dynamics-crm

问题 I need to hide the "Add New" button on a sub grid until certain criteria are met. Calling Xrm.Page.ui.refreshRibbon will trigger my JS function defined in my Enable Rule, but I can't get the + button to show up. Is this unsupported, or is there some methodology to get this to work? 回答1: Seems like you have to do few extra trick. Refreshing the subgrid command bar You will find that when the form is loaded, if there is a value in the attribute you have referenced in your enable rule, the Add

问题 I am beginner of CRM. I have few basic confusion. I want to clear it before I go for something big. I have 2 cases where I am getting confuse. Case 1: I have a Managed Solution with 2 version. MyAccount 1.0.0.0 and MyAccount 1.0.1.0. In version 1.0.0.0 I have field in CRM Account form. In version 1.0.1.0, I have added a field Address FAX and removed a field Website. So, when user add version 1.0.1.0, it will overwrite the design. Can I change this behavior if I want to keep older design? Case

问题 We're investigating other CRM platforms before investing time/money in updating our current Salesforce-based CRM. Here's what we're looking for: Easy migration of Salesforce data A support contact A community of developers and consultants Custom objects A customizable interface API access (in our case, we would use it for a syncing daemon that controls delivery of our content) Ideally: Ruby libraries, such as ActiveSalesforce, for interacting with that API Are there any options (besides

问题 I would like to fire an event when the user logs in to his account on Dynamics CRM ? Such as opening a Web App beside the CRM... Is This possible ? I know that I can write plug-in that allows to augment some business process such as account creation. Any advice will be appreciated ! 回答1: CRM does not expose a plugin message for "UserLogon/UserAccess" on which you can register a plugin. What you could do though is enable Audit User Access and register your plugin on Create of an audit entity

问题 I need to make a lot of modifications in MS CRM customization. Some of these customizations could be made in web-interface, dome of them need to be hacked in plain customization XML file. Even more, I'm not the one who is making changes: so I will be required to merge these changes done by one person in web-interface and by another one in plane XML. But MS CRM automatically produces quite big and fairly readable customization file where it's impossible to understand which changes belongs to

问题 Is it possible to run CRM4 in Windows 7? Even if not officially supported, is there a way to make it work? 回答1: No. It is not possible. The installer checks for the required operating system and will exit on Windows 7. You would have to patch the setup to remove this check. I would recommend to create a virtual machine and install the environment into it. See the supported server versions. 回答2: I don't know of any restrictions of running CRM on a windows 7 machine (actually I've seen a few

问题 I want to null check for money field in .net MVC web services how to null check I write this but i don't get answer //create module public Money Amount { get; set; } //Null Check if ((EntityObject.Amount) != null) { object Entity.Attributes.Add("budget amount", EntityObject.Amount); } How I write null check at Money field? 回答1: Money is a special datatype, you have to handle like below using GetAttributeValue . Money myMoneyField = (Money)EntityObject.GetAttributeValue<Money>(Amount); decimal

问题 The Article entity in MS Dynamics CRM 4.0 doesn't appear to be customizable. Is there any way to add some columns to the view that shows the list of article (without doing an Advanced Find)? I'd like to see the Created By and Created On attributes in there. 回答1: As far as my understanding of the SDK's page on "Unsupported Customizations" goes, this is a supported change....although I can't say for certain. Go to the following URL (making the necessary replacements): http://YOURCRMSERVER

问题 Can we do customization in Dynamics365 portal up to such extent that we create a website with asp.net and java script which interact with Dynamics365 entities and open inside dynamics365 portal. 回答1: Yes, you will probably need to setup single sign on authentication between your website and the portal, the suggested manner of which is Azure AD B2C. This is currently possible but undocumented, official support is coming soon. This slide is from an executive briefing by Microsoft last week. 来源：

问题 Let's say I have a very simple SSRS report for Dynamic365 Online as following: The FetchXML query is as following: <fetch distinct="false" no-lock="false" mapping="logical"> <entity name="account" enableprefiltering="1" prefilterparametername="CRM_FilteredAccount"> <attribute name="name" alias="name" /> <attribute name="createdon" alias="createdon" /> <attribute name="ownerid" /> </entity> Now I want to filter account by owner, I add a parameter as following: The value for my filter is