Hello Appreciate this is an old blog but hope that somebody is still monitoring these issues. My query is similar, I have a sub-grid of Accounts on a Case form. I want this sub-grid to filter out only the child accounts of the Case Customer Account. The sub-grid in the Case does not have the Account as a related record in the sub-grid Related Records Only list. I can use All Records to get to the Account but at the moment, without specifically mentioning the Parent Account in the view filter, I cannot get the sub-grid to filter out only the child accounts. I would like to do this OOB without scripting. many thanks Chris
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Forum Post: RE: Opportunity sub -grid view
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Forum Post: refresh page without javascript
hello everybody, it is possible to refresh page in dynamics CRM without using javascript? if yes please tell me how . Thanx
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Forum Post: RE: How do you export changes you made in the App Designer on a Dev site to a Prod site?
If I go to advanced settings>customizations>customize the system on both my Dev and Live site, I can see several Client Extensions. I'm not sure what you mean about having it in the Solution though?
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Blog Post: How to run Microsoft Flow through Custom Ribbon Button using http request
Introduction: Microsoft Flow is a Microsoft service which works as middle ware in different platforms and allows to perform many operations in Dynamics 365 CRM that is similar to workflows. In this blog, we will see how we can run the Microsoft Flow directly from the custom button of Dynamics 365 CRM. For example, we have a requirement to run the Microsoft Flow in custom button directly or after doing any operations. In order to achieve this, follow the steps given below: Step 1: – Create Microsoft instant Flow and select ‘When an http request is received’. Step 2: – After creating the Flow, set a unique name for the current Flow. Next, add JSON schema as per the data you want to receive or generate by clicking on use sample payload to generate schema . In this blog, we will be passing JSON object to the request as given below: Step 3: – Add composer to store data that has passed to the request from Dynamics 365 CRM. Now save the Flow and copy URL of http request which is going to be used in script on custom ribbon button. Step 4: – Create a script file and add the JavaScript function for custom button. Step 5:- On click of button, script function will be called and http request will be executed. To run Microsoft Flow the process is as follows: Create a JSON object as data and make sure to provide the same property as we have in Microsoft Flow. Set the http request URL which we have copied in step 3 from Flow. And once we get the success status from the request we will be showing a popup message or you can have your own logic as per your requirement. Step 6: – Add custom button on the entity on which you want to run the Flow. We have added a custom button on account entity by using ribbon workbench and on click event we have selected the script and script function created in steps 4 & 5 as shown in the following screenshot: Step 7: – Now go to the entity and click on the custom button. Here is our Flow which ran successfully. Conclusion: Thus, with ‘When http request receive’ connector we can run Microsoft Flow by executing the http request from custom ribbon button.
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Forum Post: RE: Unified Interface - Custom Quick Create Forms
Sorry for the late reply. This really helped. We've had other forms that were not been added to the UCI app. Even though we used an existing solution to generate it initially.
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Forum Post: RE: How do you export changes you made in the App Designer on a Dev site to a Prod site?
Like you said you have uploaded a solution from Dev to Prod. This solution with the App should also include the Client Extensions component for your custom navigation. Select Add Required Component to add it to the solution. Export and import into Prod.
