I have requirement, Based on Lookup value filter the Subgrid Dynamically. How to achieve this in UCI.
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Forum Post: How to Set the Custom FetchXML to Subgrid in UCI
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Forum Post: RE: How to Set the Custom FetchXML to Subgrid in UCI
Hello Sudheer, You can achieve this using Quick View form. Please see below links which will be helpful in your scenario: goutamdascrm.wordpress.com/.../ medium.com/.../dynamically-set-fetchxml-to-subgrid-on-dynamics-365-v9-uci-a4a531200e73
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Forum Post: RE: How to Set the Custom FetchXML to Subgrid in UCI
Hello Naveen, I'm trying to use the Javascript on change of the lookup field. I have tried the below one and it is not working. Showing error "DataAPI is undefined." medium.com/.../dynamically-set-fetchxml-to-subgrid-on-dynamics-365-v9-uci-a4a531200e73
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Forum Post: RE: Can not create opportunity product after upgrade to 365
This solved my problem, thanks alot !
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Forum Post: Not able to connect to CRM online with Excel
Hello, I want to prepare some report using Excel and want to connect to Dynamics CRM Online. I performed the below steps: Data--> Get Data-->Dynamics CRM Online--> I pasted the WeB Api URL from developer Resources -->used Organizational Account but getting the attached Error. I also tried the same thing with Organization Service URL.Still not able to connect it.
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Forum Post: RE: How to Set the Custom FetchXML to Subgrid in UCI
Hello Sudheer, Can you provide more details that what exactly you want to achieve by using java script?
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Forum Post: RE: How to Set the Custom FetchXML to Subgrid in UCI
After 1week of Struggle, Finally Achieved this by using the below code in Dynamics 365 UCI. function setView(executionContext) { formContext = executionContext.getFormContext(); var gridContext = formContext.getControl("EliteNomination"); if (formContext.getAttribute("aa_account") != null && formContext.getAttribute("aa_account").getValue() != null) { var accountid = formContext.getAttribute("aa_account").getValue()[0].id; accountid = accountid.replace('{', '').replace('}', ''); var fetchXML = " " + " " + " " + " " + " " + " " + " " + " " + " " + " " + " "; if (gridContext != null) { gridContext.setFilterXml(fetchXML); gridContext.refresh(); } } }
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Forum Post: Microsoft Dynamics 365 for Mobile - Certificate trusted on PCs but not on Android?
For a test lab I have Dynamics 365 (D365) on premises installed. Internet facing. Microsoft Dynamics 365 Version 1612 (9.0.2.3034) (DB 9.0.2.3034) on-premises IFD. All green flagged. With only -one- IP address at my disposal I have installed Dynamics 365 and ADFS on the same box, meaning Dynamics 365 is using a different port than the standard port 443 which ADFS is using. I don’t know if this is the root of my sorrows here. The setup involves a completely green flagged PKI with an Offline Root and an Enterprise CA as a subordinate CA - certificates issued and in place. This setup of course needs the relevant certificate to be copied to each clients Trusted Root Certification Authorities store in order to be able to connect without certificate warnings. But when done – it works. Flawlessly. From any PC. ..this scenario is completely different with the dedicated Android app “Dynamics 365 for Mobile”. Trying this exact same approach (copying the certificate to the certificate store of the mobile phone) with Android v9 and trying to log on to Dynamics 365 on premises (on a different port than 443) throws an immediate error. The error unequivocally concerns a distrust with the “SSL” certificate and the mobile app refuses to connect. The log on from Microsoft Dynamics 365 for Mobile would be: https://[org].[domain].com[:port] Trying to connect exactly like this via the Android phones browser -also- complains about the certificate in place, but -does- allow for connection, although with the expected stripped down and not very functional mobile phone browser version. Why does “Dynamics 365 for Mobile” not allow for the same seamless connection as the PCs in this setup, and is there no way to have the internal PKI setup issue a certificate that will satisfy Android and hence have “Dynamics 365 for Mobile” work without going through a third party certificate issuer? (..and will this last option even solve the issue of having D365 using a different port than the standard 443?)
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Blog Post: Customize Opportunity Close Dialog Box - Dynamics 365 Sales
Hi Everyone, There was a ask from many customer to customize Opportunity Close Dialog Box as they want put some more information while closing it. To Customize Opportunity Close Dialog Box, first we have to enable in under System Settings. Open CRM --> Navigate to Settings --> Administration --> System Settings. In Sales Tab, you will find the setting as Customize Close Opportunity form and by default it is set to No. Make it as Yes to customize. To do add/remove the fields, we have to customize Quick Create Form. I have a created a field and placed on the form. We can also write Business rules and JavaScript on the same. Hope this helps. -- Happy 365'ing Gopinath
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Forum Post: RE: How to Set the Custom FetchXML to Subgrid in UCI
Being a programmer, I think I can learn better to increase my proficiency by running dynamics 365 applications. I have paper writing service for my assignment. By doing so, I can also make my mind about which part of applications interest me most.
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Blog Post: Contextual Email Communication in Dynamics 365 for Sales – 2019 Release Wave 2 (Unified Client)
The new capability allows salespeople to write an email in the context of the record. Email opening in the non-blocking pop window allows salespeople to refer to the data without navigating away from it, easily attach documents and can leave the drafts record open. The existing experience à Clicking on the email takes us to … Continue reading "Contextual Email Communication in Dynamics 365 for Sales – 2019 Release Wave 2 (Unified Client)"
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Forum Post: RE: Microsoft Dynamics 365 for Mobile - Certificate trusted on PCs but not on Android?
