Microsoft Dynamics CRM

The Data Import feature of MS CRM helps you to import data in bulk by using an Excel template. Now, when you import Excel data to CRM, CRM provides you with the great feature of observing the data import status immediately in the same window. But what if users want to see their status after some time? Then they need to navigate to advanced settings -> Data Management -> Import This requires a lot of clicking to just see the status of the data import.   To avoid this issue, we will add data import to the sitemap of the model-driven app. You just need to add URL subarea to your sitemap.   Follow below steps to add URL subarea to sitemap 1. Open your model driven app from solution 2. Customize the sitemap 3. Add subarea to your sitemap 4. Select Type as a URL 5. Mentioned below URL to see Data Import Status 6. Give some meaning title like Data Import Status   Format of URL should be like below : /main.aspx?appid=[YourAppID]&pagetype=entitylist&etn=importfile...

  OOB dynamic CRM subgrids are limited to static filter criteria's only. If we want to add any dynamic filter criteria to filter records on subgrid then it's not possible with normal subgrid configuration. However, we can achieve such requirements by customizing fetchxml of view present on subgrid using JavaScript. eg. If we want to filter accounts on case entity by matching criteria (Current case record Case number = All accounts with matching Account number i.e [case number(case) = account number (account)]) then we can achieve such requirements by using below JavaScript Add below JS on load of case entity. so that on load it will get case number and filter account subgrid dynamically function filterAccountSubgridInCase(executionContext) { var formContext = executionContext.getFormContext(); var gridContext = formContext.getControl("Subgrid_Accounts"); var caseNumber = formContext.getAttribute("new_casenumber").getValue(); //customizing ...

If you are getting portal error - "URL of the Dynamics 365 organization connected to this portal has been changed." then it's because of your CRM instance url is changed or updated by someone.  To resolve this error you need to navigate to power apps admin center and then go to Portal Actions and click on "Update Dynamics 365 URL" After this wait for sometime or restart you CRM Portal. After restarting, if you try to access your CRM portal it will not throw any error :) If you are getting latest UI, then follow below approach: