Dynamics CRM Device based licensing question
Our company has 27 stores, and each store's staff needs access to Dynamic CRM to create cases. Currently, we have decided to use device-based licensing as staff will need to access the platform on at...
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Can I customize setings menu of global command bar tab
Can I customize highlighted drop down popup menu?
View ArticleDynamics v9.1 ISO file for On Premise depoyment
I 'm looking for a Dynamics v9.1 ISO file in order ton install on premise Dynamics v9.1 Customer Services. The licences are available only DYnamics On Line. Microsoft said that those licenses are OK...
View ArticleMicrosoft.Dynamics.Service.Plugins Calling User is Disabled
Hi all,When trying to create a new Case, I am receiving the following error:The user with SystemUserId=xxxx in OrganizationContext=xxxx is disabled.The plugin causing the error is...
View Articleunable to load CRM organization
I can't connect to the V9 on premise env with plugin registration tool, I'm getting the error: Unable to load the CRM organization.I have searched similar questions but my issue is not similar, stack...
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Advanced Find - Display Email Attachment Size, Delete Only Attachment?
Hello MS CRM Community,I'm creating a view to display email attachment sizes. I can't find a column that does this. I have attached a snapshot of my advanced find query below. Also, is there a way to...
View ArticleImporting products does not work - Product ID exist error
Hello,I want to update prices on some products via import, but it is not possible because everytime I try to I get an error that the Product ID already exists. I do not want to create new products, I...
View Articlelinking multiple entites on BPF
Hi All,As per my business scenario I need to create BPF on three entities like Entity1, Entity2, Enitity3 and BPF starts at Entity1 and ends with Entity3At stage 2 On Entity2 record creation, I have a...
View ArticleHow to convert Contact to Account?
Hi,We would like to know how it's possible to convert a Contact to an account?Our business case is : Lead qualified, convert to Opportunity. If Opportunity is won convert to Contact. It works. But we...
View ArticleCan Knowledge Articles be voted up?
Is there a way to have an option on a Knowledge article to vote if its helpful?We want to be able to also report on the knowledge articles that are most used. Is attaching it to a case the only way?
View ArticleGet datetime field value in a specific timezone when using direct sql query...
I'm using a direct sql query to fetch datetime fields from Dynamics 365. It returns the datetime values in UTC (as stored in the Sql DB). Is there a way to get the datetime field value in a specific...
View ArticleHow to change Owner value when record was cascade assigned
Hi,We are having problems with cascade assign record to one user who did not have the privilege as the record owner.For example: We set the entity A and entity B relationship rule with cascade...
View ArticleSave form as Draft without filling all mandatory fields
Hi there,I have a CRM form which has a lot of fields, now user cannot fill all these fields in one go. Hence, we have introduced another button which is Save As Draft, which will allow user to complete...
View ArticleCalculated fields - stamp only once
Hi,I have created a calculated field.It substracts 2 field values (enddate-startdate).How can I set up the field in a way, that- even if the startdate / enddate is changed -the calculated field does...
View ArticleBest Practise for users who have left the business
Hi, I have never really got involved in User Admin, more CRM development. But now, I need to advise a company on the best practise for users who have left the business, and having their licenses...
View ArticleImporting from Excel - what is the default key?
When importing from excel there is an option to "Use Alternate Key" which I understand, but what is CRM using as the default key if I don't use the alternate key?
View ArticleHow to prevent reloading of a form
I am using a mscrm 365 on - premise UCI.On my onload event I have an alert that pops up once in 2016 version, but now in 365 UCI it pops twice, I checked it in F12 and I see the onload fires twice for...
View ArticleDecrease entitlement based on case type
The current entitlement terms:Allocation type: number of casesDecreases remaining on: case resolutionWe are looking to only decrease the entitlement count based on the number of cases with a specific...
View ArticleDynamics CRM Online - how the heck do you manage users and roles...
In CRM Online, which runs on this "Power Platform", er, platform, how the heck do you manage roles to user/groups programmatically? (Permissions aren't the issue, I can do it via the Power Platform GUI...
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JavaScript is not working for particular users
Hi All,I have a piece of JavaScript code in the OnLoad event of a Financial form that contains a Subgrid which contains an entity called Adjustments with 1:N relationship. I am using a web api call...
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