change the status of a quote without creating an order
Hello experts ,I need to change the status of my quote throught workflow(dialog).so i need to go from status reason in progerss(actif ) to status reason validate-customized-(won).withoud creating...
View ArticleAdd “participants” to static marketing list with workflow
I’m trying to add “participants” to a static msrjeting list with workflow. The “participants” are contacts but in a custom entity with details of the trainings they have participated. But it is not...
View Articlewindow.parent.document.getElementById("FormTitle")
Hello,I want to dynamically change the text on a form title in Dynamics 365 and I use the below method to do so. I would like to know if this method is supported. If not, is there a supported way to do...
View ArticleDynamics 365 CRM portal meets WCAG 2.1 accessibility standards or not
Hi Team,There is a ask from customer to confirm whether Dynamics 365 CRM Customer portal meets WCAG 2.1 accessibility standards or not. I tried to search for this but didn't get any details on...
View ArticleManaged Solution import failed - Error code:0x80048425 The element...
Hi all,I'm getting the following error when attempting to import a managed solution from our Dev to Live environment;"The selected file is corrupted or it does not use the correct schema. Either select...
View ArticleA Self Referencing Lookup with the Value of Present Record.
Hi All, We have a Business requirement, I know in CRM we can Place a Lookup for the same entity in one of its form, But the Requirement is to Get the Value of the Record itself in the lookup. I...
View ArticleSecurity Roles - Edit reports
One of our users is trying to change the name of a report that he created but he doesn't have permission. What permissions need to be granted to edit reports that you have created yourself? He has...
View ArticleConnect to Dynamics portals
Hi All,I have a requirement to connect to Dynamics Portals though code. Can you please help me with the possible options?We are using Azure AD and CRM Contacts as the user. We need to authenticate...
View Article'Object address not found on party or party is marked as non-emailable' ERROR...
I'm having an error when trying to re-assign an Appointment record using the Assign button from the command bar."Object address not found on party or party is marked as non-emailable" For the...
View ArticleAccount Owner is Contacts Owner in CRM
Hello,I am using CRM online version 9. I have the following requirement:There is an account known as "ABC" in CRM and the owner is Person 1.Person 2 creates a Contact with Parent Account = ABC.So, the...
View ArticleD365 Portal (On-Premise) - Cache Invalidation
Hi, We have implemented D365 Portal On-Premise and we are encountering cache issue.Our environment is HA (Portal Server 01 and Portal Server 02). It is load balanced by F5.“Track Changes” property is...
View ArticleInstalling Dynamcis 4.0 on Windows server 2008 R2
I am trying to install Dynamics 4.0 on to Windows server 2008 R2, but the setup stops prompting a dialog box saying that the prerequisites files are missing. The log file records the URL its trying to...
View ArticleDynamic query based on selected records
Hi there All.I want to create a report that produce results based on the records that end-user have selected. This report is on my custom entity that has relation with sales order, sales order as...
View ArticleDisplay the Notes Pane in an html Page
Is it possible to show the Notes Pane of Social pane in an HTML page?Please suggest.
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Workflow Failed at wait condition for child activity complete after upgrade...
i noticed one issue in our all workflows which having below highlighted wait condition .Issue 1 : Wait condition take 10 -20 mins after condition met then execute workflow .This started after...
View Articlework Order Number is not getting Auto Populated in Work Order Entity in Resco...
Trying to create a new work order in Resco Inceptions Mobile App and getting an error: Unidentified (until synchronization with server).Please suggest.
View ArticleCan we omit "@odata.type" and "@odata.context" elements from dynamic 365 web...
Hi, I am working on dynamic 365 web API and I want to omit properties like "@odata.type" , "@odata.context" and "Attributes@odata.context" from JSON response. The properties i want to omit i have...
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Issues with tiles and leads entity after updating from version 8 to version 9.
Yesterday our organizations CRM was updated to version 9 and we have some issues.Leads entity: In the "notes" section there appears to be no way to add a new note. The field "enter a note" that you...
View ArticleP2V conversion of Dynamics CRM to Hyper-V lab
Planning to convert a Physical Windows server 2008 R2 to virtual one that needs to running on a Hyper-V environment.What are the precautions one needs to take? What are the best practice? Appreciate if...
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Populate lookups in Survey Response form
I created a survey in Voice of the Customer app. I included piped data as below :I created a workflow to send an email when an opportunity is won:I am able to see the piped data in the survey. But, the...
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