Tag: CRM 2015

Hi,

Recently we had a requirement to search based on a particular attribute within the lookup view. The initial thought was to add a Find Columns to the lookup view. But then realized we do not have option of adding Find Columns to the lookup view.

The next thought was if I add that particular field to the list of Find Columns in Quick Find view will it work in Lookup View also? And it worked, basically adding any fields in the Find Column will make it Searchable.

The search works properly in the Lookup View as well as Lookup Inline View.

Hope it helps..

Hi,

Sharing a sample report which shows the usage of Multi Value parameter in filter.

Replace the Condition generated in the Fetch xml query using Advanced Find

As following

Create another DataSet to provide value for @gendercodevalue parameter.

Set @gendercodevalue parameter as following ( internal – if we do not want user to select or specify value for it in report)

Preview:

Hope it helps..

Hi,

We found the New button was missing in Quote Line when we tried to creating the new views.

The work around is to use “Save As” and crate new view.

Hope it helps..

Hi,

We faced this issue where we were not able to add the Existing Product and Write In Product in View in Quote Line opportunity.

After raising the product support ticket, we followed the below steps to fix it

• Created a small unmanaged solution
• Added the impacted entity to the solution
• We didn’t include any other components except the affected entity
• Exported the solution
• Extracted the zip file
• Edited the customizations.xml file to show the required two columns: Existing Product and Write-in Product
• 
• Zipped the files again
• Uploaded the unmanaged solution to the affected CRM Online environment
• Published all customizations
• Checked the outcome: the view was now displaying the required columns

Hope it helps..