Hello, I am checking in to see if there is an updated answer on this question. Is it possible to show the Opportunities of the normal Account (i.e. parent account) and child accounts on the same grid on the parent Account page? If not... What do you all think of this methodology involving new fields, background workflows, and form JS display functions. Would look like this, but I would need to repeat for all my entities (appointments, contacts, Opportunities...) and is repetitive data storage. make sure opportunity has fields [Opportunity Account] and [Opportunity Parent Account] 1) User lookups "Account A" and sets to field [Opportunity Account] 2) Background workflow: If "Account A" has a parent account, set Parent Account of Account A to field [Opportunity Parent Account] 2a) If Account A has not parent account, set Account A to field [Opportunity Parent Account] 3) On Account page, utilize javascript to detect if Account is a parent account. If so, display Grid that utilizes field [Opportunity Parent Account] (rather than [Opportunity Account]) and hide the normal one. Repeat for other entities. Other ideas?
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Forum Post: Supported method to display Child Account Opportunities on Parent Account page?
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Forum Post: RE: Mapping data isn't working
Hello, Mapping the fields in the 1:N relationship will not work unless you are creating the child record from the sub-grid of the parent record. In your scenario, you have to manually fill the needed fields from the "Add Student" button using a JavaScript function by fetching the fields values of the parent and fill them in the student record.
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Forum Post: RE: XRM portal configuration
Hi Jharana, Thanks for the reply. As per the first link, i m not able to see any portal related records in the application. All the components which are appearing under portal does not have any records associated and this might be a problem in publishing my website.Can you please tell me what this error is about
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Forum Post: RE: Unified Interface - Cannot read property 'setNotification' of null
I have the same error Any news about this problem with "fullname" in the new interface, because in classic interface is working right var ppp = formContext.getAttribute("fullname"); ppp=null
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Forum Post: update test environment
Hi I have an existing UAT environment for CRM 2011. It's on a different server and had config data base as well. to bring production data to UAT I did the following steps: 1) took full copy of production database 2) restored production back up to UAT database 3) did run scrip to change the organizationID for UAT database. I looked at config database in UAT environment to find organizationID of existing UAT database 4) run CRM deployment manager, disabled UAT organization and reattached it b. enabled UAT organization after all of that is still only can open UAT CRM link only under admin account, it does not open under regular account. what am I missing? thank you UAT environment initially had dev admin account, production prod admin account. I can't change it bcs I probably logged in as dev admin account already
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Forum Post: Users cannot login
Our users cannot login and ADFS is redirecting to the following link and receiving the following error.....any ideas? https://"ourcompany url" .com/_common/error/errorhandler.aspx?BackUri=https%3a%2f%2fadfs. "ourcompany url".com%2fadfs%2fls%2f%3fwa%3dwsignin1.0%26wtrealm%3dhttps%253a%252f%252f "ourcompany url"%252f%26wctx%3drm%253d1%2526id%253d4c2c7ebd-1979-46e1-9914-c5ad26544a3b%2526ru%253dhttps%25253a%25252f%25252f "ourcompany url"%25252fdefault.aspx%2526crmorgid%253d33121b29-b460-e811-9113-0050568e3ff4%26wct%3d2019-03-28T23%253a45%253a35Z%26wauth%3durn%253aoasis%253anames%253atc%253aSAML%253a1.0%253aam%253apassword&ErrorCode=&Parm0=%0d%0a%0d%0aError%20Details%3a%20ID4175%3a%20The%20issuer%20of%20the%20security%20token%20was%20not%20recognized%20by%20the%20IssuerNameRegistry.%20To%20accept%20security%20tokens%20from%20this%20issuer%2c%20configure%20the%20IssuerNameRegistry%20to%20return%20a%20valid%20name%20for%20this%20issuer.&RequestUri=%2fdefault.aspx&user_lcid=1033
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Forum Post: Embed VSTS work item page in CRM dynamics case page and on dynamics portals
I want to embed VSTS work item url something like this ( https://dev.azure.com/ / /_apis/wit/workItems/372/ ) in CRM case view page and/or CRM portals case page using iframe. However am getting 'content refused to show error' probably due to the X-Frame-Options Deny/SameOrigin in VSTS or at CRM end. For Portals -> Site Settings -> I have disabled 'X-Frame-Options' entity which didn’t not help As a work around, I used Chrome extension ‘Ignore X-Frame Headers’ which worked (pic below) , however I looking for a permanent solution to fix this in CRM. Also are there any other alternatives on CRM to embed external site page. Looking for some help here, thanks
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Forum Post: RE: Dynamics 365 Portals Custom Page Template Rating
Hi Elmar, am looking for similar solution, did you get this working, what is the actual liquid code you have used. Tried this but getting 'Liquid error: Value cannot be null. Parameter name: input' {% rating id: page.id, entity: page.logical_name, readonly: false, panel: true, snippet: "Rating Heading", step: "1", min: "0", max: "5", round: true %}
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Forum Post: RE: User Email as AuthInfo entry in SystemUserAuthentication table in MSCRM_CONFIG
Did you ever find a solution? We are running into the exact same problem.
