I would like to view the associated table which holds details from Marketing/contacts in Dynamics CRM.
Any help is much appreciated!!
Under the "Marketing" menu navigate to "Marketing Lists."
Related
I have a Dynamics 365 portal page that displays a form on the Incident entity. In that form I have a subgrid from a different entity. Problem: when I open the form in portals I see the whole form, except for the subgrid. Its just blank (see image).
I have tried following these two guides https://learn.microsoft.com/en-us/dynamics365/customer-engagement/portals/configure-web-form-subgrid & https://learn.microsoft.com/en-us/dynamics365/customer-engagement/portals/assign-entity-permissions. thinking it was a security issue. But it does not appear to make any difference.
If anyone has any idea what I am overlooking/missing I would very much appreciate it.
Thank you.
Edit 1: Possibly the subgrid is not being displayed due to no data. I will investigate this.
If the form was in insert mode, sub-grids will not appear. The record needs to be in edit mode for sub-grids to show up on portal.
I'm using CRM 2016 and I enabled Audit History for All customized entity.
Now I need to show up all changes made for a chosen record only, from audit History.
I know that I can see the changes in "Audit summery view" but the problem is that, Audit View summery lists all changes for all entities and records.
Anyone can help me in this?
regards,
On the record itself, use the dropdown in the nav bar to see the associated views and select Audit History:
Then you will see the changes for that record:
I have many Document templates for several Entities. when user is on particular entity, and on click of a custom button, I want to show only the Entity's related Document Template names as radio buttons to choose one to generate a document i.e. when user is on Contact entity, the user should be listed only Document templates which are related to Contact Entity. I am looking for Dialog process to do this.
Please suggest a way to do filter the Document templates.
Is this possible?
Thanks
The idea is Possible with custom html pages created in webresource & pulling the data with SDK calls in JS. Needs huge efforts.
I am new to MS Dynamic CRM Online, i have the following multiple to multiple relationship setup:
Product to eMartMenu (customized entity)
on the Form of both Entities, I have added a subgrid to each other. However, I am having problem on Product's form subgrid when I clicked on the '+' Add associate button on the subgrid, it is not responding. But i have no issue doing it on my eMartMenu's form subgrid.
Note: Both "Display SearchBox" and "Display Index" have been checked.
please advise. Thanks!
Can anybody please show me step by step how to create Master/Detail(Parent/Child) view in Microsoft Dynamic CRM 4.0?
Thanks
You can put an IFrame on the Parent entity that shows all the Children entities. This post should get you pointed in the right direction:
http://social.microsoft.com/Forums/en-US/crm/thread/fc98391d-d8d5-4e2b-a595-1d525d475c84