Best way to move changes between lanes
Hello,As we all know, on almost every MS Dynamics CRM Project we have three environments on which we need to move our changes or new features(DEV -> TEST ->PROD). Although several ways exist to...
View ArticleClik here to view.
i can't generate primary entity in crmrestbuilder ?
i can't generate primary entity in crmrestbuilder please find below screenshot .if anyone know please help me
View ArticleRegion based role
Hello,On the sales module, i have got a requirement to setup sales manager based on region.Example: Regions are South America, North America, Japan.there is sales manager for each region and we need to...
View ArticleResco Mobile Work Order "Create Follow Up" Task
Hello,I have a requirement to change the functionality that happens when the above command is executed. I couldn't find the place where the command is written.Can someone point me at the right...
View ArticleFunctionality difference between Position vs manager hierarchy
Hi, i have created following business model for both position & manager hierarchy Root bu (ceo position)admin or bu00...
View Articlevalues in entity form return always null Dynamics 365 portal
Hello,I'm trying to get the values in the current form and make get the object in the liquid templates, but it returns always null , any help please??Here is the code i'm using{% assign customEntity =...
View ArticleGenerate report to PDF using C#
Hi All,I have a webjob that auto send emails periodically, and this needs to attach a report as PDF.This report is from an .rdl file imported to Dynamics 365 (online).Most of the samples I saw is via...
View ArticleAlertJs - Button show after webresource is shown completely
Hi all,I use Alert.showWebResource. How to Button show after webresource is shown completely?Thank you in advance.
View ArticleServer side synchronization issue between Dynamics CRM 365 & Gmail
Hi All,I have setup server side synchronization between dynamics CRM 365 online and gmail.Initially setup was working fine for few days and each of the mailbox was syncing properly but after few days,...
View Articleunhandled exception after organization import
Due to an issue I had to reinstall everything containing windows server. after a clean install of windows,sql and crm , while clean organization that come with crm installation works fine, my imported...
View ArticleHow to update a specific entity record from Dynamics 365 Portal using Ajax?
Hi Experts, In a scenario, where we will need to update a particular record field from Dynamics 365 Portal for Dynamics 365, without web form or list, and by using Ajax call directly to Dynamics 365,...
View ArticleNeed assistance in plugin logic ! System.InvalidCast Execption.
Hi All,I am starting to write a simple plugin. The plugin should CREATE a CONTACT with Account Name as Contact Name on CREATION of ACCOUNT. It should also assign this created Contact as PRIMARY CONTACT...
View ArticleCustom Entity does not show in system solution.
Hi everyone,Currently, I'm facing with the confused problem as below :The first I create enitity with name : prefix_aay. But I cannot see this entity in Entities structure of Default Solution, although...
View ArticleError loading mobile app screen
I have a Dynamics CRM trial and I am trying to connect the Dynamics 365 for Mobile app to it. Every time after logging into the mobile app, as system admin, and selecting an application I get the below...
View ArticleClik here to view.
Attaching notes to lead entity
Hi All,We have a 3rd party application that connects Dynamics 365 online and create Lead. This 3rd party application at a later stage will send a document to Dynamics 365 online and we need to tie this...
View ArticleIs Microsoft Social Engagement Customer Specific ?
Hi Folks,I am working on Microsoft Social engagement and wanted to know that is Social Engagement can be customer specific?? when we link to Dynamics 365 than can it be that customer just see its...
View ArticlePersonal Views in Member subgrid in Marketing List
Hi,I am working on a requirement where i need to create a personal view in contact from other login and create a marketing list in that. Then, i want to run that marketing list from Staging instance...
View ArticleClik here to view.
Pause SLA for Custom entity
Dear ALL,we are implementing SLA on Custome entity.But we are not able to set pause status for it.Also not able to view "Inactive" status for custome entity.Due to this if we deactivate the record then...
View ArticleProcess error
Hi,Since my last windows updates, i encounter thie process error during it execution :Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault,...
View ArticleClik here to view.
Azure integration with MS CRM
Hi,I have been trying to create an Azure Service Endpoint Plugin in Dynamics 365 trail instance but facing few issues. I have created a trail account for both Microsoft azure and Dynamics 365.I have...
View Article