Tracking appointments using Dynamics 365 App for Outlook
The following were noticed when creating an appointment via Dynamics 365: 1. Only the Subject is being synced to Dynamics 365 pane 2. The Start and End date/time is being defaulted to the current time...
View ArticleHow to add one to many records using form
Dear all I am new to Dynamic 365 cRM , I have a customer entity and customer form I have another entity customer_Order in which I have customer orders I want to show customer orders on customer forms...
View ArticleHow to copy Option Set Attribute with Global Option Set via the SDK with C#
Hello Experts,I am trying to duplicate all fields of an entity into another entity via a C# ConsoleApp.I am struggling to duplicate an attribute of type Picklist (Option Set in CRM) which has an...
View ArticleCaller Recognition and automatic logging for incoming calls (in Germany)
Hi all,I hope everybody is fine. I am currently looking for a tool which enables our salesforce to do better especially on incoming calls with automatic logging of the activities and caller recognition...
View ArticleGenerate report in plugin and convert to PDF using C# CRM 2016 online
I have a scenario where I have to call a report in plugin and send this to third party API in PDF byte[]I did tried some solutions but didn't get any luck Do anyone know How can I achieve this in CRM...
View ArticleAn item with the same key has already been added
a standard workflow action to create a new x entity record as a copy of original record. x component is having 4 records . But post application certification when we open a new item, only 3 records are...
View ArticleUpgrade CRM 365 8.2 to 9.0 (On Premise)
Hi all,I have requirement to upgrade system that is CRM 365 8.2.15.2 (windows server 2012 and SQL Server 2014) to latest version. Can anyone help me with questions below:1. Is it latest version CRM...
View ArticleD365 CRM/CE Online: Using C# code can we export SSRS Report to PDF/XLS.
D365 CRM/CE Online: Using C# code can we export SSRS Report to PDF/XLS.I have tried following below URL Scheduling Reports. Unfortunately, snippet form Scheduling Reports doesn’t give ReportSession and...
View ArticleIssue in distributing email campaign
Hi,Facing issue in campaign distribution.- When use existing marketing list and tried to distribute campaign activity of type email, all the leads are getting excluded automatically from campaign...
View ArticleTracking an appointment in Dynamics 365 App for Outlook
Hi, We're confused on how the Dynamics 365 App for Outlook is working. Can anyone please confirm that:1. Tracking an appointment is just clicking Track > Select Tracking with Regarding or without...
View ArticleMicrosoft dynamics LMS Integration
How does Microsoft Dynamics LMS Integration actually work?I am using Paradiso LMS but I want to integrate it with Microsoft dynamic CRM to streamline my business.
View ArticleSaving users credentials inside CRM
Hello, I am having a requirement from a client, he is asking to save a username/password in the contact record. Now, I know that if I am installing power portal, it'll save the same info in the...
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Appsource Solution checker giving error il-avoid-lock-plugin
Hi guyzI have been trying to do solution Checker in make.powerapps.com and it is giving the error Issue : "il-avoid-lock-plugin" which is coming due to Newtonsoft.dll Type...
View ArticleHow to Add the same hyperlink to all new opportunity records?
I have a request to add a hyperlink to a Google Doc on our opportunity form. The link would be the same on every record, and is a static link that I don't want editable, but do want it to be clickable....
View ArticleFetchXML to retrieve last child record
I'm building a report for my CRM app and need to figure out how to write the FetchXML statement. I have two custom entities in a parent-child relationship. I need to select all fields from both...
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Generate Editable PDF's From CRM Word Templates
Hi Folks,I had a Requirement to made a PDF Exported from a word template in CRM editable.is there a way we can achieve it.This is how I want it to be
View ArticleHow to Programmatically Create Option Set Attribute with underlying Global...
Hello Experts,I am trying to create an Option Set in an entity programmatically via the CRM SDK.The code below works for Option Sets which are not Global, but when it encounters an Attribute with...
View ArticleCalculate Case Time by Status
Hi,I have a problem with the calculation of times regarding the status of a case.During processing, a case goes through several status changes. For example, there are 'In Progress', 'Researching' and...
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Unauthorized using O Data in Azure Data Factory V2 and CRM API
1) Start an Edge Browser 2) Paste a Dynamics CRM link (in our case: https://xxxxxx.api.crm4.dynamics.com/api/data/v9.1 )3) I can see the data collections which the API returns:4) Now start Azure Data...
View ArticleUse existing forms or create a new one with "save as"
Hello,We are implementing Dynamics CRM, and I was wondering if there are any negative sides of using existing forms provided by MS solution and modifying them in I way we need, or is it better to use...
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