Cannot qualify lead to opportunity
Hello,We are having issues with qualifying leads to opportunities. When a user tries to qualify a lead the user gets an error that he does not have the sufficient permissions to qualify a lead.Security...
View ArticleHow to delete real data from a project?
Hi everyone.I'm trying to delete a project from dynamics 365, but is not posible because real data are associated with.When I check the real data , I can see it, but not delete it. (Delete option does...
View ArticleAdd new fields to account entity without customizing
Hi Community,I am looking for a user friendly way of creating new fields to an account without customizing.These fields shall be organized in "blocks". As an example: Users need to create a new block...
View ArticleInvite customers to sign in to our Customer Service portal using their Azure...
Hi, I am trying to streamline on boarding for our customer. Can our Customers register and sign in to our Customer Service Portal using their own Azure AD credentials (or is that only possible for...
View ArticleWeb Notifications Configuration Page Bugs (Portals 7.0.0024)
When using Edge, adding new entities to the "Send Notifications" column will add to the same row (like a comma separated list) instead of adding each new entity to its own row.When using any browser,...
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Why in Business Rules, set value in decimal field replace dot with comma?
Hi,we have a decimal field that we want to set with business rules to 0.5, the validation is OK, but when we save the business rule and reopen the rule there is an error and when we check the set value...
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Customize the "Convert to" Opportunity form from Outlook Plug In
Hello,Is it possible to customize this form?I would want to rename "Customer" since this field isn't one of our customers, and to remove the currency and campaign fields.Can I do this through...
View ArticleSharePoint Integration w/ Dyn 365
Hello, I am in the process of testing the SP integration with our Dynamics 365 sandbox org. I was wondering if it is possible to have multiple CRM instances connected to the same SP site. When we...
View ArticleProblem with C# Plugin Code that gets Money Field Value CRM 2011
I have a CRM 2011 plugin that executes Post-Operation on Update. The plugin pulls data from each field on the form, and stores each field value in its own variable. This data will later be manipulated...
View ArticleLock Actual Revenue field on Opportunity Close form
Hello,I need to lock the Actual Revenue field on the Opportunity Close form. I know that this form cannot be customized, is there a way to lock it using a business rule, workflow or custom code?
View ArticleGetting Security Role Name for logged-in user in Dynamics using Xrm.Page.context
In one of the requirement, I need to show and hide some sections, tabs, fields on the basis of Security Roles of the logged-in user.This method Xrm.Page.context.getUserRoles() returns an array of GUID...
View ArticleSingle User, Multiple Territories - Help Required
Hi All,Urgent help required!I have a scenario where a manager can handle multiple territories but dynamics CRM doesn't provide such feature to allocate single user to multiple territories, For ex,...
View ArticleLegacy Feature Check Tool.
Hello All Experts,I need to know where from can i get the Legacy Feature Check Tool for crm 2013 Legacy Feature Check Tool for crm 2015 etc.any support will be appreciable.
View ArticleWorkflows not running
Workflow not running on server, when i try to to debug windows log this error i gotAn unexpected error ocurred while executing an asyncoperation of type 57 for organization...
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CRM Mob Application for Dynamics CRM 2016 on premise
Hi,I am using Dynamics CRM 2016 on premise. I want to access CRM on IPhone. I did not get the correct mobile application for CRM 2016. I found two apps from below...
View ArticleDynamics 365 taskpane (app switcher) launching app in a different instance
I seem to have hit a brick wall today, let me try and explain the issue.We have several sandbox instances and custom apps built for Dynamics 365. We have copies of one instance on various sandboxes and...
View ArticleConvert money to decimal
Morning allI'm trying to convert a money field to a decimal but i keep getting an error about unable to cast. I have tried it various ways with no joy. Any ideasfor (int index = 0;...
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Different menu styles
Update 2 change a menu. There are different styles in menu items:1. As you can see on a picture, there are different fonts2. As you can see on a picture, there are different vertical aligns in a...
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No menu!!!!
Crm 2016 update 2. After some actions, menu is disappear:As you can see, there is no items in a menu. It should contain:Parameters -> Security-> CurentUser (Параметры -> Безопастность ->...
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How to use/enable Filter in Sub Grid on Order Entity
Hi,We are using OOB Order entity, and we have OOB Subgrid in Order Entity. We have 2 type of product that we are using in Sub Grid (Base and Option), I want to make filter condition on sub grid, so...
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