Use Webcam to Insert Images For Records
Hello, Is there any add-on/solution that allows us to use the web-cam to insert pictures for records in entities? In other words, while we are on a record, is there any solution where we can directly...
View ArticleHiding Social Activity views from My Activities
Hi I have a small requirement.I want to disable Social Activity entity from the Activity Views . Is this Possible?
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How to show documents grid on the main account ,call or opportunity screens
We integrated CRM 2016 with SharePoint 2013 on premise.Where user need to click on CRM account ribbon to view or upload documents.Which looks tough.Is there a way to show documents related to account...
View ArticleSync all Azure AD users to Dynamics CRM
Is it possible to sync all Azure AD users to Dynamics CRM? Currently only users with a Dynamics CRM license are synced. But we would also want to sync the other users. It's ok that these users are...
View ArticleDisplaying Charts (Community Portals - On Premise)
Hi,this is an issue I am facing by using the Community Portals - On Premise, i.e. this is not for Dyn365 Online Portals.I am trying to use the built-in chart functionality using the Liquid Markup...
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Insufficient Permission - Case entity
Hi All,I copied an existing security role and then edit some access for some entities.Let say my new security role is "Customer Service Assistance"Then I set all access as organization for Case entity...
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Configuration Migration Tool for web pages not working
I am trying to migrate Web pages from Sandbox 1 to Sandbox 2All web pages are not imported successfully.In some web pages only localized connect is imported.other portal related Entities imported...
View ArticleParent Child & Subchild relationship
Can I insert a franchise level layer in between the parent and child account types: Scenario:An Organization (Parent Account) has 16 Sites (Child Account), with two brothers running it.The brothers...
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Business Process Flow
Hello Friends , I'm unable to create to order to quote in Lead to opportunity sales process (custom) , Please suggest me How to do ?Thanks in advance
View Articlehow to set regarding case on survey response form?
Hi ,I designed a survey form and distributed it on case resolution .If someone fills the survey and submit it then a survey response is created.But problem is that on survey response form case field...
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Exporting emails to Excel
Hi everyone, I created an advanced find to include the Description field for Emails. When i export to excel, I get this messageThen in Excel, the description field is unreadable. Can anyone help? Many...
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when am creating private note I got these error
please help meUnhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral,...
View ArticleSecurity role and privileges description
Hi!I create new security role and want to know description for all privileges (like Web Wizard, Connection, Web Wizard Access Privilege,...)Have anybody full and detailed information about it ?Thanks!
View ArticleGetting an error "Object reference not set to an instance of an object" in...
Hi,I'm getting an error in managed package like"Object reference not set to an instance of an object at projectGetGeoCode.GetGeoCodeForSingleRecord.Execute(IServiceProvider serviceProvider)" while...
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Word Templates are not working on mobile Dynamics 365 App
Hello,I've prepared a Word Quote Template on my trial system (demo for a potential customer). It works perfectly in web version but after I tried to generate document from a template on a mobile device...
View ArticleSave & Close button not working on new record - CRM 365 Online( 8.2)
Hi,We are using multiple forms for account entity ( Main Account and Sub Account). Based on the parent account lookup value switching the forms. If parent account contains data it means sub account...
View ArticleDynamics 365 + Custom Workflow + Entity Reference cannot have Id and Key...
Hi,I have 2 custom workflows. The output of one becomes the input for the another.After i call the first custom workflow. and use the output of it in another step , it gives me 'InValid Argument' error...
View Articleerror in opportunity form (description on body)
Hello,This still referes to CRM Dynamics 4.0.I added a custom attribute to the form (Money field) and then removed it from the form, deleted the atribute and now I'm getting a javascript error...
View ArticleMS Dynamics email integration
Hello all,I have a potential scenario where one of our businesses has a MS Dynamics 365 instance in their own tenant. They have a requirement to integrate with the group email system.The group email...
View ArticlePortal web form not moving to next step
I'm configuring a Custom Portal with a Dynamics 365 instance. I've got a custom entity that i'm trying to display as a form on my portal. The form has several tabs but when I display it on the portal,...
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