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...
View ArticleAll 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...
View ArticleCan 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?
View ArticleHow 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 =...
View ArticleExcel 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.
View ArticleUsing 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...
View ArticleRun 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...
View ArticleHow 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....
View ArticleGet 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...
View ArticleViews 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.
View ArticleEmail 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...
View ArticleCreate 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?
View ArticleSend 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...
View ArticleFailed 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...
View ArticleCannot 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...
View ArticleDynamics 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...
View Articleno 'entity' node in the provided fetchxml
I am getting this error while fetching records through FetchXml. I have checked my syntax. It is correct.
View ArticleBusiness 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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