I'm looking for a Dynamics CRM Forum demo from the Community Managers...
I want to see what the experience is like for a Community Manager working for my company would do on a typical day to manage several Forums. For example:How would they identify unanswered questions...
View ArticleCan I have optional currency field on form?
Hello,Faced an issue with D365 v9.0.6 on-premise after a migration.I have two currency fields on Opprotunity form. Standard one (transactioncurrency, required) and custom (new_accountingcurrency,...
View ArticleGlobal Link Color
I'd like to change hyperlinks to a different color than the oob blue. It looks like the 'global link color' option has been removed from the themes menu.Is it possible to change the color somewhere...
View ArticleDynamics CRM online MFA with on-premise ADFS Authentication
I am facing issue with connecting Dynamics CRM online instance which has additional security enabled with MFA & ADFS on-premise . Office 365 is setup with Single-Sign-On (SSO) . When login from web...
View ArticleTo show or hide field on basis of Option Set Field from another entity's Form
Hi All,I have two Custom Entities 1)Time Entry 2)Project Task.1)Time Entry :- It has a lookup field which will show the records of "Project Task as Lookup Field" and one another field which is "Item...
View ArticleAPI calls limits
Can I let a plugin run in the context of an Application User? Can a Application User has security roles?
View ArticleCombining 2 entities in one dashboard in list form
I need to prepare a dashboard in a list form with face to face meetings ton it (appointments) and the total quotations converted in total value and in year revenue as a result of the face to face...
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Override Select Product from write in to existing product
Hi All,i want to change value of select product field on order line, i tried to update the field value using console and excel import but it is not updating the value.Any suggestion would be...
View ArticleIntegration with Microsoft Dynamics CRM
HI,We currently use Tableau to provide customer facing reports due to its ease of navigation and the ability for the customer to view in a free to use viewer. Our data is extracted in CSV format from...
View ArticleCustomize Convert to Opportunity dialog?
Hi Guys,Can we customize the Convert to Opportunity dialog, so that the customer field can only be account rather showing contacts?Thanks & Regards
View ArticleHow do I view the guid of an entity record?
Hi Guys,I'd like to know how do I view the guid of an entity record. I've been using the debug mode browser tool, but I feel like there should be an offcial way to look at it, does anyone know about...
View ArticleField to show if a Contact has a duplicate
Hi,I would like a add a field to a Contact form to indicate if the Contact has a duplicate (based on a duplicate email address) in the system.I was thinking of using a Rollup field but I'm not sure if...
View ArticleError while setting the Lookup Value
Hii want to create a new contact when a specific property is change of Account entity, i ran into problem while setting the lookup value in web API create requestmy request code is var Sdk = window.Sdk...
View ArticleCan I get date added to subgrid?
I'm looking to date the date that a record was added to a subgrid... is this possible?Ideally, I'd like the subgrid to show when that particular record was added to it.
View ArticleIs Microsoft CRM a good choice for an Iranian Business?
I have a small business that is located in Iran. Our company focus is on marketing and digital marketing. I don't know Which CRM Software is the best choice for my business.I want to choose a good CRM...
View ArticleJavascript to retrieve values from different entities and set the value to a...
Hi all,This is my scenario:On cases I've got the following field:Customer - One of the out of the box fields that can point to either Account or Contact. I've added a javascript function so that it...
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Dynamics CRM Online Mobile App - Barcode Scan Not Work
Hello,Mobile app barcode search finds the code after scanning does not write in the search field. Who is having this problem or is there a way to overcome it?Dynamics 2019 release wave 2 enabledserver...
View ArticleReal time child workflow doesn't display cancelling message
Hi,any thoughts on this interesting issue?There is a timecard entity. Related (1:N) are timecard lines.When saving a timecard, I'd like a real time workflow to check each and every timecard line. So I...
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Can I set up a process that sends an email to a new Contact, 30 days after...
Hi,I want to set up a process that sends an email to a new Contact, 30 days after creation.I can set one up that sends an email as soon as the new contact is created, see process.png attached.How can I...
View ArticleHow to include MS teams link in CRM appointment record
Hi,I have requirement to include MS teams link in appointment description field when record created. Anybody having idea/inputs to achieve this functionality?Thanks,
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