Tablet vs Phone customisation
I have a form that on the web has 9 tabs on it. When doing the customisations, we then had to make some of those tabs not available on phone for all the main tabs to appear (they have a tab for...
View ArticleConnect a specific Form to a businessProcessFlow
Hello gentlemen,Is it possible to couple a newly made form to a business process flow that i made for a different department?I tried to give both the form and the BPF the same security role but i can't...
View ArticleRE: Dynamics CRM versions
This might be a stupid question but, I keep hearing Microsoft Dynamics referred to as online or O365 are these not the same thing?Microsoft Dynamics CRM Online 2016 isn't this by definition an O365...
View ArticleChanging default user for a Portal
Hi, is it possible to change the user that CRM portals runs as instead of the SYSTEM user?The owner of the website is set to SYSTEM. If I change this will the portal then make calls impersonating that...
View ArticleCreating a Service for retrieving data related to a account.
Hi all,I need to create a service which will return data related to an account entity in Ms Dynamics CRM. This service will have account GUID as input parameter which will be passed by the service...
View ArticleWeird issue in Web-API while retrieving data from CRM
Hi All,We have a CRM Application for which we had a library to make CRUD operations using REST and SOAP, since CRM will soon stop supporting that so we are moving all the JavaScript to WEBAPI calls....
View ArticleGoogleMap API CRM 365
Hi everyBody ,can you please help me how can i use the Adress Autocomplete (Google API ) in dynamics crm 365 On promise
View ArticleHow can I set value of a two options set field using JavaScript
I am using this piece of code to set the field's value. Xrm.Page.getAttribute("new_isapproval").setValue(false);When I try to set alert in the code as the retrieved value, it gives false value but when...
View Articlehow to set the Name of activity as “Customer Name – Purpose – Status”
Hey,I need to know how to set the name of activity as “Customer Name – Purpose – Status” in CRM 2016.Thank you
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Error on page
Hi,I am getting error on page when I add below code. Kindly help me to find the error. How to find the error. But the script is working.Please find the script and screen. I added this script to get...
View ArticleIn dynamics 365 online : What all are the campaigns related with a specific...
I would like to display a sub-grid on my account form that will contain the related campaign information for the particular Account. I have verified in default solution, I am not able to find any...
View ArticleDynamics 365: Entity arguments in Actions
Hi there,We recently upgraded from 2013 through 2015 to 2016/365.From going through upgrade issues, I have come across a problem with Actions that we utilized in 2013.It is a global action, that takes...
View ArticleOperation is not valid due to the current state of the object.
Hi,My client is on Dynamics CRM 2016 online. They are experiencing a very weird workflow exception and behaviour. The have couple of workflows scheduled to be run and certain interval during the day,...
View ArticleDynamics CRM FieldService
Hi,I'm now in CRM. Can please advise on how to check what latest version of FieldService for CRM and how to apply FieldService to Sandbox instance? I couldn't find any from Appsource.Greatly appreciate...
View ArticleLearning Path - what are the limitations/problems you should be aware of?
Hi,I am thinking to recommend Learning Path to my client, but first I would like to find out limitations of this feature.As I understand, it is available only online. I also read that it cannot be...
View ArticleSecurity Privileges for SLA Items
When creating SLA Items on SLAs I'm getting the error below. This error is due to the SLA record owned by a user in a business unit that is different than the business unit of the user creating the SLA...
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Duplicate Warning pop-up not working
Hello, When Qualifying a Lead with an Account and Contact that already exists, the following window appears:When I try to search for the existing Account and Contact records, the search buttons don't...
View ArticleForm Notification for Field Value
Hello,I'm looking for some guidance for anyone that has a moment to assist. I am using Dynamics 365 and I am trying to have a form notification to show if an account has a credit hold. I would simply...
View ArticleOutlook client issue
Dear All,I have one user in business, she is unable to open any record from outlook client but she is able to see records in view. Records window opening and closing immediately. issue having with only...
View ArticleSend Confirmation E-Mail
Hi guysI'm looking to configure a Send E-Mail Confirmation workflow using the Send Email Confirmation To Contact process (the Action). I'm looking to automatically send the Email Confirmation when...
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