Sorry.. I realise this should have been posted in 365 and not here.. There does not seem to be a way to delete it. Question re-posted at: community.dynamics.com/.../microsoft-dynamics-365-for-mobile---certificate-trusted-on-pcs-but-not-on-android
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Forum Post: Not able to Enable "Area that display this entity" on MS CRM on Premise 2016
Not able to Enable "Area that display this entity" on MS CRM on Premise 2016 Please help..
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Forum Post: Send email with attachment document from word template
I have a problem. Using super solution Workflow Elements by Aiden Kaskela I create a workflow in crm365 dynamics, which sends emails with attachet document. The document is created dynamically from a word template. The solution works correctly in the entity Quote -email with attachment is sent correctly. Identical flow associated with Sales Opportunity Products sends an email without attachment, although the process also does not report any errors. What settings and conditions may affect this situation? I noticed that OpportunitProduct is not "active" - I can't set OpportunitProduct entity in Target at the Attach step. Unfortunately, I have nine options to switch this setting for OpportunityProduct. Is there any way solve this problem? Question two: Is it possible to pass the parameters to the child workflow? I could initiate a schematic from the product and pass the ProductOpportunityID parameter to child workflow Opportunity. Then I would build a document just for this Product only in the child's workflow. I have a problem. Maybe you'll want to help me. Using your super solution Workflow Elements I create a workflow in crm365 dynamics, which sends emails with attached document. The document is created dynamically from a template. The solution works correctly in the entity Quote -email with attachment is sent correctly. Identical flow associated with Sales Opportunity Products sends an email without attachment, although the process also does not report any errors. What settings and conditions may affect this situation? I noticed that OpportunitProduct is not "active" - I can't pin to it and enter OpportunitProduct entity in Target at the Attache step. Unfortunately, I have nine options to switch this setting for OpportunityProduct. Is there any way around this problem? Question two: Is it possible to pass the parameters to the child workflow? I could initiate a schematic from the product and pass the ProductOpportunityID parameter to child workflow Opportunity. Then I would build a document just for this Product only in the child's workflow.
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Forum Post: Attaching additional emails to a case I created
Hi, I'm on Microsoft Dynamics 365 Version 1710 online. I created a case off of an incoming email. I have several more related emails, what is the best method of attaching these emails to my current case?
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Forum Post: "An unexpected error occurred" is being Displayed Timeline Control in Unified Client Interface Dynamics 35 CRM
The message "An unexpected error occurred" is all of a sudden being displayed in the Timeline Control for the current Microsoft 365 CRM after a note is added or a file is attached. Yesterday, this issue was not happening but today it is. Has anybody else experienced this, and if so, is there a fix?
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Forum Post: Leave request form in Dynamic Crm and Approval
Hello, I have created simple form in Dynamic crm with few fields First Name,Last Name , Vacation Start Date Vacation End Date, USer will come and fill out these fields, it is good until this point from here i want have submit button, which submit to record to Manager , How can i create submit button on form? Want to create separate security role for Manager who can view and Approve request , How can i create security role which can view and approve? Please Help? Thanks,
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Blog Post: {Quick tip} Common Data Service (Current environment) connector not showing up while creating Microsoft flows (Power Automate)
Flows are now Power Automate and why not? After all it is an enterprise process automation flow framework personally I believe the name change is long due. And the name change has brought with a plethora of new features but Robotic process automation (RPA) is the big brother taking all due credit. However there are … Continue reading {Quick tip} Common Data Service (Current environment) connector not showing up while creating Microsoft flows (Power Automate) →
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Forum Post: internet facing deployment (IFD) - CRM 2016 - on-premises
Hi everyone Does "internet facing deployment (IFD)" require internet connection? When I block " internet access" from my adfs server, the crm crashes and CRM will be unavailable. Is there a solution to this?
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Blog Post: How to make same record available in two different Organization / Environment? Part 1
Why it is required? Let’s discuss the scenario where we will be required to have some records in the Multiple Environment. Let’s say we have workflow or flow which is configured or running with specific records. So, if we move the flow or workflow to another organization or Instance so the same record is not available with the same GUID. To run the flow or workflow we must change the flow or workflow. Now if we have 10 – 20 flow / Workflow like the same, then it will be so much time consuming So, the best solution to have the Same records with the same GUID in multiple instances. Prerequisite: The system must have the same entity and fields present in both the system in which you must transfer records. Because it will through an error while import to destination Environment Solution: Exporting Phase: Login to Source Environment from where you want to export the Data. Open the Entity of which data needs to be migrated. You can see I have an Entity called Customer which is having a few numbers of records present in the system. Now You need to export the Data from the source Environment. Export Data from the advance find or direct from the View. After Exporting the Data from the system, an excel file will be downloaded with the same columns as in the views. Now, open the exported Data file. The following is the screenshot of the file. You can see there will hidden Columns in Excel A, B, and C. Now to Unhide the Hidden Columns, select all Data Or Press Ctrl + A and Go to Format in Home Section > Under the Visibility Section Click on Hide & Unhide > Unhide Columns. Please see the following Screenshot for more reference. Now You can see all the three Columns as (Do Not Modify) Entity Name, (Do Not Modify) Row Checksum & (Do Not Modify) Modified On. You can see the Hidden Column in the screenshot after unhiding. Let’s move forward now, we must delete (Do Not Modify) Row Checksum & (Do Not Modify) Modified on Columns because we are not required those columns while importing to another environment. If we will import with those columns it will through the error while import Operation. Change the Header from (Do not Modify) Entity_name to Entity_name for convenience while mapping during importing and Save as CSV. Now Your File is ready to import in another system. Let’s go towards the importing phase.
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