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Questions tagged [dynamics-crm-uci]

use this tag for questions related to Dynamics CRM - UCI, Unified Client Interface aka UUI, a new bridge UI introduced in Dynamics 365 v9 Customer Engagement.

49 questions
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Relevance search in Classic and UUI

I am facing an issue in the UUI (Unified Interface) where the relevance search has one less record type showing when compared to using the Classic UI. I have followed all the steps in enabling the relevance search and specifying the entity's field…
gerd
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How do I change the provider part in unique name of an App that I am developing using App Designer for the Unified Interface?

I am trying to create an app for a client as a part of move to Unified Interface. When I try to create the app from App Designer, I see the unique name as "new_xxxx". I want to change the "new_" part to "xyz_". How do I accomplish this? I want to…
Inkey Solutions
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Choose a different default Entity Form in the CRM Dynamics 365 Mobile App and Web?

We're just getting into making our CRM 365 OnPrem environment work well using the Mobile App, but the forms we display on web just don't layout well on the 365 Mobile App. I hoped there would be some way to select a different Default Form for the…
Sam Alex
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Xrm.Page.getControl() not working in Dynamics 365 Sales Hub

Xrm.Page.getControl("webResource1").getObject() is working fine in Sales Dynamics 365, while it's not working in Sales Hub. The counterpart is to use formContext, but how to call a script in a web resource from another web resource. Eg.…
sudhir
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Xrm.Navigation.openForm not honouring formid in Unified Interface

I have been using the technique in the following post: Xrm.Navigation.openForm not honouring formid which has beeen working great in the Classic Interface. I have updated my JavaScript to the following: function OpenSpecificForm(primaryControl) …
Bharat Premji
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1 answer

How to identify if the quick create form is opened from the top nav bar or from the new button in lookup field

Click on the new button in the project template lookup field of the project entity,this opens a quick create form which will have all the fields Also click on the new button from the top upper right corner of nav bar and select project entity. This…
Mounika
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How to handle multiple popups opened simultaneously in Playwright Automation using typescript

I After clicking one control from dialog box I m getting a popup but there is already a popup behind the dialog box. I want to verify the newly opened popup message but control is taking the message of existing opened popup rather than new one. Can…
Manish Manjhi
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Issue with displaying fields horizontally on UCI CRM Form in CRM online version

I want to have 8 fields displayed horizontally on a CRM Form, It works and displays in the classic UI. However when I view in UCI, the fields are displayed one below the other i.e vertically I created a 2- column Tab and added a 4 column section in…
MVC_Nhibernate
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Dynamics 365 - enable a custom entity to appear in the regarding lookup

When I create a task, I'd like to set a record of a custom entity as "Regarding". The solution explained here does not work. Any suggestions?
Sean
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Is there a supported way to change the filter and view in a subgrid automatically based on the value on the form in new UI

Is there a supported way to change the filter and view in a subgrid automoatically based on the value on the form in new UI.
srinadh nelapati
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Create new record of new Setting Entity

I have recently created a new Entity: Configuration of type Setting, so it won't show up with the rest of the entities. I have already updated the Forms with the necessary fields but I can't find it on the app to create new records. Where is that…
Luiso
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Is it possible to introduce a scroll bar to a subgrid in the new UI and no paging?

Is it possible to have a scrollbar to a subgrid instead of paging in the new UI?
srinadh nelapati
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Change URL for "Home" Link on D365 CE Site Map for Sales Hub Unified Interface

I need to replace the URL for the "Home" tab to point to the "Sales Activity Social Dashboard" in the Sales Hub D365 Unified Interface... I can't locate this anywhere in the Site Map... Where do I locate this at?
J.S. Orris
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Custom Entity Not Displaying in Custom Model-Driven App Navigation

In my sandbox environment I have created a new model-driven app which has its own solution. I've also created a custom entity and added it to the solution, along with Accounts and Contacts. When I load my app I see Accounts and Contacts in the…
Adam H
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Identify the Phone Field in UCI of Dynamics CRM

On Contact form we have two phone fields (Mobile and Business). In UCI, beside phone fields there is Phone icon that opens Phone Call Activity form (Quick Create or Main Form) once we tap on it. Now the issue is, the Phone Number field of Phone Call…
Mohsin A.
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