Hi! It is version 1710 (9.1.0.12056) online. Opening a support request may be a good idea, thanks! Unfortunately I cannot share the whole entitiy relationship diagram. :( What I'm trying to do now, is to narrow the list of entities down (that would end up in the ServiceContext at the end of the day). So arrowing it down to just a new_invoice entity which has no lookups added, and using one Contact entity (an existing one, with valid GUID and an EntityState of Changed) and one new_invoice_relationship entity which has 2-3 text fields and two lookups for the two others above (contact and invoice). I'm adding the lookups using the generated proxy classes' lookup fields directly: var inv_rel = new new_invoice_relationship { new_desc = customer_or_company.relationship.desc, new_type = customer_or_company.relationship.type.ToString(), // Lookups new_invoice_new_invoice_relationship = invoice, contact_new_invoice_relationship = contact }; ServiceContext.AddObject(inv_rel); So I don't use the ServiceContext.AddLink method, because I found it too cumbersome compared to the above method, which adds the relationships automatically I presume... And the result is: another exception: The new_invoice (Id = f05ff6fc-3c41-ea11-84cc-b4692153b9f8) in the "new_invoice_new_invoice_relationship." relationship with the new_invoice_relationship (Id = ef5ff6fc-3c41-ea11-84cc-b4692153b9f8) doesn't exist. It seems that it tries to create the entities in the wrong order? (The guids are generated on the client, not yet in the CRM). I'll attach the request and response at the end. But no worries I thought, I'll use the ServiceProxy to create the invoice before calling the ServiceContext.SaveChanges(), like so: invoice.Id = ServiceProxy.Create(invoice); ServiceContext.Attach(invoice); That fixes the "The invoice doesn't exist" problem, but then I'm back at the original problem which is: A record that has the attribute values Email already exists. The entity key EmailAlternateKey requires that this set of attributes contains unique values. Select unique values and try again. I'm trying to open a support ticket with the actual request (and response) xmls that are sent to the Dynamics CRM by the ServiceContext, maybe they can point me to the right direction.. Some (long) request and response xmls: A request & response with the following entities in it: new_extract (updated) new_dealer (updated) new_invoice (created) Contact (updated) new_invoice_relationship (created) (lookups to Contact & new_invoice) Here the invoice is NOT yet created using the ServiceProxy.. Target new_desc new_type INV new_invoice_relationshipid ef5ff6fc-3c41-ea11-84cc-b4692153b9f8 Created ef5ff6fc-3c41-ea11-84cc-b4692153b9f8 new_invoice_relationship new_invoice_new_invoice_relationship new_name Invoice - ************ new_date 2020-01-21T00:00:00 new_number ************ new_po_no new_currency ************ new_document_type ************ new_total 1111.11 new_dealer_warehouse new_xml_file_name ************ new_fix_classification_relationship_added true new_added_to_multilookup true new_invoiceid f05ff6fc-3c41-ea11-84cc-b4692153b9f8 Created f05ff6fc-3c41-ea11-84cc-b4692153b9f8 new_invoice new_extract_new_invoice new_last_extract f4217845-743d-ea11-8454-0003ff4c6b1a new_extract 247951844 owningbusinessunit 7d6baed2-851b-e911-a960-000d3a29f363 businessunit statecode 0 statuscode 1 createdby c23043eb-1466-4012-9781-6ce5675dc173 systemuser crm admin timezoneruleversionnumber 4 new_extractid b995a55c-bb3e-ea11-8454-0003ff4c72e6 ownerid c23043eb-1466-4012-9781-6ce5675dc173 systemuser crm admin modifiedon 2020-01-27T18:31:14Z owninguser c23043eb-1466-4012-9781-6ce5675dc173 systemuser modifiedby c23043eb-1466-4012-9781-6ce5675dc173 systemuser crm admin new_name Extract - ************ createdon 2020-01-24T15:08:27Z new_extract_id ************ new_date 2020-01-21T00:00:00 Changed new_last_extract 608 statecode Active statuscode Active createdby crm admin timezoneruleversionnumber 4 ownerid crm admin modifiedon 1/27/2020 6:31 PM modifiedby crm admin createdon 1/24/2020 3:08 PM new_date 1/21/2020 12:00 AM b995a55c-bb3e-ea11-8454-0003ff4c72e6 new_extract 267249766 new_extract false 0 false new_dealer_new_invoice REMOVED, IT'S IRRELEVANT Changed REMOVED, IT'S IRRELEVANT 9913b8a2-2723-e911-9462-0003ff4c4a7f new_dealer 267249820 new_dealer false 0 false new_invoice false 0 false contact_new_invoice_relationship customertypecode 1 new_mobilephone_original *************** mobilephone *************** merged false new_donotphonehome *************** gendercode 2 new_language_code *************** territorycode 1 emailaddress1 *************** haschildrencode 1 preferredappointmenttimecode 1 new_record_shared *************** isbackofficecustomer *************** new_datacleanstatus 100000001 msdyn_orgchangestatus 