How should i migrate from Dynamics 365 On-Premise to Dynamics 365 Online...
I am trying to move dynamics crm on-premise to dynamics crm online. I will be doing this first on trial online version of dynamics 365. Thanks in advance.
View ArticleBusiness flow
I am quite new to CRM. We have recently had an entity created by a contractor. He has now left. I am trying to add a business flow (correct name?) but when I click the three dots in the ribbon I don’t...
View ArticleSales Hub, Customer Service Hub, Field Resource Hub not Visible
Hi Guys,We upgraded our CRM online instance from V8.2 to V9. However after the upgrade, we did not receive Sales Hub, Customer Service Hub, Field Resource Hub.I was under the impression that these...
View ArticleStage gating Action Steps
How do you stage gate a BPF Stage that has only Action Steps in it?
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Manage Document Suggestion Settings missing
Hi,We're currently using a Dynamics Trial instance for a demo and we're trying to configure the Manage Document Suggestion Preview feature.We've already enabled the Text Analytics, Relevance Search,...
View ArticlePlugin registration tool - profile workflow
Hi,I recently updated crm to v.9.0.1.Made all changes related to SDK within my custom workflow processes and updated assemblies using the new Plugin registration Tool.Within Plugin registration Tool I...
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Activity dates changing when owner is update
Hi Guys,Ive noticed today that when I changed the owner of an account or an opportunity the activity dates changed to todays date. See below screenshots.Before owner changed the activity showed dates...
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App won't open when client switched to unified interface
Created a new app within a solution and I want to use the unified interface but whenever I try to open the app I am met with the below error. The app works with the web client. Anyone know a way to...
View ArticleStakeholders records should be displayed in customer portal
Hi experts,I am using customer portal in Dynamics 365 I need to display the stakeholders in the current record.I have made permissions as per user owned records should be displayed. Now i should...
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404 Error when uploading attachment in CRM 2015
Hi all,After rolling back from CRM 2015 patch 0.3 (7.0.3.109) to CRM 2015 patch 0.1 (7.0.1.129). When I upload an attachment to a record, it show "404 - File or directory not found". Does anyone can...
View ArticleCategorized Search vs Relevance Search
In our USD, when call center agent answers the call if we don’t find the suitable record with the phone number customer called, we are redirecting to Relevance Search. But we feel Relevance Search is...
View Articlecopy Production database to Test
Hi Everyone,im trying to set up a new Test environment for CRM 2016 on-premises, i need to copy the users , customization , reports and everything in Production database (Prod_CRM) to Test .is it a...
View ArticleHow to update a field by fetching data from other entity by passing 2 keys
Hi Folks, Please advice me in a current scenario--In a form Inquiry (custom Entity)I have fields- Products ,Region ,ShppingLocationAlso - Product and Region are separate Entity which is linked with...
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Microsoft.uii.csr.citrixintegration.exe has stopped working
Hi experts ,I am trying to integrate citrix applications in USD 3.3 and using crm 2016 onprem.i have deployed all mentioned citrix components on citrix server and configured client also using UII...
View ArticleHas anybody done successful performance testing using Jmeter?
Hello,Has anybody done successful performance testing using Jmeter? We're kind of stuck a step 1 - setting up the Jmeter for recording the requests and responses. While system proxy is set with Jmeter,...
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Editable grid not working in mobile app
Hi Everyone,I have a editable subgrid on the opportunity form for adding the poducts. We have added this grid using a web resource. We are able to add the products using this subgrid in the web...
View ArticleHow to get the value of the parent record when child record loads...
Hello,On the Opportunity entity, I have a field called, "Status For Sales Commissions" and I want the value of this field to be carried over to the child entity. There I have a field called,...
View ArticleUser can't see a shared dashboard...
I have a user who can see the dashboard in the list, but when he clicks on it the dashboard appears, but all the grids say he doesn't have the privileges.I have shared all the views that the dashboard...
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Adding User in Access Team (UUI)
Hi, in my Dynamics 365 version 9 I don't be able to adding user in Access Team (only UUI)ThanksSergio
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