabled it from the CONTACT Entity. But when I try...
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Extracting dbo.Workflow.xaml to rows and columns
Apologies if this is posted in the wrong forum, new to the community and finding my way around.The company I work for is starting to use Dynamics CRM and I'm building the process for loading the data...
View ArticleHide/Show Optionset dynamics 2015
Hello,I'am trying to make my personnalised optionset visible through JS. Xrm.Page.getControl("crm_Type").setVisible(true);it's not showing the values of my optionset.,only the name of the optionset
View ArticleRetrieve Emails from Workflows
Is there a way to run a query and retrieve the actual email content of all workflows in CRM that create emails?I know that I can run a FetchXML query to retrieve workflows that have 'email' in their...
View Articleallows assistant to send email on behalf of their boss
Hi,I want to know if we can restrict who can send an email on behalf of somebody?in my case, I need that the assistant to send emails on behalf of their boss.and not the entire company can do...
View ArticleDynamics CRM 8.2 on-prem: different SQL servers on the dev and prod systems
Hi I faced a situation when I have different SQL servers installed on the server which is using for the Dev organizations and on the server for the others organizations.On the dev, we have SQL server...
View ArticleErrors and issues on CRM Dynamics
Hi Guys,For some reason when i create opps from within an account the incorrect created date is appearing, its giving me a created on date in 2014!!!Also, when i scroll across subgrid on the account...
View ArticleQuick Find not working for particular word "Eder"
In an on-premise environment when using quick find to search for a campaignresponses by lastname I don't get a result for the name "Eder". When I change the name to "Ader" it works. I thought this...
View ArticleHow to get entity id on postCreate stage in plugin
I'm tryinhg to get record guid in post create stage in plugin from target, when I check the targt I can see the Id but when I try to get the Id I get null....My code : newEntity.OrderItemId.Id =...
View Articlehow to change the header color based on a value?
Hi,I want to do something VERY basic.I want to change the background color of the form header when a value is present in my data.for example, I have an alert flag in my entity.when the alert is set, I...
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Custom activity card form not showing properly on timeline for all users
Hi,We made a custom card form to display a phone call on the timeline with the fields we'd like.As system admin everything works properly but as simple user you get to see a - instead of the content of...
View ArticleQuestion on Old Capacity Model vs New Capacity Model
Hi all,Just another question on the new capacity model. It seems we are on a hybrid version of the model and would like to switch over to the new capacity model. The question is in the old capacity...
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Change/filter a view based on a field
Hi,Is the a way were you can filter a view based on a field in real-time?So I want the view to be filtered by the Fund Name field. So what should happen is when I select AF Access (Provident) it should...
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calculated field is not performing calculation if 2 field contain value it...
In the Calculated field, this Calculation is not performing like I expected it's only calculated when all field contains a value and I want when 1 or more field contains value it shows its total value....
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HTTP Error 400.The request is badly formed.
When I refresh a chart on the dashboard frequently, I will encounter bad request error, and bad request error will not only appear when I refresh the chart, but also when I edit a form or even open CRM...
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