in Role based Dashboard. each role should have a default dashboard
I have a 20 different roles. in that 15 need a Team dashboard as default and 5 other need an executive dashboard as default. Any suggestions? Dynamics 365 on premise
View ArticlePowershell Tutorial for Dynamics 365
I don't exactly to ask but I don't use powershell too much during my development tasks and I believe now this is the time to learn it. Can anyone of you tell me where should I start with the powershell?
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Script Error - Lead Entity
Hi All, I'm running into an issue with a script error that keeps popping up when the FormOnLoad and OnSave.We do have JS for RemoveOptionSet in the form, but it has been there for awhile and the issues...
View ArticleDynamics CRM - Dynamics NAV/Dynamics Finance Integration
Hi Experts!Does anyone of you has experiencing on integrating Dynamics CRM and Dynamics NAV. Our client wants to create a NAV Purchase Order when an Opportunity becomes a Sales Order on CRM. I am...
View ArticleIssue with Dynamics crm web api code after deployed in Azure
Hi,I have developed a WCF service using dynamics crm web api and its working locally as expected. however once i have deployed the code in azure as an "App Service" its deplyed successfully and gave me...
View ArticleSSRS +How to set value as dynamic and not hard coded.
Hello All Experts,I want to replace the hardcoded string with dynamic value.e.g.CDate("31/Dec/2017")Every time i want to select last day , last month of Current year.can anyone help me in this.
View Articlehow can i get lead entity notes,attachment via javascript code?
how can i get lead entity notes,attachment via javascript code? can anyone share the code.
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Can i pass Array as input parameter for workflow activity
Can i pass Array as input parameter for workflow activity I have a requirement to create action which will accept list of strings and will return simple json result . but while registering this...
View ArticlePrevent Default is not happening in Phone Call Activity form on Save
Hi All,I am using MS Dynamics CRM 2016 online.My requirement is, based on regarding field value in Phone call entity form (when activity created) i need to restrict users with an alert message and...
View ArticleDynamics 365 Apps for Outlook - Synchronization of Appointments
Dear ExpertsWe are implementing Dynamics 365 and found one issue regarding synchronization of Appointment from Dynamics 365 to Outlook (Web and Client)Microsoft Dynamics 365 App for Outlook has been...
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When I Import Managed solution to online crm instance all work-flows and...
Hi All,When I Import Managed solution to online CRM instance all work-flows and actions status shows in Draft mode that I can not Active because of manage solution but same solution I Import as...
View ArticleCan we use aggregate "Groupby" on multiple attributes ? if Yes than how will...
Hi Guys, I have some query on the fetchxml. Do let me know if you have any suggestions .Thanks , Shashank
View ArticleWeb api /api/data/v8.2/SendEmailFromTemplate getting "Required field...
I'm trying to call SendEmailFromTemplate via Web API and am constantly getting "Required field 'RegardingType' is missing".I've already tried a few variations but I can't seem to find a way to pass...
View ArticleCann't conver Fax to Case
Hi,I'm using CRM 2011 and have some trouble with Fax activity.When i try to use stadnart botton "Convert to Case", I've got an error: "Before converting an action, you need to save the changes",...
View ArticleDynamics CRM 365 Re-assigning quotes error in 'AssignParentChild Plugin'
Goodday everyoneWe have recently upgraded our CRM system from 2011 to 365 (still on-premise).One of the things that have been changed under the hood are is the cascading behavior of the opportunity -...
View ArticleDoes MS Dynamics 365 iOS App support VPN authentication?
We are planning on making our sales force to get access to our on-premise CRM 2015 on their iPads. Does the MS CRM app support VPN authentication to an on-premise CRM 2015 ? Anything special we should...
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MS crm 2013 onpremise outlook client integration
Hi All,I am using ms crm 2013 on premise version. CRM server is in Domain A and i have installed crm 2013 outlook client(32bit) in Domain B.I am able to access crm from domain b in Internet Explorer....
View ArticleBulk emails via a Campaign Activity
Hi, I need to send emails to some 1000 Leads.I have created a campaign.Added the Leads to a Marketing Lists.Created a Campaign Activity.Distributed the Campaign Activity.I am able to send emails to all...
View ArticleAlerts in Dynamics 365
Dear all,you can find under sales --> tools --> alerts a standard functionality "Alerts" which is OOB but isnt explained anywhere. Do you have some information about this entity / functionality...
View ArticleHow to use Vector image format (SVG) for Button imagae
Hi , I am able to update the entity icons using Vector image format (SVG),but i don't find any option in ribbon workbench to update button icon using the Vector image format (SVG) ,can anyone help me...
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