You do not have {0} permission to access {1} records.
Our users get the above error message when they try to qualify a Lead to an Opportunity, or create a new Opportunity. They can edit existing Opportunities though. I have checked the security role and...
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Add New Or Existing record button on sub grid not visible
I’ve noticed that that the “+” to create a quote quickly is initially missing when I create a new opportunity (see first screenshot). It only appears if I refresh or close/open the window (see second...
View ArticleEdit non base language sitemap
I'm working with Dynamics CRM 2016 (8.1) on-premThe base language is Hebrewwhen working with the dynamics mobile app, I see the English sitemap and I need to edit it.Is there a way to do it? currently...
View ArticleCreate a navigation link to parent entity form on child form
I can't find this in normal searches or in the community forum anywhere. I'm trying to create a display form for a custom Sales Order entity (had to be separate from the default Sales Order for other...
View Article$expand and $ref
Hello,I'm new at dynamics 365 API requested, being a dummies I have an issue when expanding a column.I learn how to write, and it...
View ArticleBeginers help needed trying to create a portal
I have been following a post on how to set up a basic portal, but I keep running into problems. This is a learning curve for me, more or a practice run as a learning tool. I am simply trying to connect...
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Not able to resolve case from dynamics portal
Hi All , we are trying to configure case with dynamics portals, while resolving the case we are getting below error. I have enbled entity permission for case and caseresolution entities in portal....
View ArticleD365 Outlook +(Quick Create) for Quote not displaying
HI All,I cannot see Quote Entity in +(Quick Create) in Outlook app. I have enabled reading Pane for outlook too, can any one help me here?
View ArticleSave new record in Web Resource and get its Id
Hello,When I click New button and create a new record, opens a new form(Client), In that form I have web resource (type=HTML), in this web resource I need to save this record and get Id. How can i do...
View Article.net core app connects with dynamics 365 online
Hi, I am trying to consume the dynamics 365 online web api call through the .net application, here is the sample code, but it says unauthorized. Please help HttpResponseMessage response = new...
View ArticleCan you see who/when a custom field was added?
Recently I was doing a solution move and found that some new fields had appeared on our development environment. No description, not enough information to understand what they were, or why they were...
View ArticleOutlook to CRM sync issue with plugin- CRM 365 v 8.2.0 on premise
Hi,Am trying to synch appointments from outlook calendar to CRM . I have all the right privilges to sync to CRM, but couple of users are facing this synch issue and error seems unique.Email Server...
View ArticleGet Interaction/Appointment Count against record
Hello,I have a request to show an error message when a ribbon button is clicked.This error message should only appear when there is less than 4 appointments/interactions against this record.I am unsure...
View ArticleDynamics 365 Pricing change
Hello,The licences pricing of Dynamics Customer Engagement have change and i'd like to know if :1) Sharepoint Plan 2 gonna be included with the purchase of a (or many) module2) The Team Member already...
View ArticleContent Snippet for Password Reset Page
Can someone help which is the content snippet used to edit password reset page in CRM portal. I used the snippet Account/ChangePassword/PageCopy but it didnt work.
View ArticleUse of Pendo with Dynamics 365
Hi I want to ask if we are able to use a script that is available on all pages of Dynamics. I am trying to integrate the Pendo javascript like:<script>(function(apiKey){(function(p,e,n,d,o){var...
View ArticleIs there now a way that you can add additional options to an Opportunity status?
We have a need to add an additional status to an Opportunity besides the ones provided which are Open, Won and Lost. We have not found a way that we can edit this list. Has someone come across a way to...
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Configuration Migration Tool
When I trying to create scheme in the configuration migration tool, after the logging in Im get the following error.I suspect of the permissions in office 365, but I dont have idea which permission is...
View ArticleIf a case is opened by a member of a
Usecase: If a Field Service Rep opens a case on behalf of a customer (worked by a CSR), then only a FSR (typically the same one that opened it) should be able to close that ticket.How do I go about...
View ArticleRestrict Closure Rights to member of submitter team
Usecase: If a Field Service Rep opens a case on behalf of a customer (worked by a CSR), then only a FSR (typically the same one that opened it) should be able to close that ticket.How do I go about...
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