Get and Set a lookup Value
I am working in the Service Activity Form in CRM2015. I would like to know if there is a way to get a value from the Services lookup field and then set the Services lookup field with that value. The...
View ArticleChanging Stage step on a ribbon button click
USIING CRM 2015I have changed out of the box Process to be something like thisPropose > Evaluation > CloseIn my design user will only get to click on the "Qualify" and "Disqualify" button in the...
View ArticleHiding Ribbon button based on the process stage
USIING CRM 2015I have changed out of the box Process for "Lead to Opportunity" to be something like thisPropose > Evaluation > CloseI want the out of the box "Qualify" and "Disqualify" button to...
View ArticleHow to add html content into the lead view
I wrote a server side plugin. For Microsoft Dynamics online CRM.that registered to the "retrieve" message, with the "lead" entity information. This plugin is being called when the user is trying to...
View ArticleCRM sharepoint integration annotation entity not syncing
folks,Just realised though able to do the CRM sharepoint Sync, unable to see the records moved across from CRM to Sharepoint for annotation/Notes entity.Env: CRM 2016 on premiseSp: SP 2013
View ArticleOrdering FetchXML results by linked entities' attributes
Hi Devs,Is there any way, I can filter FetchXML results by linked entities' attributes?See the sample FetchXML below. I want to order the fetched results by mysol_entity2.mysol_orderattribute first...
View Articlecrm2015 online: Cant customize forms (move sections or fields)
Hi everybody,i have a really tricky problem.In a crm online (update 1: 7.1.1.3138) i open the customize form.. if i want to rearrange the fields or forms, it cant be done (not by mouse, and not with...
View ArticleXrmServiceToolKit access from external portal
I need to do extensive CRM querying and want to share portions of HTML and Javascript between a custom portal and internal CRM portal. Is there a way to do this?
View ArticlePossible to avoid ACS configuration with Service Bus endpoint?
Hi,It is possible to avoid configuring ACS when registering service bus plugin, and use the default SAS for access control?-- Ilya
View ArticleCross-domain info retrieval in microsoft dynamics crm online
Hi, i am trying to add to the lead form in microsoft dynamics crm online My company content as an embedded content. I will need to send my company server the lead information and load html i get back...
View ArticleGet an oauth claims token to access windows 8 app
Hi all,We have an on premise CRM2016 environment. We need to make a call to an endpoint that is on a windows 8 platform and uses oauth 2 claims authentication. The endpoint won't let us in until we...
View ArticleXrm.Page.context.getUserRoles() returns SalesPerson role incorrectly
Hi,We have an organzation in CRM 2016. If we call Xrm.Page.context.getUserRoles() javascript function, it returns SalesPerson role along with the assigned security role for a user, even if user is not...
View ArticleCreating a new product, trying to use quick create form for Unit Group and...
How can I add a Quick Create form for Unit Group and Default Unit?Both entities have the Allow Quick Create option disabled and I am unable to add a new form i.e. there is no add new button like there...
View ArticleOpen Quick Create Form with JaveScript?
I want to open the quick create pane for a custom entity. Obviously if I click + Create on the menu bar and select my entity it works fine. But I want to open that same pane from my own code (maybe a...
View ArticleWorking on (account)Lookup Field in contact
Hi,I am having contact entity and account entity, I am having a custom field "new_verified" in account which is Two Optionset with "Yes" and "No" ,I want create a contact based on that field like if it...
View ArticleCalling a function in SDK.MetaData.js from an HTML web resource and I am...
Hi,I am trying to call a function in SDK.MetaData.js from an HTML web resource and I am getting the following error:JavaScript runtime error: Object doesn't support property or method 'getClientUrl'It...
View ArticleUsing javascript want to make attachement mandatory and...
Hi, I wrote a javascript to make attachement mandatory in Notes and I have tried to restrict Save Operation using executionobj.geteventargs().preventdefault() but it is not working. please help...
View ArticleCRM Online Connection & Authentication Error from Azure Web Jobs
Hello,Unable to connect to Dynamics CRM from Azure Web Jobs. < addname="CRM"connectionString="Url=https://pocenv.crm.dynamics.com;Username=lastname.firstname@corp.edu;Password=pass@wd"/>Following...
View Articleset the RegardingObjectId
Can you please say the syntax for how to set the RegardingObjectId in javascript ?
View ArticleI got this Error: resource not found for the segment 'emailSet'
My Code is: function createREST() { var createEmail= {};createEmail.RegardingObjectId= { id: "CA6A23C2-14A8-47EF-BAA8-8AA05AEFFDFA" , logicalName: "email", type: "EntityReference" };...
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