D365 Learnings - My Scrapbook | Kranthi Gullapalli

If you work on CRM portals and mostly into writing JavaScript code then this is for you!! Two kinds of people land on this blog post To have a quick solution - For you, I will provide the solution first :) To learn something new - For you, ill explain the solution in detail later Quick Solution As you want to set the lookup value, keep below values of the lookup handy (in variables) in JavaScript code      1. GUID: Guid value of the Target Entity      2. Name: Name field of the Target Entity to display as the selected lookup value.      3. EntityName: Enity Name of the Target Entity. Use the above three values as shown below! Done your look up should be set after execution of below JavaScript code. Understanding the Solution CRM lookup features:      1. Can hold any type of entity      2. Always displays the value of 'Name' field (Which is required and mandatory for all the entitie...

Our CRM Sandbox portal had some obselete code and required an reset on instance to bring back to life... Once the reset is complete on the instance, on accessing the crm instance url i was presented with below error message: Record Is Unavailable - The requested record was not found or you do not have sufficient permissions to view it I am the Global Admin on the Instance and this error message was quite weird.. tried logging off and back in.. removing the license and adding it back.. none of them worked.. Solution: At last landed on a Dynamics CRM Community post which says to ' Clear Browser Cache, Close and Open the browser '.. That did work.. I was beating around the bush for more than 20mins at last landed up at this solution... hope this helps some one..

We had requirement to remove the search icon and related functionality for our CRM Portal and would like to share this quick configuration which might help some one. Scenario: To Remove the Search Icon from Portal which is shown below Solution: 1. Open your CRM Instance 2. Go to: Portal > Site Settings 3. Search for key 'Search/Enabled' and set to 'false' That should do it..