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Continue reading →: Field value null check in USD
We have configured ‘Session Overview Line’ for ‘Account’ entity which would come as below. However, for few Accounts, ‘Session Overview Line’ was not loading and it even breaking further USD configurations. Reason: Few ‘Account’ fields specified in ‘Display’ of ‘Session Line’ are Null which prevented ‘Session Overview Line’ load. Fix:…
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Continue reading →: Cryptographic operation error while opening ADX portal from IIS
I was getting below ‘Cryptographic operation’ error while opening ADX portal from IIS. From the error, it’s clear that ADX portal encountered issue while decryption of Password. Points to ponder: When you run ADX portal for the first time, it opens Configuration screen to capture CRM organization credentials. Credentials provided…
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Continue reading →: Useful JScript syntax’s – ADX/Dynamics 365 Portals
CRM form script’s (i.e., Onload, OnSave, OnChange) won’t run on ADX/Dynamics 365 Entity Form’s. What if we must Get/Set, Hide/Show or Enable/Disable controls based on business logic? We need to write custom script and add in “Custom JavaScript” section of “Entity Form”. In this article, I am providing syntax’s to…
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Continue reading →: CRM Entity List Export to Excel – ADX Portals
Of late, we got a requirement to export Opportunities from ADX portal. We had an Entity list “Managed Opportunities” configured in CRM and we enabled Export option with a simple configuration. Steps: In CRM, open the entity list “Managed Opportunities”. Scroll to the “Grid Configuration” section Click on “+Download” from Actions. And finally…
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Continue reading →: Denote an Unsaved record in a Session – USD
We got a requirement to denote an unsaved record with * in a session. Below is the scenario. User opens an Account record in USD USD opens a new Account Session User clicks ‘Create Task’ link from Agent Script. System should display * on ‘Task’ Tab until it gets Saved.…
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Continue reading →: Create an Incoming Phone Call Activity when a Call received from CTI – USD
In one of our requirement, we had to create a new “Incoming Phone Call” activity against the calling ‘Contact’, whenever a call received. In this article, I am using “CTI Simulator” (Download) to generate an incoming call. Refer MSDN article contains a Walkthrough on how to Catch the phone call…
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Continue reading →: Set Regarding Lookup and open a new Task form – USD
I was exploring USD and tried below scenario. From a new Account Session Add a ‘Create Task’ Agent Script Answer. On click, open Task form in a new Tab, pre-populated with ‘Regarding’ lookup with Account. I had a tough time to set ‘Regarding’ look up with ‘Customer’ using ‘New_CRM_Page’ UII…
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Continue reading →: Complete a transaction and throw exception in CRM Plug-in
Recently I was asked a question in my blog on how to achieve below scenario in plug-in. User try to save Account record by providing data in multiple fields. Create Plug-in should check whether any other Account already exists in CRM with provided data. If match found, update the existing record…
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Continue reading →: ‘http://event’ pop-ups with hosted controls of Hosting type ‘IE Process’ – USD
In my USD, I have a hosted control of type “IE Process”. Whenever it gets loaded, I was getting “http://event” IE pop-up and its blocking configured events of Hosted control to be triggered. Reason: These popups occur in IE 11 When the protected mode of IE set to ‘Off’ for…
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Continue reading →: Retrieve and Update record with alternate key using Web API – CRM 2016
Alternative Keys are useful to retrieve or update the records without the need of GUID. It avoids the overhead of retrieving record’s GUID while update operation. In conventional way, to update an Account record from external web application, you would need to get the GUID first and then update. With alternate key, you…
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Rajeev Pentyala – Technical Blog on Power Platform, Azure and AI 