0 owninguser c23043eb-1466-4012-9781-6ce5675dc173 systemuser address1_composite *************** lastname *************** donotpostalmail *************** marketingonly *************** donotphone *************** preferredcontactmethodcode 1 educationcode 1 ownerid c23043eb-1466-4012-9781-6ce5675dc173 systemuser crm admin customersizecode 1 firstname *************** yomifullname *************** address2_addresstypecode 1 address1_line1 *************** donotemail *************** address2_shippingmethodcode 1 fullname *************** address1_addressid 123c94b9-bf39-4f63-be6d-15d70f21e607 msdyn_gdproptout false address2_freighttermscode 1 statuscode 1 createdon 2019-02-19T21:46:46Z new_parent_id *************** new_preferred_dealer *************** business2 *************** donotsendmm *************** donotfax *************** new_share_record *************** leadsourcecode 1 address1_country *************** followemail *************** modifiedon 2020-01-24T13:27:23Z creditonhold *************** address3_addressid c053e4b8-48eb-4f47-8b61-107f87dd1635 donotbulkemail false modifiedby c23043eb-1466-4012-9781-6ce5675dc173 systemuser crm admin new_donotphonebusinness *************** shippingmethodcode 1 createdby c23043eb-1466-4012-9781-6ce5675dc173 systemuser crm admin new_donotphonesms *************** address1_city *************** donotbulkpostalmail *************** contactid 4f0ea3d9-8f34-e911-867a-0003ff4c4e0b new_datacleansingscript *************** participatesinworkflow *************** statecode 0 owningbusinessunit 7d6baed2-851b-e911-a960-000d3a29f363 businessunit new_cust_id *************** address2_addressid 6e5b561d-7c82-41af-87cf-4ab680cfcc43 address1_postalcode *************** new_business2_original *************** telephone1 *************** new_phone_businness_opt_in_date_time *************** new_donotphonebusinness_scope *************** new_email_opt_in_date_time *************** new_donotemail_scope *************** new_phone_home_opt_in_date_time *************** new_donotphonehome_scope *************** new_phone_opt_in_date_time *************** new_donotphone_scope *************** new_sms_opt_in_date_time *************** new_donotphonesms_scope *************** new_fax_opt_in_date_time *************** new_donotfax_scope *************** new_postal_mail_opt_in_date_time *************** new_donotpostalmail_scope *************** new_donotsharedata *************** new_data_forwarding_opt_in_date_time *************** new_donotsharedata_scope *************** Changed customertypecode Default Value merged No new_donotphonehome *************** gendercode *************** territorycode Default Value haschildrencode Default Value preferredappointmenttimecode *************** new_record_shared *************** isbackofficecustomer No new_datacleanstatus *************** msdyn_orgchangestatus No Feedback donotpostalmail *************** marketingonly *************** donotphone *************** preferredcontactmethodcode Any educationcode Default Value ownerid crm admin customersizecode Default Value address2_addresstypecode Default Value donotemail *************** address2_shippingmethodcode Default Value msdyn_gdproptout No address2_freighttermscode Default Value statuscode Active createdon 2/19/2019 9:46 PM new_parent_id *************** donotsendmm Do Not Send donotfax Do Not Allow new_share_record True leadsourcecode Default Value followemail Allow modifiedon 1/24/2020 1:27 PM creditonhold No donotbulkemail Do Not Allow modifiedby crm admin new_donotphonebusinness Allow shippingmethodcode Default Value createdby crm admin new_donotphonesms *************** donotbulkpostalmail No new_datacleansingscript *************** participatesinworkflow No statecode Active 4f0ea3d9-8f34-e911-867a-0003ff4c4e0b contact 252500091 contact false 0 false Create Response: http://schemas.microsoft.com/xrm/2011/Contracts/Services/IOrganizationService/ExecuteOrganizationServiceFaultFault urn:uuid:d8b21d70-2e1f-49f8-bc6d-c6f865b53204 00000000-0000-0000-0000-000000000000 2020-01-27T19:41:22.307Z 2020-01-27T19:46:22.307Z s:Sender The new_invoice (Id = f05ff6fc-3c41-ea11-84cc-b4692153b9f8) in the "new_invoice_new_invoice_relationship." relationship with the new_invoice_relationship (Id = ef5ff6fc-3c41-ea11-84cc-b4692153b9f8) doesn't exist. d23cc44e-a1d7-41e0-a983-ef4cab624d0b -2147220969 ApiExceptionSourceKey Plugin/Microsoft.Crm.ObjectModel.CustomBusinessEntityService ApiOriginalExceptionKey Microsoft.Crm.CrmException: The new_invoice (Id = f05ff6fc-3c41-ea11-84cc-b4692153b9f8) in the "new_invoice_new_invoice_relationship." relationship with the new_invoice_relationship (Id = ef5ff6fc-3c41-ea11-84cc-b4692153b9f8) doesn't exist. ---> Microsoft.Crm.CrmException: The new_invoice (Id = f05ff6fc-3c41-ea11-84cc-b4692153b9f8) in the "new_invoice_new_invoice_relationship." relationship with the new_invoice_relationship (Id = ef5ff6fc-3c41-ea11-84cc-b4692153b9f8) doesn't exist. at Microsoft.Crm.Extensibility.ExtensiblePlatformMessageDispatcher.HandleRelatedEntities(BusinessEntity primaryEntity, EntityState defaultState, ExecutionContext context) at Microsoft.Crm.Extensibility.ExtensiblePlatformMessageDispatcher.CreateWithRelatedEntities(BusinessEntity entity, ExecutionContext context) at Microsoft.Crm.Extensibility.ExtensiblePlatformMessageDispatcher.CreateWithInvocationSource(BusinessEntity entity, Int32 invocationSource, ExecutionContext context) at Microsoft.Crm.BusinessEntities.BusinessProcessObject.