Dynamics and SharePoint Integration
Hi all,I don't usually post on here, however we have renewed a self-signed cert on our Dynamics Application Server and are attempting to run the CertificateReconfiguration script with the export of the...
View Articleorganization not reachable after updated to 0.10 Dynamics 365 9.0
strange yesterday i tried to update to Service Update 0.10 for Microsoft Dynamics 365 9.0https://support.microsoft.com/en-in/help/4521749/service-update-0-10-for-microsoft-dynamics-365-9-0after the...
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Complex Plug-In to generate Excel file with huge amount of records/fields
Hey guys,I have a rather unorthodox question regarding plugin programming and excel templates in CRM.Our customer wants to generate an Excel file from several different entities which are referencing...
View ArticleMove Attachments to Documents in SharePoint
I turned on SharePoint Integration with Accounts in my system but before I did, users were attaching their documents via the Notes pane as attachments. I want to know if there is a way to take all of...
View ArticleRecords aren't being displayed for " CASE ASSOCIATED VIEW " CRM 2011
I am having the following issuewhen USERS use " SET REGARDING " function in OUTLOOK 2016 to link an email to the CASE - CRM opens up LOOK UP RECORDS WINDOW - when the USER selects CASE entity and "...
View ArticleChange sub grid column titles based on selected view in D365 Portal
Is there way I can change a column title in a sub grid located on a D365 portals entity form without using entity form meta data for the sub grid . The Reason for this is that I have a sub grid with...
View ArticleMigrate from XTRF to Dynamics CRM
Hello,I want to Migrate XTRF data (Accounts and Contacts) to CRM Accounts and Contacts keeping the relationship intact.Any help or suggestion will be greatly appreciatedThanks
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Dynamics 365 V9 upgrade
Hi, I plan to upgrade the existing dynamics 365 V8 to V9 on premise. I was looking at the below new architecture and got confused, can I anyone explain that what "CRM extensions" is, and how is it...
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Cancel Order Description Details Missing
Users have been adding Descriptions when they cancel orders, but we don't see this data being saved anywhere, I've check the description against the order and the related quote, neither are populated...
View ArticleYou do not have {0} permission to access {1} records
I don't know where to look. This pops on the saving of an opportunity product.I'm wondering if there is significance to the fact that there is no error message and the variables in the message are not...
View ArticleNewly created field is locked on the form
Hi,I created a field in account entity and its automatically locked on the form.I have checked the field properties and everything seems to be fine lock by default is not checked and there is no JS to...
View ArticleCustom Code in SSRS Reports for 365 Online
Hello,I am getting the following error message when I am trying to upload an SSRS Report to D365 Online. "The report server has RDLSandboxing enabled and the report contains custom code. Remove the...
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Create new record with Custom value in flow
Hi,Is it possible to create a new record with custom value?I was not able to do it as there was no given insert value for the record. Thanks
View Articleadding count using plugin
Hi Guys, Not sure what I'm doing wrong here but it keeps on saying "Input string was not in a correct format." Guid Owner = ((EntityReference)preImage["ownerid"]).Id; Entity User =...
View ArticleNotes section on form, notes added to entity later
Hi AllUsing CRM onlineI have added the options for notes to a custom entity that originally did not have that feature. its all published and I am able to add/read notes (programmatically) for that...
View ArticleField Security Profile based on Security Role
Is there any way we can add users in field security profile having specific security role ?Currently we can add only Users and Teams there.
View ArticleUnified Service Desk Area not appearing in Settings Tab after installation...
Dears.I have deployed Unified Service Desk using PAckage deployer, Installation was success.But unified service desk option is not appearing in Settings Tab, not sure whats the issue
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How to totally disable the performance data collection in Unified Service Desk?
Hello everybody,we are trying to implement Unified Service Desk 4.1 for Dynamics 365 (8.2.8) in our company and we are facing the following issue.According to this tutorial we changed the key on which...
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Difference between (real time) workflow error messages lay out
Hi,I'm very curious what I'm looking at here.In our (365 on premise, 8.2) installation we have quite a few workflows running. Specially for more complex form validation, it's extremely useful.I had...
View ArticleSetting Bulk Email does not work
Hi everyone,There seems to be an issue with the BULK EMAIL settings within a contact.When I send out bulk emails from the marketing app, it also sends those emails to the contacts where the BULK EMAIL...
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