CRM Plugins
Does anyone have code to auto-generate a number on the contact form , into a field from a plugin, when a new contact is created
View ArticleIs there any way to unshare bulk records to multiple users blindly.
I have a scenario to unshare bulk lead records(Which are shared to single or multiple users ). Is there any code or workflow process for the same.
View ArticleSave&New lose prefilled field values
Hi,I have a ribbon on the Account entity form that open a new form F whose some fields are prefilled OnLoad using the AccountId parameter. The form F exposes the Save&New button, once the user...
View ArticleCRM auto- numbering
How to auto generate numbers for contacts ? , when a new contact is created
View ArticleTwo entities ( Account and Product ) , relations many to many ...
Hi,I have two entities : Account and Product.Relations many to many ( n:n ) has been created between Account and Product.When I try on Account form add twice same product I get the error:"A record with...
View ArticleCustom entity default forms created with non-base language
Hello everyone,I am facing the following incorrect behaviour on a Dynamics 365 (v. 8.2) on-premise environment. Upon creating a new custom entity, the default forms and views are created in a non-base...
View ArticleHow can I send and automatic emails on the same date( due date) expired
Hi all,I want to send automatic emails to task owners on the same date when the tasks due date is going to expire. How can i achieve this?
View ArticleHow to return value in javscript using odata call
Hello,I have a function which calls some attributes and these values must be returned through the function. can anyone help.function mat(mid) {var o;var req = new XMLHttpRequest();req.open("GET",...
View ArticleDynamics dashboard using PowerBI data showing incorrect data
Hi all,I've created a dashboard within Dynamics based on a PowerBI dash with a number of graphs. Before clicking through to an individual graph there are stats for future dates and the current month...
View ArticleBusiness Rule cannot detect the value set by JS
Hello experts, recently I encountered the following problem: Context: There are 4 fields in the contact form: birthday, child (checkbox), email and telephone number. So in general, the fields email and...
View ArticleAdd a field to Composite field
Hello I would like to add one more field into composite fields.i read this is possible through custom html and javascript web Resources.how can do adding composite field through custom html and...
View ArticleAuto number generation
I want to assign unique numbers(ID - whole number) to my existing and newly created contacts.I don't want to create a new entity for auto numbering.
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Dynamics 365 CRM Portal Entity List Calendar View Day difference Issue.
Hi Experts,I am currently working on Dynamics 365 CRM Online.The Problem I have been facing is that when I enable the calendar view in Entity list on Portal the Calendar shows the data correctly but is...
View Articleapp.config
crm 2016 on-permishow to put my .config file reference into crm .my custom workflow dll file need app.config file that is required for my dll.i inserted it to assembly folder in crm serverbut after...
View Articlereducing Farmsize move from multiple server to full server deployment
Hi,i have CRM 2016 Environnement. It is possible to move from multiple-server to full-server-deployment? So that i have only one Server?CrmServer1 ist Deployment Server + Emailrouter Services +...
View ArticleDyanmics CRM workflow
Hello,I want to create a workflow in dynamics CRM and i need to verify a condition before creating a record in the crmthe condition is :date of today is equal to X minus 1 monthX is the date of the end...
View ArticleReceiving error 'Could not retrieve values. Unauthorized...
Hi All,We have 2 connections with accounts(Acc1, Acc2) in LogicApp to Dynamics 365Using Acc1:In LogicApp designer, we are trying to create the action 'create record', entered instance name, but unable...
View ArticleModify global option set from plugin
Hello!I have a custom Entity that contains a text attribute and a boolean attribute. I want to have a global option set with options that corresponds to records of this Entity that have true value of...
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How to - MS CRM installation with load balancer and SQL Server always on
Hi,We need to install MS CRM 2013 on Multi server environment, with SQL Server always on. following is the logical diagram of infra we have provided.Since this is my first time installation on multi...
View ArticleProvide access to sitemap subarea in dynamics 365 with security roles
Hi,We have added one html web resource in URL of subarea in the sitemap. We wanted to hide/show that subarea as per the CRM security role like we can enable security role to any entity. Is there any...
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