Make a record active or inactive based on when it was last updated
In the Youtube-tutorial for Dynamics 365 a consultant shows how you can make a record active or not active based on a date when the form was last updated.It's shown at this timestamp in the video:...
View ArticleCan a workflow change a value based on how long another value has been set?
Basically we want a value "A" to change to value "Z" if Value hasn't been changed in 7 days..is that possible somehow?
View ArticleSeparate order for sales managers
Hi everyone,We have 2 different sale teams. Dynamics 9.1 on premiseThey have same products and prices but different customers.Also we have admins who should habe right to create invoice in every sale...
View ArticleDifferent workflows for different products
Hi everyone, In our company in 1 order we can have different types of products (service and physical shipping) and for reasons they have different workflow and finish dateWhat will be better solution...
View ArticleNeed to set a field value to the constant number on a lookup field entity on...
Hi Team,There is an OOB Entity lookup on a custom entity.So the requirement is when we click on the new record for Lookup field on the custom entity the hidden field on the quick create should be...
View ArticlexrmApp.Grid.openrecord(0) not working in easyrepro c#
App.Grid.Search("Search Text");App.Grid.OpenRecord(1);
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If I chose to automatically sync E-mails with Dynamics (e.g. E-Mail from...
As the title says, we are thinking about switching to automatic e-mail sync with Dynamics. What we didn't found in the documentation is whether the whole inbox of the user will be synced...
View ArticleJavaScript to confirm before BPF movement not working
Hi Experts,Need help on below JavaScript, everything working fine except, when user selects the next stage, Confirm Dialog prompt for confirmation, but when user click on OK button in the dialog box,...
View ArticleUnable to see all optionset value in power fx expression while editing...
Hi I am facing an issue while editing command bar. I am trying to add a power FX expression on a button visibility formula. I want to pick an option set value and cehck what option is selected and...
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Knowledge Article not displaying Power Virtual Agent
Hi everyone,I am trying to integrate a power virtual agent bot into a particular knowledge article and it's not getting displayed. I have even set the origin allow list for power va in knowledge...
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Can I create a filter that excludes all other results when only one record...
When working in Customer Service Hub - Cases, I am trying to create a view that shows cases that include only completed work orders.The problem is some cases have multiple work orders, and these work...
View ArticlePowerMailchimp integration - marketing lists not syncing properly.
Hi all,I am having trouble with our sign ups for our mailing lists – essentially, people are signing up to receive information from us through our website and appearing on the Mailchimp lists in...
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Migrate Email Template data from environment to another
Hello,I created custom email templates on our source environment and I would like to migrate those templates to our production environment.I am using the CDS configuration migration tool and I couldn't...
View ArticleImport dynamics 365 crm users to wordpress membership management like...
Membership is controlled though Dynamics 365 CRM. I would like to manage the membership on a WordPress website for access to member only content based on individual or role. Looking for...
View ArticleConditional warning using Jscript
Hello,I am by no means an expert at this but have been trying for hours and cant get this to work. I have it to trigger onload on the form and below is my jscript. I kept getting the unidentified error...
View ArticleDll File For Plugin registration tool
Hi everyone, I need some help recently I was making a plugin in order to get my learning with plugin development, I am new to plugin development and by mistake, after making a small plugin I deleted...
View ArticleConditionOperator.In example
Hi I need to import entityimage(byte array[]) from D365 CE Contact entity.I need to bring all contacts with entityimageurl is not null.I have imported contact entity to local sqldb using DES. I can...
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Cannot Run Reports in CRM 4.0
Hi Everyone:For the life of me I cannot run reports no matter what I've done. It seems like every deployment I've ever done gets me in a bind with reporting and I cannot ever get it right without...
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Change "Execute as..." in a Process/Real-time workflow
Hi,I was wondering if it is possible to edit a Process/Workflow so that it runs as "The user who made changes to the record" and not "the owner of the workflow" ?The previous owner of the workflow no...
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