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Search/Advanced find is not working with Virtual entity
I have created a Virtual Entity using a Custom Data Provider. With Advanced Find/ Quick Search on the view, it is not filtering virtual entity data.Is there any way to achieve this using the...
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For a custom entity, Even administrators can't see any of its permissions
Hi Guys,I've got a weird problem, when I import an entity from an environment to an another environment, this entity looks like normal, but I found I can't find it in the advance find, and privilege...
View Articlehow to tag/alert a user from an account or contact?
Hi,we are currently deploying Dynamics CRM, and 1 of the question I get is:How I can tag/alert a user about a change made to an account or after I posted something important.like we are using the @ tag...
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USD - [[account.name]] not working in USD version 4.1
Hi Folks,Replacement parameters [[account.name]], [[contact.name]], [[incident.name]] or Id. doesn't seems to work in USD version 4.1. These values are always returned as null.Any help will be much...
View ArticleServer 2012R2 to 2016 CRM 8.x
Hi all, I am new to CRM on Orem upgrade and am running into an issue. We are running crm 365 8.x on server 2013 R2 and when we try and upgrade the server to 2016, we receive an IIS error and all the...
View ArticleError while connecting .NET core console app with d365 crm on-prem.
Hello everyone,I have already connected d365 CRM online with the .net core console app using client id, clients secret, and organization URI. But it is throwing an error on connecting with on-prem.here...
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how to see this features as i can only see these features?
 this is the scenario which i can see in the trial environment what steps to follow to get this image ?
View Articleis this code correct ? plugin code i have written to delete account entity...
using System; using System.Collections.Generic; using System.Linq; using System.Text; using System.Threading.Tasks; using Microsoft.Xrm.Sdk; using System.ServiceModel; namespace Plugincode { public...
View ArticleSend e-mail to customer when note is added
I have a form on my portal for customers where they can report problems, beneath the fields there is a notes-section where the customer and admin of the platform can exchange messages about the...
View ArticleVersion Number Field
I want to add a field that contains the version number - every time something/specific records are changed, the version number is incremented. I am aware that there is an OOTB system field called...
View ArticleHow to append text in to bottom of existing text in multiple lines of text...
I need to append some text into bottom of existing text in the Multiple Lines of Text field in CRM on some condition met using Javascript on Onsave event. How can i achieve this
View ArticleCRM Explorer VS 2019
Having recently had the SDK kit installed on VS19, I am unable to find CRM Explorer tool.Is it still available?I am also beginning to question if I have installed the SDK correctly. Is there a way to...
View ArticleTime from DateTime field changed when used as dynamic value in workflow
I'm using a workflow to generate an email that's sent out with the value of a DateTime field on a contact's record. However, when the email is received, the time is an hour ahead of the actual value,...
View ArticleBEST way to handle Name and owner Fields
I do not need Name and owner Field which comes with each entity , I can make it invisible but still it is required field and for every entity i need to write a business rule to give it a default value...
View ArticleWhat are the required fields/attributes when creating entity records using...
When creating a 'Case' in Dynamics using webapi, the metadata(https://{instancename}.crm.dynamics.com/api/data/v9.0/EntityDefinitions(LogicalName='incident')/Attributes) tells the RequiredLevel of each...
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Editable grid Lookups and URL s not clickable
Hi All,I have the following problem in CRM.We have an entitiy that has a option set with three values Approved, Rejected, and Automatically Approved.As we have too many records in a view, i want to...
View ArticleC# Add Controls/Sections/Tabs to Form via the CRM SDK
Hello Experts,I am trying to "duplicate" an Entity. I managed to duplicate its Attributes, but I don't know how to duplicate its Form. I am looking for something like:TabMetadata Tab1 =...
View ArticleEmails are not sending out
We have exceeded our "Contacts reached" quota. Will that stop us from sending out emails in our Journeys? Please help...
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