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InvalidPluginExecutionException - Need to show the custom message

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I need to show the error message while save the  record from UI through plugin. I registered the Plugin in Pre-Operation.

I used throw new InvalidPluginExecutionException("custom message here"). But its showing the Error details along with the custom message.

Now I need to show only Custom message and don't want to show the error details in the alert. How can I achieve this?

TIA


Reduce the height of the sections in UCI

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Hi,

I've added a web resources in the section the of the from but I can't adjust the height of the section. I have tried to remove the height through the unsupported way by using jQuery but it isn't working below the screenshot of the section that I am trying to remove.

And here is the jQuery I've tried,

function resizeIframe(){
debugger;


setTimeout(function() {
    headerFlagsResize(); 
    
}, 1500);


   
}

function headerFlagsResize() {
  debugger;
     $("section[data-id=tab_12_section_8]").css('height', '12px');
 
     
}


Thanks.

Dynamics CRM 2016 Excel Import Issue

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Hi All,

My client is using Dynamics CRM 2016 version On-Premises. While importing appointments in CRM using excel, we are getting unexpected results. Some of the appointments (customized entity) are getting updated from the excel sheet which gets imported successfully in CRM, but few fields remain as they were earlier. Please note there are no failures or error message while import. What could have been probable reason behind it?

Any pointers will be helpful.

Thanks in advance.

Import Issue

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Hi All,

 

My client is using Dynamics CRM 2016 version On-Premises. While importing appointments in CRM using excel, we are getting unexpected results. Some of the appointments (customized entity) are getting updated from the excel sheet which gets imported successfully in CRM, but few fields remain as they were earlier. Please note there are no failures or error message while import. What could have been probable reason behind it?

 

Any pointers will be helpful.

 

Thanks in advance.

Custom field value not getting updated

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I have created a plugin with message as send (Post condition), setEntity(Post condition) and SetStateDynamicEntity(Pre-condition) with primary entity as Email. When user send an email with or without attachment, i retrieved the actualEnd date from the email entity and update in the opportunity custom field as Last activity. It working fine in Non-prod environment, when we go for production it was not working. Please any one tell me what is the reason for this issue. And also please suggest me is there any outoffbox functionality to track the last activity date in the opportunity custom field.

Upload Documents to SharePoint from Dynamics CRM Plugin without putting credentials of SharePoint

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Hello friend,,

I have to Upload Documents to SharePoint from Dynamics CRM Plugin, but i don't want to put credentials of SharePoint.

I have configured SharePoint inside Dynamics CRM.

Please suggest me.

Open the SharePoint document in a new window from the CRM Portal

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Hello everyone,

I have a form in D365 CRM Custom portal that is showing up the list of SharePoint documents associated with the selected contact record.

Now, when I click on the Document link. It gets downloaded directly. But, I want to first see that document in preview mode and then if interested only then I would like to download it.

Is this possible? Is there any 3rd party tool that could help me to achieve this requirement? Or any other solution?

Thanks.

Regarding Subgrid count

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Hello Sir,

I have a product subgrid on lead form and I have written a javascript code to count number of products present in subgrid .

My code :

function SelectProductFamily_OnLoad(executionContext) {
// debugger;
var formContext = executionContext.getFormContext();
var formType = formContext.ui.getFormType();
setTimeout(function () {
debugger;
if (formContext.getControl("productsubgrid") != undefined && formContext.getControl("productsubgrid") != "") {
var leadCount = formContext.getControl("productsubgrid").getGrid().getTotalRecordCount();
// alert(leadCount);
var x = parseInt(leadCount);
if (formType == 2 && x == 0) {
formContext.ui.setFormNotification("Please Add Product Family.", "ERROR", "1");
}
else {
formContext.ui.clearFormNotification("1");
}

};
}, 2000);
}

it works but when after save and agin load the lead it shows message : "Please Add Product Family."


can i add popup to advanced find

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Hi,

I want to show a warning message when advanced find open, pop up or something like that.

Can i do that? do you have any suggestion for me?

BarLabelStyle=Left not working in bar chart

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Hi together,

I was creating a bar chart with the help of the Advanced Chart Editor from the XrmToolBox for a sales dashboard.

Everything's fine, but the BarLabelStyle=Left doesn't work as it should.

I've got two series. The first one shows the value in correct position, the second should be left, but it doesn't stay left.

The phenomenon is: when I increase the width, the shown value jumps to the left where it should be from the beginning.

Here are two screenshots:

Does anybody have any idea how to fix this?

Best regards

Mick

Javascript data access best practice methods

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Hi,

I am new to Java scripting in CRM, have done a couple of web resource using XRM model earlier.

Now that MS is depreciating XRM and replacing it with formContext, and the REST API tool, I am bit lost.

Please can I know which is the best of all going forward, and the best place to start in relevance to CRM if you know.

Thanks in advance.

Is it possible to tailor the contact merge window to add custom fields?

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Hi Team,

One of my client would want  tailor the contact merge window and would like to add new custom fields. Is there a functional way of tailoring the merge window?

How to set up and use XrmToolBox?

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I have my new Microsoft Dynamic 365 for Customer Engagement trial version downloaded and working well.

Now, I also downloaded XrmToolBox and trying to connect to my CRM trial version,

but it is failed to connect to it, does anybody have any experience how to connect successfully and show me how it works?

Please see my screenshot below, the real Organization url is the URL I used to register my trial version, but there is no Password field for me to create connection here, any idea here?  

I am wondering if the XrmToolBox doesn't work in trial version, can anybody confirm it?

thanks

When I click a lookup, I get an infinite loading

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When I click any lookup, the record it opens loads forever. Anyone know what could be causing this?

anniversary calculation

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Hi,

How can i create dynamic list based on anniversary date in advanced find for example birtday?

I read some documentaries and they suggest calculated field, Is there any other advice for me ?

For example; can i add a new operator to advanced find?

Thanks.


How to filter lookup based on 2 criteria

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Hi,

We have a contact lookup on Account that we want to restrict to only display the contact linked to that Account OR that Account parent account

Is there a script that be can be done for this?

I can do just the former via the built in form field "related records filtering"

Thanks,
Jonathan

Archiving contacts - Dynamic 365

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Hi Community,

Today we have been 'cleaning up' our contacts due to approaching our storage limit and I was wondering if there was a way to archive contacts that are currently in the CRM into either another entity or area, to condense space? We don't want to delete any contacts as we may need them again in the future.

Any help or advice you could provide would be highly appreciated. 

Many thanks,

Emma

Email Sends - Unsubscribes / Workflow

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Hi Community,

Can you please confirm if it's possible to build a workflow that generates an email to an internal email address when a contact unsubscribes? 

If possible, can you please confirm in steps how this is done?

Any information you can provide would be highly appreciated.

Many thanks.

Emma Hoadley

Customization of the ribbon. Entities related to Business unit

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Hi all!

I'm trying to hide 'add existing' button in the related to the Business Unit entity but can't find where should I do it.

Could you suggest to me where should I look to make this change?

Import Solution Double FIelds Column Header

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Hi team

Has anyone experience an issues where importing a solution from one environment to another environment ie (DEV to UAT), where the header fields have duplicated?

The solution from the DEV environment is showing correctly and the customisation.xml is showing now duplicates

cheers

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