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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1 answer

Default open UCI form for Dynamics 365 from Advanced Find

Is there anyway to default open the record in UCI form from the results in Advanced Find?
2
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2 answers

Hide 'Related' tab from the Case for interactive Experience form in Dynamics 9.0

Is there any way to remove the 'Related' tab from the Case for interactive Experience form? There are no related entities to the form still the related tab is coming up in the form. Already tried from the customization form.
2
votes
0 answers

Dynamics 365 Unified Interface editable subgrid not showing error message coming from Canceled step of any workflow

We have a workflow being called through an editable subgrid. We are sending a message when the workflow gets canceled. This is working perfectly in classic interface but not in Unified interface. Everything is working except the grid is not…
2
votes
2 answers

Unable to Hide See All Records button from Sub Grid in UCI

I am not able to hide 'See All Records' button from UCI, the button is not available in Ribbon Workbench. Please refer below screenshot for better understanding - Is there any other alternative? Currently I am working on MS Dynamics CRM online…
2
votes
2 answers

Lookup field with custom filter not working properly in UCI

I have some JS code here that creates a custom filter using some criteria and then adds it to a lookup field on the form. When this code is triggered and ran the first time it works properly; the correct results appear. But if you change the…
2
votes
2 answers

How to determine if Dynamics XRM javascript is being invoked from the unified interface (UCI) or the legacy web-client?

There is the function: Xrm.Internal.isUci(), but that is labelled as Internal, so its most likely not supposed to be used. But, I need a method to determine if my code is being invoked from the UCI or from the legacy web-client (because, there are…
Raj Rao
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1 answer

Dynamics 365 - Fields Align in Section Differently in Unified Client Interface vs. Legacy Web Interface

I am experiencing a behavior change for a section on my form. Currently I have a tab called "Splits" and within that tab is a section called "Quarter Splits" that has eight fields in it. See how the fields are laid out in the form editor and how…
1
vote
1 answer

How can I add my entity to side menu in sales hub?

I created solution and added entity and form with 3 fields to it, but I can't see my entity in the side menu of the main sales hub. I tried to add site maps etc, doesn't work. What could be the problem? maybe something missing in my process? My…
Jonny
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1 answer

Different Views for Search Results in Dynamics 365 CRM Unified Interface

I have two instances of Dynamics 365 CRM (Unified Interface). In Instance 1, When searching for some data it uses the Quick Find View in the entity itself. But in Instance 2 it uses some unknown Search Results View and fetches data from all the…
1
vote
1 answer

Deployment individual components in unified interface Dynamics CRM

All the views in the unified interface are not showing up until we go and check those views in the app designer to show up. We did this in dev and we would like to export and import these changes to prod. But I do not want to do it as whole app as…
1
vote
2 answers

Modifying the Command Bar for the Unified Client Interface in Dynamics 365

In the new Unified Client Interface for Dynamics 365 I am trying to hide some buttons. Specifically the "Show Chart" and "Appointment" buttons. I am using the Ribbon Workbench 2016. So far I've searched but I don't see any other tool for modifying…
1
vote
3 answers

Hide or Remove "Change View" option under lookup field in Dynamics CRM Unified Interface

I have a lookup field in my form, which shows Change View option at the end of the list. How can we remove or hide it?
Ronak Lodaya
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1
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1 answer

Fullname control is not working in Dynamics 365 Unified interface

We've recently enabled the Unified Interface on our Dynamics 365 CE web client and noticed that the fullname is missing from the Contact forms and several views. It is there when we open the Form editor, but when we're running…
Reka
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1 answer

Is it possible to filter savedqueries using plugins in UCI

Using the classic UI or advanced find, creating a plugin on RetrieveMultiple of savedquery and removing views from the OutputProperties will filter out the list of available views. However in UCI, I am not able to get this plugin to fire at all.…
1
vote
1 answer

How can we give custom icons to cases in Dynamics 9.0 for customer service?

Is there any way to change the icons of the cases created in Dynamics according to predefined condition? Example I want different icons for the cases based on their priority.
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