<>c__DisplayClass179_0. b__0() at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute[TResult](ILogger logger, EventId eventId, ActivityType activityType, Func`1 func, IEnumerable`1 additionalCustomProperties) at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute[TResult](ILogger logger, XrmTelemetryActivityType activityType, Func`1 func) --- End of inner exception stack trace --- at Microsoft.Crm.Extensibility.VersionedPluginProxyStepBase.Execute(PipelineExecutionContext context) at Microsoft.Crm.Extensibility.PipelineInstrumentationHelper.Execute(Boolean instrumentationEnabled, String stopwatchName, ExecuteWithInstrumentation action, PipelineExecutionContext context) at Microsoft.Crm.Extensibility.Pipeline.<>c__DisplayClass3_0. b__0() ApiStepKey 248fdd0d-47d5-e911-a85f-000d3a45a408 ApiDepthKey 1 ApiActivityIdKey d23cc44e-a1d7-41e0-a983-ef4cab624d0b ApiPluginSolutionNameKey System ApiStepSolutionNameKey System ApiExceptionCategory ClientError ApiExceptionMesageName ObjectDoesNotExist ApiExceptionHttpStatusCode 404 http://go.microsoft.com/fwlink/?LinkID=398563&error=Microsoft.Crm.CrmException%3a80040217&client=platform The new_invoice (Id = f05ff6fc-3c41-ea11-84cc-b4692153b9f8) in the "new_invoice_new_invoice_relationship." relationship with the new_invoice_relationship (Id = ef5ff6fc-3c41-ea11-84cc-b4692153b9f8) doesn't exist. 2020-01-27T19:41:22.3075256Z false d23cc44e-a1d7-41e0-a983-ef4cab624d0b -2147220969 The new_invoice (Id = f05ff6fc-3c41-ea11-84cc-b4692153b9f8) in the "new_invoice_new_invoice_relationship." relationship with the new_invoice_relationship (Id = ef5ff6fc-3c41-ea11-84cc-b4692153b9f8) doesn't exist. 2020-01-27T19:41:22.3075256Z false Here the invoice is CREATED beforehand using the ServiceProxy.Create method, to avoid the above exception. I've also removed the new_extract, and new_dealer entities from the list, because they are irrelevant. So the only entities here are: new_invoice (already existing, Unchanged) new_invoice_relationship (created) Contact (changed) Request: Target new_desc new_type INV new_invoice_relationshipid 2a79375b-4041-ea11-84cc-b4692153b9f8 Created 2a79375b-4041-ea11-84cc-b4692153b9f8 new_invoice_relationship new_invoice_new_invoice_relationship new_name Invoice ************ new_date 2020-01-21T00:00:00 new_number ************ new_po_no new_currency ************ new_document_type ************ new_total 11111.11 new_dealer_warehouse new_xml_file_name ************ new_fix_classification_relationship_added ************ new_added_to_multilookup ************ new_invoiceid 5231be56-3f41-ea11-a812-000d3a49daf7 Unchanged 5231be56-3f41-ea11-a812-000d3a49daf7 new_invoice new_invoice false 0 false contact_new_invoice_relationship customertypecode 1 new_mobilephone_original ************ mobilephone ************ merged false new_donotphonehome ************ gendercode 2 new_language_code ************ territorycode 1 emailaddress1 ************ haschildrencode 1 preferredappointmenttimecode 1 new_record_shared ************ isbackofficecustomer ************ new_datacleanstatus 100000001 msdyn_orgchangestatus 0 owninguser c23043eb-1466-4012-9781-6ce5675dc173 systemuser address1_composite ************ lastname ************ donotpostalmail true marketingonly false donotphone true preferredcontactmethodcode 1 educationcode 1 ownerid c23043eb-1466-4012-9781-6ce5675dc173 systemuser crm admin customersizecode 1 firstname ************ yomifullname ************ address2_addresstypecode 1 address1_line1 ************ donotemail ************ address2_shippingmethodcode 1 fullname ************ address1_addressid 123c94b9-bf39-4f63-be6d-15d70f21e607 msdyn_gdproptout ************ address2_freighttermscode 1 statuscode 1 createdon 2019-02-19T21:46:46Z new_parent_id ************ new_preferred_dealer ************ business2 ************ donotsendmm ************ donotfax ************ new_share_record ************ leadsourcecode 1 address1_country ************ followemail ************ modifiedon 2020-01-24T13:27:23Z creditonhold ************ address3_addressid c053e4b8-48eb-4f47-8b61-107f87dd1635 donotbulkemail ************ modifiedby