Dynamics 365 Blog | Nachman Consulting

Updating Dynamics 365 Portal Theme/Layout using CSS

26th January 2017 / by Jonathan Nachman / Blog, Dynamics 365 Portal / 0 comments

Updating the style and look of your portal has never been easier. As the portal makes use of the Bootstrap framework we can make use of this and use existing bootstrap theme generators for a quick refresh to your portal. After you have experimented with the generator you will be able to download the custom bootstrap file, […]

Field Service Error: ‘msdyn_agreement’ entity doesn’t contain attribute with Name = ‘transactioncurrencyid’

24th November 2016 / by Jonathan Nachman / Blog, Microsoft Field Service / 0 comments

When synchronising a Field One instance today, the following error was found. RescoSoapException: Server Error: Code.Value=s:Sender| Reason.Text=’msdyn_agreement’ entity doesn’t contain attribute with Name = ‘transactioncurrencyid’.| Detail.OrganizationServiceFault.ErrorCode=-2147217149 It looks like the application was expecting a currency field on “Agreements” Entity. This error was resolved by temporarily adding a dummy currency field to the Agreements entity and […]

CRM365: The mailbox location could not be determined Error

10th November 2016 / by Jonathan Nachman / Blog / 0 comments

The error “The mailbox could not be determined” error usually means that the auto discover isn’t doing its job correctly. This means that the user will have to turn off this feature and input the Exchange URL in manually. HOWEVER…. By design, MS have disabled the auto discover fields on the Email Server Profile form. […]

CRM2015: Where are the users personal dashboards, charts and views stored in the DB?

29th June 2016 / by Jonathan Nachman / Blog / 1 comment

Currently working with a customer that has a shared user dashboard that we are unable to see who it is owned by. What makes matters worse is that the users its likely to have been owned by have been removed previously! Below outlines the locations of the personal views, charts and dashboards –User Owned Dashboards […]

CRM2013: Get Business Process Flow and Stage GUID’s in SQL

3rd May 2016 / by Jonathan Nachman / Blog / 0 comments

Currently have a requirement from a client where they require a lead to be defaulted with the correct business process flow and stage based on where the lead was generated (through their web portal) The information is stored in the FilteredProcessStage view in the organisations database. The query below will output the process and its stages […]

CRM2013: Getting current form name via JavaScript

19th April 2016 / by Jonathan Nachman / Blog / 0 comments

Today i had to write a function that worked on a particular form at a current stage within a business process flow. The snippet below shows how you can retrieve the name of the current form. function getCurrentFormName() { var formName = Xrm.Page.ui.formSelector.getCurrentItem().getLabel(); if (formName == ‘Lead Referrer Form’) { […]

SSRS: How to lookup up record from a different dataset

9th February 2016 / by Jonathan Nachman / Blog / 0 comments

As customer requirements in regards to reporting become more and more complex, you need to make sure you are aware of the Lookup and LookupSet Lookup / LookupSet allows the report to retrieve an item or a set of data from another dataset in the report, it is very simple to use and I wouldn’t […]

CRM2015: Qualifying lead without creating an Opportunity

4th January 2016 / by Jonathan Nachman / Blog / 0 comments

A requirement has popped up from a client in which they would like to qualify a lead but not create an opportunity. This was easier before CRM 2013 as it used to have the Qualify Lead Dialog in which a user to control which records are to be created. The QualifyLeadRequest Class can help us […]

CRM2013: Enabling SSL without HTTPs for Data Encryption

28th November 2014 / by Jonathan Nachman / Blog / 0 comments

Had an issue with a clients system today in which we had upgraded to CRM 2013 system and now it was requiring data encryption to be enabled to run the workflows. Being a development system, there was no interest in making the system work over https. However the data Encryption page will not open unless it is […]

CRMJS: Error when using Filtered Lookups (Records Containing “&” )

12th July 2014 / by Jonathan Nachman / Blog / 0 comments

When ever passing values to the Optional Parameters to a Lookup Dialogue, Make sure you encode the value you pass through. If a value contains a “&” then the URL using the value will be cut short ( therefore causing a error on the lookup loading) you need to use the builtin Javascript function (encodeURIComponent) […]

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