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CMilton 110

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CMilton

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Dynamics 365 Developer 

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A Picture is Worth a 1000 Words
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Forums

Microsoft Dynamics CRM (Archived)

Grant access to Child Record Only
Posted on by CMilton 110
Hi Guys, I am struggling with a security requirement. I need to give access to a child record of Contacts, but not the parent Contact record I have two custom entities: Entity 1 has a 1:N relationship with Entity 2 Entity 2 has a N:1 relationship...

Microsoft Dynamics CRM (Archived)

Can you pass CRM parameters into a JavaScript web resource?
Posted on by CMilton 110
When creating a ribbon button, you can pass CRM parameters to it, such as SelectedControlSelectedItemsIds and SelectedControlSelectedItemReferences. Can you pass these into a custom JavaScript web resource and use them in functions? Thanks,Chris

Microsoft Dynamics CRM (Archived)

How do you initiate the close Opportunity dialogue with JavaScript, from a view?
Posted on by CMilton 110
Hi all, I have created a custom button on a view using ribbon workbench. The button displays a custom web resource and takes user input before updating a field.  Once this is complete, I would like to open the standard Opportunity close as ...

Microsoft Dynamics CRM (Archived)

Calculated fields not working with related entities
Posted on by CMilton 110
Hi all, I have created a couple of calculated fields on the contact entity. The purpose of these fields is to look at the parent company record and take a single value from a field. However, the fields won't pull through. I understand that yo...

Microsoft Dynamics CRM (Archived)

Change Order/Sequence of Composite Address Fields Using JavaScript
Posted on by CMilton 110
Hi all, I have a requirement to change the sequence of the address composite fields in Dynamics 365. From what I can see there is no supported method, so I was wondering if anyone knew an unsupported way? I understand the risks of directly manipul...

Microsoft Dynamics CRM (Archived)

CRM message delivery failures due to 'Invitation not sent'
Posted on by CMilton 110
Hi, I am working on a Dynamics 365 online environment, and I am getting the following error when sending automated workflow emails on behalf of certain users.   I have ensured that their mailboxes are approved and tested, and that the '...

Microsoft Dynamics CRM (Archived)

Unable to Create a New Work Order from an Opportunity
Posted on by CMilton 110
Hi all, I am exploring creating work orders based on an Opportunity. I noticed there was a button on the ribbon named 'Convert to Work Order'. However, when I click this button nothing happens... Can anyone confirm this functionality actu...

Microsoft Dynamics CRM (Archived)

Copying Activities and Notes from One Opportunity to Another via Workflow
Posted on by CMilton 110
Hi all, I am trying to design a workflow that creates an identical, duplicate Opportunity, when a certain field value and status is set. At the moment, I can successfully copy all of the fields to the new Opportunity, with the exception of notes ...

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