Changing Business Process Flow Stage automatically
Hi,Is there any better way to change the BPF Stage? other than writing a custom code ? http://develop1.net/public/post/How-to-change-process-and-stage-programmatically.aspx#comment Any inputs are...
View ArticleIs it possible to show Dynamics 365 activities on outlook calendar?
Hello,I want to show dynamics 365 activities like Phone call, Email, Fax on my outlook 365 calendar, is it possible to do so? If yes then how can I do it?Regards,Ashish
View Articlewhat will happen to the customizations.
I have two unmanaged solutions.one contains some contents similar to the second solution.now if i go to settings area and then click on solutions it will display all the solutions.Now if i click on the...
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How to make all fields read only on a form like hyperlink and a simple field.
Hello,I am trying to make all fields on form as a read only when the status get changeI want to make the the fields and the hyperlink fields read onlyfields like and hyperlink likeI want both of this...
View ArticleMS Dynamics CRM 2016: Disable autoexpand search on lookup fields
Hello,after we have updated our MS Dynamics CRM instance to 2016 SP1 we got trouble with all lookup fields:When user clicks on any lookup field, happens auto expand of Search on the field and user...
View ArticleEditing multiple project records
We used to be able to edit multiple project records by "ticking" the field on the left of a view of projects and selecting "edit". Now when we do this I get an error message "invalid argument".Any...
View ArticleHow can we write custom logic to be performed on click of a button in...
Hi All,I am a newbie to Dynamics CRM. I have used Ribbon Workbench to create a "Send SMS" button on Account form. I am supposed to connect my CRM with Twilio to send SMS to the Account. How is it...
View ArticleCannot save Dynamics 365 opportunities or leads to Sharepoint online only...
I'am currently working on integrating sharepoint online with dynamics 365. I have done the integration and it worked fine. I have integrated so all content is saved on specific/individual account with...
View ArticleCan I login in to 2 CRM with a single use , with the help of ADFS or SSO ?
We need call center agents to login in different CRM with their one ID which will be created in both CRM system, i understand that the org id will be different and hence it will throw an error but if i...
View ArticleSpeeding up retrieval of data when using Web Service
In order to speed up retrieval of data when using a Web Service, our developer recommended that we execute the following SQL script to be run directly on the database.I would very much like to...
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Date Time in Workflows
Hi!I currently have a workflow that updates the name of the record based on a datetime (Date Only) field. However, the time is also included in the name as per screenshot below. Is there anyway for me...
View ArticleID and reconcile new lead against contacts database
Hi,Could someone advise me how to write a either a business process flow or workflow process that can identify and reconcile new or existing leads and either update exiting contacts using the email...
View ArticleSending Emails Via workflows in MS CRM 2016 onPremises
Good Day,I have CRM email router set up to exchange 2010.I once the email enters CRM i am supposed to create another email with a different body and link to the previous incoming email and forward this...
View ArticleRestrict attachment file type for specific entity in crm
Hi All,I have a requirement where i need to restrict file type for specific entity in notes for e.g. i have three entities contact,account and customer entity so in contact entity user should upload...
View ArticleIncrese Columns in Quick find while global search
Hi Experts,I want to increase columns in Quick find view.I'm able to add more fields but while searching by global search only 3 columns it is showing for a record. If i want "n" numbers of Columns to...
View ArticleChanges in workflow
Hi All,I have created one contact record and used it on 100 workflows,By mistakenly i have deleted that contact record.So workflows get deactivated. Is there any way to change that contact record by...
View ArticleRollup function not available
Hi Community,I am trying to create a rollup on my opportunity that sums up the number of related records (custom entity). In the related entity section of the rollup wizard, i can choose my custom...
View ArticleCustom code validation tool throwing an error.
Hello All Experts,Custom code validation tool throwing an error while loading the custom javascripts for any unsupported customizations.Debugging resource strings arre unavailable.
View ArticleWhy is offline synchronization not supported by on-premises deployments?
Hi Community,After a bit of research I've discovered that while mobile offline capability is available to both online or on-premise deployments. It comes in two flavours, one providing 'offline...
View Articlecampaign response from change default customer look up from default account...
Helloon the campaign response form there is a look up to customer which defaults to account entityis it possible to have it default to contacts entity instead when selecting look up?
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