Changing BPF stage on change of option set value
Hello,I have a requirements of creating a Business Process Flow and I have a field of status reason (out of box field with some custom options in it). The requirement is to change the stage of Business...
View ArticleIntegration with Telephony
Hi.Our company ask me to implement telephony tools for our CRM, to integrate crm to voip systems. I want to know is there any documents or instruction to go through step by step. I don't know anything...
View ArticleAppointment sync with outlook meeting
Hi,I have requirement to generate calendar meeting and send to Customers (Contact) and Partners (Contact) email addresses in it. I want to use standard Appointment Activity for it.I want to know how it...
View ArticleReport Builder 3.0 download
Does anyone have a link to SQL Report Builder 3.0?Thanks in advance.
View ArticleHow to get Quick Create Form name using JS?
I used the js below for getting name of the main forms fine but it doesn't seem to work on Quick Create Form. varformName = Xrm.Page.ui.formSelector.getCurrentItem().getLabel(); alert(formName);
View ArticleDoes Windows 11 support Dynamics 365 CE?
Does Windows 11 support Dynamics 365 CE?I checked the following Docs article, but "Supported web browsers" only mentions up to Windows 10.Isn't the Docs article just up-to-date?
View ArticleDeleting a Production Instance
Hello AllWould like to know if we can delete the production instance directly on Dynamics 365 Customer Engagement or it needs to be placed on to a Sandbox mode and only then it can be deleted....
View ArticleDynamics 365 and Exchange Online UnknownIncomingEmailIntegrationError...
I am using MS-Dynamics online. The configured post-box in Dynamics CRM looks fine, the Status incoming/outgoing/appointments are displayed as successfully. The Sync settings are :Serverprofile :...
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Choice Output values through Flow
Hi All,I'm relatively new to using Flow and I have come across a really annoying issue with Choice values which I'm hoping someone can help. Instead of passing the string value set within the Choice...
View ArticleCalling MS CRM Web API from Portals as logged in user... Please Help Urgent
Hi All,Hi All I am implementing employee self service portal and calling ms crm web api from portals to perform crud operations. The code works fine but the issue is even though I am testing this as...
View ArticleModel-driven app
Hello everyone,If I have table with relationship 1:N (Parent - Child), and I created form for the child entity, but I want to lock all the field by look up to its parent table's field, lets say in the...
View ArticleModify the length of Subject field from Phonecall/Email entity
Hello,I am trying to modify the length of the Subject field on phonecall/email entities. For now it is 200 characters. I want it to be 350 characters. Every time I try to modify it, a timeout error is...
View ArticleWhat am I paying for in WebResourceBase?
As far as I know we have less than half an MB in javascript and I don't think anyone has been industrious enough to invent any png's. So why is my capacity report showing I'm being charged for over...
View ArticleQueue Item view not loading properly
Hi,I have a problem with Queue Item entity. I have some custom views and queues. When I open the entity I can see queue items, and change views. But ribbon isn't loading at all and I can't open any...
View ArticleHow do you choose what columns to search on a view for a Model Driven App?
I want to add more columns to search on views in our model driven app.Where is this configured?
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How to getValue from Related table's field
Hello guys,Need some help for some JavaScript for I only know just a little bit about this. So in my Model-driven form, I have added field from Related Data - Quick View, Something like this ->And...
View ArticleDisqualify a Lead
Can the disqualification area provide a description box to detail why the lead is being disqualified in addition to selecting an option from the list?
View ArticleWorkflow to email the new value of a changed field
Struggling to figure out how to send out an email when a delivery date is changed/updated. I tried a RT workflow that triggers before the field changes to check if there is an existing value and then...
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