Enhanced SLA Strange Behavior
Hello all,I have created an enhanced SLA that is triggered when a case is created. The success criteria is when it is approved. A warning email is supposed to be sent after 1 hour while a failure one...
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Hide the Add new Opportunity button in Associated Opportunity View
Hi All,Is it possible to hide the ADD NEW OPPORTUNITY button from the Opportunity Associated View?I have a requirement to do so, please find the image below of the grid.Any links to the solution or...
View ArticleCan a CRM report be exported on a daily basis to a network share?
Can a CRM report be exported on a daily basis to a network share?
View ArticleReopen lost/won opportunity using C# without mentioning specific Opportunity...
HelloI'm working on a plugin which needs to update opportunity field, but before updating the opportunity record I'm checking if the opportunity is open, if not I need to reopen it ( like we reopen it...
View Articlescenario
Hi,I have one Businessproceeflow it has three steps on that third step when i enter a date field one appoinment willbe created if i do it workflow when i enter same date again and again same...
View ArticleMS CRM 2013, duplicate data cleaning and new accounts and contacts imports
Hi. In our organization we are using Microsoft dynamics 2013, we have lots of data duplicates( Accounts(company name), designation, industry) nearly 10k records, what is the best approach to clean the...
View ArticleSend Email to list of emails.
I am creating a C# plugin, and I am having some issues sending an email to a list of emails.From a workflow activity, I returned a list of emails in a string, but it looks like the OOB Send Email...
View ArticleActivity feed - Dynamics 365
Hi guys,I migrated activities (emails, appointments, etc.) from a legacy system to Dynamics 365 using the SDK. All are well migrated (with dynamics statuses, etc.). I see those activities in the...
View Articleadd existing report to solution
Hi, I created reports from tools->reports, but I can not find them when I tried to add existing reports to solution. Should I only create report from solution ?Thanks
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Post Activity Record with Remarks if Case is Cancelled or Status is Changed
Hi Team,I'm using MS Dynamics 365 Version 1612 (8.2.1.207) (DB 8.2.1.207) online. And I wanted to see If you know solutions for the following:I'm trying to customize Case process:I1.) Please advise how...
View ArticleGrid on entity....
When looking at an entity, I have a grid with data in it. The grid just keeps showing the same information(records) and the page number just keep going up and up. When I click the icon to see the...
View ArticleCase Satisfaction Survey
We are running both CRM 2015 on premise and have adxstudio's portal solution installed. I'm not exactly sure when this broke but my Case Satisfaction Survey email notification link no longer loads the...
View Articlehow to get rid of fullname composite field?
First of all, I'm in Mexico and in here fullname composed of 3 different fields, Firstname, Lastname and mother's lastname.Saying that, I need to enter those three fields and avoid that noisy dialog of...
View ArticleCreate case from web api
Hi, I am looking to create new case from web api, how to achieve that?
View ArticleTrying to understand Record Creation & Update Rules
Hi there,I know I could just do it with Workflows on my own, but I'd rather like to find out how this functionality is working.My problem: Whenever I set up and activate some rules, mails are not put...
View ArticleHow to use PredicateBuilder on early bound queries for Active record state?...
Hi,Why can this not be used in crm queries?+ $exception {"Invalid 'where' condition. An entity member is invoking an invalid property or method."} System.NotSupportedExceptionJ.var predicate =...
View ArticleActivities Not Appearing in Pane for Certain Users
Hello,One of our users has created activities under an account. Once created, they are not showing up in his account pane; however, when I sign in, I can see them in my activities pane.Any idea what...
View ArticleOutlook Synchronization
Hello,Most of our users are able to sync their CRM tasks with their Outlook calendar; however, one of our users cannot. In Outlook, there is no Synchronization option in the CRM tab or ribbon.Does...
View ArticleHow to programmatically assign 'SYSTEM' to the owner of a record through...
Hi,We are developing an external portal as we did not succeed with the custom portal provided with CRM. We would like to show the contact creating the record on the portal as the owner of the record. I...
View ArticleCan application id registration in Azure AD be used instead of an CRM user to...
Hi,Is it possible to use the Azure AD application registration as user instead of a CRM enabled user so that the user is controlled through the AD application registrations and not as a user.For the...
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