Ms. Dynamics CRM

Setup Dynamics 365 Trial with Marketing App in Same Organization

noreply@blogger.com (Missdynamicscrm) — Tue, 07 Sep 2021 08:36:00 +0000

Hi all,

I am trying to setup trial for a training that will need both Customer Service, Sales, and Marketing together, however, everytime you setup a trial from this URL:

https://dynamics.microsoft.com/en-us/dynamics-365-free-trial/

It will then create new organization and that means the data won't be shared, it is perfectly aligned with this article:

https://docs.microsoft.com/en-us/dynamics365/customer-service/trial-faq#can-i-sign-up-for-multiple-dynamics-365-apps-such-as-sales-marketing-and-customer-service

I try to "Get Free" each application and then it created multiple environment for me:

But, I want to install Marketing in the Environment 1, the one I created first which already had Customer Service, Field Service, and Sales Hub. Currently, it is in 2 different environments.

This what I learned that make it happens.

1. You need to setup trial

https://dynamics.microsoft.com/en-us/dynamics-365-free-trial/

2. I suggest to start with Customer Service because it has many things inside

3. Then, you can setup the Marketing Trial (which is my environment no 2), same from here:

https://dynamics.microsoft.com/en-us/dynamics-365-free-trial/

But, choose Marketing

4. Then you will see new environment: "Marketing Trial" will be created in your tenant and you can have Marketing app there.

5. You cannot get more than one Marketing App in the Trial tenant, so what you need to do is you need to uninstall the app to be installed in another environment.

6. Go to the Admin Centre and go to the Dynamics 365 Apps

Power Platform admin center (microsoft.com) then click Manage

7. Then You should see it is installed under Marketing Trial and you need to uninstall it to free up the app.

8. After it has been uninstalled, under the same link when you uninstalled, you will be able to Install it to different organization, it will take some times.

9. And here is the result after you install it to another environment.

Here we go your Marketing app is Ready to Use

*Please note that this may not work in the future.

Hope this helps! Thanks

Join Multiple Tables in Canvas App using Lookup

noreply@blogger.com (Missdynamicscrm) — Sat, 31 Jul 2021 02:40:00 +0000

Hi all,

So, imagine that you have 2 tables

Table A: "Team Assignment" and Table B: "Player", with Player (Display Name: Player and Schema Name is new_playerid) is the Foreign Key

Now, I want to have gallery in CanvasApp that showing the Information:

Team Name, Player Name, and Date of Birth

I have been trying to find the answer and could not find it because typically if you just use lookup and without match the foreign key which is Player Id in this case, you will not get the correct Date of Birth, instead will just get the "first record" which is in the case is 1-Jul-95 (Donny's)

So, here is the answer:

Put the code in the Items property of the Gallery

AddColumns('Team Assignments',

"PlayerObject",

LookUp(Players, Player = 'Team Assignments'[@Player].Player))

With this, you can get all the columns from both tables, if you need just one column, you can just add it in the LookUp formula

Reference:

https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/functions/function-table-shaping

Hope it helps!

New Geospatial Features in Power Apps

noreply@blogger.com (Missdynamicscrm) — Sat, 31 Jul 2021 02:15:00 +0000

Hi all,

Microsoft recently launched the Geospatial Features in Power Apps early this year

https://powerapps.microsoft.com/en-us/blog/announcing-the-general-availability-of-geospatial-features-in-power-apps/

https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/geospatial-overview#enable-the-geospatial-features-for-the-environment

Now, you can try it out!

Power Automate/ Microsoft Flow is not running for CDS (Current Environment) Connector triggers

noreply@blogger.com (Missdynamicscrm) — Tue, 24 Nov 2020 07:47:00 +0000

Hi all,

Have you encountered that your flow is not running or does not work?

It could be the reason:

Your CDS Organization is in Administration Mode with the Background Operation is disabled

To Solve:

Go to your Power Platform Administrator Centre

Then go to the Environment and Edit your environment

After that you can see if your organization is disabled or not

The issue here is not the Admin Mode but the Background Operation setting

Once you disable Admin Mode, it will auto enable the Background Operation Mode

After you enable the Background Operations or disable your Administration Mode, wait for few mins, your flow will start work again like Magic!

Remember, if your source or trigger is from another CDS, ensure also that the environment does not enable the Admin mode or ensure Background operations setting is enabled.

Hope this helps

Thanks

Error in accessing PowerApps.com "A silent sign-in request was sent but no user is signed in. The cookies used to represent the user's session were not sent in the request to Azure AD. This can happen if third-party cookies are disabled"

noreply@blogger.com (Missdynamicscrm) — Sun, 13 Sep 2020 04:50:00 +0000

Hi everyone,

Have you encountered this error? It may happen when you login to PowerApps.com

A silent sign-in request was sent but no user is signed in. The cookies used to represent the user's session were not sent in the request to Azure AD. This can happen if third-party cookies are disabled....

I just encountered this and actually the solution is indeed in the Error message itself

But.. What if I don't use Incognito?

Yesss.. that happened to me too.

First of all, according to my experience I think it is because I use multiple sign in information and credential accessing the PowerApps.com so it will pass multiple information to login.microsoftonline as well.

I accessed it with my demo account, my trial account, and of course my Microsoft account.

So, how did I solve it (when I am not using Incognito)?

I tried to delete the cookies

Initially I deleted the last 4 weeks but it does not work

So, I tried to view my cookies under Privacy and security

After that, I can see bunch of related login.microsoftonline, so I tried to remove all of it

(You may want to sign out from your Google first to keep the cookies in another device)

Then I managed to login now to my PowerApps.com

Hope it helps :)

"You need the Selenium IDE Extension" prompt when creating UI Flow

noreply@blogger.com (Missdynamicscrm) — Thu, 13 Aug 2020 04:52:00 +0000

Hello all,

Are you getting frustrated when you are trying to create UI Flow and you are using Microsoft you encounter this error, again, and again even after you enable the Selenium IDE Extension?

Yes!! I am.

So, to solve this issue, you need to specifically Install the Selenium IDE Extension for MICROSOFT EDGE

Then just find Selenium, Get and Install, then enable the extension

Thank you so much.

Best regards,

Aileen

Tutorial: Customize and Extend the Dynamics 365 Event Management Marketing Portal Part 3: Manipulate UI and Show/Hide Events

noreply@blogger.com (Missdynamicscrm) — Tue, 12 May 2020 19:03:00 +0000

Hi everyone,

In my previous post: http://missdynamicscrm.blogspot.com/2020/05/customize-and-extend-dynamics-marketing-event-portal-part-2-deal-with-standard-fields.html

we have learned how to customize and modify the Portal Source Code and inject some logic inside, this enables you to extend the basic functionality into you or your customer’s unique requirements.

We have also learned about the “Allow Anonymous Registration” field and its impact in the standard Portal.

