Dashboards
Can anyone confirm if there is no way to add additional charts to the Dashboard Layouts? I assume we can only use what is provided within the layouts?
View ArticleGlobal search taking time to search keyword from multiple line of text field
Hi ,If I add some data in multiple line of text global search is not working consistently. It is taking time (1 or 2 mins) to search the data from multiple line of text.Anyone knows about it ? Is...
View Articleopen a record in specific form depends on the user
Hi,My case entity records are created from various sources. I have multiple forms created. For a particular source, they create case record through CRM API via an application user. When we open a form,...
View ArticleNeed to hide the Out of Box Buttons
I want to hide the button availbale on the subgrid.. For example the see associated records in the Order Form. I want to block user to see all the associated records
View ArticleSet a limit of Inserted rows in Subgrid
Hello everyone. I need to set an insertion limit in a sub-grid of my entity. The "maximum number of rows" option in form configuration only set the pagination of the subgrid, can anyone help mine?Ex:...
View ArticleWhatever update over the weekend has caused issues with creating phone call...
So I've noticed a update came in over the weekend and I was notified of my Power Automate flows throwing errors when trying to create a phone call activity. Whenever I try to create the phone call...
View ArticleHow to set lookup based on text field input
I am having one field "Sales person " in which data is coming from Navision.Note: Sales Person in Navision is User in CRMNow there is another lookup field "Sales Agent" looking on Users.If "Sales...
View ArticleUpgrading from CRM 2013
I performed a multi-step upgrade from 2013 to 2015 to 2016 to Dynamics CRM. However, there now seems to be some errors in areas I didn't try.I do not know how to use CRM, I am a server admin. However,...
View ArticleEmail on Lead Assignment Not Email Specific Users?
I am trying to figure out workflow logic where an email can be sent to the user a Lead is assigned with certain exception users where will never want an email to get sent. The logic I can put in only...
View ArticleAddress Suggestion - Field Service
Hi Everyone,In Field service, we have a good feature Enable Address Suggestion usingField Service app > Settings > Field Service Settings > Other section.Then set Enable Address Suggestions to...
View ArticleDetect duplicate lead and update lead using Web API
HiI have Web API which is create new lead from my contact form and live chat . Now how I can find some duplicate lead and merge them using Web API ? ThanksHemisha
View ArticleIs Microsoft Dynamics 365 9.0.8.9 (on-premises) Compatible with TLS 1.2
Hello experts,I wasn't able to find much relevant information about CRM Dynamics 365 on-premises supporting TLS 1.2 and I would like to ask if you could share any information about this matter,...
View ArticleWhat is PublicKeyToken in the type name field of the plugin trace log？
Hi Guys,Does anyone know what the PublicKeyToken is in the type name field of the plug-in trace log?Thanks,Stone
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Activity e-mails through Power automate
Dear communinity,I'm becoming crazy! I try to set up e-mails out of the activity of CRM through a power Automate flow but i miss something and i can't find it! Please help me. This is a flow test to be...
View Articlejavascript function in onload for all the forms
I need to execute a JavaScript function in onload event of all the forms (nearly 15 forms I'm having). Do we need to add this function in each of the form ?
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Add command control button on timeline activity
can I add or modify button on timeline in activity at the place shown in the image
View ArticleGetting an [ERROR] The request failed with the following error: [Invalid URI:...
We discovered an issue when we query Dynamics CRM and the result returns more than 5000 rows. The URI returned for the next batch of 5000 rows fails because there are colons in a timestamp field of the...
View ArticleMarketing Contact Quota Limitation
Hi Friends, One of our customer has requirement to do emailing , to more than 1,00,000+ curated contacts in the database of their MS Dynamics CRM Marketing module, is there a solution or workaround, if...
View ArticleGenerate a PDF file using JavaScript from a Word Template in Dynamics CRM
I've seen a couple of different threads that can generate a PDF file through JS but this always seems to be from an rdl file, and other discussions detail the same for a Word Template, but this always...
View ArticleColumn level access to allow users to update only certain columns on a custom...
I've got a need to permit a group of users access only to certain columns on a custom entity.Is there a way to do this using column security? Would users who have read/write access to the entity via a...
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