Update Owner filed with Owner's Team Name
When I am importing some records to lead entity, the owner of the records is updated with the person name who has imported, now we need to update this with person's team name. Say Person A belongs to...
View ArticleStop Sales Process to Quote, no order needed.
Hello, I am trying to find the best way to stop our Sales Process to Quotes. We don't need the Order entity. First we create a custom "won" button in the Ribbon to set up the status to won. But it...
View ArticleInstall from AppSource for Dynamics CRM on premise
Hi,Is there a way to install apps from the AppSource Marketplace into Dynamics CRM on premise?Or is AppSource only for online users?Thanks
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[microsoft][odbc sql server driver] protocol error in tds stream
Hi , i'm getting the following error when i try to export some data into an Excel 2013. did anyone have encountered and solved this kind of issue. Any suggestions are Welcome.
View ArticleNeed to see how many times a Knowledge Article has been attached to Cases in...
Hello Everyone,We need to see how many times a Knowledge Article has been attached to Cases in ISH Dashboard.Best Regards,Ankush Grover
View ArticleSeeing print preview when printing a record from Dynamics 365 for Outlook
Hi,Like how I can print a record from browser (say, Chrome) by clicking the three dots on the right and selecting Print. I see the desired print preview of the record.I want to be able to see the same...
View ArticleExport to Excel- Advanced Find
When "Exporting to Excel" a query performed via the "Advanced Find" -Is there an option to control the default name of the file or the sheet in the exported excel file created ?If so - how ?ThanksDina
View Articleemail to case, case form field greyed out
I was setting up the email to case, under Service Management\Automatic Record Creation and Update Rules, in the Specify Record Creation And Update Rule Item, I had added step to create case.And I had...
View ArticleQuerybyAttribute option set values
I have been trying to get the values of optionsets but get the an error Unable to cast object of type 'Microsoft.Xrm.Sdk.OptionSetValue' to type 'System.String'.I have checked that the record exists (...
View ArticleDialog box
Good morning guys,I have a problem when I try to update a description field (text field) with a dialog box.This field already contains text, my dialog box must add text without deleting what already...
View ArticleMobile SDK throwing 401 unauthorized error
We are trying to connect to dynamics 365 URL using mobile SDK for Android and getting 401 unauthorized error for WhoAmI request via SOAP end point. Did anyone have any success connecting to Dynamics...
View ArticleHow to access records from an entity into a subgrid of current entity
Hello,My requirment is that i want to retrieve the filtered records of an entity in a different subgrid . How it could be achieved ?
View ArticleOpen web resource from Outlook "the data is not fully loaded"
Hi community!I have a web resource and I open it from Outlook. Let's say from a link url.When you click on the link and pop up the web resource by Xrm.Utility.openWebResource function, the content of...
View ArticleExecuteContext is undefined Jscript
Hi there,I am running a plugin pre-validation to prevent an opportunity and contact being created on lead qualification.To enhance the user experience I am using the below JavaScript to refresh and...
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Add Product - CRM For Outlook
Hi,while working offline with CRM for Outlook i can't add product even when i activate product entity for offline mode.Can anyone help me with this problem.Thank you for your help.
View ArticleUpdate lookup field based on value selected on a subgrid
Hi,We have a subgrid on the form which is called products, here we can select products(eg: ABC, XYZ). There is another lookup field on the form with value Yes/No. My requirement is if selected product...
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Importing existing security role as a manage solution, removing privileges...
CRM 1 is having entity1 and entity2 for which i had created a security role "role1" and defined privileges for both the entities.CRM 2 is also having above entities(entity1 and entity2) where I...
View ArticleAdding more than 1 Linked Entity to a C# plugin
Hi I have this Query here:QueryExpression query = new QueryExpression(); query.EntityName = "invoicedetail"; query.ColumnSet.Columns.Add("f1_agreementinvoiceproduct"); query.LinkEntities.Add(new...
View ArticlePreventing Resolution of a Case by CS
Hello all,The case I designed requires that a Customer Service team must assign the case to a department and awaits settling the case by that department before Customer Service could resolve and close...
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