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..

[Note]: If you have landed on this page directly from a google search or through an external link then i recommend to have a look at this  Blog Post This should be straight forward, not as difficult as the Liquid Template  which we discussed earlier. Data retrieving using OData feed can be implemented just by customization and no coding is required. Below are the steps to retrieve CRM Data into Portals using OData feed Identify the 'Entity' and corresponding 'View' in CRM which is to be exposed on to Portal. Prepare 'Entity List' in in 'CRM > Portals' Enable OData Feed on Entity List Access the OData feed in CRM Portals Use Case/Scenario:  We will try to fetch all appointments available in CRM on to Portal Step 1: Identify Entity and View Based on the current use case, below is the entity and view information. Entity Name: Appointment View Name: All Appointments Step 2: Prepare Entity List  1. Go To: Portals > 'Entit...

[Note]: If you have landed on this page directly from a google search or through an external link then i recommend to have a look at this  Blog Post . Current blog post explains how to retrieve data from Dynamics CRM to CRM Portals using Liquid Template. Use Case/Scenario : We will try to fetch all appointments available in CRM on to Portal Step 1: Prepare FetchXml 1. Open CRM Instance 2. Go To Advanced Find > Select Appointment Entity > Select View as 'All Appointments'  3. To make sure you have some data, click the "Results" button on Ribbon 4. Download the FetchXml using ribbon button on header. Step 2: Prepare Web Template 1. Go To: Portals > Web Template > New 2. Provide below details Name: Name of your Web Template Website: Select your Portal instance Source: Here goes your Liquid Template, this is very easy to build and use.  Load data into local variable : Using 'Liquid Template FetchXml' tag, we wi...

When we are working with Dynamic CRM portals, we often require access to some other data in CRM instance other than the current page context. For this case CRM does not provide a straight forward way to access data using WebAPI. But options are open to extend the functionality using Liquid Templates and ODATA for exposing the data from CRM instance to CRM Portal which allows us to retrieve and format the data. Before we get started with this, below are few prerequisites to make sure you understand what we are going to deal with: 1.  Liquid Template   Liquid is an open-source template language integrated into Dynamics CRM as dotliquid . It can be used to add dynamic content in pages, and to create a wide variety of custom templates. It is easy to learn. Limitations of Liquid: As Liquid is a template language, it runs on server side and executes only on page load. This limits the usage of liquid template as we do not have any established connection to the server all time...

In a online instance we do not have that much flexibility to debug the plug-in, as we do not have the server on-premise and access to it. To get away with this scenario and debug a CRM Online plug-in we can do that using Plugin Registration Tool by Installing Plugin Profiler and attaching the debug process to the step of our plugin. CRM Online version we cannot have a real-time debugger when the application is running, to simulate this Plugin profiler stores the profiled component into a exception log or an entity (based on user selection) and provides ability to debug the plugin in an simulated environment. Below is the Step-by-Step process to achieve this: Open Plugin Registration Tool Install Plugin Profiler Once Profiler is installed successfully, you should see "Plugin Profiler" in Registered Plugin section Go to the step of your plugin where you would like to debug and click on "Start Profiling" I will be storing the Profiled compone...