CRM 2016 Upgrade Service - Case - Environments

dynamics-crm crm dynamics-crm-2016

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We have recently made our last push to CRM 2016 (on-premise). Our Support team has suddenly noticed that for any given Case under [General > Contract and Product Information] it has started to list ALL Active Environments. In past, it used to only show a linked Environment to the given Case.

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Similarly, for each given Case under [Invoice Products] its listing all Products.

作者: Chee Ta 的来源 发布者: 2017 年 12 月 27 日

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Here are the troubleshooting steps:

  1. Make sure relationship exists between the entities & its searchable
  2. In Subgrid properties, verify the Data source section for the option - 'Only Related Records' selected in Records

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  1. If there is no direct relationship between entities, some JS webresource might be used to filter records using fetchxml - this may be broken
作者: Arun Vinoth 发布者: 2017 年 12 月 27 日
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