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Forum Post: Does anyone ever answer these post
I've used other communities and the response rate is amazing, as well as what I have learned. Just curious is why no one assist here
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Forum Post: Unified Interface - Xrm.Navigation.openWebResource - "no data found"
Hello, I am seeing a strange intermittent issue in the Unified Interface client. We select multiple items in a grid and then click on a ribbon button to launch an HTML Web Resource. We use the Xrm.Navigation.openWebResource() method to do this. Very occasionally, when the HTML resource opens, I get a window that simply says "No data Found". Refreshing the window (F5) then causes the resource to load correctly. Does anyone know what might be causing this? Best Regards, Shaun Harvey
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Forum Post: RE: Set Default field value in crm
Thanks all for the response. I have added one js if formtype is on create & used plugin on create of target entity with depth checking as context.Depth <= 3 so that while import what the field value is present in excel it will set in the form & javascript added for if from UI side we r creating record. Thanks again !! Thanks, Jharana
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Forum Post: Mapping D365 CRM optionset with KingswaySoft for data migration
Hello Experts, Need a quick help/guidance in resolving an issue. I an having an optionset(Role) whose datatype is int . When I use OptionSet Mapping Editor in KingswaySoft. Under Input column it populated only those value which are of nvarchar type not int. Please find the below screenshot. Need insight on how to mapp int Optionset in KingswaySoft. Thanks In Advance
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Forum Post: RE: Mapping D365 CRM optionset with KingswaySoft for data migration
Hi Please visit the following link if you havent already done so to see how you can map the option-set values www.kingswaysoft.com/.../optionset-mapping
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Forum Post: RE: Unified Interface - Xrm.Navigation.openWebResource - "no data found"
The first thing I would do is to check if the above error message is a custom one or UCI standard message. If possible please include screenshots as well
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Forum Post: RE: How do you export changes you made in the App Designer on a Dev site to a Prod site?
Hi As suggested by Stefan, make sure your solution has the site map of the App in the Client Extensions area. When an App is added to a solution, CRM would have prompted the user to add the sitemap as well as shown below If the user who added the App to the solution selected no, the Site map would not have been added to the solution, hence your changes are not coming across to prod. You can always add sitemap to the solution as shown below Once the sitemap is added, export and import the solution onto prod and you should have your changes on prod. What do you mean by exporting from the App Designer sorry? do you mean exporting the solution from App Designer screen?
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Blog Post: Self-Service Purchase Capabilities for Power Platform
You may have heard of it already, but there is going to be a new way to purchase Power Platform services soon – Self-Service Purchase Capabilities are arriving in November: There is a corresponding FAQ page that answers some of the questions you may have: https://docs.microsoft.com/en-us/microsoft-365/commerce/subscriptions/self-service-purchase-faq One thing to keep in mind, though, is that there will be no opt-out – every tenant in the commercial cloud will receive this update. In general, I’m guessing this is not a bad idea to give more flexibility to the individuals and to the groups within the organization, but there are a few related concerns, and, the way I see it, Microsoft leaves it to the organizations to resolve those concerns: “ Organizations can then rely on their own internal policies, procedures and communications to ensure that those individuals making self-service purchases are complying with company policies. ” Tenant administrators will be able to see who made the purchases, for instance, but, in general, this may create a bit of shadow IT situation, and that might be more concerning for the organizations that have to comply with the additional regulatory, auditing, data security requirements, or even just budgeting requirements. From that standpoint, the key thing to remember is that it’s still the organization that would be responsible if anything goes wrong (from the compliance standpoint) with the solutions purchased and implemented through the self-service. In general, I believe self-service is a good thing. Somebody willing to purchase a service won’t need to go through the long process of procurement anymore, and that might make the process faster/easier. However, that’s assuming procurement is there for the wrong reasons. Or, possibly, assuming it’s just easier for the organization to further decentralize service purchasing. Still, if you do need those approvals to happen, you may want to add a few more notes to the self-service purchase policies your company has established so far.
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Forum Post: RE: Opportunity sub -grid view
Hi You could try the similar approach suggested above. Create a Quick View form on Account entity and drop a subgrid to display all the child accounts. And then on the case form, add the quick view form and select the Case Customer lookup as the binding field. This should allow you to display list of child accounts on a Case form.
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Forum Post: RE: Created By filed Customer Self portal
Tnx for answer, it worked. But now I have issue with saving that field. When I go on view all cases page and to view details of one case I still see SYSTEM value for Created By field.
