How to Show Total Record Counts on Tablet
Hello,I have a dashboard that contains multiple views. This dashboard is available on tablet.When opened from Tablet,users are not able to see the Total Record Counts at the bottom of each view. Is...
View ArticleHow to change Behavior field of a Date and Time Data Type without having to...
We have a user request to make all date fields on an entity to have the behavior of Date Only. Some say that already, but others say User Local. How can I change the User Local to be Date Only...
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Script Error Quick Create
Hi,I have added a button to open a Quick Create Case form from a Customer Asset. This code is working well with legacy rendering but if I remove legacy form rendering if doesn't work. I want to remove...
View ArticleSub-grid when creating New opens Default New Parent Record form
Our Client has Sub-grids under Parent Entity, the Sub-grid for Child Entity View is set to "Active Child Records";The Parent Entity Look-up is made Mandatory in Child Entity Form.On Create of Child...
View ArticleCRM Field lookup preview sorting
Hi All,I want to know is there any way to sort the field lookup quick preview in Dynamics 365, either using a Jscript or any out of the box steps to follow to achieve this.Any suggestions are...
View ArticleCRM integration with E-commerce
HI,I need real time integration between Dynamics crm and Magento (E-commerce order and inventory). Is there any way to do direct integration without any third party platform or service. Please provide...
View ArticleActivities report inaccurate
In CRM 365 we have had to export our data to excel and create a pivot table to manage the activity reports for our sales people because the canned report for activities seems to be missing certain...
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Portal comment error when using the < and the > symbols
When adding a portal comment via a Microsoft Portal, users are getting an error when adding text that is precedded with a < and ends with an >. So for example, you might paste in information with...
View ArticleHierarchy Icon not showing in views in Sales Hub
Hi Community,The hierarchy icon (fork like icon) which appears in form of records in views and at top right of the form if applicable, does not show in the interactive hub views or forms. Is this...
View ArticleProject Estimates View
Hi Experts,I want to show Project Estimates view (Project Service Automation Module) inside Opportunity form. Where can I get the list of entities that combine to makes this view?Secondly, if i need to...
View ArticleHiding the toolbar in SSRS reports on CRM Online
I have created several KPI charts and trying to remove the toolbar on the report but having a difficult time in doing so. Has anyone been able to remove them? I have followed several other posting on...
View ArticleTotal Time Case Was Open
I was wondering if there is already a way to easily find how long a case was open? If there isn't an easy way is there a way to convert a date/time field to milliseconds and store it in numerical field?
View ArticleSave, Save & Close buttons in Ribbon Bar not working
I have a strange issue happening with a couple of my end-users. Sometimes when they launch a new CRM Form window the Save, Save & Close and other buttons on the Ribbon are appear not to be...
View ArticleRich Text Field
Hello ExpertsOur business want to convert our existing Description fields(Multiple line of text) to Rich Text fields. I googled through some process that makes it possible, but couldn't find any legit...
View ArticleD365 On-prem to Online: Unable to create new LCS project for D365
I am looking to test the LCS provided migration tool for our Dynamics 365 migration. We are already on D365 on-prem 8.2 seeking to migrate to the cloud.When I access LCS, I'm unable to see the MS...
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Advanced Find Menu Error
The menu alignment has been messed up for sometime now whenever I use advanced find. I've looked for solutions in the settings (which I never touched) and for whatever reason, the menu for the save,...
View ArticleReport names in "Run Report" menu are cutoff
I am trying to upgrade our CRM system to CRM 365. When I click on the "Run Report" drop down menu, e.g. from a list view of an entity, the width of the drop down menu is limited and only show partial...
View ArticleAddress Entity Special Relationship with Contact.
Am working on a Project where out of the Box Address entity is not used, Out of the Box Account is also not used.But out of the box contact is minimally used, but not used to store addresses.Everything...
View ArticleADX opensource vs .NET webpages
Hi all,I am not sure whether this is a question or a discussion. We have an ADX portal v7 solution (on premise) that needs to be upgraded to a supported version. The solution contains a significant...
View ArticleDynamics CRM Mobile App - Some fields Are locked in Mobile CRM App.
Hi Team, In the Mobile App, There are two fields locked out of 10 fields when the Mobile App goes offline mode. When we gets online, those fields are now unlocked. it only happens when the the Mobile...
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