Virtual Entity look and Feel
Hi, We are trying to implement Virtual Entity for one of the customers to display the Archived data stored in Azure SQL DB. They want to know how the look and feel would be when the data is retrieved...
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Difference between Server Side Synchronization and Microsoft Dynamics 365 for...
Tried searching for the difference of the two but only got answer for Server Side Synchronization.The result I was getting for Microsoft Dynamics 365 for Outlook Synchronization was only about the...
View ArticleGet Value from Portal using javascript and filter in fetch - xml
Hello All,i have one query regarding CRM portal that i have get date from web template and assign this date to liquid variable using liquid script.is this possible in liquid script ?Thanks &...
View ArticleEmbedded Power BI dashboards in Dynamics no longer working since ios update
So one by one my users began to complain of not being able to access their reports via Dynamics on devices so i did the update on my device.It was working perfectly before - so long as you have 'Allow...
View ArticleTrack old emails from shared mailbox
I'm looking to add (track) old/existing emails from a shared mailbox to our new online Dynamics365 for sales instance.I understand that the best/only way to track emails from a shared mailbox is using...
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All reports showing different errors
Hello, Every report on every dashboard is showing a different error.
View Articlecreate xml file from dynamics records
I have an entity called acknowledgement file entity, for each record of the entity xml file need to be created, is there any way in power automate or plugins to get it done?
View ArticleUnable to connect to D365 online using Alithya toolkit
Hi,We use a toolkit provided by Alithya (previously Edgewater) to connect to our D365 (CRM) online instance. This toolkit processes queries from NAV2017 on-prem and uploads the data to D365. The...
View ArticleUpsert using alternate key where one value can be null
Consider that you have an Alternate Key with some values and then start date and end date.This end date can be null, if that date is yet not known.How do I construct the entity object and the...
View ArticleHow to automatically resolve emails in the 'from' field?
When a contact is created in Dynamics365 after a tracked email already exists in the system with the same email address, the email does not resolve the 'from' field to link to the contact record.Is...
View ArticlePrint report button no longer working after it was deleted
Hello,We have a customized ribbon command that calls a specific report and prints it into a pdf. One of our users deleted this report by mistake. I had a copy of the report and was able to re-upload...
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Open New Email Form - No Recipient Found Error is invalid
Has anyone else run across this issue where the No Recipient Found message is displayed when it's not valid? What else can control this other than the To/Contact Email and Contact Preferences?We are...
View ArticleSharing advanced searches
I'm having trouble sharing my advanced search views with my organisation to be able to get them on a dashboard. I managed to do this a couple of months ago but now cannot do it. They are shared with...
View ArticleHow to get the Guid of an CRM entity?
Hi, In my CRM Plug in, after the entity is created, I need to get its Guid.This is what I did:Guid entityId = Guid.Empty;.....entity = CreateNewEntity("Account_logicalname", "accountnumber"); //here...
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Personal Document Template - Guid instead of Name
Hi Experts,A user extracted a data from Opportunity using a Personal Document Template but after extracting instead of Account Name being displayed on the Word Document, it's GUID is displayed. Anyone...
View Articledisplay campaigns on contact entity
Hi,I want the campaigns a contact is linked to, to show on the contact entity - without creating a lookup, as there are times when a contact would be linked to more than one campaign.How can I do...
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Marketing List Error: The 'Retrieve' method does not support entities of type...
Hi,For some reason I'm unable to add Contacts to any Marketing Lists, every time I try I receive the below error. The List Type is static, Targeted At Contacts and Locked is set to No. I'm also logged...
View ArticleActivity Records Disappeared
I sent multiple emails and recorded multiple phone calls in Dynamics. However, there is only 1 email visible, and no phone calls. And Suddenly after couple of days, they are back. Is there any reason...
View ArticleNews emails being set to 'Completed' immediately in CRM
Just would like to find out if there are a known issue in CRM where emails gets marked as ‘Completed’ immediately when they are synced from exchange server.I cant see any process or workflow doing...
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Enable security roles option on form does not work after solution import from...
I have created solution with new account form (logistics Form) and new security role([GA]Logistics), new business unit on DEV enviroment.on DEV the form in visible only for new security role...
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