** you can refer to my previous blog: http://missdynamicscrm.blogspot.com/2020/05/Dynamics-365-Understand-theimpact-of-AllowAnonymousRegistration-field.html

This field allows you to control whether everyone without signing in can or cannot register your event.

However, some customers may have requirements to just filter out and hide the “Private Events” instead of asking users to sign in since we already had a standard flag. With this, public users will not even able to see and aware that there are such events.

Now, let’s start our development.

Back to your code again.

We have learned how the Portal source code structure is and which part has to modify.

All available events are basically showing all upcoming event which has been published with LIVE status in your Dynamics Marketing, this never excludes anything regardless on which login you are using without further customization.

Just to share with you, the function that is being called is actuallty this function:

Then if we go deep again, we found this function (inside event.d365.service.ts) that is calling API ../published

I have checked, at least for now that I am aware of, there is no way to modify the /published API from UI.

So, you can just use old style method that is backend customization through programming by utilizing a field.

In this example and actually for your real project, you can just use “Allow Anonymous Registration” or “Event Type” or “Format” field.

Let’s code!

When we understand correctly, actually the event list is managed by a variable that is located in the home.component.html, that is “allEvents”

It means the part of the code that we need to change is only this part:

We have learned how to use ngIf previously in my previous post:

http://missdynamicscrm.blogspot.com/2020/05/customize-and-extend-dynamics-marketing-event-portal-part-2-deal-with-standard-fields.html

It is all about angular.js and type script but if you are already familiar with javascript or C# or Java, and ASP.NET with MVC concept, this will not be difficult for you to learn. P.S. I mentioned before, I have no experience in Angular and typescript before too.

The key is this highlighted part:

*ngFor="let event of allEvents"

This part is to loop every event of allEvents object

Now, just change your code to:

{{ event.eventName }}</a>

</h5>

<h6 *ngIf="event.building" class="card-subtitle mb-2 text-dark">at {{ event.building.name }} </h6>

<span>Allow Anonymous Registration: </span>

<!--

<span *ngIf="event.allowAnonymousRegistrations; else showFalse" class="card-subtitle mb-2 text-dark">{{ event.allowAnonymousRegistrations }} </span>

<ng-template #showFalse>

<span>false</span>

</ng-template>

-- change to-->

<span> {{ getAllowAnonymousRegistrationLabel(event) }}</span>

</div>

</div>

Let’s see the result!

*Before

*After:

Now you as public user can only view 2 event which are NOT a Private event.

**Of course you can use other fields or other logic to adjust to your requirements.

In my previous post, we have learned how to modify the code and add some logic that can be done through viewer (HTML) or its typescript code.

The same case here, I have tried the same method and it works.

So, instead of manipulating the UI with adding another DIV and put in ngif in the inner DIV, I can use code to control.

I revert back the UI code to its original state and commented my changes.

Now, go to the .ts file, this is the key:

As you know that allEvents is a collection or array of list of event, so you can definitely filter out the available events by filtering allEvents based on “Allow Anonymous Registration” field.

So, I have added new line below the this.allEvents = events; and comment it first

Result before changes:

You can still see 3 events, now uncomment the filter.

private loadPublishedEvents() {

this.isLoading = true;

this.eventService.getPublishedEvents().subscribe(

events => {

this.allEvents = events;

this.allEvents = events.filter(evt => evt.allowAnonymousRegistrations);

this.isLoading = false;

(error: LocalizableError) => this.handleErrorResponse(error)

);

}

This is the result

After finished the steps, you managed to learn how to filter, show, and hide the events based on logic you implemented.

Hope this can help you to understand how to control your Portal, not only Events but other things, what to display and what to hide, and manage the messages or UI that public will see.

You can either modify the UI/viewer or the code.

Thank you!

Tutorial: Customize and Extend the Dynamics 365 Event Management Marketing Portal Part 2: Work with Standard Event Fields

noreply@blogger.com (Missdynamicscrm) — Tue, 12 May 2020 17:53:00 +0000

Hi everyone,

In my previous posts:

http://missdynamicscrm.blogspot.com/2020/05/Dynamics-event-marketing-portal-tutorial-how-to-build-deploy-and-test.html

http://missdynamicscrm.blogspot.com/2020/05/CustomizeDeployDynamics365MarketingEventManagementOtherPortal.html

we have learned how to customize, test locally, and deploy to your actual and LIVE environment.

We also learned how to declare and use variable then display it into your portal

http://missdynamicscrm.blogspot.com/2020/05/customize-and-extend-dynamics-marketing-event-portal-part-1-add-variable.html

Those links are the Dynamics Marketing Portal Customization and Extension Series.

Now, let’s continue our learning to deal with real field/attribute.

From your portal, you can see the Available Event List as shown below:

Now, it is only showing Event Name, Building Name, and Dates

What if you want to add new information, for example some fields from the form

In this example, we can use the standard available fields first, most important is you are able to get and display it.

Let’s just get the “Allow anonymous registrations” Boolean first

To understand what this field usage, you can refer to my previous blog: http://missdynamicscrm.blogspot.com/2020/05/Dynamics-365-Understand-theimpact-of-AllowAnonymousRegistration-field.html

Go back to your code and then you add following code (span) in the home.component.html

{{ event.eventName }}</a>

</h5>

<h6 *ngIf="event.building" class="card-subtitle mb-2 text-dark">at {{ event.building.name }} </h6>

<span>Allow Anonymous Registration: </span><span *ngIf="event.allowAnonymousRegistrations" class="card-subtitle mb-2 text-dark">{{ event.allowAnonymousRegistrations }} </span>

</div>

</div>

And here is the result:

Now, you can see that the code is actually showing the value “true” but the Private Event “Allow Anonymous Registration” field value is actually NOT True, but it does not show as False, so how to show the either true or false?

You need to understand how it works in Angular.js in HTML, that is using *ngif syntax

<span>Allow Anonymous Registration: </span>

<span *ngIf="event.allowAnonymousRegistrations; else showFalse" class="card-subtitle mb-2 text-dark">{{ event.allowAnonymousRegistrations }} </span>

<ng-template #showFalse>

<span>false</span>

</ng-template>

Result:

Next, is to learn how to use .ts script instead of HTML. You can still use HTML method, however for complex scenario, I feel as developer, I love to do it using code behind approach.

Instead of showing “so-boolean value”, true or false, we want to show YES or NO

So, let’s add function that will handle the logic in your .ts script.

Where is it? As you are updating home HTML, then you should also update the ts that is the correspondence of home HTML, that is home.component.ts

Then do not forget to call it from your HTML

*I commented the previous code, instead I change it with simple line:

<span> {{ getAllowAnonymousRegistrationLabel(event) }}</span>

Since it has been handle by the .ts file.

Result:

Hope it helps!

*For custom field, we can discuss in the next post

Thank you so much.

