Hi:
My questions is interesting that I read in the planning guide that you can install SSRS on a separate server from the SQL box for performance. When I've tried to do this in that past I always wind up with reporting errors even with the connector for SSRS installed. So my question is how do I do this right?
Hi
Can anyone please recommend and 3rd party addon or if D365 offer an App for a businesses in Asset Finance?
Core Business Areas are:
Hi,
I have a table as shown below:
| Employee Name | Competency | Role |
| Sandya | C2 | Software Engineer |
| Devaraj | C1 | Test Engineer |
| Prem | C3 | Test Engineer |
| Subash | C1 | Data Engineer |
| Rushikesh | C2 | Data Analyst |
In this table I want all the unique competency as list like ['C1','C2','C3']
can anyone help me to achieve this task using c# plugin.
Thanks,
Sandya
Hi all,
I've been tasked with a couple of things that i'm not sure if possible or not and can't see how i could do it so thought i'd reach out
1- We want to send an email weekly to each user with a list of their contacts that they have logged an activity against the previous week along with listing a selection of other fields on the contact card.
2- we want to automatically open a new activity record when an activity is marked as completed
If either of these are possible, i would appreciate a steer in the right direction on how to set these up.
Thanks for your help in advance.
Hello,
I was wondering if is it possible to migrate from Microsoft Dynamic 365 CE (Sales mainly) Cloud to on-premise
Appreciate if you could provide me with any how to guides
Also, can the solution be designed based on Microservices approach?
Thanks
Hello
I want to use the Request type for Timeline activity.
I have been able to create a Request but I am unable to generate the Email for it.
Please can some provide me with detailed info on how to use the Request type for timeline activity or refer me to where I can read about it.
Hello
We have two existing modules (Customer service A and marketing) in one dynamics 365 environment and two newly created customer service modules (B& C)in different environments with 2 distinct dataverse. The first two modules (Customer service A and marketing) share the same contacts and Accounts and dataverse.
We would like the two newly created customer service modules B&C to share the same contacts and accounts with the two existing modules i.e. the contacts and accounts entity should be synchronized across the various environments and modules.
Is this possible please and if yes, how?
need to remove that shows as button below, unable to find in ribbon workbench.
We are trying to utilize the capabilities of offline mode in mobile but all our scripts are mostly written with Xrm.WebApi.online to perfomr the CRUD operations.So our initial thought it to change it Xrm.WebApi.Offline to use it in offline mode but again it will impact the former one. So we are planning to use Xrm.WebApi only to perform the CRUD( replacing the WebApi.offline or WebApi.online) so that we do not need to think about if we are using online mode or offline mode for a particular entity.
Can we get the idea or impact that we are going to face.
I am developing a PCF virtual control and using the `TeachingBubble` control but I'm getting an error while building the control.
Here's my code:
<TeachingBubble
calloutProps={{ directionalHint: DirectionalHint.leftCenter }}
target={`#${comboId}`}
isWide={false}
hasCloseButton={true}
closeButtonAriaLabel="Close"
headline="Invalid Selection"
onDismiss={() => setShowBubble(false)}
>
You can only select up to 10 services at once
</TeachingBubble>and here's the error:
TS2322: Type '{ children: string; calloutProps: { directionalHint: 9; }; target: string; isWide: false; hasCloseButton: true; closeButtonAriaLabel: string; headline: string; onDismiss: () => void; }' is not assignable to type 'IntrinsicAttributes & ITeachingBubbleProps'.
Property 'children' does not exist on type 'IntrinsicAttributes & ITeachingBubbleProps'.
Now it appears the control won't accept the text inside the <TeachingBubble></TeachingBubble> tags but MS sample code on the API uses it, I've done some googling around but found nothing. Any help is greatly appreciated
Hi,
In my lead to opportunity sales process flow I have made several custom fields with datatype choice yes/no. I want them all to appear as checkboxes, but for some reason the fields randomly get either checkbox or dropdown list. 
Does anyone know why this happens and how I can change the formatting?
I have tried to add them to the form and changed controls and checked the xml in solution to check if there was a difference in the fields there, but no luck.
Users at my company often have a list of account names in a spreadsheet that they want to bulk edit in Dynamics. Unfortunately, there is often no common filterable data point connecting all records. If I have a list of account names in Excel, is there a way I can paste them into the Account Name Equals filter with a delimiter so the system will filter to the list?
We have an income entity in our system, which from our Dataverse storage use seems to average about 6.8k in size per record, compared to our Contact record (with many more columns) which only consumes on average 5.2k. We have 19m records, so are also looking to find ways to roll them up.
Can you think of why it might be so large, and ways we can reduce it?
We're considering:
- removing redundant columns
- moving data from multi-line columns to a new single-line text column.
Anything else you can think of?
Thanks
Hello,
We created a Power Automate flow to create Assistant cards for incoming emails.
The cards are displaying appropriately, but since we have multiple areas in our system to view emails the business wants the email cards to be dismissed when an email is opened anywhere outside of the card.
I created everything I need to trigger the Flow and get the ID's from the action cards, but I cant seem to dismiss the card. Do I need to create my own custom action?
I tried using "Dismiss Email Infra Action Card" and it isnt working. The flow doesnt fail, but the card does not get dismissed.
Thank you!!
I am trying to implement case resolution survey i.e, a survey gets triggered whenever a case is resolved in CRM however how do i limit those surveys. I dont want to hassle the customers because I do have customers with lots of closed cases. The idea is to not send a survey if a customer has already submitted one, for example 1 survey in 1 week. How do I accomplish this using Customer Voice.
I am getting below error, i have create workflow activity and i have registered it in sandbox but when it execute it, it is giving error
Request for the permission of type 'System.Security.Permissions.ReflectionPermission, mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e08' failed.
Stack Trace:
on System.Delegate.DelegateConstruct(Object target, IntPtr slot)
Dear All!
When I create a new email or jump into an existing email from the timeline, the email details are shown in some kind of modal dialog that is actually unusable because it's clued to the bottom right corner of the parent form (see screenshot).
What I want is actually to just open a regular form, no modal dialog. This works well with any other timeline item (e.g. reminder, phone call, etc...)
I tried all different settings of the timeline of the parent dialog (e.g. use "Main form", use "main form dialog", etc...) But this didn't change the behaviour.
Can anyone help me to find the setting to make this work better?
Thanks in advance! Patrick
we are following the below link to enable custom button in mobile offline profile in dynamics crm
But we are not able to see it in offline profile-
Has anyone ever impelemented it?
Any suggestions?
I'm seeing some really strange behavior when setting up a workflow.
I have 2 customer lookups on an entity, i.e. CustomerA and CustomerB.
When update the Entity using "Set Properties" I select the CustomerA entity and map a value on the form to a field on CustomerA it displays correctly in the workflow.
When I then go back into the "Set Properties" to check the value it remaps the value to the other customer lookup, CustomerB.
Has anyone else seen this behaviour?
Hello everyone,
I have tried to export field security permissions per field security profile:
But it does not seem to be possible to do so by the standard product.
(Xrm toolbox User Security Manager, is a great tool but does provide only an overview of the users/teams under each profile but not the actual fields affected by the profile)