Custom Entity option missing
I have not seen the solutions option under the Customization under settings. I have to add custom table in the dyanmics 365. Please let me know why solutions option is not available for me.
View ArticleThe user with SystemUserId= in OrganizationContext= is disabled - Dynamics365
Hi All,When I try access CRM from another integrated system, I am getting below error. But specific user is enabled and Its under the specific organisation with read/write mode. Note : we are using...
View Articlefetch information from multiple entity using SDK.REST library
Hello All,I want to fetch information from multiple entity like i have written code in c# through JavaScript form SDK.REST library:public EntityCollection GetProduct(string pro, string level) {...
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Lookup input argument for a custom workflow
Hi guys is possible to have any input argument which will act as a look up field on a different entity from the workflow primary entity. For example l want to be able to select a user from all the list...
View ArticleHow to change HELO/EHLO for server-side synchronization
I have a problem with an instance of CRM 2015. I try to activate server-side email sync but it doesn't work yet. After failed tests of mailboxes I traced pop and smtp communication. At one point in...
View Articlesend email notification when routing case to different queues
Hi, how to set up email notification when routing cases to different queues
View ArticleRetrieve fields from related entity using Jscript
Good afternoon,I'm looking for a way to retrieve fields from a related entity using Jscript.I've had a look around the internet and it appears a lot of their solutions are prior to Dynamics 365 using...
View ArticleOpportunity to quotes to quote products
Afternoon allI'm trying to build a report that shows An Opportunity and then lists all the quotes and the products in the quotes. Normally i would build something in CRM and then download the report...
View ArticleProducts by opportunity
I have two environments, let's call them environment 1 and environment 2, in environment 1 everything is as it comes by default, no customizations have been made, in environment 2 if modifications have...
View ArticleHow to associate/dissociate Roles with Dashboard using C#.
Hi Experts ,i have to associate and dissociate Security roles with Dashboard dynamically(using C# code) based on some business criteria.
View ArticleError while calling OnBeginRequest on WorkflowTransactionContext.
Hello Guys,I have a few workflows which sends emails to users if certain conditions are met. However, many of the workflows are failing with the following error:Would this be related to the CRM Async...
View ArticleHow can I pass Case form value to Email form while creating email activity...
I want to pass case field value to email field when I am creating email activity from case form. How can I achieve this?
View ArticleDynamics 365 Outlook Plugin and Email Engagement Issues
Hello!Hoping someone has encountered this before and can give some insight. For some reason we are having a problem where we are no longer able to add a lead to CRM by using the Outlook plugin. It'll...
View ArticleJavascript or Business Rules on Display forms in Activity Distribution Campaign
Hello,I am having an issue trying to customize (hide and show form elements) in the "letter" activity form which comes with out of the box CRM.Once I set some Business Rules or JS to hide and show...
View ArticleCRM 2016 - Login to CRM 2016 throw NullReferenceException
Hi all,When I login to a CRM site, I got "Object reference not set to an instance of an object" and the stack:[NullReferenceException: Object reference not set to an instance of an object.]at...
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Editable Grid - Opportunity Associated View
When browsing to the Associated Opportunities in an Account record I receive an error above the grid (which is set up as an Editable grid since it is enabled on the Opp entity in my org) and no...
View ArticleBusiness Units Or Separate Dynamics CRM Instance?
Parent company is starting up three small start-up companies (A, B, and C). Parent company owns each of these companies, but they have separate legal names/appear distinct from the parent company. At...
View ArticleClick2Call (using Skype) from Crm Dynamics 365 opens up a new tab
While using CRM Dynamics 365 with IE or Chrome, when we click on a phone number to dial thru Skype it opens a new tab. We are wanting to capture notes on the call so we have processes in place that pop...
View ArticleRemove Time from Date in Process
Hi,I have created a workflow that concats two field, one of them being a simple date only field. However, when it does this it includes a time. Is there a formula I can add to the concat which can...
View ArticleList of duplicate contacts
Hello,Is there a way to export a list of duplicate contacts to excel?I've run the duplicate detect but it only shows 12 records per page and doesn't seem to show a total or have a way to view the list...
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