Best regards,

Aileen

Dynamics 365 Marketing Portal: Understand "Allow Anonymous Registration" field in real LIVE of Event Management Portal

noreply@blogger.com (Missdynamicscrm) — Tue, 12 May 2020 11:13:00 +0000

Hi everyone,

Quick post here is to understand the usage of “Allow Anonymous Registration” field in the Event/Marketing Module and the impact to our Portal

Allow Anonymous Registration == TRUE

Means you DO NO need to Sign in to register the event
The registration form is straightaway opened for you and everyone else (unless you have another setup like maximum capacity, expired registration window, wtc)

Allow Anonymous Registration == FALSE

Means you NEED to Sign in to Register

Hope it helps!

Thanks

Tutorial: Customize and Extend the Dynamics 365 Event Management Marketing Portal Part 1: Understand, Add, Use, and Display Variable

noreply@blogger.com (Missdynamicscrm) — Tue, 12 May 2020 10:56:00 +0000

Hi everyone,

In my previous posts:

http://missdynamicscrm.blogspot.com/2020/05/Dynamics-event-marketing-portal-tutorial-how-to-build-deploy-and-test.html

http://missdynamicscrm.blogspot.com/2020/05/CustomizeDeployDynamics365MarketingEventManagementOtherPortal.html

we have learned how to customize, test locally, and deploy to your actual and LIVE environment.

But, that is only simple customization, what if you want to customize more?

For example you want to add new variables/ fields, not only just customize the UI?

Let’s just add the Date field in the Main Page

Add the following code in the viewer:

Is that all?

No, you also need to make sure that myDate is a known variable:

As the home.component.html is the viewer, then the code behind is the same name ending with .ts extension

Here is the result!

Yesss now you know how to add custom variable, use it, and display it into your Main Page and you know how do do simple code to show date/time, it is just like C# OR JavaScript programming that you are familiar with. You just need to deploy it.

I suggest you start doing development and deployment locally to be more productive.

In the next post, I will share how to deal with real field.

Hope it helps!

Thanks

Tutorial: Customize and Deploy Dynamics 365 Marketing Event Management or Other Portal

noreply@blogger.com (Missdynamicscrm) — Tue, 12 May 2020 09:52:00 +0000

Hi everyone,

I would like to share how to customize and deploy portal code to your Dynamics 365 Portal.

Before that, make sure you have read my other post regarding to what the pre-requisites are and how to code & test plus deploy locally.

http://missdynamicscrm.blogspot.com/2020/05/Dynamics-event-marketing-portal-tutorial-how-to-build-deploy-and-test.html

This is to ensure you have done every step, including downloading sample website to customize the source code and you have done the required steps without missing anything.

Next is how do you customize it?

First, you just need to try if you are able to modify small changes and then deploy it to your Dynamics Marketing Portal (or any other portal I guess).

I am using Marketing – Event Management Portal because I am working on some requirements and I have searched in the internet, there is no detailed steps at the moment, so I tried and encountered errors and tried again until I managed to find the answer and want to share it.

Here is the portal before I customize

(*Actually I have customized some – the Aileen Test is the additional I added during testing 😊 , but let’s just use this as our original state*)

So, now let’s say you want to add something or change color, you can go back to your code (again, I assume you know already how to access your code – that’s why my above link is useful for starter).

YES!! You don’t need to run Visual Studio App then open the project, you can just using PowerShell

I am using very simple PowerShell:

It then will open Visual Studio Code

Now let’s follow the steps to customize it

Let’s see you want to modify the Main Page like what I did for Aileen Test, you need to understand where is it being located in your Portal and the Source Code.

Do you know where is it??

Here is the default Marketing – Event Management Portal

So, the first page is the All Events, I have been searching in any web files and any web/page template, code snippets in the Dynamics 365 instance but I got nothing.

I searched in the internet, I could not find it, and it is actually the way Angular works (P.S. I did not have much experience using Angular except for this one and PCF 😊) is by compiling everything and put it into main.js only.

Okay, since there is no much information, I tried to find it one by one and I tried to find “Available Events” keyword.

Have you found where it is??

Yes, it is behind the code!!

I found it in the home.component.html, which is located under src->app->components->home

However, you will not find it in the Home HTML in your Dynamics 365 instance just like old days of Portal. Not here, not there..

Not even here..

So, let’s just try and I will let you know where it is stored.

Now, you want to change the color and add some words:

After that, you just want to deploy it!

To deploy it, you need to go to the DeployToDynamics365Instance.ps1 – it is located under Scripts folder

Then you need to change the Connection string or you can use InteractiveMode by uncomment it and comment the next return.

Remember in Powershell script # is comment not // or <!—or --

Then after that you just need to Run/execute the script

I am using this button to run:

Wait.. and wait

then refresh your portal after you see this:

Refresh and here is what you will see (you may need to wait a while and keep hitting Ctrl+F5)

Before	After

Now you know how to customize it and deploy it LIVE to your Dynamics Portal.

But, are you wondering “Where is my customization stored actually”?

Actually, it is inside the main.es file (Web files)

Hope this helps!

Thank you and stay safe & healthy everyone!

workflow With Id = 31313393-0368-47ad-b937-58626a150bb4 Does Not Exist CRM Online error when Activate Routing Rule and 'Workflow' entity doesn't contain attribute with Name = 'Workflowid'. error

noreply@blogger.com (Missdynamicscrm) — Sun, 10 May 2020 14:48:00 +0000

Hi all,
Just a quick share here:
if you encounter this error:
<Message>workflow With Id = 31313393-0368-47ad-b937-58626a150bb4 Does Not Exist</Message>
When you try to activate a Routing Rule Set.
It can be caused by missing workflow, because once you create a Routing Rule Set, it will create a workflow with the same name as well.
So, ideally, it will have 2 components with the same name here: (as once you add Existing Routing Rule set in the solution, by default it will add , not only 1)

In my environment, somehow, it only has 1, so there is no Process at all, only Routing Rule set is there.

It makes the error happens during export solution or even just try to activate the Routing Rule
So, the solution here is to create a solution that contains workflow with that ID, for this you need to tweak your solution and customization.xml files.
In your other environment, please create a solution with Routing Rule Set, please name the same as your troubled Routing Rule Set.
And do the same thing, the condition, the workflow, everything must same.
Then, make sure there are 2 items in the solution, export it.
And then modify the XML and also the workflow folder.
Then, rename everyID of the related workflow, either inside the workflow node or routing rules node:

*Inside the workflows folder

Then import it, if you are successfully import it, CRM will re-create the workflow with the same ID.
Fix this will fix your Export Solution problem as well.
Hope this helps.
Thank you.

Tutorial: How to Build, Deploy, and Test Locally Dynamics 365 Portal or Dynamics Marketing Event Portal and Connect it to your Dynamics 365 instance LIVE!

noreply@blogger.com (Missdynamicscrm) — Sun, 10 May 2020 14:33:00 +0000

Even wondering how to customize the Dynamics Marketing Portal or any other Dynamics 365 Portal?
Keep deploying and retesting is not efficient and productive, the best is if you manage to start develop and deploy it locally first. This what I want to share here.

