How to Customize Lookup Views in CRM?

Will see how to customize a Lookup View with an example.

Example:

Customer requirement is to have “Ticker Symbol” instead of Phone” in Customer Lookup for Account in Case Entity.

Customize Lookup - Example

As per the above screenshot, can see Account Name, Email and Phone.

Now, we have to replace Phone with Ticker Symbol.

Please follow the below steps to do so,

Step 1: Go to Account Entity Customization -> Views -> Account Lookup View.

We can see the Account Name, Email and Phone in Out of the box View. Add Ticker Symbol after Email.

Note: As per the Order of First three columns, Lookup View displays.

Customize Lookup - Example - Account Lookup View

Step 2: Save and Close the View. Publish the Account Entity Only.

Step 3: Open new Case Entity record and search for the required Account record in Customer Lookup to see the changes.

Customize Lookup - Example - Account Lookup View with Ticker Symbol

Note: If the Account record has no data for Ticker Symbol, it will be displayed as Empty.

Hope you learned a new thing today :):):)

 

Principal User is missing prvReadIncident privilege

Got the below issue when i am trying to assign a record to a Team via Action from Incident entity field update from CRM Webform,

Principal User is missing prvReadIncident privilege

I have searched in google for this error and found so many blogs and forums, majority of them saying, to change the Access Mode to Read-Write in System User entity for the user who is facing this issue. User is having Read-Write in my case, but still i faced this issue.

Finally i found that, somehow the Team got converted to Access Team, which i am assigning from Action.

I converted the team from Access Team to Owner Team.

Still, i faced the issue and found that there is no security role assigned to the Owner Team.

At last assigned required Security role to the Team and issue resolved.

Hope this helps and resolves your issue 🙂

 

QuickFindQueryRecordLimit exceeded. Cannot perform this operation in CRM

I am facing the below issue, when the user is searching for a Text in Contact’s Home Page grid view.

QuickFindQueryRecordLimit exceeded. Cannot perform this operation

Root cause: User is searching for a Text in Contact’s Home Page grid view and there are having more than 10,000 records.

Due to this limitation in CRM for Quick Find Search, CRM Platform is throwing this issue.

Solution: Goto Settings -> Administration -> System Settings

Change the Enable Quick Find record limits under Set up Quick Find to No and click on OK.

Quick Find Settings in System Settings

Now you can search the required Text without any issues.

Hope this resolves your issue.

FetchXML Formatter Online

With regards to my Post FetchXML Formatter Tool, Ashish created an online version of this Tool.

Click here and have a look at the FetchXML Formatter Online Version and it really helps as it can be accessed online by everyone from anywhere.

FetchXML Formatter Online Version

Really appreciate Ashish Vishwakarma’s effort in creating this Tool in Online Version.

 

How to get the System User last accessed CRM Application info using SQL?

Run the below query in SQL against the required CRM Organization to get the System User last accessed CRM Application details,

With CRMSystemUser
As
(
select Row_Number() Over(Partition by U.fullname Order By MAX(DATEADD(HH,(DATEDIFF(HH,GetUTCDate(),GetDate())), A.CreatedOn)) desc, U.fullname desc) As Row_Num,
 U.fullname AS [FullName], U.DomainName AS [UserName], U.BusinessUnitIdName AS [BusinessUnitIdName]
,DATEPART(YYYY,DATEADD(HH,(DATEDIFF(HH,GetUTCDate(),GetDate())), A.CreatedOn))AS [Year]
,MAX(DATEADD(HH,(DATEDIFF(HH,GetUTCDate(),GetDate())), A.CreatedOn)) [LastAccessAt]
FROM AUDIT A
INNER JOIN SystemUser U ON A.objectid = U.Systemuserid
WHERE Action= 64
GROUP BY
U.fullname, U.DomainName, U.BusinessUnitIdName, U.Systemuserid
,DATEPART(YYYY,DATEADD(HH,(DATEDIFF(HH,GetUTCDate(),GetDate())), A.CreatedOn))
,DATEPART(MM,DATEADD(HH,(DATEDIFF(HH,GetUTCDate(),GetDate())), A.CreatedOn))
,DATEPART(DD,DATEADD(HH,(DATEDIFF(HH,GetUTCDate(),GetDate())), A.CreatedOn))
)

Select 
CRMSystemUser.FullName,
CRMSystemUser.UserName,
CRMSystemUser.LastAccessAt
From CRMSystemUser
Where ROW_NUM = 1 
order by 
LastAccessAt desc

Output:

System User Last Accessed Information

Credits to My Friend Krishna Gowtham