Field Services has not translated localized standard entities and fields in...
Hi!Hope anyone can help me with this:We installed Field Services in CRM where the base language is English.Afterwards the customer also wanted to add language packs for Swedish, Norwegian, Danish and...
View ArticleDynamics CRM 2016 - import price list items (products) into multiple price lists
I have a set list of Price List Items (Products) that I need to associate to multiple Price Lists. I cannot find a way to quickly add the Price List Items (Products) to each Price List. I can see that...
View ArticleNew Quote does not get autonumbered Quote ID
Dear Community,After searching for several hours I can not find the right solution.When we create a new Quote from the Quotes entity the Quote ID (quotenumber) was always filled automatically by the...
View ArticleProblem with Composite Field and Address2 Fields
Currently we have a job that updates the address2 fields and we had a user report that the Composite field is not showing correctly. The flyout menu though shows the correct address fields. It seems...
View ArticleExporting Entity Error
Hi,I have created an entity called entity_one, which has lots of fields, processes, relationships etc. I need to export just the entity and one field to import it into another environment.I have...
View Articleshow/hide tab...
I am having an issue trying to hide and show a tab based on another fields value.I have a field called, "Record Type" and this field is an option set. When this field is equals "Medicare" I want the...
View ArticleWhat is currently the best Integration solution (onpremise) for D365 (onpremise)
Hi there,I have the following Scenario:- D365 Onpremise- AX 2012 R2 later R3I want to connect both systems with less effort.I checked Kingswaysoft, but it seems they do not provide a realtime or near...
View ArticleImport wizard - date field being converted to wrong format using Excel file
Hi,So, we've hit some problems importing to a custom entity in Dynamics 365 Sales (online). The custom entity has a date field set to date / time with date only showing. The source data in Excel is in...
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Create Lead record from ASP.NET app
I'm trying to connect my custom ASP.NET app to Dynamics 365. On a form submit, the app should create a new Lead record in Dynamics. The app doesn't need to have users authenticated into CRM. I probably...
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custom workflow error
Hi, I have the below custom workflow error displayed, I am not sure if it is input entity causes this issue, I attached the relevant code, for some reasons, I can not debug.
View ArticleBusiness process flow
Is there any way to add or remove rows in the ribbon ( I would like to have 2 rows or fields per column instead of 3. But still the tree columns)
View ArticleHow should expose CRM ompremise as public(able to access from internet)
Hi I have configure the claims as well as IFD configuration. The below are External URLxxxxx.org/main.aspxInternal URLhttps://internalcrm.XXXXX.org/main.aspx#543866112I dont know how to expose the...
View Articleshow/hide subgrid...
Hello, I am using the below java script code to try and hide/show this section based on another field being answered a certain way, but I am getting an error referring to the .ui that it is undefined....
View ArticleUsers Not Showing up in Online CRM
After enabling users in the Admin portal in office 365. Those users are not showing up in CRM online.
View ArticleLead Process auto-populate "Existing Account"
Hi,When creating a lead upon entering the Existing Contact information I want to auto-populate the Existing Account field in the BPF. But I try with Business Rule and Workflow, but the Existing Account...
View ArticleCalculation Workflows
I am trying to develop a couple workflows that will compute 2 calculated fields and produce the result for the purposes of charging fees. I want to use workflows instead of Java script if possible, is...
View ArticleCRM 2016 SQL Script for Entity Dependencies
I'm looking for a query that will return the GlobalOptionSets and their dependencies (which entities are using them)?Thank you in advance,Chrys
View ArticleMarketing Influenced Leads/ Marketing Attribution
Hey,We are trying to figure out how to track leads and opportunities influenced by a marketing campaign, but where marketing was not the original source of the lead. We currently use lead...
View ArticleError with System Job : "Update Entitlement States job"
Hi,The system job with name - " Update Entitlement States job" , Job Owner -" System", Type - "Update Entitlement States" which is executed to run once in a day is failing with the below error :...
View ArticleSetting Default Value for Text Field
Hi,I have this JavaScript to set default values for a text field and it works as expected, displaying what I want to see in the field when I create a new record. When a user initally creates a record,...
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