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Dashboard Layout in v9 UI
For a demo we would like to setup the layout like the below: The below screenshot is from Microsoft's website. Does anyone know how to set this up because I can't find any option on the home layout...
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Unable to Save Task in Dynamic 365
I have create the task but showing the highlighted error on saving, Please help
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Add all contacts in Required when create New Appointment.
Hello all,when i create new appointment on account form its all contact add in Required party list. how i can solve this any Idea. using javascript .1 On account my code ison new appointment form load...
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I am getting error message when i try to login on office 365 to create user.
1) When i click "new" to create new user in dynamics 365 then it asks me for "users and licensing" button and i click this button then it redirects me to the sales default dashboard.2) but when i go...
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Link existing OneNote book to CRM accounts in Dynamics
Hi Team,I have two customers for which I want to assign same (single) OneNote book to both as they are same customer but have two different names and branches due to legal reasons.JK1 & Co. (Head...
View Articleundefined is not a constructor evaluating new XMLHttpRequest
Hi, for a project with Dynamics 365 Online version 8.2, I wrote a JS script which runs on the Order Entity, performs a web api query and uses a call to XMLHttpRequest using this pretty straightforward...
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[Field Service].Status Reason for Invoice (Work Order)
Dear all Pros,It says Billed on the form, but in the grid (list of invoice) it says New ? I don't know why And how to change status reason for Invoice (WO) to Billed ? The way to billed WO: I change...
View ArticleMSCRM how to write retrieve plugin.
Hello All Experts,Is there any way of loading the records based on security role.e.g.if the logged in user belongs to Role A then only load the records in the grid else don't load.
View ArticleDisable the "Work Hour" Option
Hello,I have one requirement to disable the 'Work Hour' Option based on the Security Roles in Dynamic 365.Is it Possible to do it.Thanks in Advance!!
View Articlelist of users that not have at least one task in yesterday
i have an email router to generate email.i want to automatically dialy sending an email that contains "list of users that not created at least one task in yesterday"how i must generate the field that...
View ArticleMSCRM testing the flow.
Hello All Experts,I have a scenario where in i don't want to create the record in MSCRM but want to test the CRM application.this requirement is for to test the application flow on the production.do...
View ArticleHyperlink on autopost
I am creating an auto post on create of opportunity on account ,i want opportunity name as a hyperlink in all the hierarchical accounts auto post. Is it possible if yes then how?Thank u in...
View ArticleHow to call ExecuteAction using API in MS Dynamics CRM?
Hi,I have following code which is working properly for ExecuteAction. I want to call following call using API. Can anybody please suggest me with return parameter?function ExecuteAction(entityId,...
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SSRS Report Preview not Working for V9
Hi Folks,Any one experiencing the SSRS preview issue for the V9 in trial instance while preview the report from VS?the following error is popping out. I have Tried Below but no Luck:Able to retrieve...
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Unable to Connect my account
You are not a member of this organizationYou (agardeen714@awqaf.gov.kw) do not belong to the organization awqaf. Verify the organization name and try to sign in again.
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Is there SDKData.js available using API concept in MS Dynamics CRM?
Hi,According to MS guidelines OData is deprecated. So, we need to use API for data operation. I have a plugin which uses SDKData for SDK Metadata. I use this to perform operation like get entity list,...
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Unexpected behaviour
Hi Experts,Today I saw an unexpected behaviour. I have sub grid and sub grid entity has OnSave event handler (JavaScript). On saving entity (parent entity), my sub grid (entity) OnSave function is...
View ArticleHow to hide views based on Security Role/Team ?
Hi ,I have created so many views for the sake of Dashboard reports but those are showing to everyone. I want to show those views to particular group or something like that is that...
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Queue Item Security Role
Hi friends,I need a role who can view all queue and add items to them but he/she can view Items that is owner of them.in that picture user is not the owner of item but she can view the title of entity...
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