Below is our sample record for a custom table custom_contract for which we will be creating the folder in SharePoint and associated it with this record using the SharePoint Document Location record. We’d use the same naming pattern that CRM uses i.e. Name + ”_” + ”GUID” Below we have passed the details of the ..read more

While trying to load all the files in a particular folder for processing, we got the below error The attempted operation is prohibited because it exceeds the list view threshold – Microsoft.SharePoint.SPQueryThrottledException The folder we were targeting contained 25K files in it. (the default threshold – 5000 items) So we updated our code to make ..read more

We were using the below code to create a sharepointdoucmentlocation record through a C# Console App. For folderName we were using the below format, similar to what CRM does, when someone opens the document tab for the record, to create the sharepointdocument location record. {name} + “_” + {GUID} However, while creating one particular record ..read more

Below are the different out-of-the-box statecode and statuscode for the Quote table. Status (statecode) Status Reason (statuscode) 0 (Draft) 1 (Inprogress) 1 (Active) 2 (Inprogress) 3 (Open) 2 (Won) 4 (Won) 3 (Closed) 5 (Lost) 6 (Canceled) 7 (Revised) Now if we are trying to migrate Quote records that are in either 2(Won) or 3(Closed ..read more

As we would have observed now we have the Recent and and Pinned records option available for the Customer Service workspace app. The users can see the same Recent and Pinned records while moving between the Customer Service workspace and Customer Service Hub app, giving a consistent experience. Recent : Pinned : Get all the ..read more

There is a small enhancement added to the Lookup Control as part of Release Wave 2. After performing a search for a specific record inside the Lookup Control dropdown menu, e.g. we have performed a search on “co*” on the Customer Lookup for Case. We can press Enter to have the first item in the ..read more

Recently while trying to retrieve OptionSet Metadata using our favorite KingswaySoft SSIS Toolkit we got the below error. Same error for prod also – [CDS Source [2]] Error: An error occurred with the following error message: “KingswaySoft.IntegrationToolkit.DynamicsCrm.CrmServiceException: CRM service call returned an error: An error has occurred when retrieving metadata for CRM entity ‘copilotexamplequestion’: The ..read more

While running an SSIS Package that creates Quote Product records, we got the below error – CRM service call returned an error: The number of decimal places on quantity needs to be 0 or less If we see the decimal places seem to be specified properly for the quantity field in the source file as ..read more

With Release Wave 2, we can see the below features added to Grid. The option to Group By, Column Width, Move Left and Move Right. Group By (Rating) – Move Left and Move Right as expected will move the selected column accordingly. Not only that we can also Drag and Drop the columns, here we ..read more

Let us add/ update the API Permissions for the App More on registering App – https://nishantrana.me/2024/07/30/calling-sharepoint-online-api-using-azure-ad-app-only-permissions-using-certificate-auth/ Here we have selected the Sites.Selected permission. Also granted the Admin consent. Now if we run our code we will get the 403 Forbidden error. This is because we have selected the Sites.Selected permission, but have not specified the ..read more