Finally, after few hours have been trying, I managed to test locally the Portal that I want to customize.
There are many documents outside there, however let me just share to you steps that I exactly did.

*I assume you already have the Portal, otherwise please configure the Portal first.

Steps:
1. Please read carefully these published documents to understand the concept
https://docs.microsoft.com/en-us/dynamics365/marketing/portal-optional
https://docs.microsoft.com/en-us/dynamics365/marketing/developer/event-management-web-application
https://docs.microsoft.com/en-us/dynamics365/marketing/developer/event-management-web-application
https://docs.microsoft.com/en-us/dynamics365/marketing/developer/manually-overwriting-sample-website

2. Please fulfill the pre-requisites
https://docs.microsoft.com/en-us/dynamics365/marketing/developer/event-management-web-application

First, download your source code based on the version you want
https://docs.microsoft.com/en-us/dynamics365/marketing/developer/event-management-web-application#download-sample-event-website

Second, Install Node.js version 10.x or higher.

3. Then, you should follow the steps in the document

Your final expectation should be you have the folder and the package.json folder is the path you need to run all your ps scripts

4. After that, you can open this doc
https://docs.microsoft.com/en-us/dynamics365/marketing/developer/portal-hosted#environment-configuration

5. You can then open the project using Visual Studio for your convenience only by executing "code" command, see below

*I feel this is important otherwise you do not have one single UI to manage your files

6. Okay, then go back to this link and follow the steps
https://docs.microsoft.com/en-us/dynamics365/marketing/developer/portal-hosted#environment-configuration

The tricky part that I was stuck is you may be giving wrong URL in the environment.ts and ended up having unknown error
To avoid that, let me share my configuration

anyway, by right apiEndPoint is the one variable you should change

The value you should get from the Website Binding (see my left navigation) and you need to put https:// and ended with another slash like what it says: "You need to add a trailing slash at the end of the URL."

Is that all? Nope!

7. You need to go tho this link:
https://docs.microsoft.com/en-us/dynamics365/marketing/developer/portal-hosted#local-development
Then, you can run all the commands such as npm install

If you are stuck here: ng build --prod --output-hashing none

It is okay, you can just change it to just ng build

Is that all? I believe you will still hit error even after you run ng serve succesfully.

Hit this URL: http://localhost:4200/home

*I'll tell you about this URL, anyway this is the default port that I have (4200)

**Note: if you find another error, it can be you passed wrong parameter in the environment.ts

8. There is one thing you should not miss it to add few more settings, therefore, before that you can add this setting which you can view the instruction from:

https://docs.microsoft.com/en-us/dynamics365/marketing/developer/portal-hosted#configuring-cross-origin-resource-sharing-cors

Yes, you need to add the CORS setting

How do I get the http://localhost:4200 ??

Well, back to your Command after you run ng serve then you will find your answer

9. Now, hit the URL again and you will see your live data!

Yesss now you can see it already.
*If it does not work? You may need to Restart your portal

Next is how do you deploy? You can deploy it manually or you can use the script, the script is in the folder already.
Script name: DeployToDynamics365Instance.ps1
Location: ..\EventWebsite\release\Scripts
(*your location may be different, but it is inside the Scripts)

Don't forget to change the connection string in the ps script or you can enable interactive mode
Find this keyword, you can comment or uncomment this part

 #return Get-CrmConnection -InteractiveMode

I will cover how to customize and deploy it, this is something I was struggling previously to understand how the structure works.

Hope it helps!

noreply@blogger.com (Missdynamicscrm) — Sun, 10 May 2020 11:20:00 +0000

Hi everyone,

Have you encountered "Method not found" error whether when you trying to connect to Plugin Registration Tool, XRM Toolbox, or just to run interactive mode of CRM Connection Control using XRMTooling Connector? This happened to me recently when I tried to connect to CRM using PowerShell to pop up the Connection Control interactive mode. I was trying to deploy my customization to the Dynamics Portal.

Here is the typical error message.
Note: the Method can be vary.

Source : Microsoft.Xrm.Tooling.CrmConnectControl
Method : QueryOnlineServerList
Date : 5/10/2020
Time : 3:34:45 PM
Error : Method not found: 'Microsoft.Xrm.Tooling.Connector.Model.CrmOnlineDiscoveryServer Microsoft.Xrm.Tooling.Connector.Utilities.DeterminDiscoveryDataFromOrgDetail(System.Uri, Boolean ByRef)'.
Stack Trace : at Microsoft.Xrm.Tooling.CrmConnectControl.CrmConnectionManager.QueryOnlineServerList(ObservableCollection`1 svrs, OrganizationDetailCollection col, ClientCredentials liveCreds, Uri trimToDiscoveryUri, Uri globalDiscoUriToUse)
at Microsoft.Xrm.Tooling.CrmConnectControl.CrmConnectionManager.FindCrmOnlineDiscoveryServer(ClientCredentials liveCreds)
at Microsoft.Xrm.Tooling.CrmConnectControl.CrmConnectionManager.ValidateServerConnection(CrmOrgByServer selectedOrg)
======================================================================================================================

I was struggling to find out why and keep copying the file in the folder with the latest SDK, however it did not work.

Apparently, the root cause is the compatibility of the Microsoft.Xrm.Tooling SDK with the tool you are running now or with the Microsoft.Xrm.Sdk.dll.

In my case, no matter how many times I tried to copy and replace, download latest SDK, it did not work.

It is because I have the problematic dll installed in the GAC

Solution:

1. Go to GAC Folder

C:\Windows\Microsoft.NET\assembly\GAC_MSIL

2. Find the dll folder that caused your error, in my case it is Microsoft.Xrm.Tooling

3. Then backup and delete the folder

I guess there is another way to uninstall this GAC dll, but due to limited time and this is just my personal PC, I was choosing the quickest method that is deleting the folder.

After that, I have no issue to run it again.

Be it Plugin Registration Tool, the wonderful XRMToolbox or any other apps, if you encountered the same issue, you can just perform my above solution.

Remember, use it on your own risk.

Thank you and have a great day!

Duplicate Detection Error Message: You can include only 450 characters in the matchcode. Either change or delete rule conditions to reduce the number of characters included, and then try again.

noreply@blogger.com (Missdynamicscrm) — Sun, 10 May 2020 11:11:00 +0000

---------------------------
Message from webpage
---------------------------
You can include only 450 characters in the matchcode. Either change or delete rule conditions to reduce the number of characters included, and then try again.
---------------------------
OK
---------------------------

So, the solution is to check the field length:

After reduce it to 450, then you can only publish the duplicate detection rule

Alert and Confirm syntax will not work for Dynamics 365 App For Outlook

noreply@blogger.com (Missdynamicscrm) — Wed, 27 Feb 2019 12:47:00 +0000

Recently, I just helped customer to upgrade their system to 9.1.x.x
We encountered many issues. However, the issue that I want to bring up now is issue regarding to the App for Outlook

We found that there is custom ribbon that calls Custom Javascript and it does nothing, no error, nothing is so-called exception occurred because I did debugging and did place the try catch block.
Unlike using Web, the debugging in Outlook is not so easy.
After I did debugging with try catch, I found out that the script is actually running well and has no error.

