Forum Post: How to create from "scratch" a knowledge base article in Dynamics...
Hi! The organization downloaded and installed Dynamics 365 Portal in the primary instance. We want to add an article to the Knowledge Base section of the Portal but there is no documentation of how to...
View ArticleForum Post: RE: Email Tracking on contacts 2nd/3rd email address
it occur only on primary email. This is the same email field that get synced with outlook.
View ArticleForum Post: Moving CRM Database
Hi, We have some resource constraints that requires pointing CRM Server to another SQL server. Is it possible ? Can we point one tenant to other SQL server while other tenants point to different SQL...
View ArticleForum Post: RE: Moving CRM Database
This will help in moving DB to another server : community.dynamics.com/.../changing-a-microsoft-dynamics-crm-2013-sql-server-for-a-deployment However, as per my understanding, you wont be able to point...
View ArticleForum Post: Show/Hide optionset values....
Hello, Here is my scenario: I have Field A that is a drop down, Field B is a lookup and Field C is a drop down. Some how I need that when Field A is Football and Field B is Stadium and Field C is Yes,...
View ArticleForum Post: Lookup Custom filter error
Hi everyone, I am trying to apply a custom filter to a contact lookup based on a related entity. I am using the addPreSearch and addCustomFilter functions and from what i have seen in various forum it...
View ArticleForum Post: Locking notes, fields, documents.
Hi! I was wondering if I could lock fields or notes or documents but not change the security roles. Like when you create a note you can choose whether you want the not to be locked so no one can modify...
View ArticleForum Post: RE: Show/Hide optionset values....
you can use my Dependent Optionset Generator solution http://crmoptionsets.azurewebsites.net/ check the demo
View ArticleForum Post: RE: Show/Hide optionset values....
Would this actually work with a lookup field as part of the condition? My first field needs to be Football, then the other 2 fields, one is a lookup field and the other is an option set field. The...
View ArticleForum Post: associate one to many relationship through code
Hi, I am trying to associate one to many relationship through code, it seems that it is different from many to many association, since I just need add existing id to the relationship entity for many to...
View ArticleForum Post: RE: Locking notes, fields, documents.
Hi Egcoons, You would need to create field security profiles to lock the field - see this for reference www.powerobjects.com/.../enhanced-field-level-security-features-for-crm-2015 Not locked documents...
View ArticleForum Post: OptionSet value Hide/Show...
Getting an error on the below that says, "Unable to get property 'text' of undefined or null reference at RecordTypeOnChange function RecordTypeOnChange() { var RecordType =...
View ArticleForum Post: RE: Show/Hide optionset values....
with a lookup my solution will not work,you need to debug your code (and start to write the field names as all lowercase)
View ArticleForum Post: RE: OptionSet value Hide/Show...
Look at the following lines: var RecordTypeText = Xrm.Page.getAttribute("nhs_recordtype").getSelectedOption().text; var StartupText =...
View ArticleForum Post: RE: OptionSet value Hide/Show...
I removed the () after text in the second line, but I still get the same error message
View ArticleForum Post: RE: Locking notes, fields, documents.
You are able to lock fields using JavaScript or Business Rules, but you can't lock notes/documents without modifying security role. You can however hide them if you want to. To Disable a field in...
View ArticleForum Post: RE: OptionSet value Hide/Show...
You have to make sure Xrm.Page.getAttribute("nhs_startup").getSelectedOption() is not null Or just use Xrm.Page.getAttribute("nhs_startup").getText();
View ArticleForum Post: RE: associate one to many relationship through code
Hi, you can simply set the lookup attribute on the child entity childRecord["lookupattribute"] = new EntityReference(parentEntityName, parentId); ... Update(childRecord);
View ArticleForum Post: RE: associate one to many relationship through code
Hi, A one to many relationship is basically a lookup. You have to set the value of the lookup. This can be done from either JavaScript or plugin code. The target record in both cases must exist. In...
View ArticleForum Post: RE: OptionSet value Hide/Show...
I did the Xrm.Page.getAttribute("nhs_startup").getText(); and now get the below error ReferenceError: 'RecordTypeOnChnage' is undefined
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