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hyperLink in email template has...

1. i create a email template which has a hyperlink "go to {ALink}" in it's body.  the text "{ALink}" is set as hyperlink in template setting page.2.i create a plugin to get template1's PresentationXml,...

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Auto filling fields within a composite field

I am trying to auto fill the Company address composite field which contains streets 1/2/3, City, State/Province, Zip/Postal Code, or Country/Region. I would like to auto fill this composite field from...

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Retrieve Data from Multi Select Option using Liquid for Dynamics Portal

I saw this unanswered question: https://community.dynamics.com/365/f/dynamics-365-general-forum/308243/retrieve-data-from-multi-select-option-set-in-d365-portals/892382#892382 dated Jan 2019.Since...

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Have a workflow send 2 different email templates by splitting who to send the...

Hi all,Quick question. I've got a workflow which triggers a emails upon creation of a contact (plus a few other conditions). The problem is I've got 2 different email templates to send but would like...

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Exposing additional KB Article fields on Portal

Hi I've got a question. I would like to expose some additional fields values onto KB articles but only to specific articles categorised by a field. I understand that I can't edit the KB article html...

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Microsoft dynamics Portal (Permissions error)

Hello Everybody,I am new to Portals. Trying to figure out it works. I am using Microsoft Dynamics CRM 2016 (on-premise)I downloaded the Microsoft dynamics portal from...

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Ribbon Button Issue

Hi,AllI have created an Ribbon button and when clicked i am not getting dat. please help me to solve the issuejavascript codefunction CheckValue() {        var contact number =...

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Export list members from a dynamic marketing list occurs error

Hello everyone,I'm a newbie in this forum.I got a problem about the dynamics marketing list. When I try to export the members (any export), it occurs an error message.With static export -> "Une...

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Dynamics 365 CE - Service unavailable.

Are we having a service outage in the UK  or is it global?  Service Health tab shows the services have been restored but some of the instances are still intermittently displaying Service Unavailable error

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Merge Company Records - Share permissions

Hi all,We currently use the 2013 on Prem version.  When two companies are merged (using the OOB merging functionality) it seems that the company owner who owned the company being cancelled,...

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MS CRM 2013 on-premise - c# code - Error "An unexpected error occurred" on...

Hi All,I need an urgent help.I am working on MS CRM 2013 on-Premise version. I am writing c#code to retrieve metadata of entity and getting error on below color(yellow) line. Please check code and...

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How to automatically detect customer from email using Microsoft Dynamics 365...

So we have the Dynamics 365 app for outlook installed on our Outlook and it works perfectly fine however, at the moment when we want to create a new case using the app we have to fill in the Quick...

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Internal emails are being tracked in Dynamics 365

I have the following issue which I can't seem to solve...User A sends an email to user B, which is automatically, (= no manual interference by one or the other party), tracked in Dynamics 365However,...

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JavaScript Banner

Hello everyone!I would like to utilize Xrm.Page.ui.setFormNotification to display a banner at the top of a "Shipment" record. This banner would only appear for "Shipments" where the related entity...

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Does Post Operation on Create happen before or after Pre Operation on Update

Hi there,My company has 4 c# plugins in our CRM environment:Case Pre-Create (Pre-operation on Create)Case Post Create (Post Operation on Create)Case Pre-Update (Pre-Operation on Update)Case Post-Update...

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Populate quote field from opportunity entity

HelloI need an helpI need to automatically update (every time that they are created or changed) some field from the opportunity entity to the quote entityI need to copy because I need to have an .xls...

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Alert notification in crm

Hi everyone,I should write some JS code in crm, and I need your help and advise.I have one checkbox wiche name is "Individual". And When "Individual" is true, user should receive an alert " You need to...

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Error while running Real-Time workflows

Hello All,I'm having below error from Real time work flow .it triggers on 'create' event[Microsoft.Crm.ObjectModel:...

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Error while Resolved the Case Record

Hi All,I am getting below error when I am going to resolve the Case record. The case record gets resolved.Please suggest why this error message occured!at...

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Leave an email activity when sending email through Click Dimensions

Hi all,I'm sending e-mails to our contacts through Click Dimensions, however, I don't see that notification under the 'activity tab' in their contact page. I'm sending this e-mail to a marketing list...

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