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Forum Post: How do I retrieve the number of records in the 1:N relationship from Account to Opportunity (the customer one)? I want to limit the number of opportunities that can be created for a given account
Has anyone written code to limit the number of records within a relationship? For instance, I want to limit the number of opportunities a user can create based on the account. So an account can only have 10 or so open opportunities at a time
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Forum Post: Portal - Scope/Permission Error
I have the Account entity. It has a 1:N relationship with Contact and 1:N with Leads. (OOTB relationships) Each Lead has a 1:N relationship with a custom entity named Claims. My goal is to allow an external customer, a contact of the account, to use the portal and create claims on an existing lead for their account. I have set up the portal and used the following entity permissions: Permission 1: "My Accounts" - Contact Scope for Account entity Permission 2: "My Account's Leads" - Account Scope for Lead entity Permission 3: "My Account's Claims" - Account Scope for Claims entity. On the portal, this successfully filters lists and lookups to those of the contact's accounts. Great. Problem : There is an Account lookup on the Insert form for a Claim. When I set the account, I receive the following Yellow Screen of Death: Sequence contains no elements [InvalidOperationException: Sequence contains no elements] System.Linq.Enumerable.First(IEnumerable`1 source) +405 Adxstudio.Xrm.Services. d__29.MoveNext() in G:\Agents\BA1256\_wap\83\s\Framework\Adxstudio.Xrm\Services\CacheDependencyCalculator.cs:331 System.Linq. d__59`1.MoveNext() +637 System.Linq. d__64`1.MoveNext() +79 System.Collections.Generic.List`1..ctor(IEnumerable`1 collection) +504 System.Linq.Enumerable.ToList(IEnumerable`1 source) +70 Adxstudio.Xrm.Services.OrganizationServiceCache.GetCachePolicy(Object query, Object result, Boolean invalidateDepedencies) in G:\Agents\BA1256\_wap\83\s\Framework\Adxstudio.Xrm\Services\OrganizationServiceCache.cs:0 When the account is left blank, this does not happen (successful submission). If the Contact is given Global scope for the Account entity, this does not happen. (debugging only) This also does not happen for the lookup to select your existing lead, whether blank or filled out. That saves correctly. I am developer, I know this is a Linq error. I have looked at the old, non-SaaS source code on Github, but these lines have been changed from that version. I have tried various combinations of Parent-Child permissions. No luck. I have cleared the portal cache, no luck. There is no front-end customization, javascript, entity metadata, etc. Any advice would be helpful.
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Blog Post: Microsoft Dynamics 365 Pricing: October 2019 Update
This month Microsoft announced new pricing for its Dynamics 365 family of products . This is the first major change in pricing since October 2017, when Dynamics CRM and Dynamics ERP products were rebranded, and several new apps were released. The current major Dynamics 365 apps are: Category Apps Marketing Marketing Customer Insights Sales Sales Microsoft Relationship Sales Sales Insights Customer Service Customer Service Customer Service Insights Field Service Field Service Customer Insights Remote Assist Guides Finance Finance Business Central Operations Supply Chain Management Project Service Automation Layout Business Central Retail Retail Fraud Protection Customer Insights Talent Talent Guides Other Forms Pro The new pricing discontinues the Dynamics 365 Customer Engagement bundle, offered at $115/user/month and which included Sales, Customer Service, Project Service, and Field Service. Volume discounts are still inherent in the new pricing, with the first app sold at $95/user/month and additional apps at $$20/user/month. The enterprise bundle with financials was also discontinued, replaced with the first app of Finance or Supply Chain Management at $180/user/month and additional ERP apps at $30/user/month. In case you were looking for Dynamics Portal pricing, this product has been renamed PowerApps Portal and pricing is now based on user logins per month. For more information, download the licensing guides: Dynamics 365 Licensing Guide Dynamics 365 Business Central Licensing Guide Dynamics 365 Mixed Reality Licensing Guide The prices mentioned in this post are commercial prices. Government pricing is available under volume licensing and in the Government Community Cloud. Non-profit pricing is also available.
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Forum Post: RE: Created By filed Customer Self portal
Zoran, Glad the proposed solution worked for you. As for the details page, you will need to add this new field to the Entity Form in order for it to be displayed on the details page. The reason the Created By is showing "SYSTEM" is because the portal has no context of who the CRM user is that created the record, since the portal uses the Contact as the primary record of authentication. Once you find the Entity Form that is being displayed for the Case details, you can remove the Created By and replace with the field that was mapped via the Entity Form Metadata. Thank you, Matt Bayes
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