Update Company Owner based on value in custom Entity
Hello community.Three pieces of info to set the scene:We have a custom field on Company entity called Sector.We have an option set Sectors that is the source of the data for Sector.We have a custom...
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Dynamic 365- Schedule Service Activity - Error retrieving availability
Hi,I am searching for availability of a resource and getting a not particularly helpful error. The subgrid fails to refresh. This is OOTB functionality with no custom actions.We setup the service...
View ArticleStripe Integration with Microsoft Dynamics
Hi All,We are planning to build a donation form on Microsoft portal and use Stripe as the payment gateway. The customer and payment details will then be pushed to Microsoft Dynamics CRM. Has anyone...
View ArticleInvalid Argument error in plugin ms dynamics crm 2013
Exception: System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: attributeName (Fault Detail is equal to Microsoft.Xrm.Sdk.OrganizationServiceFault)., Correlation Id:...
View ArticleHow to Redirect Profile page to custom web page in Dynamics 365 Portal?
Hello All,When external users get log in into the D365 portal, they see the profile page. I want them to land on another page than the profile page.Is it possible? If yes then can anyone advise how to...
View ArticleWord template created with documents Corepack is only visible for myself
Hello togehter,Right now I have the Problem, that when i create a new word template with documents corepack, I am the only one in the Company who can access it with the button "Export to word".All...
View ArticleRestrict views in grid as you can restrict in subgrid
Hi, I would like to know if is CRM supported to restrict or to not show at all the dropdown with views to select in a normal entitylist view (grid view).E.g. I have account entity with 4 system views:...
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Portal Terms and Conditions doesn't work
Hello everyone !I'm facing an issue with the CRM Dynamics Portal.In fact, I have to implement the Terms and Conditions page to respect RGPD.I have followed this tuto whithout...
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DateTime problems in Workflow not converting to local time.
I had an issue with a Workflow that was retrieving a DateTime from a plugin and updating the entity. The problem was the DateTime being updated wasn't correct. I've created an example to demonstrate...
View ArticleSelect checkbox from another list (web resource) when a checkbox is checked...
I have two checkbox lists. They are two separate web resources.When a checkbox is checked in the first list I want to select the related checkbox in the second list.Both checkboxes have same Id.How can...
View ArticleProblem with calculated field forces double saving...
I tried to build a calculated field to generate the record name by concatenating other field values. The first component is to be the name of its Discount List lookup. Of course, Microsoft failed to...
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CRM Outlook Plugin - Cannot See Record Link of Tracked Email
We're on CRM 2016 on-premise version 8.2. Our users is using Outlook CRM plugin.One of our users is experiencing issue where the record link of her tracked emails don't show up anymore in Outlook after...
View ArticleWorkflow Activity Properties get reset with Plugin registration tool
Having an issue with both online and on premise environments when using the latest Plugin Registration Tool. Updating an assembly seems to be resetting all of the Workflow Activity properties, such as...
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German letter 'ß' causing issues to the field in workflow for Send Email
Hi,When I use 'ß' in Send Email and save it, It is adding extra characters to the immediate field in the email.Attached screenshot: Highlighted the extra characters added after saving the email.Thanks,Sai
View ArticleLead Funnel Stage Reporting
Hello,My team and I are working on building out some charts and dashboards for funnel stage reporting (MQL, SAL, SQL, etc.). I'd like to be able to visualize these in a funnel (pyramid) dashboard or...
View ArticleAdding a Note\Annotation attachment as an Email Attachment
I've been trying for several hours to get this to work to no avail. I have a custom entity with notes enabled. I manually added note to one of my records with a PDF attachment. The purpose of this...
View ArticleWhy ms dynamics crm creates PluginTraceLog instances with createdon = null?
Hello) Our crm creates instances of PluginTraceLog with creationon = null As I can see, these are system logs, because all instances with creationon = null have issystemcreated = true Logs created In...
View ArticleDynamics 365 - Email notifications from multi-select option set
Hi,I have a list of users in a multi-select option set with the following subset values selectedExample: 100000001 Joe M 100000002 Jane EHow do I retrieve their email addresses form a different...
View ArticleInstalling Reporting Services on a domain controller is not supported.
Hello Everyone,I installed Windows Server 2019, Installed AD DS, installed IIS sucessfully with domain controller in a VM.While installing Microsoft Dynamic CRM 365 version 9.0, It is asking Microsoft...
View ArticleInstalling Applications
Hi - we are currently using Dynamics 365 and custom applications as a CRM. We have the Customer Engagement plan that includes the Field Service app, but I cannot find where to install the app....
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