Is it possible to tailor the contact merge window to add custom fields?
Hi Team,One of my client would want tailor the contact merge window and would like to add new custom fields. Is there a functional way of tailoring the merge window?
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How to set up and use XrmToolBox?
I have my new Microsoft Dynamic 365 for Customer Engagement trial version downloaded and working well.Now, I also downloaded XrmToolBox and trying to connect to my CRM trial version,but it is failed to...
View ArticleWhen I click a lookup, I get an infinite loading
When I click any lookup, the record it opens loads forever. Anyone know what could be causing this?
View Articleanniversary calculation
Hi,How can i create dynamic list based on anniversary date in advanced find for example birtday?I read some documentaries and they suggest calculated field, Is there any other advice for me ?For...
View ArticleHow to filter lookup based on 2 criteria
Hi,We have a contact lookup on Account that we want to restrict to only display the contact linked to that Account OR that Account parent accountIs there a script that be can be done for this?I can do...
View ArticleArchiving contacts - Dynamic 365
Hi Community,Today we have been 'cleaning up' our contacts due to approaching our storage limit and I was wondering if there was a way to archive contacts that are currently in the CRM into either...
View ArticleEmail Sends - Unsubscribes / Workflow
Hi Community,Can you please confirm if it's possible to build a workflow that generates an email to an internal email address when a contact unsubscribes? If possible, can you please confirm in steps...
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Customization of the ribbon. Entities related to Business unit
Hi all!I'm trying to hide 'add existing' button in the related to the Business Unit entity but can't find where should I do it.Could you suggest to me where should I look to make this change?
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Import Solution Double FIelds Column Header
Hi teamHas anyone experience an issues where importing a solution from one environment to another environment ie (DEV to UAT), where the header fields have duplicated?The solution from the DEV...
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addCustomFilter doesn't work
Hi All, I was trying to filter a lookup field but i have the field twice on the form and just filter de first one. First oneSecond
View ArticleWhere I can find the download site of OData Query Designer?
I am using Microsoft Dynamic 365 Trial for Customer Engagement now, and want to download OData Query Designer tool, I have tried this site:https://community.dynamics.com/crm/f/117/t/195098and this site...
View ArticleRetrieveMultiple' method does not support entities of type...
Hello community,I'am getting the error "RetrieveMultiple' method does not support entities of type 'businessprocessflowinstance" when trying to use a retrieveMultiple with queryExpression for the...
View Article.Net framework version problem using Plugin Registration tool
We are using CRM 365 on-prem version 9.I created a workflow project, added reference to Microsoft.crm.sdk.proxy, Microsoft.xrm.sdk etc. They are all version 9.0.0.0. So my project target framework...
View ArticleHow to close activities on demand
Is there a custom workflow that can close any open child activities when running an on-demand workflow from the parent? I have the solution msdyncrmWorkflowTools but that only updates child records.
View ArticleLiquid Template - Caching FetchXML?
HiI am building a custom web temlpate in Dynamics Portal but it looks as though the FetchXML is caching. Is there any way to ensure that a page load always pulls an updated FetchXML response?Thanks
View ArticleEditing site map of "associated view" for contacts
When on a contact, if we press the far right carrot, the site map drops down to show all the entites that have a relationship to the contact entity. Some are OOB entities and others are custom....
View ArticleBubble up Cases
I appears a Case associated with a contact DOES NOT appear in his account's associated cases. Isn't this supposed to bubble up? Perhaps it never did for cases.
View ArticleMultiple requests to https://dc.services.visualstudio.com/v2/track
If I'm inside a record and look at the network tab, I have multiple requests to https://dc.services.visualstudio.com/v2/track happening, at fixed interval(a few seconds). How can I stop this? I do not...
View ArticleField security enabled fields don't show in field security profiles
We have several custom fields with field security enabled on the Lead entity - the fields are read/update/write for CRM Admin and closed for Sales Reps. These fields are mapped and when a lead gets...
View ArticleMoving to Unified Client interface
Hi,We are currently in CRM version 9.0. we are planning to use UCI and I am completely new to this.If I have to setup this UCI for one of our lower instance, how do I do?Please let me know the process...
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