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How to hide a button of split button in the sub grid

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Hi Guys,

I want to hide a button in the split button on the sub-grid, but I found I enable a rule to hide a button in the split button, it will hide entire split button, however I use the same way, put a split button in a home page, it can hide one of the split button, I used the same code to test, That's weird. 

Anyone know how to hide one of split button on a sub-grid? 

Thanks,

Stone


How to Track the BCC emails in Dynamics 365 CRM 2015

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Is there a way to track BCC emails in Dynamics CRM?

I read about a "folder-level" tracking feature, but i don't see that in the email settings of my environment.

how does one test for success of IOrganization.Retrieve?

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Here's the code -- maybe I'm missing something fundamental:

Entity CfP = service.Retrieve("msdyn_contactforparty", salesorder.GetAttributeValue<EntityReference>("msdyn_contactperson").Id, new ColumnSet("msdyn_contactid"));
                            if (null != CfP && CfP.Contains("msdyn_contactid")) {
                                Entity forUpdate = new Entity("salesorder", salesorder.Id);
                                forUpdate.Attributes.Add("new_contact", CfP.GetAttributeValue<EntityReference>("msdyn_contactid"));
                                service.Update(forUpdate);
                            }

This is in a plugin.  The problem is, while it works fine at solving the requirement, I am being slathered with system job failures when I don't even expect it to fire, System.NullReferenceException: Object reference not set to an instance of an object.

  • I test and step filter on msdyn_contactperson, so that has to be there
  • the step is on Update of salesorder, so there has to be a salesorder
  • which leaves me questioning CfP

Microsoft doesn't document the result of the failure to find a record to retrieve.  Is my test for null wrong?  Is it necessary to trap an error on the retrieve?  (Of course, how can there be the lookup on the salesorder yet the contactperson not exist!)

Can anyone see where there might be a null object reference?

TIA

PS- sorry for the debugging question

Can't create contact because Business Rule is applying to Quick View Form on Main Form

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I have a business rule with All Forms scope that displays an error if Mobile Phone and Primary Email are empty and requires both until at least one is filled.

One of my forms has neither of those fields on it EXCEPT in a quick view form related to a lookup field in that form. When I try to create a contact on this form the error messages display at the top of the page just below the ribbon and I'm not able to save my contact. This is despite the lookup field being empty so the quick view form is hidden.

I've tested this on other forms without those fields or quick view forms and they work. I've also tested my rule with the scope set to one form and my saving issue stops, so the only thing I can think of is the business rule thinks those two required fields are on my form because of the quick view form.

Any thoughts on why the rule is applying to a quick view form? I thought it was only main and quick create forms.

Please can anyone direct me to Microsoft Dynamics CRM 2016 API Documentation?

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Please can anyone direct me to On-premise Microsoft Dynamics® CRM 2016 API Documentation?

I've been trying POST {{url}}/api/data/v8.2/accounts in postman with an OAuth2 token but getting to 500 internal server error.

I am trying to create a custom Power Automate connector to the On-premise Microsoft Dynamics® CRM 2016.

Content security policy is missing

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How to fix csp missing issue in dynamics crm 365 ? 

Account fields not populating Order fields based on 1:N relationship

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I have a 1:N relationship defined to populate Order fields from Account fields yet the Order fields are not being populated. 

I checked field names but everything seems OK and I added new fields to the relationship but they too are not populated

Attached:

Relationship definition

Account form field

Order form field

Workflow error - Data at the root level is invalid. Line 1, position 24.

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Hi all

I am trying to create quote approval workflow. I am using this tool - msdyncrmWorkflowTools (1.0.52.1):Rollup Functions.

The workflow depends on product hierarchy level.

When i start the process the system provides the error - 

"Unexpected exception from plug-in (Execute): msdyncrmWorkflowTools.RollupFunctions: System.Xml.XmlException: Data at the root level is invalid. Line 1, position 24"

There is XML file which i created by Advanced find in CRM - 

<?xml version="1.0"?>

-<fetch distinct="false" mapping="logical" output-format="xml-platform" version="1.0">


-<entity name="quotedetail">

<attribute name="productid"/>

<attribute name="productdescription"/>

<attribute name="priceperunit"/>

<attribute name="quantity"/>

<attribute name="new_kmextendedamount"/>

<attribute name="quotedetailid"/>

<order descending="false" attribute="productid"/>


-<link-entity name="product" alias="aa" link-type="inner" to="productid" from="productid">


-<filter type="and">

<condition attribute="new_hierarchyproductgroup" value="10" operator="eq"/>

</filter>

</link-entity>

</entity>

</fetch>

Please help me to clarify what is wrong?


