Save conversation as posts from Teams to D365 (Teams integration question)
Hi!I've been trying out the Teams integration for Dynamics365 and I've managed to set up basic integration so I can open D365 posts in Teams and synchronize files between Teams and D365, but I can't...
View ArticleSocial Media Communication for Sales Team
HiI've been tasked with finding a solution that will allow our sales team to communicate with customers via Facebook messenger, What's App and Instagram within Dynamics CRM. I'm aware that the...
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Need help creating rollup field for aggregating child records' Gross Profit...
Hello,I am trying to create a rollup field on a Parent Opportunity record that will show the sum of all Estimated Gross Profit values of the child Opportunities associated with that parent record. One...
View ArticleJavaScript value updating sometime after upgrade to UR 18 in MS CRM 2011
Dear Experts,Recently we have upgraded our CRM version from UR 16 MS CRM 2011 to UR 18 MS CRM 2011 after upgrading we got an issue with one javascript. This javascript will update a field called case...
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Unable to upload document to SharePoint on one Account - State Enabled,...
I get the error below when trying to upload documents to SharePoint from one account in CRM online. I have administrator privileges in both systems. I am able to upload a document directly into the...
View ArticleJava script issue in MS CRM 2011
Dear Experts,Recently we have upgraded our CRM version from UR 16 MS CRM 2011 to UR 18 MS CRM 2011 after upgrading we got an issue with one javascript. This javascript will update a field called case...
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Javascript Unified Interface issue
Hi Partners, I'm having an issue and I don't figure out what could be. In my Dynamics 365 for CE online, I have a Unified Interface, on lead entity sometimes the Javascript works fine other not. so...
View ArticleDynamics CRM 365 Version 8.2 On-Premise Latest Updates not in Windows...
Hello,The last update for Dynamics CRM 365 Version 8.2 On-Premise in Windows Update and the Microsoft Update Catalog is Server Update 2.5, released back in April. But the latest update for Version 8.2...
View ArticleMicrosoft.Xrm.Data.PowerShell - get-crmrecordsbyfetch
Hello,if i extract data via get-crmrecordsbyfetch i.e quotedetail the quoteid is displayed with the friendly name.How could i extract the quoteid without the friendly name?Kind regards
View Articleweb service call from workflow
Hello.Workflow configured to Start When="Record is created" and call assembly that call web service.When I run it manually by "Run Workflow" it works, service is called.But when record is created...
View Articlecss code for border section and tab entity form in dynamics 365 v8
Hi all.I want add color to entity form for borders section and tab in version 8 like version 9.and i have the javascript code for run css but i dont have css code.Plese help me..................Thank you.
View ArticleInstalling v9 On Prem - where to find all the appropriate versions of...
Per documentation these prerequisites are required for installing CRM v9 On Prem, and though I know it'll attempt to download them during installation I'd prefer to download and install them manually...
View ArticleDate time field showing one hour late if record created using CRM custom action
Hi All,Scenario:I' m facing one issue while creating record. I'm using plugin to create record and inside custom action and while creating record, passing current date and time to the one field called...
View ArticleWhat all things we should take care when upgrading CRM 2016 on premise...
We are currently on Microsoft CRM 2016 on premise and plan to upgrade to Dynamics 365 on prem. Suggest steps to follow for the upgrade and what are the unsupported customizations in Dynamics 365 which...
View ArticleSubjecttree of Servicehub is randomly rendered
Hi,I configured a subject tree in Dynamics 2016/365. In the common/classic UI everything is going well, if you open a case and select a subject. But when you open it in the Servicehub, the subjects are...
View ArticleCRM 2016 Update Issue to Dynamics CRM 365
Hi,I've got an urgent problem with the update of our CRM 2016 on premise to Dynamics 365 on premise. I've set up the new CRM system with the newest update installed (Dynamics CRM 365 0.6) and everytime...
View ArticleWhat all things we should take care when upgrading CRM 2016 on premise...
We are currently on Microsoft CRM 2016 on premise and plan to upgrade to Dynamics 365 on prem. Suggest steps to follow for the upgrade and what are the unsupported customizations in Dynamics 365 which...
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short detail value change in lookup
Hi,When creating a new case we can see short details section and if we wanted to change a value in lookup records section how to do that? for example if we search for word AIR and replace all AIR items...
View ArticlePreimage doesn't return same fields in different situations
Hello, I'm having a problem where the Preimages on a Pre-Operation plugin and a Post-Operation plugin don't return the same amount of fields. on the same Entity.The Pre-Image is set to return All...
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