Dynamics 365 : Quick Create Form is not fully loaded

Recently, we upgraded our Google Chrome into Version 65.0.3325.146 and suddenly all the quick create forms are not working properly anymore but it is working with other browsers.

We tried to clear cache , disabled all JS, unfortunately the luck is not with us.

After spent some time to debug using F12, it seems that "mscrm-globalqc-iframe" is not having correct value while compare to other browser.

So temporary you can use below code until  the future update. But please note that, the below code is unsupported, use it at your own risk.

If you decided to do it, Register the below function via on load event in all the quick create form.

Else temporary advice your user to use other browsers first.

Sample Code

function QuickCreateFix()

{

var isChrome = !!window.chrome && !!window.chrome.webstore;

if (isChrome)

{

if (window.top.document.getElementsByClassName("mscrm-globalqc-iframe")[0].style.height == "0px")

{


window.top.document.getElementsByClassName("mscrm-globalqc-iframe")[0].style.height = "160px";

}

}

}

Dynamics 365 : Hide Insert Article button in Email

Recently, my company decided not to use Article anymore, and they found that it is annoying to see the button inside the email.

Solution

1. Remove Read Privilege.

Results

After granted back Read privilege.

Reminder 

Please note that with this setting, user cannot use article feature in everywhere.

Happy 365-Ing

Dynamics 365 : Account cannot be merged ?

Recently, my client hit an error when they want to merge two accounts due to duplication.

Unfortunately, system throw them an error stated "These record cannot be merged. One or both of these records was deactivated and cannot be edited.".

Demo

1. Two account : 1 Active and 1 Inactive

Result

2. Two account : both are Active

Result

Root Cause

- one of the account was deactivated.


Solution

- Make sure both records are in "Active" Status.


Happy 365-ing.

Dynamics 365 : Unrecognized Guid format

Recently, my client hit an error while opening a record, the form doesn't rendered anything, it totally a blank page.

After turn on the tracing, the log file show us a very weird error message "Unrecognized Guid format".

we search through everything, but unfortunately those solution didn't help us.

After that, we found out the similarity between the records, it is under a deactivated Business process flow. We tried to reactivated it, but it thrown us an error message.

It seems that there is something wrong with the BPF. So we decided to investigate deeply.

One of the step is missing, it became "Record" instead of the field we selected before. So after we choose back the correct field and save. The User is able to Open the record again.

Solution

- Remove the "Record field" or Choose a correct field.


I hope this will save you some time and Happy 365-ing.

Dynamics 365 : Get Entity Relationship using SQL Query

Recently, i got informed by my client, they need to do some clean up for the relationship between entities.

Thus, I have to generate the excel file and show to my client but as we all know there is no out of box feature to generate the relationship excel file. So, there are few ways to generate it.

1. Third party tool
   - XRM Tool Box
   - I don't want to rely on Third party tool.
2. Manually copy the relationship
   - Time consuming and sounds ridiculous.

Thus I decided to generate the relationship using SQL Query .

DEMO

1. Open up The SQL management studio.
2. Download the script from HERE.
3. Copy and paste the script.
4. Change the Entity Logical Name to suit your need.

RESULT

Save the result as CSV file.

I hope this will save your some time when it is your turn. Happy 365-ing.