KingswaySoft CDS/CRM Connection Manager keeps crashing
I am using Visual Studio 2015 with the KingswaySoft SSIS Integration Toolkit for Microsoft Dynamics 365 v11.0 (11.0.0.7160).Every time I click organization dropdown Visual Studio crashes. There is no...
View ArticleCase Resolution using Microsoft flow
Hi Experts,I need to achieve resolve case process using Microsoft flow. For this I am updating Case status and Creating record in Case Resoltuion entity using flow. But Flow fails giving following...
View ArticleJavascript to set today datetime timezone issue
Hi Experts, We have ActualStartDate field on Form and onLoad we are setting today date using JS to this field. Below is the code snippet.var d =new...
View ArticleError when trying to export solution
Hi!I get an error message when trying to export my solution and have no idea whats wrong.Any suggestions? See error code below.Unhandled exception: Exception type:...
View ArticleDo Activity Wall Posts get processed when Dynamics CRM is in admin mode with...
Do Activity Wall Posts get processed when Dynamics CRM is in admin mode with background services disabled?
View ArticleChange a field when a second e-mail has been sent in a Case
Hi,I work with Cases in CRM,When an email is sent to us, a Case is created with an Email which is OK.I have a Field that is named "New E-mail" which is a Two Options Yes/No.When the email comes in the...
View ArticleDynamics CRM license
Hello,I plan to change my Dynamics CRM license, "Microsoft Dynamics CRM Online" to "Microsoft Dynamics Engagement" and ask if anyone has ever done this, and what are the impacts
View ArticleAdding stage to a Business Process Flow
Dynamics 365 1612 (8.2.2.112) on premisesWhen editing an Opportunity business process flow to add a new stage, I can no longer go back through previous stages in any active Opportunities. Error is...
View ArticleAdd Subgrid Using Quick View Form
I have two Account form (Parent and Child Account form with 1:N relationship).I have 1:N relationship from Account to Case and create the case records from Account entity using the case subgrid.So now,...
View ArticleChange Child case to another Parent Case
Hi,I would like to attach a Child case to a different Parent case. On the forum I was not able to get the right information. Can anyone help me how I'm able to perform this request.Thank you
View ArticleHow to automatically remove attachments from email and notes and put on...
I put the same question on Dynamics 365 General forum and then someone suggested I put here as well.Hope to get some inputs/suggestions.I followed the Sharepoint (on line/365) and Dynamics CRM (also on...
View ArticleHow to change order of dashboards
I added a new dashboard to my user and now it shows as default (first thing shows when the form loaded), how do I change it ? I don't need it as default how do I change it ?
View ArticleHow to Define SMS Template same like Email template and instantiate through...
Hello Experts,Is there any functionality to define SMS template where business can compose their SMSs and insert any field from contact and that populates in the actual message according to the Contact...
View ArticleUpdate modifiedon field on data migration
Hi there,I am doing migration from CRM 2016 on Premise to CRM 365 online using Kingswaysoft.I am trying to update createdon/by, modifiedon/by fields.I know it is not possible to map directly in...
View Articleuser should not be able to see all activities except admin
Hi,If an user(user1) is having a user level privilege on an activity entity, then user should not be able to see activities of other users in the activities menu, but that user is able to see all...
View ArticleRemove tool bar in embedded report in Iframe
We are using CRM 365 V9 on premise. I have a report that display the record summary in an iframe on the form. I use the javascript to set the report URL. The problem is that I got a "Edit Filter"...
View ArticleAn error has occurred. Please return to home page and try again in...
Hi All,Need help urgently. Recently we are upgraded to CRM 9.0. After the upgrade we are facing a issue for few users like "An error has occurred. Please return to home page and try again".While...
View ArticleRetrieveMutipleRequest is not available in Visualstudio environment, why?
I have trying to write my first CRM plug in from my visual studio 2015 which has Microsoft 365 Developer toolkit installed, and the plug in is created from the template as my screenshot below.My...
View ArticlePlug in "Early-Bound" and "Later-Bound", can anybody provide some detailed...
I am new in CRM, and just practice writing Plug in, I can see "Early-Bound" and "Later-Bound" appeared everywhere, and I am confused it.I appreciate if any expert can provide any simple examples to...
View ArticleSend ics file in email using sdk
I'm trying to send an ics file attached to an email so the recipient(s) get an appointment invitation.For a variety of reasons I can't use appointment sync to send the invites.My code is working fine...
View Article