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Microsoft Dynamics CE Virtual Entity - Generating same GUID for All records...
Hi All,We are facing issue with Virtual Entity in Microsoft Dynamic 365. The virtual entity created in CE which needs to fetch data from F&O.The data was successfully fetched from F&O and while...
View ArticleError in importing data with partylist field
I'm having an issue in importing .xml, .csv, .xlsx in Dynamics 365 Online 2021.The templates have a Partylist field, where I want to put the Required Attendees of an Appointment, and whenever I put...
View Articlee-mail signature option
There used to be a button that allowed you to decide in CRM if you wanted to include your e-mail signature or not when emailing a contact from CRM.This seems to have vanished.Anyone else notice...
View ArticleDynamics CRM
Dictionary<string, string[]> _EntityNameToFields = new Dictionary<string, string[]> { { gr_purchaseorderheader.EntityLogicalName,new string[]{...
View ArticleWeb - Case web template source code ?
Hello,Does anyone have the "standard" source code for the web template of a Web - Case entity form? I am having such a time getting an adx-webpage to display from a click of an action in an entity...
View ArticleImporting Multiple Entities Limitation on Model Driven App?
When importing through the Model Driven App it only lets me import to one entity even though I choose the Data Map which allows for two.When I import through classic mode it shows both entities...
View ArticleReg Selecting Two Option set Create Task in Timeline
Hi I have a QuestionHow to Create a Task in Timeline upon Selection on Two Option Set "Yes" Is there a way by Javascript or Workflow will Help Please let me know, thanks in advance Scinario --- I have...
View ArticleTeam Members license changes Copy custom app into CS team member app
Hi,I need some guidance in approaching the changes to my custom app.We are trying to move our custom app customizations to Customer Service Team Members app because of new license model for Team...
View ArticleAudit log accumulation and records and information management
Hi All, I'm assuming that this is a common issue for a lot of organisations who use different flavors of MS Dynamics and I'm hoping that someone might be able to provide some insights or tips in...
View ArticleNeed to change date and time format for a word template that is not picking...
Hi,My CRM is taking a user local date time while creating new tickets but when i create tickets from powerapps, the field is picking est and not user local. this is being reflected in the email...
View ArticleDynamics CRM 365 On Prem using server-side sync, Outlook App (not client for...
I am using Dynamics 365 on premise with server-side sync instead of the Outlook client and the Outlook App. I have users who want to only track certain emails through the app but not have all inbound...
View ArticleCRM 2011 SOAP Request
Dears I have one JS File with SOAP Request.I want to update the conditions by adding another condition related to optionset field(dropdownlist),the condition is : new_paymenttype=1I updated the...
View ArticleYou have not assigned a resource record. Contact the administrator to create...
Hi AllI am creating the time entry and this error popup up. I have setup all the things Project, Team, and Bookable resource but still cant figure this out. Any idea about this?RegardsSamira
View ArticlePortals - Unable to view details (Dropdown on list not working)
We have an option to view the details of a record in the Entity-list, but I was not able to view the details and the dropdown on the entity list is not responding throughout the portal. This was...
View ArticleError : Cannot read properties of null (reading 'lead') while creating new...
<!DOCTYPE html><html><head><title>Page for XRM WEBAPI Create Record in Student Entity</title><script src="ClientGlobalContext.js.aspx"...
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Users with same privliges see different forms
Hi Everyone,So I came across an interesting issue. After releasing a solution to our test environment me and another user with the same security role (system admin) see different fields on the same...
View ArticleChange Option set label based on formtype using javascript in crm 365
Hi All,How can i show one option set value to different label name based on condition like based on form type.Action option set field is there on entity Action has 1 option set value suppose A Then...
View ArticleAdding additional server into On Premise environment
We are on version 8.1.0.359 and have a planned upgrade to latest V9. I am prepping for upgrade and we want to add another server into our environment. The 8.1.0.359 version is an update and not...
View ArticleHow to show only Enabled Users in the assign button lookup?
Hi All,Hoping you can advise on this. When we select a 'Lead' we will have an option to assign the lead to 'User or Team'. When we choose 'User or Team' then a lookup appears where we search for either...
View ArticleWays To Find Settings of CRM Client
Hi,I am looking for a way to detect if the CRM add-in is installed and configured for use on a user machine. Is there a setting in the registry I can look at? Perhaps a configuration file somewhere on...
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