create lead from purChat data
Hi I am trying to create lead from my website purechat (Live chat) data . How I should achieve this , As I can not find purechat API details anywhere.ThanksHemisha
View ArticleEmail template when converting to issue
Hello all,We have a custom process wherein when we convert/create a service case en email goes out to the customer. The ask is to implement a process where the user is prompted to select which email...
View ArticleNeed to make a date field required if a toggle field changes from yes to no...
Need to make a date field on a form business required only if a toggle has been changed from yes to no.Cant use a business rule because that would make the date field mandatory even if the toggle...
View ArticleCRM 2011 Email Router issue Pending Send
Good afternoon, We are having an issue related to the sending of e-mail, which remains in the status "Pending Send". Explanation: Currently, around 10,000 thousand emails are sent daily, after a period...
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Lead Scoring not working as expected
Hello,We set up Lead and Opportunity scoring in all of our environments a couple of weeks ago. Scores are working as expected in our lower environments but not production. The widget says "No Score...
View ArticleIs it possible to convert a personal dashboard to system dashboard?
I have a personal dashboard and I want to convert it to a system dashboard. I tried the "save as" button but the new dashboard still a personal dashboard.
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Adding column shadow in marketing email element
Hi good day,Is there any way I can add column shadow something like the screenshot below for my marketing email? Please advise.Thank you
View ArticleDeserialize and Entity in Json throwing error for Attributes as its now Abstract
Hi AllI am sure I have built solutions before that use json to serialize and deserialize the Entity object. Using the newer Nuget package Microsoft.PowerPlatform.Dataverse.Client in .net 7 I am finding...
View ArticleProblem upgrading organization from 8.1 to 9.1 on OnPremise Dynamics CRM
Hello,We have a technical problem to upgrade our onPremise Dynamics CRMWe have an organization on Dynamics CRM 2016 (version 8.1.1.1005) that we want to migrate to a Dynamics CRM 365 (version...
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I want to create a copy of status column to another column using js script in...
I want to create a copy of status column to another column using js script in dynamics 365 when we click on button on select of record I have two tables "Pre Approval Header" and "Claim Header" , once...
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getting blank alert in advanced find page on specific entity selection like...
Hi All,Getting below alert what could be the issue on click of results button for contact (Individual)entity & on select of record also getting below alert am not able to find anything.Any idea...
View ArticleAdd subgrid of indirectly related entity to Model-Driven App
Hello everyoneI have three entities: Contact, Applicant and Project. An applicant has exactly one contact and exactly one entity. Thus, a contact has a one-to-many relationship with applicant, and...
View ArticleAdd a button to all entities in uci
I am working on mscrm 365 on-premise UCI and I want to add a custom button to all entities, is there an option? or I have to add it directly to each entity?
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How to connect to dataverse to CRM Online Trial
I have a CRM Online Trial account for education I want to connect to dataverse and manage solutions but I don't know how to connect to CRM Online.
View ArticleSpacing for Image Properties Issue
Hello,I am having issue with spacing for images. Has anyone having same issue? Can you please advise me how to fix it?In the latest update to Dynamics, the spacing for images is broken. When setting...
View ArticleWeb API Request - Create contact and Case in one request
Hi All,I am trying to create contact and case in one web api request using the following...
View ArticleCan I customize the colors of charts automatically generated when creating a...
I know how to change the colors in a chart created for my dashboards, but I don't know how to change the colors of a chart automatically in a Report that I've created. I'm using custom colors to...
View ArticleHow to get Viewtype in Dynamics Crm through C#code
I want to generate View Link in Excel file. i got Viewid and Viewname through Fetchxml. so i need to get Viewtype.Thank you
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i have created js script in dynamics 365 when we click on button on select of...
i have created js script in dynamics 365 when we click on button on select of record it will create record in other tablethe table is creating and also im able to copy the primary column but im unable...
View ArticleMissing images in some community articles.
Why can't I see any images, e.g. here https://community.dynamics.com/crm/b/crminthefield/posts/analyzing-azure-devops-work-item-revisions-with-process-advisor---part-1 or here...
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