We are in the financial service business and often will have a husband send us an e-mail and he is responding about himself and also his spouse. They both have independent CRM records. How do we link the single e-mail message to both husband and spouse's CRM record? Is it even possible?
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Connecting 1 Outlook email to multiple contacts in CRM
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creating an account + email field empty
Hi All,
I have created an account and when i view it under the active organization or any other views, i cant see email (highlighted red in image below) for that column. I have given the primary contact email for account as seen. What could be the problem and how can i solve this.? any one please help. i have attached below image to give you the clear picture.
Thanks in advance.
TPY
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Calculation of Minimum Value
Hello,
I have a scenario to calculate the minimum of 2 fields and store it in another field. (i.e) There are 2 fields, Fees owed and Grant Amount.
if fees Owed = 1999 and Grant amount = 2000, I need to find min of both of these fields and populate the minimum value in another field called "Approved grant Amount".
(Eg)Fees Owed = 1999
Grant Amount = 2000
Approved Grant Amount = 1999 (This needs to get populate by itself when those 2 fields have value in it and this is the minimum of both fields).
Can we do this without Javascript code? or if this can be achieve only by javascript can I get sample code for it?
Many Thanks,
Poornimaa An
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Recurrence in MS Flow
Hi All,
I am new to MS flows and trying to build a recurrence flow which needs to be triggered on basis on user input in D365 records. Can someone suggest me if we can take dynamic value for the recurrence pattern (Day,week,etc) and use in trigger. I can see it as a dropdown there.
Also, if we can use recurrence as an action then it might also help but I think we cannot use it as an action.
Any help would he appreciated.
Thank You!
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MS Flow Approval Mail
Hi All,
Can someone help with how we can send approval email to addresses with other domains for eg- contoso.com and not contoso.microsoft.com
If I am using onmicrosoft.com, my flow works fine but other than that it throws below error-
BadRequest. The request failed. Error code: 'InvalidApprovalCreateRequestAssignedToNoValidUsers'. Error Message: 'Required field 'assignedTo' contained no valid users in the organization'.
Any help would be appreciated.
Thank You.
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How to create a workflow that creates an activity and then sends and email notification after 3 weeks if activity is still open?
Hello
I'm hoping someone can help me as I'm going round in circles trying to find a solution to this new workflow.
Simply put, I need to create a workflow that does the following;
If opportunity = Won, AND 'Who signed deal' = 'Dealer', 'Introducer' or 'Distant Sale', then create an activity (phone call) for the opportunity owner.
If activity is still open 3 weeks after the opportunity close date, an email is sent from the opportunity owner to our Sales Director.
The workflow I have created is completely flawed. When I activate the workflow, it appears to run any job that is a closed won opportunity, but doesn't take into consideration 'Who Signed Deal'. The activity (phone call) is also created as my activity even though the phone call is set as Call From : {Owner(Opportunity)}. The job then changes to waiting status, and then doesn't ever proceed to send email after the wait condition.
Please see workflow set-up below;
Can anyone help me resolve or simplify this problem? For testing purposes I set wait condition as 2 minutes but it will be for 3 weeks.
Thanks
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Multi-select Option Set Alternative for Portal
Hello Everybody,
I'm looking for an alternative solution to having multi-select option sets on the dynamics portal.
my scenario is that i have an online application the needs to be filled out by different users which gives them rights within the company.
The questions are based in a hierarchy format with currently 6 on the higer level, 3 on the 2nd level and 9 on the 3rd level. all the fields are going to grow in the amount of values assigned and the overall solution needs to allow for
the questions are assigned to each level with the first level sharing alot of the same questions and the 3rd level being most unique.
each user needs to be able to apply for many different paths of the hierarchy in the one application, or
there can be many application which the user can fill out, but due to the fact that most applications share a large quantity of data. application can be pre filled base on previously entered data.
currently i have a solution for this using multi select option sets but these are unsupported in the dynamics portal.
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Removing 1 Minute Option from Duration field in Appointment Entity
Hi All,
I am trying to remove 1 minute option from duration field in meeting entity.
But it seems using out of the box feature it is impossible to implement.
I have written an unsupported code which is working in Web but not working in Outlook/mobile or USD.
Below is the code. please have a look and let me know what modification in code I have to do to achieve this.
Please Note: I know the consequences of using unsupported code.
function hide1MinuteOption()
{
debugger;
var isCrmForMobile = (Xrm.Page.context.client.getClient() == "Mobile")
if (!isCrmForMobile)
{
var row=parent.document.getElementsByClassName("ms-crm-Duration-Row")[0];
row.style.display='none';
}
else
{
var row=parent.document.getElementById("scheduleddurationminutes_iSelect.1 minute");
row.style.display='none';
}
}
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Configuration Migration tool
Hi Community,
Just a follow up to this question, I imported accounts from dev to production instance in the MSD 356 using configuration migration tool and all the accounts appears in the production however its showing my name as the owner of all the accounts. how do get it to import the rightful owners rather showing my name in all account?
Thanks
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FetchXML - Only display the records that have the following criterias - is it possible?
Hi,
Is it possible to create a fetchXML that will only display records per day (created on) where the count of flag1 and flag 2 is greater than or equal than 4? The entity name is crm_timeregistrations.
Record set 1 - this will be displayed because there is 2 x crm_flag1=yes and 2 x crm_flag2 = yes. So in total 4 x yes.
Created on: 07-01-2019, crm_flag1=yes, crm_flag2 = yes
Created on: 07-01-2019, crm_flag1=yes, crm_flag2 = yes
Created on: 08-01-2019, crm_flag1=no, crm_flag2 = no
Record set 2 - this will not be displayed because there is only 1 x crm_flag1= yes and 1 x crm_flag2 = yes. So in total 2 x yes.
