Products Grid 500 Error
Hi All,Since upgrading our online dynamics crm we're expiriecing a little bug in our quotes, salesorder and invoices form.Whenever we're switching views in the products grid, we're getting a bug -->...
View ArticleImporting Multi Select Option Set Data
I have an Excel spreadsheet with a list of values in cells that match the labels in a Multi Select Option Set. The list of values in the cells are delimited by a ";". When I run the Import Function it...
View Articleurl not redirect
Hi allI am created one web resource that contain url . when I open that web resource in mobile and click on url link then it not open that website.when same thing i did in web then it redirect.how to...
View ArticleHow to detect Duplicate records in custom Entity
HI All, I have 2 custom entity Inquiry and Sample orders in CRM 9.2 and they both are mapped. There is some issue due to which duplicate records are creating.First Inquiry Record is get created. Once...
View ArticleUnified Service Desk Custom Splash Screen
Hello Experts,We are in evaluation stage to move the existing CCA based solution to USD and facing a challenge upfront. In current CCA application when a User clicks on the application name they get a...
View ArticleCustomer Care Accelerator on D365
In one of our implementations, We are exploring cloud options from existing on premise CRM 2013 and CCA solution.We are currently doing a small POC to explore if a plain vanilla CCA can work with D365...
View ArticleHow to make a Date Field using the Input Parameter in SSRS
Hi All,I have 2 Input Parameter name as Select Month = (01/02/...12) and Select Year = (2017/2018/2019) in SSRS.I have to Create a Date using the above parameter as all the calculation is based on...
View Articlecalculations within a query expression
CNR2016I am building a query expression using filters , in this case to calculate monies due to clients. Each record in new_dbfmlivedata has a lookup to account, (new_licenceid). this determines which...
View ArticleKnowledge Articles - Auto approve
Hi,Just wondering if there's any way to automatically approve an article. It's like we're going to skip the Review part and will just approve it once they clicked the save button.Thank youRegards,rome
View ArticleCustom Power BI deploy to Dynamics CRM
Hello there,My team created a power BI report and just wondering if there's a way to embed it to our Dynamics CRM 365? Our PowerBI server is in our local server.Thank you,rome
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Workflow with ribbon
Hello experts,I'm trying to create a workflow from ribbon, I'm following this tutorial.ribbonworkbench.uservoice.com/.../132235-create-a-workflow-short-cut-ribbon-button-no-codeThe problem lies in the...
View ArticleHow to move activities from an Opportunity record to an Account record?
I need to move activities from an opportunity record to an account record. Not sure how to complete this, any help is appreciated. Thank you.
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Dynamics CRM App for Outlook v9 menu icons missing
We just upgraded our production instance from 8.2 to 9.0 and we now have the upgraded App for Outlook as well. Some users, myself included, are not seeing any menu icons in the app. I've uninstalled...
View ArticleData calculation within CRM between 2 entities
Hi All,I am looking for some help on creating reports. Below is the business case with example.From a total of 100 accounts, there are at least 1 activity (Phone call, Email, Appointment) for 80...
View ArticleSwitching Forms based on Option Set
We have a custom entity that has multiple forms depending on an optionset value on the form. When the page loads for an existing record a "changeForm" function is called last and evaluates the form...
View ArticleMaximum Number of Records in an Entity
Hello,What is the maximum number of records in an entity, is there a CRM limitation or is the man number based on SQL?I plan on importing 250K records in a custom entity, things are working great with...
View ArticleChange Data Capture with Microsoft Dynamic CRM 2016 ?
Hi,We have a situation where we need to Capture the change data from the CRM table. To achieve this , we intend to use the "Change Data Capture" functionality in SQL Server. But we're wondering if...
View ArticleDynamics Portal - SCRIPT1014 : Invalid character - Internet explorer 11
HI All,Did anyone encounter this issue in IE11 or got a solution for the error - SCRIPT1014 : Invalid character on executing javascript on Dynamics Portal?I am getting this error on the following line...
View ArticleCRM Business Process Error : When creating an account->Changing customer type...
Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Principal...
View ArticleTrial instance is Production, so how do I perform a Restore?
I have a new trial instance which shows me that it is Production (Isn't this supposed to be a sandbox instance?). While installing Field Services sample data, I have encountered errors and hence want...
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