Technical Requirements Template, MS Dynamics 365
Hi!Can anyone help me with any Technical Requirement Template of Microsoft Dynamics 365 on-line. It would be much appreciated.Thank you in advance! :)
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Error in setting up Email in Workflow - Dynamics 365
Hi, I'm trying to create an email record in a workflow, target entity: opportunity. While doing so, I have set From: Owner, To: A contact email. After this I hit Save & Close. When I again hit...
View ArticleRemove Subject Tree
Good afternoon everyone,I use the Subject Tree in CRM for Occurrence and other system tables.I need to remove some subjects, would you let me know if this practice is recommended?If I can not hide or...
View ArticleCannot Create a new option set field
Hi All,Having a strange issue here. We have a on-premise deployment of MS CRM 2016 which has been quite heavily modified using out of the box customisation. The issue is i have created a new entity and...
View ArticleAggregate FetchXML against WebAPI fails
Hi,The following fetchXml works fine against OrgSvc:<fetch top='50' aggregate='true' ><entity name='account' ><attribute name='cf_customerclassification' alias='classification'...
View ArticleHow to get contact information by using ParentCustomerId from Opportunity entity
Hi,I want to get department name from ContactSet from opportunity form by filtering ParentCustomerId. But I am getting retrieveResult.status = 400. Please find below script and help me to find...
View ArticleRequired that the owner is team
Hi,when creating a new opportunity (or editing ownership of an existing) we want it so that the owner has to be a "team" and that you cannot set the ownership to a user.How do I set that up?Thanks in...
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EntityList workflow will not trigger
I have an on-premise version of the portal set up and have an entitylist with a workflow defined. This works fine. I have created an online trial account with the portal and have the exact same...
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unable generate new Portal form after changing form field
I have created a custom entity and added it to the crm portal.I used default page template(page/full page) to display the entity.After adding a new field to this form ,my changes are not reflecting in...
View ArticleMin width of bar on bar chart
How do I set a min width of a bar on a bar chart?The reason I want to do this is lets say there are two bars, one with with a value of 500 and one with a value of something very small, letssay 1. The...
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Possible to customize Lead Status Reason option mouseover description (popup)?
Hi CRM masters!Please advise how would it be possible to customize this popup text. What I want to achieve is to put a little more text with explanation in the Lead Status Reason popup box that appears...
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String text field can lookup entity list in dynamics CRM
Hello all,I create new function to setup number sequence for entity in CRM System, I create new attribute is called Entity Name (string data type, mean which entity you want to generate number), and...
View ArticleUSD - External Hosted Application not 'staying' in USD tab
I have a hosted control that is a CCA Hosted Application > External Hosted Application. No adapter. Application Hosting = "Use SetParent". But every time I click a toolbar button that fires the...
View ArticleBusiness Process Flow On Exit Workflow doesn't pass back business process...
Using Dynamics 365 with the new On Exit of stage workflow parameter, upon exiting a stage I run a workflow that sweeps the record and child records for any issues. If child records havve issues they...
View ArticleMove entity From CRM 2011 To Dynamics crm 365
Hi everybody,How can i move all the entitys and their fiels in dynamics crm 2011 to Dynamics crm 365 ?
View ArticleGet the reason for a rollback of an action to the caller
Hi,This is the scenario in my codeactivity (all try/catch context handling omitted)protected override void Execute(CodeActivityContext context) { // This causes a rollback,...
View ArticleAdobe forms vs. CRM portal
Hi everyone, I heard from Adobe sale reps that CRM portal will be deprecated in favor of AEM forms. How credible is this information ? Thanks.
View ArticleBusiness Process Flow Visual Design in Dynamics 365 - how do connectors work?
After several hours, I give. How are the connectors supposed to work in the new BPF Visual Designer? Can you connect a Stage back to another one?? Can't seem to do anything with them and can't find...
View ArticleRoadmap for CRM Portal 8.x on premise
Hi everyone, will CRM portal 8.x will eventually be release on premise ? What will be the upgradability for client who use AdxStudio 7.x with no intention to migrate to the cloud? Thanks.
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Hide or disable Warning Message in Products
Hi, I need help. Is there any solution that I can use to disable-hide that warning? Maybe with javascript? I want to let users create products without a default price list That notification appears...
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