Certification Costs for Students
Hallo,I am a student working with Dynamics. I want to get certified and see, that there's a student discount - but I can't find, how much it is...? Can anybody help here? Every certification should be...
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Business Rules in 365 - Set Field to a calculated value
Hi, I am using business rules to set a value of an attribute as a concatenated string of two fields of which one is a option set and the other is a string. This feature was available in 2015 as in...
View ArticleError when attempting to open email activities in CRM 2016 on prem
Hello, When attempting to access email activities in my crm, i get the following error. Dont know what could be causing this. "ErrorAn error has occurred. Try this action again. If the problem...
View ArticleNote created with Regarding: Order. How do I get the URL of the opportunity...
I will try to explain this the best I can...When I create a Note inside an Order record, I set up a Send Email workflow to notify the user which includes the link to the Regarding: Order record....
View ArticleTwo companies/Entity in CRM & GP, view to both companies inventory levels
I have two Companies in CRM & GP, Company 1 and company 2.They both sell the same type of products. I want to be able (if I am a buyer) to see the available inventory levels in both companies so I...
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Reports are not working in my CRM
Hi all,I have this error in my deployment manager and my reports are not working.What can I do to resolve this?Thank You
View ArticleDoes anyone know if the Dynamics Mobile respects the Apps created from App...
Does anyone know if the Dynamics Mobile app respects the Apps?Example: Security Role A can access only App ASecurity Role B can access only App BWill this be reflected in the mobile app?
View ArticleContact Image/Avatar
Hi There,Does anyone know where the image/avatar for each contact is stored? and how can i get access to it. I would like to sync it with my web portal.
View Articleget attachedment in Document Templates
Hi, I am creating a word template for case entity. For notes part, is there anyway to get the attachment? For task, I found it just gave me one task info, even though I have two.
View ArticleAdvanced Find - Comma Separated/CSV style lookup
I am trying to use AF to pull a report for multiple specific Opportunities. I have a list of 100+ "Client IDs" (6 digit ID's relating to each Opportunity). What I am wondering is if there is a way to...
View ArticleEditable Grid Troubleshooting
All,I'm working on getting Editable grids working on my Dynamic 365 (on premise) installation. I turned it on for a custom entity that is n:1 with opportunities. All relationships for the custom...
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Customize existing "stakeholders" Roles
Please walk me through how to find and edit the following:
View ArticleConvert the word Document to PDF in custom workflow activity or plugin
Hi All;i have a word document attach to an entity i want to pick that word document and convert it to pdf and then create and email and attach with it i am struggling in the part of creating word...
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Quick find fields are blank in global search results
I changed the order of the first 3 columns in the Opportunity Quick Find view as shown below (I just moved Topic to the left):But now when I use global search, the Account and Est. Revenue fields are...
View Articleget email address when triggering email
Hi, I have social pane in a customized entity, I want to the email address field filled with client's address when open the email screen, just like account entity. how to achieve that?
View ArticleAssignRequests work where Updates do not.
We are trying to remove our Assign Requests from our plugins as they are deprecated. Microsoft says to replace them with Update Requests. However, we are experiencing no end to the problems as a result...
View Articleavoid infinite loop with 2 Workflows
Hi guys,I've created a WF that updates a text based on a lookup. But also a WF that updates the lookup based on a text. This is for a Marketo integration, so I must do it. This could be for any of my...
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BPF(Business Process Flow) not displaying properly in Online dynamics 365
I have written code to hide and show BPF based on some conditionIt is working fine in 8.1 version when we upgrade to 8.2 it is not displaying properly please help me on...
View ArticleCheck publishing status
Hi,In CRM, I changed the property "Change tracking" for an entity. I clicked save and publish. Is there any way to find out whether this publishing customization is done successfully?Thanks,
View ArticleHow to identify error from Microsoft Trace report?
Hello,I have created a Managed Package. It is working fine when importing managed package in trial account of Office 365. But it is not working in my Microsoft Cloud CRM account.I have tried by all the...
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