CRM 9.0 On Premise MSDN Key
All,I am currently looking at how my organization can upgrade our trial key to full key. We are ENTERPRISE MSDN subscribers but seem to only have access to a 90 day trial key that has 10 days left...
View ArticleUser hierarchy and CRM activities
Hi,I would like to have a view to show the open activities (Sales->Activities).How can I have a logic for the Supervisor to be able to see Open Activities of the owner who is a person who under work...
View ArticleWill the WebAPI url need constant updating with new versions?
With the OrganizationData.svc, the URL was always <baseurl+org>/XRMServices/2011/OrganizationData.svcThe replacement for WebAPI is <baseurl+org>/api/data/v9.1/Or v8.0, v8.1, v9.0, etc...So...
View ArticleClik here to view.
Not able to show associated Quote Lines view in Unified Interface
Hi guys,I am not able to show only associated quote lines for a quote. In the quote line subgrid on a quote form, there is only a button "See all records". But then you see all quote lines of all...
View ArticleClik here to view.
Level Up - Chrome extension - data protection
Hi all, Any tips for how can I convince our data protection officer that it is safe to use the level up extension in my chrome browser?The permissions you have to grant it on installation are far too...
View ArticleWhy update of state, status happening on Create of record Kingswaysoft
Hi,I am migrating data using Kingswaysoft from CRM 2016 on premise database to 365 online.In my package I have mapped all the fields including State, Statecode. When created records using migration I...
View ArticleWhat CRM email server configuration is needed for the CRM outlook client?
I want to make use of the CRM outlook plugin so that I can track emails as activities related to certain records in the CRM.When I try to set the "regarding" on an outlook email, I can find the record...
View ArticleReg..April 2019 updates
Hi Everyone,I just want to know is there any webapi depreciations have done in the upcoming update of D365 and i have searched through lot of links but I couldn't find anything related to webapi and i...
View ArticleClik here to view.
Creating Member List but member are limited to 1000 only.
Hi Experts,I am creating one marking list through code and adding the list members using AddListMembersListRequest message.Though in the list of Guids I have 1567 members but when I am seeing in the...
View ArticleHow to match entity's attributes and antityMetadata attributes? Some names...
Hello.I have entity Contact ( name = contact, type = Entity) in variable "entityObj".I have array of attributes from Contact's metadata (based on type: AttributeMetadata) named "AttrArray"I want to...
View ArticleDynamics 365 CRM Plugin Debugging
Hi,I am debugging a plugin (Dynamics 365 CRM online version).In the plugin logic, first I am updating an opportunity and then creating a customer record and then creating a lead.when I am debugging the...
View ArticleWord templates failing after editing document.xml
Hi,We have 60+ word templates and we need to change the options in a hard coded drop down list. I scripted a powershell script to step through the word templates, change the file extension to zip,...
View ArticleClik here to view.
Troubleshooting Dynamics 365 Virtual Entities
Does anyone have suggestion on how to troubleshoot Virtual Entities in Dynamics 365?Here’s my very generic error message: Entity could not be retrieved from data source. Please try again or contact...
View ArticleClik here to view.
CRM workflow using DXtools
CRM2016 On premisesIt was suggested to me to use DXTools to send emails using templates from CRM on custom entities, and a big thank you .. you know who you are. This works a charm for most of my needs...
View ArticleClik here to view.
How can i monitor record status changes?
Hi all,I am using Dynamics 365 online v9. I find that the workflow could be triggered by "record status changes"however, the workflow is only for one entity. So I want to write a plugin and apply it...
View ArticleMicrosoft.Xrm.Tooling.Connector 9.0.2.12 Dependency Issue
The Microsoft.Xrm.Tooling.Connector 9.0.2.12 nuget package says that it requires Microsoft.IdentityModel.Clients.ActiveDirectory >= 2.22.302111727 but when I use...
View ArticleMaking Specific Email Templates Available to Specific Teams/Users
Hi Everyone,We have a handful of email templates we would like specific users (customer service team) to have access to and nothing else. I am aware we can make them private or global, but I was hoping...
View ArticleClik here to view.
Automatically generate folders with Document Management from Dynamics to...
Hi,I am using the Document Management function in Dynamics 365 to generate folders on our SharePoint page. It is linked and it works, the only issue i'm finding is that I have to manually click into...
View ArticleOrganization Insights 'Most Active Users by Operation'
I am giving access to Organization Insights to a user within D365 for reporting.The only report needed is the 'Most Active Users by Operations' but the file seems to be empty when selecting...
View ArticleDoes anyone really do reports in SSRS for Dynamics 365 (online)
Hi,I am asking this question as to know if SSRS is the real solutions to reporting in Dynamics 365.I wrote a simple report to show overdue tasks. It worked fine in VS 2015 environment. When I uploaded...
View Article