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Missing entity when trying to add columns to a view
HI guystrying to customise a view with a new column which will be the owner of the record. However there are now drop down entity's (like in this example) any idea what I may be doing wrong?
View ArticleHow we can use secure config defined in plug-in registration step for...
Hi,Recently I was asked a question how we can use secure config defined in plug-in registration step, for non-admin user?Please suggest.RegardsSuresh
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CRM Add-In for Outlook email tracking generating an HTML code
At the end of each week, our users export a report titled, "My Activities Last 7 Days" to excel.If a user tracks an email with the CRM Add-In for Outlook, an HTML code populates the description...
View ArticleMicrosoft CRM Portals - Add new Portal Add-on
Hello to everybody!I have one Sandbox instance of CRM Online 2016 Update 1 with a Portal add-on linked. I would like to add another Portal add-on linked to the same CRM instance, in order to have two...
View ArticleHow to capture modifiedon field from the form using javascript and populate...
i want to capture modifiedon field using javascript and update the value to the custom field how can this be achieved, every time modifiedon updated custom field should be updated
View ArticleDynamics 365 for Tablets - Auto-refresh
I just deployed the Dynamics 365 for Tablet application to my end users. Two users just notified me that the app is auto-refreshing while they are working. Specifically, they are creating a new entry...
View ArticleFiltering Lookups on the Business Process Flow fields
Hello,I understand that to get the fields in the business process flow to filter you have to do it using JS and add a custom filter to those fields. The fields are named as...
View ArticleHow know if a field has been used in an entity.
Greetings;I inherited a CRM solution that contains custom development. The developer for that application is currently unavailable to answer questions. Therefore I'm doing a GAP analysis for what...
View ArticleHow is the tracking token added?
Hello allJust started testing the Dynamics CRM and have a question with regards to tracking emails by means of the tokenI am using Outlook Web, Dynamics Online and Outlook 2016 for Mac, with Microsoft...
View ArticleDuplicating Production Instances
Currently on Dynamics 365I am looking to purchase another production instance license but instead of starting from scratch, I would like it to be exactly the same as the current production instance.I...
View ArticleLooking up lookup field in a related entity
Hello.I would like my ProductId in the case form to be autofilled with the ProductId that is specified in ContractDetailId in case.Example:So Contract Line is Case = ContractLineAContractLineA has...
View ArticleCRM/365 App available on Amazon Kindle?
Hi All,Just went to the store on the device, and could not find the app to install. Checking TechNet, I don't see the device listed, but if I understand correctly, it is running OS Android...
View ArticleCRM 2016 Opportunity Close Description Required
We have a business requirement to change the requirement level on the opportunity close form description field. As this field has managed properties on it OOTB I do not see a way to do so through the...
View ArticleCustom Entity Quick Find in CRM 2015 On-Premise not working with Leading...
We have a custom entity, Projects, where when search criteria with a leading asterisk is entered in the Quick Find it either returns no results or only searches by the partial string. For example...
View ArticleAssigning accounts to Territories
Hi all,I have sales guys that take care of certain accounts/territories. What's the best practice for creating the territory > assign their customer accounts to that territory > assign a...
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Dynamics 365 App for Outlook JavaScript customizations
Folks,I want to customize the forms for the Outlook Dynamics 365 app. Specifically the form that creates a task. I found a sample that shows how to 'Created dependent OptionSets (picklists)' and it...
View ArticleDocument Upload and Approval
Hi there,I learned of a feature called Document Approval in Salesforce. Is there something similar MS Dynamics CRM or does anyone have any recommendations for third-party add-ons?
View ArticleHow do I restore the default css after uploading a terrible bootstrap.min.css...
I just assumed I could delete the file I uploaded and it would all go back. Instead I have an absolutely vanilla looking site.
View ArticleNeed a way to manually invalidate portal cache via javascript.
In ADXStudio portal version 7 you could send a request to .../Cache.axd?Message=InvalidateAll using custom javascript on the portal page. This does not work in version 8, and from reading other forum...
View ArticlePermanently pin the Dynamics app
As per the subject, is it possible to pin the Dynamics App to Outlook permanently, rather than having to click it every time you change email message?
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