How to use Dynamic Spreadsheets
I currently use the CRM 'Dynamic Spreadsheet' option to download CRM data to spreadsheets which will then be automatically updated from CRM. For this I need the Outlook CRM add-in.This add-in is no...
View ArticleUnable to perform integrated authentication using empty credentials.
Good morning to all of yours. First of all thank you so much in advance for your support.Well we are running MS Dynamics 365 8.2.24.14v On Premise. We did the claims-base authentication and we also...
View Articleuse of alias name in CRM 365 connection string
In the CRM connection string is it possible to replace the server name with alias name?If yes, please provide guidance on how replace the server name with alias name?<add...
View Articleno FormattedValues on multi-select in plugin context?
try { if (CfP.Contains("dw_emailpurpose")) { string purposes = CfP.FormattedValues["dw_emailpurpose"]; //string purposes = TransformCFPmultiselects.TransformMultiSelect((null ==...
View ArticleImport a Case with Entitlement from Excel Template
Hello,We have a scenario where a customer wants to import to Dynamics 365 several cases (incident) using excel templates. One of the fields they are importing is the Entitlement of the case. When they...
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Appointments, Contacts, and Tasks server side synchronization disabled selection
Hi all,I have an issue using Microsoft Dynamics CRM OnPremise (server and database version: 9.0.24.8) with activating server side sync of appointments. My configuration is with an onpremise exchange...
View ArticleAdd Custom relationships to Timeline
Hello ,I have Custom Entity A with a lookup of Entity AccountI want to See all Tasks related to the Account in the Timeline from Entity Ai have a Custom relationship between Entity A an Task (1-N)I...
View ArticleOR Filter on two entities
I need to retrieve a set of records based on a search on two different fields in two different entities. The search value can exist in either field for the record to be returned. Do I have to use...
View ArticleVisibility of records for Sales and Service users
We are using two modules of CRM, Sales, and Service. Now, there are some users whom we were given access to both the modules and now it means they can see records of both the application.e.g. for...
View ArticleHow to create Model Dialog popup on Mark as complete for Task entity?
Hello Experts,I want to display a model dialog whenever the user pushes the Mark as complete button and the Billable field is set to "Yes" in the task entity.If the Billable field is set to "No" the...
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Change view default column Filter By option to contains instead of equals...
In a custom view, I'm attempting to modify the default "Filter By" option on a column to be "contains" instead of "equal".It doesn't appear to be an option from the development UI. Is this possible to...
View ArticleTrying to load a Visual Studio Solution using .Net Framework 4.6.2
Hi guys. I'm received custom code for a dynamics implementation as a visual studio solution. The author using .Net framework 4.6.2. On my machine I've got 4.6.1. and 4. 7.2 When I try to open his...
View ArticleBulk mail out gift cards and track the record in dynamics CRM.
Hi Expert,Every month, we will send some gift cards to specific customers. For tracking the cards if they send out and to the right customers, we need to create a NoteActivity to display the card has...
View ArticleReport Authoring Extensions install with multiple Visual Studio + SSDT versions
I have multiple versions of Visual Studio + SSDT installed on my machine: VS2013, VS2017 and VS2019.When I install Report Authoring Extensions, I only get the "Microsoft Dynamics 365 Fetch" data source...
View ArticleGet Records with exact date
Hi,We have an Custom Entity with Enddate field which is of date and time.We want to get all records that have enddate exactly in next 30th day. We want to check this condition in a workflow.Tried using...
View ArticleiPhone mobile app gets SSL certification verification failed -error while login
My customer is running Dynamics 365 v9 Onpremise and can connect with iphone browser (with VPN) to Dynamics CRM server.When login with Dynamics 365 for Phones (with vpn on) they get message "can’t...
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Deleted item still appearing in Advanced Filtering Panel
Hi everyoneMy CRM contains an option set list of Titles (Mr, Mrs etc) from which I recently deleted (not deactivated) the Prof Sir title.When I try to search for all records with a Title of Prof Sir...
View ArticleChange owner only when conditions are met
HiI received an interesting requirement to implement but not sure if its possible.What we have:two security roles, Agent and Managerleads are coming in Dynamics through website and assigned to default...
View ArticlePlugin: Input string not in the correct format
Hi, The following plugin, firing on create of the invoice line entity, fails with the error message: <Message>An unexpected error occurred from ISV code. (ErrorType = ClientError) Unexpected...
View ArticleUpgrade Forest and domain Function level
Upgrade want Forest and domain Function level from 2008 r2 to 2012 r2 but current we have windows server 2012 r2 and install crm 2015 should worry after Upgrade Forest and domain Function level will...
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