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Forum Post: RE: CRM outlook task sync bidirectional?
Hi partner, Is your problem solved? Any other questions? Don't forget to mark the verified answer, which will help other users with the same theme. :) Best Regards, Lu Hao
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Forum Post: RE: Modify Product Hierarchy
Hi Magstar1977, Is your problem solved? Any other questions? Don't forget to mark the verified answer, which will help other users with the same theme. :) Best Regards, Lu Hao
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Forum Post: RE: Open the related entity tab on load of the Customer page in D365
Hi Ash06, Is your problem solved? Any other questions? Don't forget to mark the verified answer, which will help other users with the same theme. :) Best Regards, Lu Hao
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Forum Post: RE: Modify Product Hierarchy
Thanks very much Lu - I thought I had completed - much appreciated
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Forum Post: Allow and ignore additional querystring parameters when calling a web resource
Hi all We are trying to do a simple process whereby an external app on a user's PC launches a browser pointing at a CRM web resource. Fairly simple, and done successfully multiple times, except with our latest attempt, the app we're using to launch the URL pointing at the web resource insists on appending some additional session info to the querystring. This results in a 500 error from CRM Online. Does anyone know if there is a way to configure CRM Online to simply ignore unknown querystring params? Unfortunately this app is not configurable. Thanks James
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Blog Post: Convert you existing text fields into Autonumber field with the new entity designer in powerapps in Dynamics 365
Well this has long been awaited for. And how many times I had my customer walking up to me and ask – “I have an existing field. Do CRM provide Autonumber feature? Can I convert an existing text field to AutoNumber field?”. Till this point my answer was Yes but with a suffix“but” in it. However going forward you can with the new entity designer in power apps. So you can select Primary Attribute Number field of your entity and covert it to AutoNumber type now. Below I open the OOB Account Number field and set the Data Type from Text to AutoNumber. Short and sweet. Isn’t it? P.S – Only existing text fields could be converted into Auto Number Type. You can off-course create a new Auto Number Type field. Hope this helps! Debajit Dutta (Dynamics MVP) For consultation/ corporate training visit www.xrmforyou.com or reach out to us at info@xrmforyou.com Our product offerings: Role based views for Dynamics 365 ( http://www.xrmforyou.com/role-based-views.html ) CRM-Sharepoint Attachment uploader and metadata manager ( http://www.xrmforyou.com/sharepoint-integrator.html ) Record Cloner for Dynamics 365 ( http://www.xrmforyou.com/record-cloner.html ) Multiselect picklist for Dynamics 365 ( http://www.xrmforyou.com/multi-select-picklist.html )
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Forum Post: RE: Javascript statement document.getElementById not working
Will document.getElementById("Tab1").innerHTML return anything? as opposed to rows[0].
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Forum Post: RE: Migration Error: import CRM 4.0 organization(DB) to MS CRM 2011
We have Rollup 18
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Forum Post: RE: Migration Error: import CRM 4.0 organization(DB) to MS CRM 2011
I believe there was an issue around TransactionCurrency around RU10. I'm wondering if you have a pre-RU10 environment, perhaps an RU9 environment you can try pushing into. Otherwise, potentially might be time to open up customizations.xml and remove the offending lookup reference if that doesn't work.
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Forum Post: RE: Javascript statement document.getElementById not working
Hi Anil, Where is the table located? Inside the HTML Web Resource. It seems like you are trying to read it both using document and parent.document, so where is it located?
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Blog Post: Convert you existing text fields into Autonumber field with the new entity designer in powerapps in Dynamics 365
Originally posted on Debajit's Dynamic CRM Blog : Well this has long been awaited for. And how many? times I had my customer walking up to me and ask – “I have an existing field. Do CRM provide Autonumber feature? Can I convert an existing text field to AutoNumber field?”. Till this point my answer…
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