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MB2 717 certification exam

Hi,I am sitting for the MB2 717 certification exam in a couple of days. It is - "Microsoft Dynamics for 365 Sales". The syllabus has "Gamification" in it which is completely unrelated. If anyone has...

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All New Content Pages Throwing Object reference net set

We have added about 30 pages to our portal and never had an issue.  This final page is causing some headaches so I think the ADX configuration in CRM may be messed up.I add a new content page in Visual...

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Can you use the Marketing List and Campaign functionality if you just buy...

Can you use the Marketing List and Campaign functionality if you just buy Microsoft Dynamics 365 for Service licences?The 'Marketing' menu option doesn't seem to show OOTB but can you enable it?

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How to change view on subgrid (or hide columns) based on lookup selection?

I have a form that contains a lookup field, as well as a subgrid. Depending on the value selected in the lookup, I would like to make change which columns are visible in the sub grid.Lookup =...

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Excel Reporting button

The Excel reporting button seems to dissapear anytime I run a report. How do I make sure it stays and does not disapear.

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Using CRM to track use of resources

Greetings - We are wanting to have our sales and marketing staff use CRM to track activities that may or may not be in the pattern of specific tasks, meetings or emails (although they might be) for the...

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Run Business unit Based on workflow

I have 3 business unit ( eg: Business unit A , Business unit B , Business unit C ) and i  have 3 workflow                    ( eg:Workflow A , Workflow B , Workflow C ). how can i run separate workflow...

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How to make Lost leads not show up in the search results

Hi ,When I am merging leads , the lost record is converting to a Read Only record with the Status Reason "Lost"But the problem is they show up during any search activity - universal or entity specific....

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Get Contact Field in Phone Call Entity

when a contact is importing it will create a phone call activity for each and every contact by workflow.  Now i am creating a new workflow for phone call entity i need to get the contact name and some...

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Views and Advanced Find - MSCRM 2016

Hi,I would like to know the difference between view and advanced view how they are configured, because in views we can pass some edit filter condition and restrict on the security roles, So I knew that...

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Query Builder Error

Hi TeamWhen i am triggering my plugin i  got a following error.please help.

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Email Configuration in Dynamics 365 Free Trail

Hi Experts,I am trying to do Email Configuration in Dynamics 365 Free trail.For that I go to Settings --> Email Configuration --> Mail boxes --> Approve Email --> Test & Enable Mail...

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Create unit testing for Plugin

I have created a plugin, I would like to create a unit testing for that plugin.COuld you please any one guide me how to create it?

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Send appointment invite to clients

Hi all,I have encountered an issue when sending appointment invite to external users. If I manually create a meeting in Outlook, it will send an invite to all participants. Does anyone know how to send...

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CRM 2016 update 1, error in Security Role, user has admin role

HelloThanks for your attentionI have a problem about Security Role in CRM 2016 update 1- on premise I create a Role: only privilege at  Account, Contact and Case and assign this role for a userBut this...

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Failed import solution developed in CRM 2016 (8.1) to CRM 365 (8.2)

Hi everyone!So we got an email about the upcoming update to CRM 365 . We developed a solution in our development server with Microsoft Dynamics CRM 2016 (8.1) . So i tried to import it to our other...

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Cannot connect to new CRM Online Organisation

I created a new CRM Online organisation with new Office 365 accounts (onmicrosoft.com) and C# client code to create/connect to the OrganistionService does not workI am receiving an error stating that...

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Dynamics 365 sandbox - user licences?

Hi AllQuick question..For sandbox non-prod instances of Dynamics 365, do you require production user CALS for every user to access this?From my investigations, it looks like you do, but I need clarity...

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no 'entity' node in the provided fetchxml

I am getting this error while fetching records through FetchXml. I have checked my syntax. It is correct. 

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Business proces flow is uneditable

Hello Gentlemen,This morning I was trying to adjust a field in my BPF when I found out that I could change it but unable to save it and therefore it is not edited.Are more people having this issue or...

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