Timeline data display missing time
Hello,Prior to the October wave 2 update our timeline showed date and time.Now it only shows date.Can anyone point me to changes that affect that?See here in this example they have...
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Dynamics App for Outlook not displaying Name (Topic) of Opportunity in Search...
Trying to use the Dynamics 365 App for Outlook (in-line) and when I click to Track an email and then Search for a record, if it is an Opportunity it does not show the "Name" of the Opportunity. It only...
View ArticleEfficient way to retrieve data using javascript odata/Webapi
Hi There,I have certain complex queries to do validation on the combination of values in different multi select attributes. I will have to do those validations in the UI scripts. Wondering which will...
View ArticleHow to set date field in Microsoft portals using javascript
Hi All,I have a requirement to populate a date field on crm portal.The date is coming from an odata feed, but I am not sure of the correct syntax to populate the fieldThe data format of the date field...
View ArticleActivity Reporting
I am hoping someone can help me out.I want to have a report on all activities (appointment/phone call/task) for the last week sorted by owner. but i want to add a couple of fields that are specific to...
View ArticleAdd a button on account list view in dynamics crm
How to add button on each and every record of account list view.
View ArticleAny reason why overriddencreatedon is not present in post entity?
Hi,I have recently noticed that an overriddencreatedon field is not present on post entity,i had a scenario to have back dated data for deletion test.Can you any one help me out why its not present in...
View ArticleServer Based SharePoint Integration
I would like ask question regarding CRM integration with SharePoint, I'm planning to do it for the first time and I need your advise hopefully support me, Dynamics CRM version : 2016 on-premises CRM...
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DYNAMICS CRM PORTAL web form step on click of "Previous" button data is not...
Hi,Portal webform step previous button not saving data, throwing an alert message IT was working for me, it is saving data even I entered the previous button.Am facing this issue from last 1 week...
View ArticleEmail activity Actual End field value need not to changed automatically.
Hi All,In Email Activity field value has been changed automatically in email messages.We need to store old value in same field. How to do this please guide me anyone.Thanks & Regards,Hari Pathivada
View ArticleShow related entity for item that is in sub-grid
Hi all,Entities in question: Quotes, Customer AssetsQuotes form contains a sub-grid for Customer Assets.This works fine and our sales guys and add an asset into the sub-grid from the Quote...
View ArticleDefault language portal
Hi,I have a portal and I chose Dutch als default language but it doesn't seem to work. When I open the portal it automatically opens in English and not in Dutch. Am I missing something in the settings...
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Having trouble giving user proper permission to import data
Hello,I have a user who needs to be able to mass import records. My understanding is that in order to import data, a user needs to be assigned a security role that includes "Data Import" permissions....
View Articlesharepoint folder creation for account or contact
Hi, when we create a new account or contact, the share point folder for this person will be created automatically? or it is created automatically when uploading documents manually.
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added users and their roles to Dynamics trial and when they log in nothing...
i recently signed up for a Dynamics trial, i added 3 users to the Dynamics P1 Trial for information works in O365, had them request permission to the trial, approved their request, and added them to...
View ArticleSetting Default FIeld Values
I am new to Dynamics CRM so this is probably a very simple issue and I'm overthinking it but I can't find a solution that works or I'm doing something incorrectly. The business requirement is to...
View ArticleHow to relate a custom entity to a contact
Hello-I created a custom entity to track event invites to our clients. I want to do a mass upload for an event but I'm having trouble getting the entity to import with a related contact. I have a field...
View ArticleTrying to remove/edit SSPN from Dynamics 365 Online
One of our developers was setting up an SPN for our CRM environment, and a typo was made in the username field. When we try to edit it, we get an error: Unable to change domain logon name: You do...
View ArticleAdding new records through sub-grids
Hi,When I select + button on a sub-grid it opens a new window - is there a setting available where it opens up in a new tab rather than popping out a new window?Thanks - have a great weekend
View ArticleImport the Disabled Users
Hi .As part of migration i need to import the data.I have several users that are disabled and there are records that are still pointed to the Disabled users. I need to setup these similarly in the new...
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