Hi Patrick, Did you ever get this sorted out? I'm seeing this behaviour in one of our clients' production organization currently and wanting to somehow force it to pick the active contact. Thanks for any help you can provide! Scott
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Forum Post: RE: Receiving emails for inactive or merged contacts
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Forum Post: RE: Force Email Confirmation During Registration (Authentication/Registration/RequiresConfirmation)
Hi Jason, I have the same problem with you. The setting Authentication/Registration/RequiresConfirmation does not appear to work. Have you solve this problem? Please let me know, thanks. Best, Dongxu
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Blog Post: The clock is ticking on the Unified Interface
It’s been long coming. We’ve seen it popping up here and there. We’ve got a taste of it, and a choice to enable it. Yet, some have ignored it. As much as possible. Now is the time to pull your head out of the sand, and have a good look around. The classical web interface is going away. Whether you like it or not, it’s time to act! As Charles Lamana stated in this article HERE , the transition has to happen before October 01, 2020. No more beating around the bush. If you haven’t started to look into what’s involved in the transition, now is the time. It’s typically not going to be a simple flip of the switch case. First off, start by finding out when is your organization scheduled for the transition. You can do that by going to the transition portal, available at: https://runone.powerappsportals.com/ You can postpone your transition date to give you time to figure out what needs to be done. At this time, many partners are in the process of transitioning their existing customers. This is, in some instances, an intensive process. I will strongly recommend you do the following two things: Reach out to your implementation partner, sooner than later, to save your spot in the queue. Make sure your current implementation partner has a well fleshed process to transition your Organization. If you are not satisfied with what’s presented, check out other partners in the area. Questions? Comments? Drop a line below!
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Forum Post: RE: After Update to Dynamics 365 2019 release wave 2 BUGS Introduced
Hello Casper, Hope you are well. Apologies on the inconvinient this may be causing. Please open a support ticket with us to get full traction/understanding of the full context so we can provide a confirmation and guidance. Thank you.
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Forum Post: RE: Use the ClientScriptManager.RegisterForEventValidation method in order to register the postback or callback data for validation.
Hello, I have exactly the same issue. Dis you find a fix ? I tried the solution proposed by Ravi Kashyap but it doesn't fix. Thanks, Nicolas
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Forum Post: Dynamics Marketing Email Templates
We have users with a Sales license who are unable to add an email marketing templates, this has only happened since we upgraded to the latest Marketing app version. I have system admin access and it is fine but any other user is not. Is this something to do with the user preferences or a setting we need to address?
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Forum Post: RE: Subgrid: Can it be conditional?
Hi partner, Thanks for your recognition and unfortunately we could not use JS code to set the subgrid to read-only. But you could hide the add button in subgrid by ribbonworkbench. carldesouza.com/.../ Best Regards, Leo
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Forum Post: RE: How can I sync all the Dynamics CRM online instances (Dev, QA, UAT and Production)?
Thank you Arun for your suggestion. The PROD instance has the managed solution and changes that were done on the default solution (that will be unmanaged). There will be on going development and UCI transition activity coming up. Do you think this will be the best approach to copy the PROD instance on downstream instances?
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Forum Post: Moving Navigation bar on left side in D365 Portals
Hi All, We have a requirement where clients wants to move navigation bar of D365 Portal to left side. Is this possible and how can we achieve this? Change this to: this:
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Forum Post: RE: Disable Change View Option
Hi partner, The option of "view selector" in subgrid could only control the view of the subgrid, not in lookup view. For example: Enable view selector. Disable view selector. If you want to hide the change view ribbon, you could use unsupported JS code to hide it by css. Add the code on the form onload event. function subgridCustomization() { var cssRules = ''; cssRules += 'ul[aria-label="Lookup recently used results"] {display:none!important} '; cssRules += 'button[aria-label="Change View"] {display:none!important}'; var styleElement = parent.document.createElement('style'); styleElement.appendChild(document.createTextNode(cssRules)); parent.document.getElementsByTagName('head')[0].appendChild(styleElement); } This method was provided by Alex in this thread. https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/373000/how-to-restrict-recent-and-change-view-for-subgrid/986681 Hope it helps. Best Regards, Leo
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Forum Post: code to hide and show a field in crm in Order
Hi, In order form we have 2 fields called old booking number and new booking number. In the main order view, we have a button to copy and move the order, on click of that button, a new order will be created with a new order date & details, in that scenario i want to show the old booking number field by hiding the new order number field and when i click on the old order number, i should make the new booking number field visible. How can i implement this. Thanks in Advance.
