Child Account History - Dynamics 365
I'm needing to know if there is a way to keep Child Account closed opportunity history with the old parent account when opp. child account is assigned a new parent. Example:Child Account:...
View ArticleAdd a Sub-grid Ribbon Button
Is it possible to add custom ribbon button next to '+' button on Subgrid on the form? I do not want user to click on Details button and then do operation from Sub-grid Associated View Ribbon.
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Change the Color of the OOB push pin in the Bing Map configured in the MS CRM...
Well I have a requirement where I am required to change the color of the Out Of the Box push pin of the Bing Map that I have configured for the Microsoft CRM Partner Portal as shown below.I want to...
View ArticleOut Of Box Entity
Hello,Can anyone please explain the concept of Out Of Box entity? I want to auto create a case on create of email(Out of box) using Plugin.Thanks for any help.
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Can we avoid blank entries in Audit History CRM 2015 for custom entity
Hi,Can we avoid blank entries in Audit History. out of 10 fields i have only 4 fields are marked for Audit. I am getting an empty/blank entry in Audit history when i make changes to other 6 fields only...
View ArticleHide a Field Section on Lead Form on the Basis of User Role
I am using Dynamics 365 online version. I want to implement a scenario in which i can hide/show a section based upon User Role currently login.I was looking for the XRMToolkit package to achieve this,...
View ArticleDynamics 365 online Report
I found that some of my custom reports were modified by "System".Anyone knows that why the custom reports were modified by "System".Thanks.
View ArticleD365 Portal redirect during maintenance
Is there anyway of redirecting a D365 portal to a custom maintenance page during an outage so that users cannot login? Changing the portal state to off, just redirects the portal to a generic error...
View ArticleAdding Products to existing Pricelists
Hi AllI'm trying to write a plugin to check if a product exist within a price list and if not add it. I have 900+ Price lists that i need to check. The way new price list are created is that i have a...
View ArticleTrigger plugin on stage process change
Hello All,I need to trigger plugin on stage process change .Is there any way to trigger plugin in CRM.
View ArticleDynamic 365 web api integration outside the crm
I am call dynamic 365 api from outside the crm. I am following below document however i am getting authentication 401 error even after giving the correct token. I am follwoing below stepscurl -X GET -H...
View ArticleEmail templates won't show up in Outlook when answering to an E-mail
We use Dynamics CRM 2013. I have created some basic templates such as Order Confirmations. When im answering to E-mails from my clients these templates won't show up, even though i set the subject to...
View ArticleSend Email of all Open Opportunities or Leads to a user using Workflow
I have a scenario : I am using Dynamics 365 online. I have created a custom field "LeadStatus". I want to schedule an email notification containing all the leads whose LeadStatus=0 everyday to owners...
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Sorting lookup in editable grid
Hi Team,I have a lookup field with all the month (January, Feb...) and we are showing these on a editable grid.Currently CRM just sort them alphabetically( April, August..) and it appear very random. I...
View ArticleShow additional Form to accept Lead Related Field Values after saving Lead in...
Case : I want every user having a role should see an extra form containing some other custom fields of lead after saving Lead. So, that he can fill values and click save.I want to achieve this using...
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CRM 2016 providing access on Excel Templates
Hi all, I am trying to provide access on Excel Templates for some of the roles. Even though i provided access on following entities shown below they are not able to access Excel Templates while they...
View Articleretrieve GUID of record from grid
Hi I want to retrieve GUID of record selected from an editable subgrid using javascript.
View ArticleNo customization option
Hi! I started my 30 days demo for CRM online but I can not find the way to customize my Sales module. I can not remove, add or change fields, screens...At portal it says I have global admin rights though.
View ArticleHow to insert field value from csv file to Entity using plugin code?
I just attach CSV file in note section form an entity. Then after attached csv file in note section , whatever the data in csv file just insert in to entity fields.How to create logic for plugin...
View ArticleCalling a workflow not working if I add enable rule on the custom button
Hi,I have a quick question and I hope someone will help!!I have a requirement as below and I am working on Dynamics 365 show/hide custom button based on certain rules andon click of custom button...
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