Connecting Portal Add-on to Voice of the customer
Hi Everyone,I am currently working with a client who'd like to set up a customer portal. The customer should be able to fill out a couple of forms on the portal which then goes into CRM, so what I'm...
View ArticleFind out Url of related Opp in Quote and Order
Hi All masters and experts I have created a custom entity, that opportunity has one to many relation with that( opportunity as primary entity) and its Ok.Now I wanna display that custom entity in...
View ArticleData Protection and Advanced Find
How can Microsoft Dynamics 365 CRM be made GDPR compliant if any user can use the Advanced find feature and by selecting fields from the tables, view specific data?We have two business units.We have...
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Advance Find Page Formatting
Has anyone experienced a problem with the formatting of the advance find page?This page has not been customized.How do I get it back to normal?
View ArticleBy default, every phone call activity is marked Completed - why?
When a user creates a phone call record, CRM will mark this as completed. Why is this the default? When a user adds a future due date, CRM will mark this as complete too. Surely, if users wants to...
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Little Help with statuscode field (Close) options and Quote.
Hello there!Like you know, opportunities can be close as "Won" or "Lose" ...and when it's close as "Lose" we can defined by default "Canceled or Out-Stock". My dudes are:1) How I can change these...
View ArticleSync Workflow failed with error message
Hi, I am getting the following error message on a workflow that fires on creation of a organisation/account. It correctly creates the folders in sharepoint however the workflow keeps showing as...
View ArticlePower bi tiles not showing in crm
I see that others are having issues with the power bi tiles not showing. I am having the same issue. I am using CRM version 8.2. I have followed the instructions at the recommended link...
View ArticleCan't close an Outlook Oportunity View
Hello there!I've only one User that get this "trouble" I want know why:When he's working with Outlook Integration with Dynamics, he can managment his Opportunities Records, but somes times (80% of the...
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Access to web page via the menu on a NEW tab
Hello everyone,Could you give me your opinion on the possibility to add an access a web page (URL) via the Sitemap button but the link must open in a new window or tab of the browser instead it opens...
View ArticleI want to show all the steps of a custom business process flow even if the...
So I created a custom business process flow for a custom entity, but it only shows the active steps and the one step coming after, and I would like to show the full business process flow even if the...
View ArticleQualify button in Dynamics 365 is not working
Hi team,Qualify button in Dynamics 365 is not working, please help !!!
View ArticleUser Login Audit Reports possible somehow?
Dear other Dynamics users,I am quite new using Dynamics and got the task to establish a way to track the total number of user logins per day. Unfortunately, the dashboard option is not sufficient since...
View ArticleDynamics 365 Portal : Web file deployment between environments
Hi,We are currently trying to deploy our customizations from an environment to an other existing environment.We have successfully used the "CRM Configuration Migration" Tool, except for one thing : web...
View ArticleCRM 2016 subgrid layoutxml not working
I am adding a subgrid to the form and using javascript to set fetchxml and layoutxml for it. The filter works but the layout doesn't. It always shows the layout of the default view I picked through the...
View ArticleDynamics 365 App for Outlook using wrong URL
We recently deployed Dynamics 365 on-premise. We are using ADFS 3.0 for authentication. Everything works fine if I browse to the Dynamics URL (crm.company.com) in a web browser.We deployed the Dynamics...
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Error Messages Dynamics 365 V9
Our organization is experiencing multiple errors this morning in CRM, we are Online, on Dynamics 365 V9. I have a few errors, the first is Users not being able to Qualify or Add New Quote, when...
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Excel Template Error upon open
I'm working to create a report for some users utilizing the excel template export. I've created the template, and the reports are running, yet every time I, or other users, run the report and open it...
View ArticleDynamics 365 App for Outlook with Outlook 2013
I've successfully added the "Dynamics 365 App for Outlook" to my Outlook, but after some research it appears the app behaves differently depending on whether or not the user is on Outlook 2016. Can I...
View ArticleMerging duplicates without overwriting fields, but expanding upon them instead.
Hello:I am trying to find a way to merge duplicates without overwriting certain fields.For example, say I have a lead that was acquired at three different trade shows. The Name, phone number(s),...
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