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Forum Post: RE: code to hide and show a field in crm in Order
Hi Greetings ! your scenario is not clear , but from my understanding you can use javascript form load event, and old order field on change event to control the visibility. if you can post a clear description we can answer you better ! Thanks, Nagaraju
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Forum Post: RE: lookup field value dispaly [object Object value]
Hi Greetings! basically lookup has three properties and when we set the value through javascript we follow below method , to set any lookup field. In your case you are not populating the name property that the reason it's not able to display the record name, the moment you save the record it's going to CRM DB and fetching the name based on GUID you provided and populating the name ( text representation of the record) in that field. var lookUpObj = []; lookUpObj[0] = {}; lookUpObj[0].id = recordId; lookUpObj[0].entityType = entitySchemaName; lookUpObj[0].name = recordName; Xrm.Page.getAttribute(lookUpSchemaName).setValue(lookUpObj); Thanks, Nagaraju
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Forum Post: RE: Customer entity record creation based on Contact's child account of contact's account
Hi Praveen Greetings ! Let me understand your scenario once. So how contact and account related ( through OOB Company Name lookup field on contact)? so when you mention child accounts are they child accounts of Parent Account ( i.e, Comapany Name). or else have you created any custom relation between account and contact? One basic thing is we can update the field value of parent record through ( 1:N) but we can't update the child records field through update step in Workflow . Thanks, Nagaraju
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Forum Post: How to get optionset value in Fetchxml Alias entity c#
How to get optionset value in Fetchxml Alias entity in C#? i am using two entity in fetchxml i want to get second entity optionset value or text using c#
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Forum Post: RE: Customer entity record creation based on Contact's child account of contact's account
Hi Praveen, The most appropriate way for this requirement is to use plugin. If you would use the OOTB method, it is also possible. Let me talk about using OOTB workflow. Trigger : Account's "school" field changes. Condition : 1) Account's "school" field is "Yes". 2) Parent Account's Contact has a Phone call activity. 3) Parent Account' "school" field is "No". Action : Create a custom entity (OMWI) record. The second condition cannot be set directly, so we have to create two custom fields and two additional workflows. The other settings are simple. Create a two-option field "Contact has Phone call" on the Contact , and then create a workflow for the Phone call activity . Triggered when a Phone call activity is created, the condition is that the "Contact has Phone call" is No, and the action is to update "Contact has Phone call" to Yes. Create a two-option field "Account has Phone call" on the Account , and then create a workflow for Contact . Triggered when "Contact has Phone call" changes, the action is to update its (Company Name) Account's "Account has Phone call" to Yes. Using these two custom fields and two additional workflows we can determine if Parent Account's Contact has a Phone call activity and put the result on the parent account. Finally, back to the original workflow. The second condition can be set to Parent Account's "Account has Phone call" field is "Yes". In this way, the workflow that implements your request is complete.
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Forum Post: RE: Expand / Collapse view
Hi partner, Unfortunately, this is currently not possible. I would recommend you share your idea with Microsoft: experience.dynamics.com/.../
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Forum Post: RE: How to get optionset value in Fetchxml Alias entity c#
Hi Rocky, You can use the below code to get aliased option set value: string query = @" "; FetchExpression fetchExpression = new FetchExpression(query); EntityCollection entCollection = _service.RetrieveMultiple(fetchExpression); if (entCollection.Entities[0].Contains("statusoption")) int statusValue = ((OptionSetValue)entCollection.Entities[0].GetAttributeValue ("statusoption").Value).Value;
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Forum Post: RE: Can ACCESS TEAMS share record without adding a user in sub-grid template?
Hi Greetings ! If you want to automate without adding manually through sub-grid you can trigger a piece of code on creation of a new record and on sharing the record message ( plugin) next in your code you can fetch the user team , next fetch the users in that team. loop all the users and execute the below request to add the user to give access on that record AddUserToRecordTeamRequest adduser = new AddUserToRecordTeamRequest() { Record = entityToAdd, // record you want to share SystemUserId = UserId, // pass every user one by one in loop TeamTemplateId = teamTemplateId // access team teamplate ID }; AddUserToRecordTeamResponse response = (AddUserToRecordTeamResponse)service.Execute(adduser);
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Forum Post: RE: To fetch the entity column name dynamically on custom entity form
Hi Greetings ! with below query you can get all the fields those are placed on form. var allFormAttributes = Xrm.Page.getAttribute(); you can loop this variable and work with each attriubute as you like.
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