c23043eb-1466-4012-9781-6ce5675dc173 systemuser crm admin new_donotphonebusinness ************ shippingmethodcode 1 createdby c23043eb-1466-4012-9781-6ce5675dc173 systemuser crm admin new_donotphonesms ************ address1_city ************ donotbulkpostalmail false contactid 4f0ea3d9-8f34-e911-867a-0003ff4c4e0b new_datacleansingscript ************ participatesinworkflow ************ statecode 0 owningbusinessunit 7d6baed2-851b-e911-a960-000d3a29f363 businessunit new_cust_id ************ address2_addressid 6e5b561d-7c82-41af-87cf-4ab680cfcc43 address1_postalcode ************ new_business2_original ************ telephone1 ************ new_phone_businness_opt_in_date_time ************ new_donotphonebusinness_scope ************ new_email_opt_in_date_time ************ new_donotemail_scope ************ new_phone_home_opt_in_date_time ************ new_donotphonehome_scope ************ new_phone_opt_in_date_time ************ new_donotphone_scope ************ new_sms_opt_in_date_time ************ new_donotphonesms_scope ************ new_fax_opt_in_date_time ************ new_donotfax_scope ************ new_postal_mail_opt_in_date_time ************ new_donotpostalmail_scope ************ new_donotsharedata ************ new_data_forwarding_opt_in_date_time ************ new_donotsharedata_scope ************ Changed customertypecode Default Value merged No new_donotphonehome ************ gendercode ************ territorycode Default Value haschildrencode Default Value preferredappointmenttimecode ************ new_record_shared ************ isbackofficecustomer No new_datacleanstatus ************ msdyn_orgchangestatus No Feedback donotpostalmail ************ marketingonly No donotphone ************ preferredcontactmethodcode Any educationcode Default Value ownerid crm admin customersizecode Default Value address2_addresstypecode Default Value donotemail ************ address2_shippingmethodcode Default Value msdyn_gdproptout No address2_freighttermscode Default Value statuscode Active createdon 2/19/2019 9:46 PM new_parent_id ************ donotsendmm Do Not Send donotfax Do Not Allow new_share_record ************ leadsourcecode Default Value followemail ************ modifiedon 1/24/2020 1:27 PM creditonhold No donotbulkemail Do Not Allow modifiedby crm admin new_donotphonebusinness ************ shippingmethodcode Default Value createdby crm admin new_donotphonesms ************ donotbulkpostalmail No new_datacleansingscript ************ participatesinworkflow No statecode Active 4f0ea3d9-8f34-e911-867a-0003ff4c4e0b contact 252500091 contact false 0 false Create Response: http://schemas.microsoft.com/xrm/2011/Contracts/Services/IOrganizationService/ExecuteOrganizationServiceFaultFault urn:uuid:e534a976-b451-4e8f-a7bf-81082a58a4c4 00000000-0000-0000-0000-000000000000 2020-01-27T20:05:28.993Z 2020-01-27T20:10:28.993Z s:Sender A record that has the attribute values Email already exists. The entity key EmailAlternateKey requires that this set of attributes contains unique values. Select unique values and try again. b81c5ece-4945-4025-a4fb-82696798d75c -2147088238 ApiExceptionSourceKey Plugin/Microsoft.Crm.Common.ObjectModel.ContactService ApiOriginalExceptionKey Microsoft.Crm.CrmException: A record that has the attribute values Email already exists. The entity key EmailAlternateKey requires that this set of attributes contains unique values. Select unique values and try again. ---> Microsoft.Crm.CrmException: A record that has the attribute values Email already exists. The entity key EmailAlternateKey requires that this set of attributes contains unique values. Select unique values and try again. at Microsoft.Crm.Platform.Server.DataEngine.EntityCrudManager.ThrowDuplicateRecordException(IBusinessEntity entity, ExecutionContext context, SqlException e) at Microsoft.Crm.Platform.Server.DataEngine.EntityCrudManager.Update(IBusinessEntity entity, FilterExpression filter, ExecutionContext context) at Microsoft.Crm.BusinessEntities.BusinessProcessObject.DoUpdate(IBusinessEntity entity, FilterExpression filter, ExecutionContext context) --- End of inner exception stack trace --- at Microsoft.Crm.Extensibility.VersionedPluginProxyStepBase.Execute(PipelineExecutionContext context) at Microsoft.Crm.Extensibility.PipelineInstrumentationHelper.Execute(Boolean instrumentationEnabled, String stopwatchName, ExecuteWithInstrumentation action, PipelineExecutionContext context) at Microsoft.Crm.Extensibility.Pipeline.