Posted in Reblogged

How to display more than three columns in Dynamics 365 lookup view.

goutam dynamics

We know that we can display multiple column in the dynamics 365 lookup view but there is a limitation that you can only display maximum three column in the lookup view, though we can add multiple columns in the lookup view but you can see only first three columns in the lookup view. This is a limitation in Dynamics 365, Microsoft mentioned here.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/choose-and-configure-columns

Now how to display more than three column value in the lookup. You might be thinking to create a field where if we can store concatenating multiple fields value with some separator and add the field in the lookup view. So now to do this you may need to go for workflow /plugin/JS which is additional work.

Why not we go for calculated field where we can concatenate multiple fields and add the calculated field in the lookup view. I did the same with calculated fields…

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How to use Configuration Migration / Data Migration Utility in Dynamics CRM

Explore Dynamics CRM

In this blog i will detail on using Configuration Migration/ Data Migration utility. This can be used to move the configuration data from one CRM environment to other. generally Configuration data is used to defines custom functionality in CRM, which is typically stored in custom entities.

Often we need to migrate configuration data from one CRM environment to other, especially test data, master data setup etc. Microsoft provided an excellent tool for doing this.

Following are the benefits of using this tool,

  1. allows you to select entity and fields from where you want to export the configuration data.
  2. large amount of data from multiple entities can be moved from one crm environment to other.
  3. Data can be imported using the same GUID’s as that of the source system, hence lookup references to imported records will be valid.
  4. Schema file can be reused to export data from different source environments.

Below…

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Why can’t I add a report to a solution – Dynamics CRM

Encountered this recently!

Hosk's Dynamic Blog

The quick answer to the question is for me to stop being an idiot.

I had written my report, I had uploaded the report, it was running fine.

I then tried to add the report into the solution, opened my solution –> reports –> adding existing

I then couldn’t find my report!

checked the reports, yep it’s there

did an advanced find, the report appears.

I then edited the report and remembered, this report is a my report, a personal report.

This is the same as creating a personal view, unless you share it everyone then no one else can see.

Reports are slightly different because you can choose an option called Make available to organisation.

To find this option you have to go to the report you created –> Edit –> Actions –> make available to organisation

Then everyone can see it and more importantly you can add to…

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Open Lookup Dialog Programmatically using Xrm.Utility–Dynamics V9.0

Thanks Debajit.

Debajit's Dynamic CRM Blog

This one feature that I am going to pen down here, personally I have longing for it quite sometime now.

So before going into the HOW part of it, let’s understand the why part of it? When do I need show a Lookup dialog Programmatically? Well the answer is, numerous occasions. Like if you need to throw up a lookup dialog on change of field on the form OR you needed to throw the lookup dialog on click of a button on a web-resource.

All this time, we have achieved this but not in a supported way. Probably we may have ended up using or some method of rnal namespace. But all these are unsupported and mere workaround to this perennial problem.

Well, no more messing around. Microsoft has finally brought in the

So let’s see how it works.

Let’s take a not so good example here. Let’s say whenever…

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Business Process Flows – JavaScript

Microsoft Dynamics 365 and Unified Service Desk

Recently I published a post describing how to access the various components of a business process flow, including the currently active process flow, details about the stages in the process and also the steps within the stage.

Here I will build upon that post and look at what actions can be performed on a business process flow.

Get active Stage

If you need to get the name or Id of the current stage, follow code below;

var activeStage = Xrm.Page.data.process.getActiveStage();

alert(activeStage.getId());

alert(activeStage.getName());

To hide the active business Process Flow

Xrm.Page.ui.process.setVisible(false); // ** Or true

To expand or collapse the active business process flow

Xrm.Page.ui.process.setDisplayState("collapsed"); // *** Or expanded

Move to next stage in the business process

You can use the moveNext method to navigate to the next stage in the business process. As shown below;

var activeProcess = Xrm.Page.data.process.getActiveProcess; if (activeProcess != null) { Xrm.Page.data.process.moveNext(function (result) { if (result…

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