So, the problem is: the script that is executed is pretty simple just do some validation and show alert when does not fulfill, then throw a confirmation dialog then save the form.
Yes, the script is sucessfully executed from start to the end.

Then, why the ribbon function is not running?

It is because the alert and confirm scripts are still using old ways:

alert("Please complete all mandatory fields before submitting the form")
if (!confirm("Are you sure that you want to submit this form??")) {
return;

So, there is no error it is just not 'supported' and not 'translated' well in the App for Outlook.
yes, it does working in Web, but not in App for Outlook.

So, after I changed it to

Xrm.Utility.alertDialog("Please complete all mandatory fields before submitting the form");
or
var alertStrings = { confirmButtonLabel: "OK", text: "Please complete all mandatory fields before submitting the form" };
var alertOptions = { height: 100, width: 500 };
Xrm.Navigation.openAlertDialog(alertStrings, alertOptions);

and

if (!Xrm.Utility.confirmDialog("Are you sure that you want to submit this form??")) {
return;
}

It is working perfectly!
Example:

**The first one is still supported and it is intended for simple alert.
Xrm.Utility namespace may be obsolete for the Alert and Confirm Dialog, so as per MSDN recommendation, we need to change it :
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/xrm-navigation/openalertdialog

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/xrm-navigation/openconfirmdialog

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/xrm-utility

Hope it helps!

Thanks

Be careful when you import managed solution and you modify that component

noreply@blogger.com (Missdynamicscrm) — Thu, 24 Jan 2019 06:57:00 +0000

Hi all,

Just a short blog as per current experience.
I know it has been years I never write any post.

So, my current post is just want to explain that should you imported solution as Managed and then something requires you to update.
Does not matter it is just a display name for name, is searchable Advanced Find for a field, a Report Category for a Report, Web Resources modification directly from the Production with Managed solutions.

Please be noted that you are doing wrong thing and there is no way back for CRM Online other than raising ticket which can be rejected as it will make that component becomes 'Unmanaged' and is part of Active or you call it Default Solution.

Well, you can see it is still "Managed" in your Managed solution, but it is actually a Default Solution
It means, your component CANNOT Be DELETED anymore using Holding nor Solution Upgrade or manually you CANNOT Delete. It will remain there.

So, if you have fields you want to delete, dont hide it.
If you have report you want to hide dont hide it.
Dont do that directly in your Managed Solution environment.
Do it in the UNMANAGED Solution and you can use SOLUTION UPGRADE method to delete that component like people posted before.

This what happen the moment you changing something in your report:

The report you modified directly become "Unmanaged" and part of the "Default Solution" as the final layering. You WILL NOT be able to deploy the Managed solution again which has this component.
As there is conflict internally in the database.

So, dont do that.
Always stick in your Development for any modification.
If it is something like Report, sitemap that frequently changing and easy to maintain, it is still the best to keep it Unmanaged so you can modify and delete if you dont like it, all manually but possible.
Well, like entities, changing directly in PROD is not recommended.

Or, you can prevent the customizable

Hope this is useful.

Thanks

Error: "Unable to Login to Dynamics CRMOrganizationWebProxyClient is nullOrganizationWebProxyClient is nullOrganizationServiceProxy is nullOrganizationServiceProxy is null" during connecting to CRM Online using Xrm.Tooling.Connector

noreply@blogger.com (Missdynamicscrm) — Wed, 15 Feb 2017 23:28:00 +0000

It’s been long time I have not written any post.
So, now I just want to share my experience when I have error once trying to connect to the CRM Online using Xrm.Tooling.Connector

Here is there error:

"Unable to Login to Dynamics CRMOrganizationWebProxyClient is nullOrganizationWebProxyClient is nullOrganizationServiceProxy is nullOrganizationServiceProxy is null"

Here is my connection string:

It does seem okay since I am following the example given by SDK:

But I receive that error as it makes me cannot connect to the CRM.

Then, how to solve it?

It is easy, just fix the URL and ensure that’s you have correct Username, password and also AuthType parameter

So, the mistake here is just the URL, change this to your unique organization, not the friendly/display name

*I know it can be misleading because the example is using the display name as same as you use to type your URL when you are trying to access through your browser.

*Change to:

To find the Unique name, please to the Customizations –> Developer Resource and find the unique name of your organization

Hope this helps!
Thank you

Utilize Custom Action to Help Filtering The Lookup View in CRM Form

noreply@blogger.com (Missdynamicscrm) — Tue, 06 Sep 2016 07:26:00 +0000

Overview

Sometimes in our project, we have requirement to filter lookup based on some conditions and it can be achieved using addCustomView or addCustomFilter function.

And sometimes it is just not too easy to do it in Javascript or the complex fetch xml, so in my blog I just want to share another method to get the filtered result same as you wanted, that is using Javascript + Custom Action!

Detail

Following my previous post: http://missdynamicscrm.blogspot.sg/2014/08/crm-2013-using-addcustomfilter-to-get-filtered-lookup-field-based-on-linked-entity.html

So, considering you have this filter:

To get the result as per expected, you can use Custom Action.

Steps:

1. You need to create a custom action that give you output, either STRING or ENTITYCOLLECTION

2. Inside the custom action code, if you want to return string, you can use comma delimited concept, or using | as delimiter, or you can just return the Final XML Filter already.

If you use EntityCollection, you might need to parse it again.

3. Then create a javascript that can call the Custom Action, you can use this method for easy way:
http://www.magnetismsolutions.com/blog/paulnieuwelaar/2015/08/12/Call-Action-in-CRM-2015-Easily-from-JavaScript-Library

4. Then you get the result as parameter, you can just set it to the filter = “the Result” (if you use Final XML Filter as the Output) or you parse the GUID if you use the comma or | delimited concept, or if you use EntityCollection then you need to parse it back.

5. See the result

Basically, you just need to get this result:

Either you just easily using String as output or other method it is up to u.

But the point here is we can use Custom Action for solving complex filtering and remember that we can use impersonation also to get the data you want if it is related to the other entities as well, imagine if we also need to have multiple entities involved then it might be easier if we use Custom Action as we just replace the DLL if there is any other changes using Plugin Registration Tool.

Hope this helps!

