Dashboards and the ability to export the data
We have dashboards that have been set up by our business units and all of a sudden those who had the ability to 'export' the data to excel have now lost this access - Was there something that has...
View ArticleCreate URL Field in Contact Form with a dynamically hyperlink
Hi Everyone,I have a requirement to create a URL field named MyUrl in contact form and a hyperlink of external system will automatically population in this field when create the contact record.The...
View Articlefetchxml aggregate function
Hi, I have aggregation function inside the link entity, it is returning total number of records, however, when the link entity has no value, there is no result returned, how can I make it return 0 when...
View ArticleResource not found for the segment API error
HiI try to execute the function RetrieveEntityRibbon via the API in JavaScript and I always get one of the two errors back:- myorg.crm.dynamics.com/.../RetrieveEntityRibbon(EntityName='account')...
View ArticleCan Dynamics 365 register string.Empty from C # program?
The customer wants to distinguish between string.empty and null, but it seems to be null even if I register string.Empty programmatically.Is this a Dynamics 365 spec?Is there a way to register...
View ArticleBest practice for documentation
Hello Does anyone have any best practice for documenting customization and configuration changes? Usually, the only way i am aware of is to create some sort of master log spreadsheet specifying on the...
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Change Search Result Field Display
Good morning,I need to change the Search Result filter to bring companies filtering by the Main Customer field (parent account) and also add this return column, can you tell me if it's possible?When...
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Setup email Microsoft 365 in CRM application Bitrix24
Hello,We recently changed our emails to Microsoft 365 and we have a problem putting the emails to our CRM application Bitrix24.We have tried with app password and mfa but no succeed.Below the answer...
View ArticleSubgrid records not able to fetch from different tab in crm 365 9.2 online
Hi All,I am restricting to move to next bpf stage if theres no records in one subgrid avilable in the form , however its not restricting until unless not clicking on that tab where subgrid in present...
View ArticleFind out the rights needed for a plugin
Hello,I have a plugin whose code I do not know. I only know that in the execution a quote is created from an opportunity. In addition, when the quote is created, links to other custom entities are...
View ArticleShow/Hide web resource on a form based on one of the field values of a...
I am currently showing/hiding a web resource on my Customer (account) form based on whether a checkbox has been checked indicating that the Customer requires COVID-19 vaccination to work on their jobs....
View ArticleEmail sending from power automate flow status showing Canceledin crm 365 9.2
Hi All,When case is closing or resolving email getting triggered but status showing canceled so users are not getting email.Based on status value email is triggering.What could be the issue...
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Disable queue item creation when an email received
Hello,I need to know if it is possible to Stop queue item creation when an email is sent to that queue mailbox ? thank you
View Articlecan't upload custom ms ssrs report on ms crm online ,need alternative solution
i can't upload ms ssrs report with custom vb code on ms crm online for sandboxing of online crm.i tried to add rdl file in webpage and use its url in crm. but can't connect from .net datasource to crm....
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Make PowerApps Solution Object : Page
Hi everyone,does anyone know how the "Page" solution object works?like it's purpose and where are they displayed when published?thank you
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Timeline in portals
Hi,I have added timeline in portal and it is working properly but I am stuck in one scenario. I have setted timeline for opportunity entity as well as one custom entity.I have created one custom entity...
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Font/Font size change, needs double click
Hello guys,when I try to choose a font or font size, I click on the symbol and then on the font (Arial Black), but then I need to click on it again. It is with every font and the same with the font...
View ArticleCustomer Self Service Power Portal - Allow users with valid email id to login
Hello Experts,We have a scenario to allow users having valid email id to login to portal.Users can be of any company or organization but their email id should be valid and should belong to specific...
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Advanced Find issue
Hi All I have five locations of manufacture that I would like to return data by using like an AND in SQL as this is a free text field not a look up CHANEVOLHAOYEKAWADA - ZHEJJIANGKAWADA -...
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Omnichannel and Power Virtual Agent Integration
Hi! I set up a trial environment with omnichannel and have enabled channels and added necessary extensions for integrating power virtual agent. When setting up transfer to agent I'm running into this...
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