Phone call Activity - Auto Complete
We run CRM 365 and I have a problem with creating Phone calls from Accounts and Contacts.The problem is that regardless if the call is outgoing or incoming, when saved the call is set to Completed.If I...
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Update - Can't load data
HiWe have an update yesterday on Dynamics 365 yesterday and it said that is was successful but unfortunately it cannot load any data. Anyone else had this problem and how do I resolve it? I have...
View ArticleSet stage Business Process Flow with Plugins
Hi,We need create incident registers which need to be in a specific BPF state into Dynamics 365 (online). The BPF contains multiple conditions and paths, so it looks something like this.[Stage1] -- IF...
View ArticleAutomatically updating subgrids - CRM Online 365
Dear all,in my case there are some contacts who can be linked to different accounts. Therefore I configured a 1:N Relationship. So I can easily add 5 accounts on the contact entity on the subgrid. Also...
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Dynamics 365 vs 2016 OnPremise - System Settings (Formats)
Hi guys,I recently migrated data from 2016 onPremise to dynamics 365 using SSIS and Kingwaysoft and I noticed that time is different, but personal and general timezone/date setting matches. Timezone is...
View ArticleIncident cannot be closed using CloseIncidentRequest
Hi Experts,I need one help. I am trying to close case using C# code.Code: public static void CloseCase(IOrganizationService orgService, EntityReference incidentRef) { IncidentResolution...
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how to get the Day Name in Fetch XML Reports
Dear Exports,I Have Created Fetch XML reports Here am fetching the data from Appointment1. in Scheduledstart attribute column am getting the 1 day less so i have given the following...
View ArticleEditable Subgrid Feature not working properly for certain views of contact...
Hello Experts,I have enabled entity level editable subgrids for contact entity.It is working fine with other OOB views like contacts I follow, contacts shared with me but not working for "Active...
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Not able to update the attribute while looping through entity collection
Hi All, I have written a service to update the attributes while looping through the entity collection . can you please tell me the issue.static void Main(string[] args) { var crmService =...
View ArticleCRM16: Multiple Connection Forms & Ability to Switch between them
We have created an additional "Connection Form" within Dynamics CRM2016, so that we could preserve the original out-the-box version. We've made it the default and fall-back form.However, we've noticed...
View ArticleShow/hide quick view form fields on page load
I need to hide/show quickview form fields by using javascript. Its throws error. getproperty is undefined.function getAttributeValue() { var quickViewControl =...
View ArticleCreate record in CRM with Team as owner
Hi All,We have one requirement in which we need to create a record programmatically through C# and need set Owner of the record as predefined owner team. Please let me know the viable approach for...
View ArticleOpening New Email Activity Record from Ribbon Button Action
Hi, I am adding a customized "Add Email" Ribbon Button on Case Entity.Now, I want that when I click on this button, A new Email Activity Form should open up and "Regarding" field is updated to the case...
View ArticleD365 Sales Using Address Entity
Hi We have a requirement to use the OOB Address entity to capture around 1000 site address per Account record in D365 Sales.These site details will then need to be associated to an Opportunity / Quote...
View ArticleRegarding Bussiness rules
hi On account i wrote a JS on click of button to set a field value.On setting i made a BR to lock the other field here scope is ACCOUNT. the field changing by JS so to execute BR scope should be...
View ArticleFor USD
Hi i am new to USD, I want to associate a action call to respective toolbar button, with condition to execute only when tab is not present. where can i add the condition & What is the syntax for that
View ArticleCan we assign a ADX liquid template object to a javascript object like the...
I had tried this var quotes = JSON.parse({{ posts| json }}); var quotes = ({{ posts| json }}); wasted a lot of time can some body help OR can tell the attributes of blogpost{% assign posts =...
View ArticleNot getting the Attribute Value in Fetch XML Reports
Dear Experts,I have 2 Attributes 1.City(lookup of City entity)--value am updating from Kendo Grid2.District(lookup of District entity)--District value am Updating in Appointment Based city Attribute...
View Articlemsdyn_recurrencesettings mothly and anually
Hi everyone,I have question about msdyn_recurrencesettings recurren settpn for agreement.Agreement ProductI have ONE product that i invoice it monthly to one Client and to other client Anually.What is...
View ArticleQuery Expression of complex query ?
Hi Experts,I have tried to convert my SQL query to Query Expression but its giving me error while executing. Can you please suggest me what will be the equivalent Query Expression for the following sql...
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