Permissions needed to add a contact to an account
I have a group of users who need to be able to modify existing contacts and add contacts to an account. They need no other write permissions for accounts.Is there a way to let them add contacts to an...
View ArticleNeed schema definition of Dynamics 365 finance entity
where can I find schema definition of Dynamics 365 finance entity, for example AP AR GL etc.I have been looking at the CDM definition which show a flat structure, where can I get a instace of this...
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Error when user try to close an opportunity as lost
HI ThereWe are getting this error when a user try to close an opportunity:but we have not changed anything, and they have all the licenses and everything is same.Thanks
View Articleuse existing bearer token within own webservice?
Hi,I would like to create an webservice which is called from within Dynamics CE-Form and it should get the bearer token of the current user so it can also call the Dynamics-Api.Is there a way to do...
View ArticleInstalling Reporting extension for CRM 2016
Hi Team,I am trying to install Reporting extension for CRM 2016 where SQL and Report server are different . Account using for installation for this setup and Reporting service account both has added in...
View ArticleRetrieve System views based on model driven app
Hi,We have created two Model-driven apps and one for a salesperson and the other for a service person. In the app, we have added specific views so that each app has access to proper views. It's working...
View ArticleHow can I multiply a merge field in Word?
I have a mail merge document that outputs values from another piece of software (XERO). I need to multiply one of the merge field values to show a different value on the actual document.e.g The merge...
View ArticleWhen teams are tagged in Posts, where can they find out (except in-app...
Hi there,I would like to find out how members of a team can find out that they have been tagged in a Post.Knowing that tagged users can find out that they have been tagged in a Post by adding their...
View Articlehow to add custom entity to the sales accelerator?
Hi,I would like to use a custom entity in the sales accelerator, but I'm seeing only sales related entities (like quotes, orders...).so is it possible to add some custom entities I have in the...
View ArticleHow to simply buy a Dynamics 365 license as a Dynamics 365 software developer ?
How to simply buy a Dynamics 365 license as a Dynamics 365 software developer ?
View ArticleDoes Microsoft Provide statistics on average case closure rates or case...
As a company we are wanting to benchmark our case closure 'time' rates and rate of approved/declined cases against some kind of metric. I would assume Microsoft provided some kind of information about...
View ArticleError adding 2nd organization to Outlook plug-in
When adding a 2nd organization to the Configuration Wizard an error occurs:This organization has already been configured.The org I'm trying to add is a backup or our production CRM org. It has a...
View ArticleClarification on Odata v2 removal for c# code
Hi experts,as per MS announcement: powerapps.microsoft.com/.../ Does it mean that Microsoft.Xrm.Sdk should stop being used completely? or does it use SOAP so that should be ok.I know that...
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Save filter in knowledge search
HiWe want to use internal knowledge articles in our system, but every time you use knowledge search the filter has to be manually set to internal. If you refresh the page the setting is set back to...
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Patch not updating the lookup from the custom page
im doing a patch from a record from another table to a lookup, but its not updating
View ArticleUsing a 2nd deployment with Server-side-sync
We have a production environment and a testing environment. Can we connect both to server-side-sync?Is it just a matter of adding another serviceprincipalname or is there more to it than that?
View ArticleDynamicsCRM Data Export Service---Determining Entity Key Column
Is there a way that we can determine the Key Column(s) used in our current DynamicsCRM Data Export Service?We are in the process of trying to replace the Deprecated Data Export Service with a SSIS...
View Articlesetup sharepoint for Dynamics v9
Hello, I want to setup sharepoint integration(document management) for Dynamics v9 (exact version: 9.0.0009.0004) but I don't know if I need to install something like a sharepoint server ?If you have...
View ArticleSSRS SQL report show data based on login user role
I have written SQL query to display created cases and closed cases based on team.But for a agent login it need to only his data.and admin need to see his data as well as agent data.After deploying the...
View ArticleMalicious Deleted of Records? - Bulk Deletion
We had 200,000 records deleted from our system. This was done with an Admin user we do not have access to. This is a partner hosted instance of CRM and only they have access to that admin user. Someone...
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