Created on: 09-01-2019, crm_flag1=yes, crm_flag2 = yes
Created on: 09-01-2019, crm_flag1=no, crm_flag2 = no
Created on: 10-01-2019, crm_flag1=no, crm_flag2 = no
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Steps to migrate from Dynamics 2016 8.1 to Dynamics 365 online
Hi,
We are planning to move dynamics 2016 to dynamics 365 (online), what are the steps we need to implement?
Do we need to update to 8.2 on-premise then 9.0 on-premise and then to online? or we can directly migrate from 8.1 to online, If so can you provide me with the steps?
What are the challenges while migrating?
Thanks,
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Reg Certifications for Dynamics CRM developer
Hi everyone,
I would like to do certifications in Dynamics CRM developement and also for developement in field service.
Can you guys please suggest me name of the exams conducted by microsoft.
Regards,
AxTechie
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Dynamics 365 verions 9.0 On-Premesis with IFS on Cloud (Azure/AWS)
Dear All,
I was checking Dynamics 365 deployment and i found warning from Microsoft saying : On-Premises Deployment for Finance and Operations are not supported on Cloud not even Azure,
Does anyone know something about this ?
Thank you,
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WEB API query expanding a related entity
Hi!
I spent 2-3 hours yesterday scratching my head and wondering why this API query would not work.
http://....dynamics.com/api/data/v9.1/st_intakes?$filter=st_name eq 'IN00000009'&$select=st_name&$top=3&$expand=st_nameofthechildyouth
This field is clearly listed as a related entity. I checked the field definition in Settings/customization and the spelling was correct.
I also tried the same query but replacing the expanded field with &$expand=_st_nameofthechildyouth_value
no luck either.
Then I used the XRM toolbox 'Attribute Manager' module and discovered the field is actually spelled 'st_NameoftheChildYouth'. So I tried the query again and long and behold...
http://....dynamics.com/api/data/v9.1/st_intakes?$filter=st_name eq 'IN00000009'&$select=st_name&$top=3&$expand=st_NameoftheChildYouth
worked! Alright. I figured out the field is case sensitive. But my question is: Where....in CRM 'Settings/customization', looking at the field list for my Entity, can I see the exact case spelling of this field? Currently when I look at it, it is spelled in lowercase.
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Dynamics 365 On-Premise with Azure
I wanted to ask whether it is possible to implement azure function or logic app with Dynamics 365 On-Premise v8.2. I know azure is the cloud services still wondering is there any way to use azure function with dynamics 365 v8.2 Onpremise
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Undeliverable Folder issue - CRM On premise - Exchange server mailbox
Hi,
We have a mailbox which is in sync with CRM on exchange server. From last few months so many mails are being moved to a folder 'Undeliverable' (First the mail comes to inbox, then it is being moved). We tried deleting the folder without any success. Because of this mails are not being synced to CRM Queue. User have to drag all the mails from undeliverable folder to the mail box. Can anyone provide a permanent solution for this issue
We have already tried the following things without any success'
1. We have already unchecked the 'move to undeliverable Folder' checkbox in Mailbox configuration
2. We have checked for Auto number plugins but there is no issues with this
3. We checked for attachment size of individual mails, but mails without attachment are being moved to undeliverable folder
4. Email is coming from a valid email ID with all valid recipents
5. There is no rules in Outlook to move the mails
6. Added a reg key 'UndeliverableFolderMask' with assigned value 0
7. Reached out to Microsoft, CRM and Exhange support without any progress in the issue
Thanks in Advance!!!!
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My Discussions comes up empty
When I click the My Discussions link there are no results found. Worked properly a couple of weeks ago. What's up with that?
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How can a SSRS Report use saved Admin Credentials in a Data Source , overwriting the firing User's credentials.
Recently i have created a SSRS Report using Report Builder in Visual Studio, this report needs to be able to retrieve data that covers the whole organization (which only the admin can see), taking into consideration that the report will be fired by a normal user that doesn't have access to the mentioned data.
When i tried to connect all Datasets to one Datasource that has Admin Credentials, then when a normal user ran a report in Dynamics, he could see his data only. Even though Admin Username and Password were saved into the Datasource.
One of the solutions that got in my mind is to have two Data Sources in the same report, but the report wasn't accepted by Dynamics.
Any thoughts? Thank you
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Unable to get property 'argumentNull' of undefined or null reference at in CRM
Hello good afternoon.
I have this error when loading the homepage of a custom entity (in this case it is the Purchase Order).
It refers to some null value, but I have removed the components of my JS to validate and I still get that error
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Portals and linking child page...
Hey there!
I've started exploring Portals (and D365 in general) and trying to figure out what is the easiest way to manage pages and content... It's certainly not the easiest interface I've worked with ;)
My problem right now that I have no idea how to face is that I'm trying to add a new page to a navigation... I've got my website object, I have created a new web page (say "Services" ) I have my web link set, and one of these is "Primary navigation". When I want to pick a new page to add to the link, I'm seeing only 36 pages and none of them is "Services" . When I go to Web page view I also don't see my web page that I've created.. However, if I search for it, it comes up - it just seems not to be "linked" or related, in essence. What did I do wrong? I assume there must be some property that is not set or broken, that it doesn't come up in standard filter, but I'm unable to figure that out... Any troubleshooting tips highly appreciated - I'd love to learn how to make Dynamics do the job :-)
Thanks!
Alex Pawlak
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