Thanks,
Aileen

Modify the Delete (Dustbin icon) Button in the CRM Subgrid

noreply@blogger.com (Missdynamicscrm) — Tue, 06 Sep 2016 07:25:00 +0000

Overview

Sometimes we need to modify the Delete button in the CRM Subgrid, example:

1. For preventing users to perform the delete button (but you dont want to just disable it)

2. Call another function or call custom function that needs client site programming (We can do plugin onDelete or onAssociate, but in case you want to show it in the client site)

3. To do impersonation

The Code

function modifyRibbon() {
    modifySubgridDeleteButtonEventHandler("subgrid_name_in_the_form", deleteSubgridRecord, true);
    discountStructureControl();
}

function deleteSubgridRecord() {
    alert("test");
}

function modifySubgridDeleteButtonEventHandler(subgridName, functionToCall, passGridControl) {
    try {
        //to store the original function ones
        var originalFunctionDeleteRecordSubgrid = Mscrm.GridCommandActions.deleteRecords;
        debugger;
        //add new standard subgrid
        Mscrm.GridCommandActions.deleteRecords = function (selectedControl, selectedControlSelectedItemReferences, selectedEntityTypeCode) {
            //if (typeof (gridControl.get_id).toString().toLowerCase() == "undefined") {} //no need since I replaced by the previous line
            if (selectedControl.get_id() != subgridName) {
                originalFunctionDeleteRecordSubgrid(selectedControl, selectedControlSelectedItemReferences, selectedEntityTypeCode);
            }
            else {
                if (passGridControl) {
                    functionToCall(selectedControl);
                }
                else {
                    functionToCall();
                }
            }
        }
    }
    catch (e) {

    }
}

Result

*After clicking the ‘Delete’ button

Note: This method is overwriting the CRM functions and it works for CRM 2013, for CRM 2015/2016, this function [Mscrm.GridCommandActions.deleteRecords] might have been changed, so need to find out the current function name based on your CRM Version. And again, it means it is unsupported

Thanks!

Insert Label After the Field in CRM Form using Javascript

noreply@blogger.com (Missdynamicscrm) — Wed, 17 Aug 2016 13:54:00 +0000

Hi all,
Long time I did not blog any post due to workload.
And this is my first post in this month (I know it is end of the month already)
This post basically a quick one because I have the requirement.

So, the users just want to have guidance when they entering inputs in the system.

Which we can have these solutions:

1. Tooltip (using CRM Field description)

See my post here:
http://missdynamicscrm.blogspot.sg/2014/05/crm-20112013-power-of-description.html

2. Using HTML Web Resource

This is a supported way and very useful as well. But it will make the form slower because will load the web resource and how many web resource you should create and insert. Well, you can create 1 common .html then pass the label text as the parameter

3. Using other way

So, unfortunately if those 2 solutions still not the best choice, we could go to another way using the help of CSS and Javascript.

*This is unsupported way…

And here is the Code

The Code

function insertLabelToField(fieldname, text, objSpan) {
    var elemDiv = document.getElementById(fieldname + "_c");


    //var tbl = document.createElement('table');
    //elemDiv.parentNode.insertBefore(tbl, elemDiv.nextSibling);


    //var tr = tbl.insertRow();
    //var td1 = tr.insertCell();
    //td1.appendChild(elemDiv);
    var td1 = elemDiv;
    //td1.style.borderRight = "2px solid #c1c7c4";
    td1.style.paddingBottom = "5.5px";


    var spanPref = null;


    if (!objSpan) {
        spanPref = document.createElement('span');
        
        //you can change the color condition here
        if (attr(fieldname).getRequiredLevel() == "required") {
            spanPref.style.color = '#e31a1a';
        }
        else {
            spanPref.style.color = '#4b4c54';
        }
        spanPref.style.fontSize = '10.51px';
        spanPref.style.fontStyle = 'italic';
    }
    else {
        spanPref = objSpan;
    }
    spanPref.id = 'spanPref_' + fieldname;
    
    td1.appendChild(spanPref);
    document.getElementById('spanPref_' + fieldname).innerText = text;
}

How to Call

insertLabelToField(“fieldname”, "(Please describe me)");

And here is the Result

Hope this helps.

Thanks

Modify Subgrid Ribbon Behaviour Using Form Script

noreply@blogger.com (Missdynamicscrm) — Thu, 11 Aug 2016 04:45:00 +0000

Introduction

A Quick post, just want to post how to Modify Subgrid button behaviour to always “Create New child record”, instead of “Add Existing record”.

This will use the similar method like described in the previous post before, but it does not call the custom funtion, it just will “redirect” the function to your “Create new record”.

Note: This is an unsupported way, for the supported way you can do two things:

1. Make the parent lookup field name to ‘Required’
2. Modify the Ribbon of the subgrid and Hide the ‘Add Existing’ button
*For your reference – > Nice post by Gareth: https://garethtuckercrm.com/2013/11/19/fixing-the-sub-grid-user-experience-in-crm-2013/

But, those will apply to the subgrid regardless the Condition, probably for the second method, you could apply some Enable/Display Rule on the subgrid ribbon.

But, if you want to do it only for specific entity and based on Parent Form condition (can be based on parent fields or even other entity values), then there is another way to do this that I will put the code in this post.

The Code

Ok, so back to the code.

Here is the code:

//function to insist create new record form instead of Add Existing
function openNewRecordFormFromSubgridButton(subgridName, passGridControl) {
    debugger;
    try {
        //to store the original function ones
        var originalFunctionAddNewStandard = Mscrm.GridRibbonActions.addNewFromSubGridStandard;
        var originalFunctionAddExistingStandard = Mscrm.GridRibbonActions.addExistingFromSubGridStandard;
        var originalFunctionAssociated = Mscrm.GridRibbonActions.addExistingFromSubGridAssociated;

        var primaryControl = document.getElementById('crmForm');
        var parentEntityId = Xrm.Page.data.entity.getId();
        var parentEntityTypeCode = Xrm.Page.data.entity.getEntityName();

        //add existing standard subgrid
        Mscrm.GridRibbonActions.addExistingFromSubGridStandard = function (gridTypeCode, gridControl) {
            if (gridControl.get_id() != subgridName) {
                originalFunctionAddExistingStandard(gridTypeCode, gridControl);
            }
            else {
                var primaryControl = document.getElementById('crmForm');
                originalFunctionAddNewStandard(gridTypeCode, parentEntityTypeCode, parentEntityId, null, gridControl);
            }
        }

        //and even possible for the N:N (but this is a rare scenario)
        //add associate subgrid (N:N)
        Mscrm.GridRibbonActions.addExistingFromSubGridAssociated = function (gridTypeCode, gridControl) {
            if (gridControl.get_id() != subgridName) {
                originalFunctionAssociated(gridTypeCode, gridControl);
            }
            else {
                var primaryControl = document.getElementById('crmForm');
                originalFunctionAddNewStandard(gridTypeCode, parentEntityTypeCode, parentEntityId, null, gridControl);
            }
        }
    }
    catch (e) {

    }
}

How to call:

openNewRecordFormFromSubgridButton("mysubgrid_name", true);

Result

*Previous

As we can see it opens lookup to look to the Existing record, it is 1:N, the record is almost possible already linked to another record, so it will make the users confused when they open this lookup.
*After

*And I never set any Required field to the parent lookup value, because this field is NOT always mandatory field, so it is conditional only.

