Editing entity subgrid via query
Hello,I'm wondering if there is a way to modify a subgrid within an entity form using web api. I need a way to automatically change the contents of the team subgrid within the systemuser entity form...
View Articlecreate flow with data from appointment entity
Hello,I am trying to create a power automate flow that will send an email to the related contact of an appointment when specific criteria are met. But I cannot get contactid (optionalattendees) from...
View ArticleHow to connect to CRM organization service after setup App Proxy
We have setup App Proxy for out CRM 365 on-prem system so we can use MFA. So my CRM url changed from https://myOrg... to https://myOrg....msappproxy.net.The new msappproxy url works if it is used in...
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Unified routing classification and relevant steps in workstreams not working...
HI everyone, we are trying to setup unified routing for cases in our organization. Just to test the workflow, I did simple setup configuration of workstreams, intake rules, classification and queues...
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JS not executing on Portal Web Page.
Im trying to run some custom JS code to target the 'Reset Password' page (which we can't access like the Sign In page) to customize its styling.I've already done this in the past to target the Sign In...
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XrmToolBox: provided uri did not return any Service Endpoints
Dynamics 365 On-Premise version 9.0.43.6XrmToolBox version 1.2023.1.63Connecting to organizations on this Dynamics-server with XrmToolBox gives me the following error message:Connecting using system...
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Calculate case resolution time correctly when a case is reopened
The field 'Resolution Time' is currently calculated by the difference in minutes between 'Created On' and 'Date Resolved' which works, but when a case is reopened, it doesn't disregard the days it was...
View ArticleD365 CRM or Field Services Integration to SAP or other Apps
Can anyone point me in the industry standard approach to integrate CRM or Field Services to the SAP, Sales Force or other platforms?I need to know the best practices for security and data synch...
View ArticleHow to display custom form?
Hi, I've created different forms for different objects such as lead etc... it works.But I've created a custom form for account and it's not displaying. I don't have any drop down option to select...
View Article2023 Release Wave 1 Deprecations Identification
Hi All,Every release wave brings about a number of deprecations. Release Wave 1 2023 brings about a number of controls that will be...
View ArticleWe are a company with multiple divisions sometimes with the same customer....
We have a customer account set up by one of our business divisions (printing division). Within that account, we have established another contact and have started communications under a different...
View ArticleAbout auto login to Dynamics CRM 9.1 on-premises
Hi there,I successfully installed Dynamics CRM 9.1 on-premises (No Claim-based authentication nor IFD is configured) and discovered the below behaviors if I started a browser and navigate to:Scenario...
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Based on login user it will show only the view which are belongs to the model...
I have created some model driven app as per requirement and I select different view for each apps and I want to achieve one functionality that is when I click on one button its fetch all the view.I...
View ArticleFetchxml for returning all records in Audit entity table
Hi I have a requirement to build a Power BI report to show our crm audit detail for a usage overtime for measuring up take of our system. After trying with odata, and it being painfully slow, I'm now...
View ArticleHow to get attachment content of post and comment in dynamics 365 using crm sdk
activityfileattachment and fileattachment entities, do have attachment information associated with the post but i am not able to find it's filecontent although activityfileattachment does have...
View ArticleHow to dynamically pass a trigger phrase from JavaScript or through any data tag
Hi All,I am using omnichannel with power virtual agent for live chat implementation, where users can connect with the live agent and get help with any issues.For one requirement, I'd rather pass...
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Dynamic number pagination subreport on SSRS
I have a problem involving an SRSS, which contains a main report with 2 dynamic subreports.These subreports must have dynamic pagination that must always be at the fixed bottom of each page. What are...
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Unexpected error on running saved views
I migrated personal views (saved views) from on-premise CRM to online CRM. But on running the query, I am getting this error (SS attached). Has someone faced this before, and how did you solve it?I...
View ArticleRun an Opportunity Product Script from an Opportunity
I have a javascript code that looks up the discount assigned to the account. And this amount will be subtracted from the amount in the price of each opportunity product. I would like to execute this...
View ArticleNew-CrmInstance Powershell /add Database/ Dyn365Apps
Hi all,i want to create a new online instance via PS. im able to provide this with with$NewCrmInstance = New-CrmInstanceInfo -BaseLanguage 1033 -DomainName matptest -FriendlyName "Contoso production...
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