<>c__DisplayClass3_0. b__0() ApiStepKey 90750cb3-cfdc-db11-8341-0019b9204da9 ApiDepthKey 2 ApiActivityIdKey b81c5ece-4945-4025-a4fb-82696798d75c ApiPluginSolutionNameKey System ApiStepSolutionNameKey System ApiExceptionCategory ClientError ApiExceptionMesageName DuplicateRecordEntityKey ApiExceptionHttpStatusCode 412 DuplicateEntity GOT REMOVED, CONTAINS THE EXISTING ENTITY FIELDS FROM THE CRM DuplicateAttributes existing.email@email.com http://go.microsoft.com/fwlink/?LinkID=398563&error=Microsoft.Crm.CrmException%3a80060892&client=platform A record that has the attribute values Email already exists. The entity key EmailAlternateKey requires that this set of attributes contains unique values. Select unique values and try again. 2020-01-27T20:05:28.9939507Z false b81c5ece-4945-4025-a4fb-82696798d75c -2147088238 ApiExceptionSourceKey Plugin/Microsoft.Crm.Common.ObjectModel.ContactService ApiOriginalExceptionKey Microsoft.Crm.CrmException: A record that has the attribute values Email already exists. The entity key EmailAlternateKey requires that this set of attributes contains unique values. Select unique values and try again. ---> Microsoft.Crm.CrmException: A record that has the attribute values Email already exists. The entity key EmailAlternateKey requires that this set of attributes contains unique values. Select unique values and try again. at Microsoft.Crm.Platform.Server.DataEngine.EntityCrudManager.ThrowDuplicateRecordException(IBusinessEntity entity, ExecutionContext context, SqlException e) at Microsoft.Crm.Platform.Server.DataEngine.EntityCrudManager.Update(IBusinessEntity entity, FilterExpression filter, ExecutionContext context) at Microsoft.Crm.BusinessEntities.BusinessProcessObject.DoUpdate(IBusinessEntity entity, FilterExpression filter, ExecutionContext context) --- End of inner exception stack trace --- at Microsoft.Crm.Extensibility.VersionedPluginProxyStepBase.Execute(PipelineExecutionContext context) at Microsoft.Crm.Extensibility.PipelineInstrumentationHelper.Execute(Boolean instrumentationEnabled, String stopwatchName, ExecuteWithInstrumentation action, PipelineExecutionContext context) at Microsoft.Crm.Extensibility.Pipeline.<>c__DisplayClass3_0. b__0() ApiStepKey 90750cb3-cfdc-db11-8341-0019b9204da9 ApiDepthKey 2 ApiActivityIdKey b81c5ece-4945-4025-a4fb-82696798d75c ApiPluginSolutionNameKey System ApiStepSolutionNameKey System ApiExceptionCategory ClientError ApiExceptionMesageName DuplicateRecordEntityKey ApiExceptionHttpStatusCode 412 A record that has the attribute values Email already exists. The entity key EmailAlternateKey requires that this set of attributes contains unique values. Select unique values and try again. 2020-01-27T20:05:28.9939507Z false b81c5ece-4945-4025-a4fb-82696798d75c -2147088238 ApiExceptionSourceKey Plugin/Microsoft.Crm.Common.ObjectModel.ContactService ApiOriginalExceptionKey Microsoft.Crm.CrmException: A record that has the attribute values Email already exists. The entity key EmailAlternateKey requires that this set of attributes contains unique values. Select unique values and try again. ---> Microsoft.Crm.CrmException: A record that has the attribute values Email already exists. The entity key EmailAlternateKey requires that this set of attributes contains unique values. Select unique values and try again. at Microsoft.Crm.Platform.Server.DataEngine.EntityCrudManager.ThrowDuplicateRecordException(IBusinessEntity entity, ExecutionContext context, SqlException e) at Microsoft.Crm.Platform.Server.DataEngine.EntityCrudManager.Update(IBusinessEntity entity, FilterExpression filter, ExecutionContext context) at Microsoft.Crm.BusinessEntities.BusinessProcessObject.DoUpdate(IBusinessEntity entity, FilterExpression filter, ExecutionContext context) --- End of inner exception stack trace --- at Microsoft.Crm.Extensibility.VersionedPluginProxyStepBase.Execute(PipelineExecutionContext context) at Microsoft.Crm.Extensibility.PipelineInstrumentationHelper.Execute(Boolean instrumentationEnabled, String stopwatchName, ExecuteWithInstrumentation action, PipelineExecutionContext context) at Microsoft.Crm.Extensibility.Pipeline.<>c__DisplayClass3_0. b__0() ApiStepKey 90750cb3-cfdc-db11-8341-0019b9204da9 ApiDepthKey 2 ApiActivityIdKey b81c5ece-4945-4025-a4fb-82696798d75c ApiPluginSolutionNameKey System ApiStepSolutionNameKey System ApiExceptionCategory ClientError ApiExceptionMesageName DuplicateRecordEntityKey ApiExceptionHttpStatusCode 412 A record that has the attribute values Email already exists. The entity key EmailAlternateKey requires that this set of attributes contains unique values. Select unique values and try again. 2020-01-27T20:05:28.9939507Z false b81c5ece-4945-4025-a4fb-82696798d75c -2147088238 A record that has the attribute values Email already exists. The entity key EmailAlternateKey requires that this set of attributes contains unique values. Select unique values and try again. 2020-01-27T20:05:28.9939507Z false Again, for some resason it seems like it tries to create an already existing Contact entity, and since we have an AlternateKey on the email address, it'll fail. Any ideas? Thanks for your answers!

