The problem: A member of the community recently asked what privilege should be added to a security role in order to revise a quote. In effect, it explains that the role seems to have sufficient privileges to perform this action, but an error message shows up when the quote is revised. Below is the security … Continue reading How do I know what permissions a user’s security role requires to perform an operation?
Default legacy app can be hidden for end users but is still accessible through direct URL (workaround)
The legacy web client app, also known as Dynamics 365 - custom, can be hidden from end users. Documentation: https://docs.microsoft.com/en-us/power-platform/admin/enable-unified-interface-only#dynamics-365---custom On the other hand I noticed that the application is still accessible via the following URL:https://orgname.crm4.dynamics.com/main.aspx?app=d365default&forceUCI=1 By contacting Microsoft support, I've been confirmed that this is by design, as of now there are no plans to … Continue reading Default legacy app can be hidden for end users but is still accessible through direct URL (workaround)
Retrieve all personal views containing a specific field
In some cases, you want to delete a custom field in a highly used entity. You can easily identify where it appears in system views, forms, etc. But since it's, many users probably have personal views that include it. So you have to alert those users to remove it from their views, so they don't get an error message later … Continue reading Retrieve all personal views containing a specific field
Hide existing refresh button from subgrid header (UCI)
By switching to the new UCI interface. We notice that several buttons have been added to the ribbon, and sub-grid. For example, the refresh button: It's possible to hide this button using the latest version of Ribbon Workbench. In this tutorial, I use the version 3.1.391.1 available on XrmToolBox. I created a solution containing the … Continue reading Hide existing refresh button from subgrid header (UCI)
XRM Tricks (Power Platform & Dynamics CRM ) 