Note: Use this method if you want to control the subgrid plus button based on some conditions and using the Form on Load script (easier), and it only works for the subgrid inside the form that load the function, other subgrid from another parent entity that does not have this function will not be affected, that is the advantage of using this method, to only affect subgrid of the child based on some parent entities and the function will be placed in the Parent Entity Form OnLoad and this is unsupported way.

“This is for dynamically control the subgrid behaviour through parent form onload functions based on some conditions logic, especially for 1:N relationship that usually already linked to another parent record, so that it is supposed to insist to open new Form, instead of asking the user to choose another existing record.

Hope this helps!

Thanks

Modify CRM View Query or Filter Criteria on Demand Dynamically using Plugin Retrieve

noreply@blogger.com (Missdynamicscrm) — Wed, 01 Jun 2016 02:07:00 +0000

Hi guys,

Just want to share how we can modify the View Filter Criteria/Condition dynamically.

Introduction

Recently I have requirement that I need to create a View in CRM that there is no way to construct it from Advanced Find and make it dynamic.

For example,
I need to have query that:
1. The Date parameter is must be changed accodingly based on the today date and
2. Another parameter must get the value from a Configuration Entity
Ok, for number 1, we can force the users to always go to the View and change the date accordingly, but how about number 2?

So, my use case:

Show me the list of Customers that due date is in the next 21 days?
Meanwhile, 21 here is must be dynamically obtained from another Configuration entity.

So, this is nearly impossible, because even we use Advanced Find there is no way to use variable as parameter in the filter criteria that we need to query from another entity that is NOT related at all!
As we know that Advanced Find Query, only has limited operator and also it cannot Query from another entity, only limited to the related entities.

Use Case

So, to go to the code, I need to tell the scenario first, and to make it simpler, I just use this use Case:
I want to get all Active Customers that birthday is this Month.

This month is May for example.
So, I have a custom field = Birthday Month

Which I have auto-populated this field before with the Date Birth component (in another plugin).
So, now I need to always update the View to always Query to the:

Status = Active and Birthday Month = 5

And for the Next Month (June) should be:
Status = Active and Birthday Month = 6

Which last Month for April
Status = Active and Birthday Month = 4

Those number 5, 6, and 4 are supposed to be generated dynamically.

And I can’t use the This-Month operator because I dont have May 2016 Data, since I save the DOB, not updating every customer BOD every year plus 1 year.

You can also add another requirement, such as must be a Member Customer with Annual Income more than X, which X is you taken from Configuration entity.

What you need is just a new fetch XML or Query Expression that you can just convert use this request!

QueryExpressionToFetchXmlRequest req = new QueryExpressionToFetchXmlRequest();
req.Query = qenew;
QueryExpressionToFetchXmlResponse resp = (QueryExpressionToFetchXmlResponse)service.Execute(req);

But, for this use case, my point is jut to point out to you how to modify the Query just as per you wish (sorry as per Users’ whish )

The Current View

So, for the post here, I just need to replace the Query from the Existing View (in your case, you might need to create a new View)

Then I got the savedqueryid from this view

The Code

public void Execute(IServiceProvider serviceProvider)

{
            #region must have


            IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));


            IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));


            // Create service with context of current user
            IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);


            //create tracing service
            ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));


            #endregion


            if (context.OutputParameters.Contains("BusinessEntity"))
            {
                var retrievedResult = (Entity)context.OutputParameters["BusinessEntity"];
                Entity entity = retrievedResult;
                string fetch = string.Empty;


                //the below GUID, you can do advance query to make this as non-hardcoded one, you can find by name as well, for example
                //just for my use case here, I post here as final GUID of the 'Active Customer' view GUID
                //in ACTUAL case, do not use harcoded one because it will change in different environment unless for Out of The Box Entities View
                if ((Guid)entity["savedqueryid"] == new Guid("00000000-0000-0000-00AA-000010001004")) 
                {
                    QueryExpression qenew = new QueryExpression("contact");


                    ConditionExpression activeCon = new ConditionExpression()
                    {
                        AttributeName = "statecode",
                        Operator = ConditionOperator.Equal,
                        Values = { 1 }
                    };


                    int currentMonth = DateTime.Now.Month; //this is the variable that dynamically you need to insert in


                    ConditionExpression birthdayCon = new ConditionExpression()
                    {
                        AttributeName = "ags_birthdaymonth",
                        Operator = ConditionOperator.Equal,
                        Values = { currentMonth }
                    };


                    qenew.Criteria.Conditions.Add(activeCon);
                    qenew.Criteria.Conditions.Add(birthdayCon);


                    //for easy fetch XML I use the Query Expression then convert to FetchXML
                    //but you can always use the directly generated fetchXML and also can get from Advanced Find as well
                    QueryExpressionToFetchXmlRequest req = new QueryExpressionToFetchXmlRequest();
                    req.Query = qenew;
                    QueryExpressionToFetchXmlResponse resp = (QueryExpressionToFetchXmlResponse)service.Execute(req);


                    //work with newly formed fetch string
                    string myfetch = resp.FetchXml;


                    //change the existing
                    entity["name"] = "Active Customer Birthday this Month"; 
                    entity["fetchxml"] = myfetch;
                }
            }
}

Code Explanation

*For the GUID of savedqueryid section, I got the ID and I implement in my code

*In your case, you need to do query, do not hardcode, please see my comment in the code as well.
For the Query Expresison, this is the place for you to change the logic as per your current requirement

Then for the Fetch XML

As the title mentioned, Then you need to register as POST event for RETRIEVE message, entity = savedquery.
Refresh the Advanced Find or View to see the result.

Result

As we can see that now, the Active Customer View (The View that we just now changed the fetchXML dynamically), now has this Query

You can also try to tweak your code, by just add additional conditional over the existing view by retrieving the fetch xml

string baseFetchXML = enSavedQuery["fetchxml"].ToString();

Then use this request to convert to Query Expression easily

FetchXmlToQueryExpressionResponse

Example of what I Did:

Remember, you can also add another Parameters.

So use this method for Querying:
1. Query that different from the static query from the View
2. Query that requires dynamic Date/Datetime variables
3. Query that needs condition obtained from another non-related entity
4. Query with variable from another Entity, let’s say Configuration Entity
5. Another Impossible Query using standard static Advanced Find
6. Also can do query that involving Current User, Security Role, or Team Query
7. Query requires Operator like “Does-Not-Equal Today” then you can utilize the “ON-OR-BEFORE” or “ON-ON-AFTER”
8. Query for “NOT IN”, then this one you can utilize the “DOES NOT EQUAL” function

But remember, you still need to use FetchXML in the End.

Hope this helps!
Thanks

Filter N to N (Many to Many) Subgrid Lookup for Existing Records in CRM Without Modifying the Ribbon Action

noreply@blogger.com (Missdynamicscrm) — Fri, 13 May 2016 12:28:00 +0000

Introduction and Post References

Basically, in this post, I just want to show how to filter the N to N lookup in the subgrid in CRM Form, without even modifying the Global Subgrid Ribbon in CRM.

