Category Archives: Ms CRM 2016

Duplicate lookup reference was found -{Quick Tip}

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Introduction While importing data into Dynamics 365 with lookup fields, sometime we get duplicate reference found error, if you are getting same error then here is the quick tip for you . Details While we are importing data into Dynamics 365 CE with lookup field, Dynamics try to relate lookup records based on the primary field name by default. So… Read more »

Make sure to keep primary field in Lookup view – UCI

Problem Recently faced one issue where lookup control was showing as “No Name”, so we are going to discuss steps to solved it. Solution When I saw this issue, first thing I checked primary field in the parent entity if it contains data or not, but it was not blank. Another strange thing I noticed, as soon as I saved… Read more »

Overriding out of box command button behavior – Step by Step UCI

Requirement: Sometime back we published a post for overriding out of the box command button behavior which works fine for the web client but one of our blog reader reported through twitter (Power of Social media ) that this customization is not working with UCI, so I thought of re-writing the same for the UCI. Details: Let’s see how we… Read more »

Downloading Notes Attachments using Paging

Introduction This article is about downloading Notes attachment from Dyanmics 365. If you have large number of records from where you want to download attachment, you can face different issues like timeout, slow downloading etc. Here I am going to provide sample code which you can use to download attachments from small set of data. Details To download attachment from… Read more »

Filtering User Lookup based on the Team

Requirement While working on the Dynamics 365 CE implementation where we are using teams, sometime we want to filter user lookup based on the teams. Our requirement to check security type in our project entity if it is project based we need to filter user lookups based on the project teams which is created using project name, so let’s see… Read more »

Copy Phone call field to Case while converting -Nocode Solution

Introduction Today I saw one question on Microsoft Community, which helped me to write this article (If you are still not part of Microsoft Community forum you are really missing lot of learning, this is a great learning source, I have learned a lot from community forums, so join it today to share your knowledge with others and learn from… Read more »

Get contact based on name and it’s BU- Sample Code

If you got requirement to get contact record based on it’s full name and it’s business unit name, this sample code will help you. Sharing following sample code to get contact using Query Expression. Hope it will help someone !!

Query intersect entity and it’s attribute- Sample Code

Introduction When we setup system N:N relationship between two entities an intersect entity is created internally, which is not accessible directly. Let’s say we have N:N relationship between case and workorder entity. And if you will try to see attributes of this entity, you will find following attributes So in case we want to query this entity, we need to… Read more »

Modifying Profile Page in Dynamics 365 Portal

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Introduction In this article we are going to discuss how we can customize Dynamics 365 portal profile page. Requirement Let’s say we got following requirement to change profile page 1. Hide Parent account 2. Hide Manage access 3. Change Text to “Please make sure your personal information is up to date” 4. Hide Email confirmation 5. Hide Preferred Language 6…. Read more »