What did you have in mind?

In your situation I'd recommend installing a second portal which uses the Community template. Then, move the blog-related web page, templates, etc. to be associated to your original portal. You can then delete the newly created portal, including deleting the left over data in Dynamics. As mentioned above, there are two things you need installed: the solutions associated with the Community template and the data. This is the easiest approach to get that. Nick

I've setup the Sharepoint integration and everything is working except search. When I try to search using the search box in the related documents tab I don't notice any change. It looks like the documents grid refreshes but nothing actually changes. Am I doing something wrong or is this expected?

I have a requirement to connect CRM to various custom websites via API. CRM comes with a WebAPI, but it seems like a dumb I/O interface rather than something that can incorporate complex business logic and give detailed feedback on why the request will not be accepted. Sure, you can run workflows and business rules after the request is accepted (which have their limitations due to the UI-based configuration), but that won't help with giving useful feedback to the sender if those workflows fail. Some business requirements/logic could be: required fields (different fields required in different scenarios) check if a related record has a certain value before accepting the request. performing calculations that depend on various record attributes giving custom responses akin to that of custom REST API The alternative to fully relying on the CRM's WebAPI is to create an intermediate REST API that will handle the business logic, validation, and custom responses. I expect that there are two options: C# plugin powered by the CRM SDK, or a custom REST API server that uses the WebAPI . If those are the options, which one is better? Is the close coupling of the REST API as a CRM plugin worth the benefits?