Multiselect dropdown in portal without using place holder text field in dynamics 365

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Hi,

I need to use more than 10 multi-select dropdowns for the CRM portal app.
 i looked at this option. it is working.
https://community.dynamics.com/365/b/engineeredcode/posts/powerapps-portals-multiselect-option-set

 However, if i keep the place holder text field for more than  10 dropdown fields. I will end up creating more than 20 fields (10 multi-select option set fields and place holder text fields which used to save the selected values. Then use a plugin to read from the text field to save the values to multiselect optionset field).

Is any way to implement a multi-select dropdown without having placeholder text fields?

Pulling a Notes Report

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I am trying to pull a Notes report-  all students' notes in one semester that includes their name, notes and the date.

I select "Notes" under "look for" but after that, unless I select each student separately by "Account," how do I pull all notes for a semester?

Thank you.

GetAsync Problem in c#

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Hello everyone ,

can any person help me to resolute the problem here. Thanx

Getting empty results in FetchXML Query

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Hi everyone, 

I am trying to execute a FetchXML query that is returning the correct number of array items. However, the attributes are having empty strings. Please see the attached screenshot for reference.

I have also enabled table permissions for Anonymous users. 

Any help would be really appreciated. Thank you 

How tp Pass text field value from Portal form submit to C# Plugin

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Hi,

When a user submits the form from the Portal page, How I can get the submitted text field value in  C# plugin?

thank you,

Siva

View Selector in customer type field

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hi i cant see (Additional Properties) in customer type field.

how can i have View Selector for customer type field in my form?

Building Questionnaire in PowerApps Portal

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Hi everyone, 

 

Can anybody please give me hand with this? I have an entity form for "Order Request" which is working fine. Now I want to implement a functionality where a user must fill out a questionnaire while placing this "Order Request". I have already defined an entity for a set of questions and wondering how can I associate it with the "Order Request" form. 

 

Any help would be really appreciated. 

 

Thank you 


Need to hide on Close as won button on opportunity Homepage Level

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Hi Guys,

I have a button like "Close as won" on opportunity home page level. If I select the record on home page and selected record field  value "amount" contains > 0 and login user have sales person role then I need to show the "Close as won button" on home page otherwise I need to hide.

criteria: 1: Selected record fields value >0  and login user contains sales person role.

Thanks

Post reply - Unable to add images

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Hi All,

Can someone please tell me why I cannot add images when I reply to a post like I can when I create one?

Example:

Embedded event registration form drop-down fields not showing on website

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I've created an event registration form that I am hosting on an external website. 

On the dynamics event page the drop-down fields show your selection as below

but on the external web you can see the drop-down field options and make a selection


but as soon as you choose one, the field turns white and you cannot see which option you have chosen. The free text fields and single/multiple choice fields work fine

Do you know why the drop-down fields aren't showing the selected answer?

URL field not working

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Hi,

I have a field type URL. It is a calculated field, concatenating 3 fields. 

When I click on the field, it comes up blank. If I copy the url from that web page into a new tab, it works. So the address is correct, but why won't it work from the field?

Thank you! 

Remove Send from Queue Only - Custom Form

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Hello,

I am not a developer, just a support specialist who is trying to fix a few things without escalation.

On our default Email form, we currently have an issue where we can't send from a user account (with Dynamics-enabled and Outlook connected) but only from a queue. This was written in by our original developers 5+ years ago and is no longer needed. You can see the popup here:

Default Email Form Properties:

Here is the JavaScript for new_EmailForm.js:

(function () {
var parentActivityLoaded;
var formContext;

parentActivityLoaded = function (activity) {
var fromAttribute, newValue, queueItem, queueRef;
queueItem = activity.Email_QueueItem.results[0];
queueRef = queueItem.QueueId;
newValue = {
entityType: queueRef.LogicalName,
id: queueRef.Id,
name: queueRef.Name
};
fromAttribute = formContext.getAttribute("from");
return fromAttribute.setValue([newValue]);
};

this.onLoad = function (context) {
formContext = context.getFormContext();

var fromAttribute, parentActivity, parentActivityId;
if (formContext.getAttribute("statuscode").getValue() === 1) {
parentActivity = formContext.getAttribute("parentactivityid").getValue();
if (parentActivity) {
parentActivityId = parentActivity[0].id.replace("{", "").replace("}", "");
return SDK.REST.retrieveRecord(parentActivityId, "Email", null, "Email_QueueItem", parentActivityLoaded, function () {
return Xrm.Utility.alertDialog("Failed to retrieve parent activity");
});
}
}
};

this.onSave = function (context) {
formContext = context.getFormContext();

var eventArgs, fromField;
eventArgs = context.getEventArgs();
fromField = formContext.getAttribute("from").getValue();
if (formContext.ui.getFormType() !== 4) {
if (fromField && fromField[0].entityType !== "queue") {
Xrm.Utility.alertDialog("Can't send email from users, select a queue instead");
return eventArgs.preventDefault();
}
}
};

}).call(this);

What can I change so that we can send as a user again? Let me know if I can provide anything else. Thank you! 

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