D365 Learnings - My Scrapbook | Kranthi Gullapalli

This post explains how do we change/map existing portal instance with one instance to another CRM Instance. i.e. Once you portal instance is provisioned how to map it to another CRM Instance. When do we consider this scenario:  When you are under tight budget and couldn't purchase more portal instances then we can map the available Portal instance to the required CRM instance and validate the portal functionality on new instance. We do not have any Sandbox portal available, all Portal Add-On's are of same price and it depends on which CRM instance we map it. Thing to Note: To manage CRM Portal instance, you need to be a global admin/owner of the Portal in Azure settings. Scenario: I have one Portal instance "Portal Instance - 01" which i need to switch from 'My CRM Instance - 01' to 'My CRM Instance - 02' Process to switch portal instance: 1. Go to Dynamics 365 Administration Center 2. Select Application Tab 3. Select the name of your p...

I had a fresh installation of Windows 10 OS on my machine and downloaded the latest version of XRM Toolbox. I had got the below error when I tried to connect to the CRM Organization. Error : Metadata contains a reference that cannot be resolved: 'https://disco.crm11.dynamics.com/XRMServices/2011/Discovery.svc?wsdl&sdkversion=9'. Stack Trace : at System.ServiceModel.Description.MetadataExchangeClient.MetadataRetriever.Retrieve(TimeoutHelper timeoutHelper)    at System.ServiceModel.Description.MetadataExchangeClient.ResolveNext(ResolveCallState resolveCallState)    at System.ServiceModel.Description.MetadataExchangeClient.GetMetadata(MetadataRetriever retriever)    at Microsoft.Xrm.Sdk.Client.ServiceMetadataUtility.RetrieveServiceEndpointMetadata(Type contractType, Uri serviceUri, Boolean checkForSecondary)    at Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1..ctor(Uri serviceUri, Boolean checkForSecondary) Solution: It turned ou...

This is a quick short article; I was searching for the same and couldn't find a straight forward way and few have suggested using JavaScript. Below is the simple way: 1. Go To Settings > Customizations > Developer Resources 2. Copy the 'Instance Web API - Service Root Url' 3. Append '/savedqueries' to the above URL and open that in browser. 4. Search for your View name in the API result set for above url. 5. Check the 'savedqueryid' for the object in which your view name is present. Example Web API Url: https:// instancename .api. crm8 .dynamics.com/api/data/v9.1/ savedqueries Output Screen: Highlighted in above image is View Name and its corresponding View GUID. Hope it helps!

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...