Hi Everyone A huge thank you to all for supporting me by watching my videos, subscribing to my channel and…

When you place the fields on the form like that, they will be read only. Look into using the Activate and Deactivate options in the Action Button Configuration section on the Additional Settings tab. Nick

Hi, How to setup that untracked e-mails are not shown in Timeline of certain entity? Thnak you in advance

The resources required for the CKEditor are available on the Portal as well - they are used for features like forums and blogs. You can simply use the CKEDITOR.replace() functionality. However, if you're hoping to use it on Entity Forms or Web Forms, you might run into issues with the built-in Request Validation, as those fields are not expecting to see characters like . Hope that helps. Nick

Hi How would I enable an audit on a Contact entity which you are suggesting? Could you pass on some instructions to do so.

That is exactly what happened. Making unsearchable in the Entity settings removed it from the list for me to see but it was still checked. I unchecked it in the quick find view settings and it no longer gets searched. Great catch!

Years of suffering through this stuff!

Thanks Dennis, I am glad that you resolved the issue. Based on the information you provided I will sent this to our Support and Engineering teams as the documentation doesn't seem to include this scenario.

Any update on this?

You can do PROD refresh (copy) over to sandbox instances (lower regions like Dev, QA, UAT). Hope you don't have lot of on-going development stuffs, otherwise backup them after refresh. cognettacloud.net/.../ This will overwrite the sandbox environments with PROD schema or full restore based on your choice. (Schema only should be enough)

Thank you. I was hoping to avoid JS, but I'll go with what works.

Thank you for the detailed answer. I was hoping to avoid JS, but will use what works... this looks thorough.

Thank you! (How do I mark as verified??)

Thank you, Leo. Much appreciated. Can JS also change a subgrid to read-only? Is that doable?

JS will not be able to do OOB grid read-only.