In my previous post: http://missdynamicscrm.blogspot.sg/2015/07/filter-nn-subgrid-in-crm-2013-using.html, I have explained about a way how to filter the N to N Subgrid Lookup, but that is needed to modify the ribbon action globally and you might need to set another condition to actually skip is you need to filter only on specific entity, but your grid will be appearing in many entities, such as:

You want to filter the Contact lookup in, if you modify the subgrid ribbon, in every contact subgrid, the filter will be applied and you might need extra code of criteria to actually limit the execution.

Good thing about that if your entity only used for single entity and you don’t need to specify is that only for subgrid or associated view, then modifying the ribbon is a better solution. however, if you want to filter only subgrid in specific entity or form, you can actually using another way.

Like you can refer to my posts:

http://missdynamicscrm.blogspot.sg/2015/08/tweak-modify-ribbon-in-crm-2013-subgrid.html

http://missdynamicscrm.blogspot.com/2015/08/modify-crm-subgrid-ribbon-for-crm-2015.html

So, in this post, basically I try to combine the ways to become one solution, to filter the N to N lookup that only applicable once the user load the form using single javascript. This is unsupported customization, but, remember, modifying the N to N view also needs unsupported customization, so yeah, to reach the requirement we have to go further for unsupported customization eventhough strongly I also not recommend.

The Code

So, I just try to combine the code becoming:

*For CRM 2013

function modifyRibbon(subgridName) {
    try {
        //to store the original function ones
        var originalFunctionAddNewStandard = Mscrm.GridRibbonActions.addNewFromSubGridStandard;
        var originalFunctionAddExistingStandard = Mscrm.GridRibbonActions.addExistingFromSubGridStandard;
        var originalFunctionAssociated = Mscrm.GridRibbonActions.addExistingFromSubGridAssociated;
        //add new standard subgrid
        Mscrm.GridRibbonActions.addNewFromSubGridStandard = function (gridTypeCode, parentEntityTypeCode, parentEntityId, primaryControl, gridControl) {
            if (gridControl != null) {
                if (gridControl.get_id() != subgridName) {
                    originalFunctionAddNewStandard(gridTypeCode, parentEntityTypeCode, parentEntityId, primaryControl, gridControl);
                }
                else {
                    originalFunctionAddNewStandard(gridTypeCode, gridControl);
                    filterTrainerProfile(gridTypeCode, gridControl);
                }
            }
        }

        //add existing standard subgrid
        Mscrm.GridRibbonActions.addExistingFromSubGridStandard = function (gridTypeCode, gridControl) {
            if (gridControl != null) {
                if (gridControl.get_id() != subgridName) {
                    originalFunctionAddExistingStandard(gridTypeCode, gridControl);
                }
                else {
                    originalFunctionAddExistingStandard(gridTypeCode, gridControl);
                    filterTrainerProfile(gridTypeCode, gridControl);

                }
            }
        }
        //add associate subgrid (N:N)
        Mscrm.GridRibbonActions.addExistingFromSubGridAssociated = function (gridTypeCode, gridControl) {
            if (gridControl != null) {
                if (gridControl.get_id() != subgridName) {
                    originalFunctionAssociated(gridTypeCode, gridControl);
                }
                else {
                    originalFunctionAssociated(gridTypeCode, gridControl);
                    filterTrainerProfile(gridTypeCode, gridControl);
                }
            }
        }
    }
    catch (ex) {
        alert(ex);
    }
}

*For CRM 2015

function modifyRibbon(subgridName) {
    try {
        //to store the original function ones
         var originalFunctionAddNewStandard = Mscrm.GridCommandActions.addNewFromSubGridStandard;
         var originalFunctionAddExistingStandard = Mscrm.GridCommandActions.addExistingFromSubGridStandard;
         var originalFunctionAssociated = Mscrm.GridCommandActions.addExistingFromSubGridAssociated;
        //add new standard subgrid
        Mscrm.GridRibbonActions.addNewFromSubGridStandard = function (gridTypeCode, parentEntityTypeCode, parentEntityId, primaryControl, gridControl) {
            if (gridControl != null) {
                if (gridControl.get_id() != subgridName) {
                    originalFunctionAddNewStandard(gridTypeCode, parentEntityTypeCode, parentEntityId, primaryControl, gridControl);
                }
                else {
                    originalFunctionAddNewStandard(gridTypeCode, gridControl);
                    filterTrainerProfile(gridTypeCode, gridControl);
                }
            }
        }

        //add existing standard subgrid
        Mscrm.GridRibbonActions.addExistingFromSubGridStandard = function (gridTypeCode, gridControl) {
            if (gridControl != null) {
                if (gridControl.get_id() != subgridName) {
                    originalFunctionAddExistingStandard(gridTypeCode, gridControl);
                }
                else {
                    originalFunctionAddExistingStandard(gridTypeCode, gridControl);
                    filterTrainerProfile(gridTypeCode, gridControl);

                }
            }
        }
        //add associate subgrid (N:N)
        Mscrm.GridRibbonActions.addExistingFromSubGridAssociated = function (gridTypeCode, gridControl) {
            if (gridControl != null) {
                if (gridControl.get_id() != subgridName) {
                    originalFunctionAssociated(gridTypeCode, gridControl);
                }
                else {
                    originalFunctionAssociated(gridTypeCode, gridControl);
                    filterTrainerProfile(gridTypeCode, gridControl);
                }
            }
        }
    }
    catch (ex) {
        alert(ex);
    }
}

* So the filterTrainerProfile(gridTypeCode, gridControl); is your custom function to filter the view, some as you filter and create new custom view that I also have example in my previous post:
http://missdynamicscrm.blogspot.sg/2015/07/filter-nn-subgrid-in-crm-2013-using.html.

Remember, to get the GUID of the list record to show, you can always using CRM Javascript or in CRM 2013 and above you can use smarter way that is to combine with Custom Action, since Custom Action can be called through Javascript.

http://missdynamicscrm.blogspot.sg/search?q=custom+action

Hope this helps! Jiayou!

'Workflow' entity doesn't contain attribute with Name = 'Workflowid' error during Importing Solution

noreply@blogger.com (Missdynamicscrm) — Thu, 05 May 2016 08:08:00 +0000

Hi, just a quick one, if you receive this error:

When importing solution, please check this following setting:
LookupNameMatchesDuringImport
In your current environment.
By default, it is false.

Change this back to False to resolve the error, but remember, it will be potentially create a duplicate workflow after that, so you better clear them.

The reason of being duplicate is because they are workflow and workflow name is possible not unique, but the ID is.

*To change this setting easily, especially if you are using CRM Online, please use this way:
https://orgdborgsettings.codeplex.com/

As you can see, my previous setting was True, which causes the issue
Hope this helps!
Thank you