365 Online - How to call custom action (by code) from webapi?
From here, I understand a custom api with custom action is doable on dynamics 365.And according to here, custom auction by code is only supported by on-premises/IFD server;But the next section says you...
View ArticleCRM 2016 Built in Word Templates
HiI have stated to use this new feature but for my firm it would be useful to have the documents saved in a CRM location on the account record automatically. Is this possible to do or is it manual...
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Project Service - Schedule Board
Hi,We are using Microsoft Dynamics 365 version 1612 (8.2.1.271) Online with PSA (version: 1.2.0.69) and have a few questions. 1) Is there any way to customise the schedule board so that the Day or Week...
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Missing scroll bar after Rollup 4 install
HiWe installed Update Rollup 4 for Microsoft Dynamics CRM 2013 Service Pack 1 on Server 2012 R2 +Language Pack. After update scrollbars of all Assotiated views of sub-grids are missing in IE (inc....
View ArticleHow to properly monitor Dynamics CRM Online for queue actions?
Hi there,One question to the CRM pros here regarding queues and all the ways to rule them. How do you monitor them? I mean, if rules are newly created you probably don't just use them by good will!? Is...
View ArticleCreate users in CRM Online programmatically C#
Hello,I have a requirement to write a workflow and after some logic, I need to create users in CRM Online. Can we create users in CRM Online? I believe we first have to add user in office 365, assign...
View ArticleNew Dynamics CRM App for Outlook and automatic email sync problems
Hi all,Is there any way to choose some setting that will prevent automatic email tracking from Outlook to CRM when using the new App for Outlook, but still allow user to manually track email message...
View ArticleIs it wise to change properties on default field?
Hello,i need to change default properties on default fields? Filed type is "Currency" and properties i want to change is "Minimum Value", default value of this properties is zero but it needs to be...
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Buttons missing from Command Bar(Home Page)
Hi ,Some of the Buttons are missing from the command Bar at View Level in Opportunity Entity while i have checked the behind functionality of those buttons ,But still they are not appearing . has...
View ArticleMS CRM 2016 Integration with SharePoint 2016
Please someone suggest, how to integration MS CRM 2016 On prime with SharePoint 2016 On prime . I have done earlier in CRM 2013 by List component ,but that has been deprecated by Microsoft 2013 onwards.
View ArticleDynamics 365 Developer Toolkit missing Item Templates in Visual Studio 2015
I have VS2015 Enterprise (ver 14.0.25431.01 Update 3) installed and I’ve added the Microsoft Dynamics 365 Developer Toolkit (ver 1.3.2000.9032) via the “Extensions and Updates” dialog.The “Project New”...
View ArticlePopulate Regarding field in activity with url
Hi all,We have a Web portal which use some url of Dynamics. We want to have a button to open a new activity with a client pre-populated. We already have the id of the client.Does somebody know how can...
View ArticleDuplicate fields on Quick Create form
Hello,I have a scenario on quick create form where I want to show certain fields depending on the value of a dropdown.Some of the fields may apply to multiple dropdown values. However the display...
View ArticleHow to retrieve User's local time , personal settings , date format in MS CRM...
Just to share info while i was facing this issue. I went through below URL which was very old but useful bds-experts.com/get-user-personal-settings
View ArticleMS CRM Minimum Desktop Requirements
Good Day,What is the mini mun requirements to run MS CRM on premises on a deskop computer.This is not the server at all but rather the actual user of MS CRM.in terms of Memory , Hard drive,Operating...
View ArticleClicking custom link in case record and passing certain fields to new custom...
Hello. I have added a custom attribute to the case (incident) entity and have used JavaScript to make it a link. I have also created a custom entity (new_customcase) with the custom attribute...
View Article'Add Phone Call' functionality using custom button on the form.
Hello,I have added a button on the form using a web resource. My requirement is to Open a 'Add Phone Call' window when this button is clicked, just like when Add Phone call button is clicked on the...
View ArticleIs it possible to remove the process nam from the bottom right side of the...
Hi,I have a requirement where I need to remove the name of the process from the business process flowOpportunity Sales Process(Active for 4 days)What method can be applied to remove it
View ArticleFirst time using Kingsway Soft CRM 2011 > 365
Hi Guys,I am completely new to data migration however, from online forums "Kingsway Soft" is well regarded.At the moment I have two connections in connection manger - CRM2011 (on-premise) and CRM 365...
View ArticleHiding Note on Activity form
Hello everyone!I have a new activity form I have created, and I need our users to be able to attach files to the activity on the form. So I added the Notes grid to the form.However, I need a way to...
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