We are using Dynamics CRM v8.x. Our company is based in S.A, therefore the base currency is ZAR. Partners sell our products is USD. When an Opportunity is created from the Partner Portal, the currency defaults to ZAR. I have added update permissions in the Entity Permission to update the currency, but this is still confusing as the Partner should only be allowed to sell in USD.
So I went for the Javascript option. On the "Create opportunity" entity view I added a field for currency. It is already on the form, but hidden. After adding the field, I added the Javascript to the "Create Opportunity" page:
$(document).ready(function(){
$("#transactioncurrencyid_name").attr("value","US Dollar");
$("#transactioncurrencyid").attr("value","fcad5419-1182-e911-a2cb-00155d000f0c");
$("#transactioncurrencyid_entityname").attr("value","transactioncurrency");
});
Should anyone ever need to change the default value of a lookup field in Entity Forms see this link: ADXStudio - Set values in Lookup fields of Entity Forms
Related
I'm new in Prestashop. I need to have the Company field in the Create Form (for new customers). The Company field can be seen when an existing customer logs in and updates their address.
So far, the tutorials I've seen are all about adding a customer, which is not what I need,
From the backend, you have control whether or not the Company is displayed.
Shop Parameters > Customer Settings > Enable B2B Mode = Yes
This will display the Company field in the Create Account form
I am working on a custom entity on dynamic 365. This entity is manipulated on Dynamic 365 Portal using web forms. Whenever I am creating a record in the entity, it is showing "System" in out of the box "Created By"column. Can anybody tell me what is the reason behind it?
As explained above, the owner of a record in CRM is a lookup field to systemuser entity.
The portal user is actually a contact, therefor can not be assigned as record owner.
Owner, createdby, modifiedby = CRM Login user = systemuser Entity. It can be licensed user, application user (service account), or SYSTEM (only used by CRM product).
Portal Login user = contact Entity (sometimes Lead).
Records (OOB or custom entity) created in portal will be impersonated by product using SYSTEM user while creating in CRM DB. Because contact cannot be an owner or createdby. This is the reason.
You may customize to have another custom attribute called new_createdby_portaland use Entity Form Metadata mapping to capture this field from portal side without code.
The Account Entity has an OOB field called Address Type and default values are Bill To, Ship To, Primary and Others. By mistake, we deleted the values Bill To and Ship To from the Default solution. From then onwards we are not able to open the form containing the Address Type field unable to open the Field again to re-add the values and also unable to add any new business rules or modify existing business rule for the Account Entity.
Please note: From the Account form if I remove the Address Type field, then my form is opening without any errors.
So I have a Dynamics 365 solution with a portal. I have created a custom entity to hold records relating to events. What I need to do is provide a way for users to log into the portal and register their interest for these events i.e associate their contact record with the relevant event record.
I have seen that in CRM there is the option to associate the current user to an event when they create one through an insert entity form in the portal, but I can't figure out how to do it from a read-only entity form.
You have to use & configure Entity Form Metadata in entity form, so that the data can be pre-populated including current login portal user as contact in each record.
https://community.adxstudio.com/products/adxstudio-portals/documentation/configuration-guide/entity-form/entity-form-metadata/
I'm building an employee self service portal via Dynamics 365, and when I use the lookup field to display my name in a form other employee names are displayed too:
I've been fiddling with the security roles for a while now and still cant seem to get it to display a single employee name.
I'm also planning to do it a different way by filling up the employee name based on the username on the upper right.
How do you guys suggest I go about this?
First things first. Portals won't use any CRM Security role concepts as it's for CRM users. Portal is built on top of Contact entity. Contact is Portal user & Web role will control his/her access.
You have to Entity Form Metadata to populate the fields per your need. The contact lookup can be filled in by current login Portal user this way. Even you can implement something like manage/restrict the Contacts only from your parent Account in that lookup easily.