Sorting of Notes based on Created On in CRM Portal

As we all know that, by default portal always shows Notes in Ascending order.But ideally this should not happen and Latest Notes should get displayed at top. List Orders – Allows you to set the order in which notes will be displayed. (Reference: https://community.adxstudio.com/products/adxstudio-portals/documentation/configuration-guide/entity-form/notes-configuration-for-entity-forms/) Default Behavior: Create an Entity Form Metadata for Notes and set ListContinue reading “Sorting of Notes based on Created On in CRM Portal”

Show exact Date and Time in CRM Portal Notes and Timeline

It has been observed that Portal does not show exact date and time while adding/display Notes and Timeline. Sometimes it is not clear what exactly was the date/time when the notes/activites were added. Out Of Box Behavior of Notes Date and Time: Out Of Box Behavior of Activities Date and Time Added on Timeline: JavaScript CodeContinue reading “Show exact Date and Time in CRM Portal Notes and Timeline”

How to set profile picture in CRM Portal

Currently, there is no OOB feature to show portal users profile pictures. When opening the profile page there is a \”blank\” picture profile view on the top left with the Users Name next to it. I have been seen a lot of people are struggling to find a way to achieve that. Though, I haveContinue reading “How to set profile picture in CRM Portal”

Send an Email to the user who is not associated with any record in Dynamics CRM

I have been seen a lot of people were asking for sending emails to an external user, who is not associated with either Contacts, Account, Queue, Lead, User or any CRM entity record. Usually, If you put any email address in \’To\’ field, you see an error in the email address (see below): CRM System Setting:Continue reading “Send an Email to the user who is not associated with any record in Dynamics CRM”

Show Custom Error Message in CRM Portal

While working on Dynamics 365 Portal, We all have observed an error message is displayed like below when an error occurred in Portal Add-on. \”We\’re sorry, but something went wrong. Error ID #[]\”\”An unknown failure has occurred. Error ID # []\” But they\’re quite unclear, so users cannot take any action based on this message.Continue reading “Show Custom Error Message in CRM Portal”

Compare Two Date Field Values in Dynamics CRM using JavaScript

Compare CRM Date Field\’s Value from Today\’s Date: function compareDateFromTodaysDate(){var startDate = Xrm.Page.getAttribute(\’birthdate\’).getValue(); var todayDate = new Date(); todayDate.setHours(0,0,0); if(String(startDate) == String(todayDate)) {alert(\”DOB is equal to today\’s date\”);Xrm.Page.getAttribute(\’birthdate\’).setValue(null);return;} if (startDate < todayDate) {alert(\”DOB is less than today\’s date\”);return;}if (startDate > todayDate) {alert(\”DOB is greater than today\’s date\”);Xrm.Page.getAttribute(\’birthdate\’).setValue(null);return;}}Compare CRM Two Date Field\’s Values:function compareTwoDates(){        var DOB = Xrm.Page.getAttribute(\’birthdate\’).getValue(); var Anniversary = Xrm.Page.getAttribute(\’anniversary\’).getValue(); var DOBDate = newContinue reading “Compare Two Date Field Values in Dynamics CRM using JavaScript”

Dynamically Change the Portal Logo based on Logged In User\’s Account

Hello Everyone, There might be a requirement for your client to change the Portal Logo based on the different user\’s account. For Example – If the Logged In User\’s Account is Twitter, He/she should be able to see the Twitter logo on the Portal, same for Chrome and Android Account\’s Users. Here is the code,Continue reading “Dynamically Change the Portal Logo based on Logged In User\’s Account”

Enable +New button in the Lookup view of the Dynamics 365 portal.

Hello Everyone, I have been seen a lot of people were finding a way or solution to add a custom button or \’New\’ button inside Lookup dialog in order to create a new record directly from Portal if not found in lookup Search result. Here are the few links where it has been asked: https://community.dynamics.com/crm/f/117/t/244076https://community.dynamics.com/crm/f/117/t/246265Continue reading “Enable +New button in the Lookup view of the Dynamics 365 portal.”

CRM Portals – Add Hyperlink On Custom Attribute In Entity List

By default, In Entity List If you enable settings to view Entity List records, It shows hyperlink only on very First Column of Entity List.Refer below link to configure Details View Setting (to view entity list record) in Entity List.https://community.adxstudio.com/products/adxstudio-portals/documentation/configuration-guide/entity-list/view-details-page/https://community.dynamics.com/crm/b/nishantranaweblog/archive/2017/02/02/using-entity-list-to-show-crm-data-in-portal-in-dynamics-365 For Example – In above example, I have exposed Case Entity List on Portal, ItContinue reading “CRM Portals – Add Hyperlink On Custom Attribute In Entity List”

Pre-Image and Post-Image in Dynamics CRM

What is Pre and Post Images in CRM? In Real Life, Let\’s understand the Images in CRM by taking one real-life example of ATM Withdrawal Process: Suppose, I have 10,000 Rs in my bank account. So this amount would be the Pre-Image of my account balance. Now, If I withdraw 5000 Rs from my account, then theContinue reading “Pre-Image and Post-Image in Dynamics CRM”