Filter Customer Id field on Case Entity To Only Show Contacts or Accounts
Recently while working on a project where the customer was utilizing the Case entity they wanted to only allow users to enter contacts into the Customer Id field.
Richard Wilson
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Exporting Duplicate Detection Rules Using CRM Configuration Migration (Data Migration Tool)
In order to move Duplicate Detection Rules to another system utilizing the CRM Configuration Migration tool make sure to add the Duplicate Detection Rule and Duplicate Rule Condition entities to the…
Modify Logon Setting in IE When Group Policy Doesn’t Allow It
Recently I needed to "Prompt for user name and password" when logging into my Local Intranet zone so that I could test as multiple users.
Navigate to the Document Associate Grid View From Record
This will allow you to navigate to the Documents Associated Grid view form a button in the main records ribbon. This currently works for Dynamics 9.0 and 9.1 Online.
Add SharePoint Documents Associated Grid to Page
Recently I was looking for a way to add the SharePoint Documents Associated grid as an IFrame on a Dynamics form. Jason Lattimer's blog had the answer: