I am having an issue with cname records that are required for both 365 email and the renaming of the portal from ".onmicrosoft.com" to a custom domain.
I have already set up the email and it works but the portal domain won't create as it also uses a cname record and causes conflict.
Hello CRM experts,
What is the best approach for integrating Dynamics 365 online with on-premise WCF service to pull data from LOB application?
Any pointers would be really helpful.
Thanks in Advance
I have created a new entity and when I fill out the form and try to save the record, I get the following error: "Assignee has insufficient privileges." I am part of the security role called, "system admin"
Not sure why I keep getting this message, any help is appreciated. Thank you.
dear all
i am trying to create a public view on (Case), and i am also adding more columns from other entities (for example SLA) , how can i do filters on the columns from the added entity?
currently, you can only see (in the filter form) the CASE fields, but no fields from other entities are added(SLA columns as example).
please help.
thanks
Hi Community,
We recently upgraded our CRM 2011 On-premise Server to CRM 2016. Now we went into an error when closing opportunities - when the user clicks on "Close Opportunity as won" a useless error message appears:
We can click ok and the error will disappear, coming up with the Close Opportunity Form. The fields should be filled automatically but they are all empty. If we add any value in the Actual Revenue field it is not accepted and marked as bad, so we can never finish this task.
We already installed all available Updates - so we now have the latest version 8.2.112 (Dynamics CRM 365 Update 2.2) running. Unfortunately the error didn't go away. Maybe there is a database issue, but we don't know how to debug this. Any help would be really appreciated!
Hi All,
When I try to create a email in android mobile app, it is giving me Selected entity is read only for the client.
In security roles > Business Management > Privacy Related Privileges > Dynamics 365 for mobile option is in Organization level.
In Email entity settings > Enable for mobile checkbox is checked and Read-only in mobile is unchecked.
Couldn't able to find what else is causing the issue in Mobile.
Could someone please help me on this.
Thanks
I need to create a field called, "Year." I need this field to be 4 digits and no comma. How can I do this?
Unified User Interface - Product Entity Command Bar
I am not sure how to add buttons to Unified User Interface....
Below are the highlighted button (ADD FAMILY , ADD PRODUCT, ADD BUNDLE )s on Classic interface for Product entity command bar that need to be added.
Thanks!
Helllo everyone
I have situation that is i have the address field like zip code, street and they are single line of text but i want to change the type of then to lookup field but the fields types can t be modified once there are created so i want to create a web resource to be able to change the type of this fields.
anyone knows how ?
Hello,
I’m using Dynamics 365 and trying to build a query in advanced find but not having much luck when the results are returned, the query criteria is to show:
Meetings where the start time is in the next 30 days (this part of the query is a MUST HAVE)
Where the Owner Equals the current user (this is NOT a must have if the below criteria fits)
‘OR’
Where the Current user appears in the Attendees field within the meeting (this is NOT a must have if the above criteria fits)
It’s the last part of the criteria as well as the correct way to group the query that is causing me the issue, for the last part of the query I have entered:
Activity Parties (Activity) Contains Data
Participation Type Equals Required Attendee
Party Equals Current User
I’m not sure that the last part is the correct criteria to enter to pull records where the user is listed within the attendee list, but either way the results need to return meetings in the next 30 days where either the owner is the current user or the current user is listed within the meeting attendee field, any help/direction you can give would be very appreciated.
Thank you
Spaz
Hello Experts,
We know that the newly replaced Client API's "ExecutionContext.getFormContext()" in place of "Xrm.Page" works fine in CRM v9.0 but , does "ExecutionContext.getFormContext()" also works in CRM v8.2 without any issues?
Hi, do we have option to activate or deactivate the customer address record?
I want to auto update fields in Projects when a similar field in QueueItems changes. The 1:N relationship is msdyn_project_QueueItems, with a lookup field labeled "Object."
I am using the following code and getting a non-descriptive message.
function VPNApplicable_Opt() {
var entityVarSent, entityVarRecieved, entityVarApplicable, lookupFieldObject;
lookupFieldObject = Xrm.Page.getAttribute('object(Project)');
if (lookupFieldObject.getValue() != null) {
entityVarRecieved = lookupFieldObject.getValue()[0].id;
entityVarSent = lookupFieldObject.getValue()[0].entityType;
entityVarApplicable = lookupFieldObject.getValue()[0].name;
alert(lookupFieldObject + ' lookupFieldObject \r\n' +
entityVarRecieved +' entityVarRecieved \r\n' +
entityVarSent + ' entityVarSent \r\n' +
entityVarApplicable + ' entityVarApplicable ');
} else {
alert(lookupFieldObject + ' is not an entity');
}
}
I suspect the lookup field is incorrect but can't figure out the right value.
Hi,
I am trying to reference lookup with same entity. But the record is not showing in the view.
I have account record - account name - ABC
In account form I have another lookup which refer to same entity
field - Parent Account - when I search ABC record here; It is not showing.
I have a requirement to show Parent Account as ABC ... Please help...
Hello Everyone
I need to put a mask in the telephone field that makes the layout of the field be ()9999-999 automatically without the user type the symbols and i need to put rule that cant more than 11 digits.
anyone knows how to do that ?
Hi,
Got this error below while trying to activate or deactivate a workflow, any resolution to this issue. There was similar issue reported about a month ago https://community.dynamics.com/crm/f/117/t/288916 but was resolved so this issue seems to reoccur today. Any resolutions?
Unable to access availability database 'NAMCRMLIVESG607_CONFIG' because the database replica is not in the PRIMARY or SECONDARY role. Connections to an availability database is permitted only when the database replica is in the PRIMARY or SECONDARY role. Try the operation again later.
I'm getting the following error while updating an account through organization service in c#.
SecLib::CrmCheckPrivilege failed. Returned hr = -2147220943 on UserId: 331387b0-323e-e611-80e3-c4346bdc11e1 and PrivilegeType: Read
Principal user (Id=331387b0-323e-e611-80e3-c4346bdc11e1, type=8 , accessMode=0, roleCount=1 ) is missing prvReadAccount privilege (Id=886b280c-6396-4d56-a0a3-2c1b0a50ceb0)
Weird thing is that this user is different from the one which I'm using for organization service.
CRM version is 9.0
The user specified in the error does have Read Account privilege.
Folks,
Attached is my security model. Teams are created under respective BUs (under Child BU1 and Child BU2). Users are added to the team and permissions are managed through teams and not at user level. An user named Alen is added under a Sales Manager Team under Child BU1 and assigned the Sales Manager Role. Now Alen is available to access the CRM System but unable to read/ create leads (same is happening for all the entities).
Any thoughts?
Hi all!
An example: I have a UII option with the name "Path1" and the default value "<set path>"
I created a package (let's call it version 1.0) which is deployed to Dynamics 365. The value of the UII option is now set to C:\whatever.
Now I create a package 2.0 with new USD configuration controls (like additional action calls or hosted controls).
When this package is installed by using the package deployer the "Path1" UII option is set back to "<set path>", is there a way I can migrate the UII option values to the 2.0 version so that I do not have to set the option value again?
It would be great if USD controls could be associated with a solution then values would be migrated (like fields in custom entities) - but I don't think that's possible or is it?
Thanks!
Just wondering if there is a way to update the owner of the Contract record after it is already invoiced. If so, how?
Thank you.