How to use Nicknames in forum threads and posts in D365 Portal
Hi All,The OOB configuration for the Community Forum in D365 Portals have every post tagged against the contacts actual name, but contacts are allowed to pick a nickname in their profile. How do i tell...
View ArticleHow to check if Logged-in User is in a Team or not.?
I have a button APPROVE in Deal Entity. And a subgrid named TEAMMEMBERS in Deal Entity.On Load of Form i need to check if the logged in user is in Team or not and then show/hide that button. How can i...
View ArticleFixes for "Field Service database version is out of Sync error" in Dynamics...
We are Upgrading from V8.2 to Version 9.0 and currently have an open ticket with Microsoft support for the 18 days but no luck in upgrading.The impact is that MOST plugins and workflow activities fail...
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Tickets left to purchase
Hi, hopefully this is an easy one..I have 1 x entity call event - stores the name and details of tickets sold against this event - roll up field from number of tickets required from event booking...
View ArticleHow to move or copy Voice of the Customer survey attachment to SharePoint
Has anyone managed to move the file that a respondent attaches to the survey to SharePoint? I see the file is stored in an Azure blob storage location (https://crmocevoc1.blob.core.windows.net) but I...
View ArticleHow to change status of all the records under a subgrid based on a field...
We have a contract entity under which we have sub contract sub grid, and we want to update a status of all the sub contract records once the main contract is approved.I created a workflow for this and...
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User lookup in Unified Interface
HiWe're running V9.0.2.2266 - in the Unified Interface, when assigning a record, searching for certain users returns no results.Searching for the same user, using the same lookup views, while in...
View ArticleUnable to register Plugin Assembly?
Hello,This seems really weird to me as i am getting an error when i try to register new plugin assembly in my plugin registration tool. I know its bit silly but its hard for me to debug. The following...
View ArticleMicrosoft Dynamics CRM over other CRMs
What are the best benefits of Dynamics CRM over other CRM available in the market? In other words, What features of Dynamics CRM benefit the organizations most and why Orgs should go for Dynamics CRM...
View ArticleChange ownership of Data Maps
Is there a way to change ownership of Data Maps? No matter what I try, I keep getting "An error has occurred. Please go back to the main page and try again."DeactiveShare will all to new userAttempt to...
View ArticlePopulate lookup based on selection of another lookup
Hi,I want to populate a lookup based on a another lookup selection.- The main lookup references to the entity [ team ]- The second lookup references to a custom entity which contains 8 records. One of...
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Issue when using Dynamics 365 JavaScript in Internet Explorer
Hi everyone,I have a problem with a JS function that is triggered in OnLoad event of a form within CRM, so this JS is working fine in Google Chrome and Microsoft Edge but not in Internet Explorer. It...
View ArticleWorkflow based on Process Activity Count after Upgrade to 9.0
Hello,We have a workflow that creates tasks based on the Process Activity Count on Opportunities. I upgraded our Sandbox to 9.0 and this workflow no longer works. Are Process Activity Counts...
View ArticleAdding a BPF to a custom entity with preexisting associated workflows
Hi,I'm working in a Sandbox instance that was very recently copied from my Production instance trying to learn about BPFs through experimentation. I started with a custom entity, allowed for the...
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Deactivate Manage Views in Dynamics CRM
Hi,We have a requirement to deactivate Managed 'Associated Views' as users are not using it and may avoid confusion.Do we have any workaround for this?
View ArticleHow to prevent users from creating multiple records using the same look up...
Hello,we have an account entity under which we have sub-accounts sub grid and we want to restrict users from creating multiple sub accounts using the same Location Look up field which is on the sub...
View ArticleHow to close HTML web resource in Unified Interface App using JS?
Hi,Here I have opened a HTML web resource, but It can't close using window.close() in Unified Interface App and It's working in WEB.How to close/hide that HTML web resource using code?Please suggest me.
View Article$webresource directive not working in ribbon xml
I'm generating some ribbon xml via javascript (for a dynamic menu). This is working fine so far, except that when I try to add the icon, it won't work using the #webresource directive. It does work...
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Dynamics 365: An attachment cannot be saved if it is blocked or if its file...
Hi Guys,We're running Dynamics 365 v8.2.2.112 on-prem with server-side synchronization and we're experiencing the below error erratically."The message was saved as a Microsoft Dynamics 365 email...
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