Close Date cannot be before creation Date in Opportunity
Hello everyone,how would I build a logic into the Opportunity form that the Actual Close Date cannot be before created on date?
View ArticleHow to query data from Dynamics 365 CRM, and send the result (csv file as...
Hi,We need the query data from Dynamics 365 CRM, and send the result (csv file as attachment) in an email in a workflow. Could you please help?Thanks a lot.Frank
View ArticleFirst time Importing Excel Data (Account & Contacts)
Hi,Never done this so just need some advice. It's just a reassurance I'm requesting I've read some blogs to download a Template from Data Management > Templates for Data Import which I have done...
View ArticleHow to migrate data from one Dataverse evironment to another with GUIDs?
We need to migrate some data from Prod environment to test keeping the existing record ids.Please advice how to do it?Copy prod environment to sandbox doesn't fit our needs because we don't have enough...
View ArticleA strongly-named assembly is required.
Detailed ErrorCould not load file or assembly 'OpenTok, Version=3.6.0.0, Culture=neutral, PublicKeyToken=null' or one of its dependencies. A strongly-named assembly is required. Please let me know if...
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Invalid JavaScript Action Library when trying to upload a document template
Hello,When trying to upload a word document template with the new or upload template button I get this error.This was not the issue in my development environment.The one thing I did notice is that in...
View ArticleRetrieve fields
Hi All,I have two feilds named address1_longitude and address1_latitude in account.On change of inherit(Boolean in contact form) I need to copy the values of above mentioned 2 fields into contact which...
View ArticleRest builder tutorial
Hi can anyone please share rest builder tutorial as I am new to crm
View ArticleCreate activity from social pane - accessing parent record in workflow fails
We created a workflow on entity 'task', which triggers on record creation.In that workflow we access the regarding parent record.That works fine, when we create a task from the parent record through a...
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CDS/CRM Connection Manager integration with Dynamics365 CRM
Hi all,I am facing issue while connecting the Dynamics 365 with Kingswaysoft. I am facing error. I have attached the screenshot.I have registered the app on Azure Portal. And I have also created the...
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click on banner logo to go to home page portals
Has anyone done this for any external portal header, navbar left image?so when the user clicks on the image, the home page of the website is displayed?I know that it cannot be done via .cssyet, css...
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Ribbon Button Missing at Email Server Profile
Hi All,Can anyone please help my issue about ribbon missing at Email Server Profile?I saw the exact post same as my problem from the link : Ribbon missing in Email Server Profile As per comment from...
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View ArticleThe size necessary to buffer the XML content exceeded the buffer quota.
Hi Folks,I have an Azure Function to bulk create Records to D365 online.Sometimes, throw below errors.Any suggestions are appreciated. {"Outcome": 1,"FinalException": {"ClassName":...
View ArticleHow to show images from SharePoint list in Power Portals?
Hi all, I have requirement from client to show image gallery in dynamics Portal and Images would be fetched from SharePoint. Can anyone please suggest any workaround for this.Thank you
View ArticleCall entity form on click of custom button on portal
Hi,I have created one custom button on main dashboard on portal. Requirement is I want to call a webpage or entity form of an entity on click of that custom button. How can I achieve that?Regards,Akash
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Data doesn't show in views knowing that there is a relationship between them?
I have an invoice entity that has a relationship with another entity that goes by the name of payment. The relationship is as follows:From the invoice entity: 1:N Relationship Primary Entity Invoice...
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Add Member and Add Members in Audit Log
HiWe recently noticed that the Add Member and the Add Members request both go into the Audit Log. My question is, is this normal or does something else trigger and tries to add the contact to the...
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HTML in portal comments
Hello guys,I'm wondering if there's a way -or setting with which- I can make the portal comments identify html in their content and render the text accordingly. We have a process where we copy email...
View ArticleHow to allow users to view activities that are posted on a record owned by a...
Hi,We have a user (User A) in the main business unit that creates and owns call records that are attached to accounts/contacts/leads. These account, contact, and lead records are owned by users in a...
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