Upgrading CRM Dynamics from 8.2 to version 9.0 onPrem - Sharepoint Build...
Hi.We're planning to upgrade our onPrem CRM Dynamics from version 8.2 to version 9.0.The CRM Dynamics 8.2 is located on a Windows server 2012 R2.It has following external connections to other...
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Excessive Connections to SQL Server
Using Dynamics CRM 365 V8.2 On PremiseWe have noticed some strange behaviour when it comes to connections to the SQL Server made be our CRM Service Accounts. This is affecting some but not all of our...
View ArticleCan't edit Web Query in Excel Dynamic Worksheet
Hi, We're having an issue when trying to edit the Web Query on an Excel Dynamic Worksheet with data from CRM 2016. This has worked in the past but has not recently. We follow the following...
View Articlestop users enablng disabling personal tracking
Were trying to disable personal tracking for sales users due to personal emails being improrted to the crm. unfortunatly some users dont like this and are re enabling tracking. is there a way to...
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Trying to create email workflow to send to external clients
I'm stuck on creating this query. I realized after starting that I cannot send email addresses from workflow if contact not in CRM. So, I added Contact 1,2,3 etc to my new case form to pull from the...
View ArticleOn Demand Backups
Hi,I have a question. I have created on demand backup of my sandbox as well as production instance. The backup expires within 3 days. Is there a way to update the expires on date so that it can be...
View ArticleAuto generated code
Hi Team,I am working on a custom C# code that someone before me in the organisation has created to do some batch job in CRM. I see a class that has been auto created, its basically all fields and...
View ArticleExtracting the secruity with all its permissions
I am hoping someone can help me - I need to extract the Detail for a security role - the actual permissions on the entities. - I have been attempting to use the mscrmrolesheetexporter, however it will...
View ArticleJScript to Show/Hide Sections on a form based on an Option Set value -...
Hi all, Looking for help on some JScript. Basically, I want to Show/Hide 4 sections on a form based on a field called 'Deal Stage' certain values:Show/Hide Current LOI Document Attachments, Current...
View ArticleD365 SSRS report in Visual Studio 2017
I was told I have to use Visual Studio 2015 to create SSRS reports for D365. When will we be able to use a newer version of VS? Also, is there documentation somewhere stating what version of VS is...
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Drag and Drop "Unscheduled Service Activities" on the Schedule Board
Our application currently uses Service Activities and the legacy Service Calendar and we need to update to Universal Resource Scheduling. We upgraded one of our sandbox orgs to use to the Customer...
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Add/Remove Marketing List Members using Microsoft Flow
Just wanted to share this flow with everyone after several hours of trial and error with Microsoft Flow. How to use microsoft flow to add and remove members to a static marketing list.To add a record...
View ArticleJS: Reference Error
Hello Everyone, I wrote a js to hide the lookup field on the form if the user is not System Admin . After saving it is throwing the reference error Error:ReferenceError: 'OnLoad' is undefined at eval...
View ArticleView custom fields of the Email Activity in the Outlook app
Hello,I've created a custom field, a case entity lookup on the Email Activity form of Dynamics CRM 365. Is it possible to see this field in the Outlook app?
View ArticleParent account should be copied as child entity
help me with this, Add key account category in account and attach non key account to key account this relationship like parent child relationship. In account we should add child account sub grid same...
View ArticleIn a managed Solutions i want users can edit the data but cannot delete
I have a managed solution, in that i want to allow edit data but not delete. how can i achieve thisplease help
View ArticleChanging Field data type from singel line of text to multiline text
I have a managed solution deployed in customer place, we had a "Single Line text" field in a custom entity, now we want to change the field type to "Multi line text" due to character limit.how can we...
View ArticleHow to retrive 5000+ record using Javascript
I want to retrive 5000+ record using javascript.i have 20000+ product in my price list so i want to retrive all using fetchxml XrmServiceToolkit.Soap.Fetch(fetchXml);Please help me.Thanks in Advance..!!!!
View ArticleXrm.WebApi.createRecord
Hi,Having read through many posts to try and resolve this, it seems like it is a common source of error, but I really cant solve it!I am trying to link to a custom entity in my data bind using this as...
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Get URL and Username in C#
Hello, we're trying to make the login-credentials-popup appear using C#, as is shown in the uploaded picture.Is it possible? if so, how can we achieve this?
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