Dynamics CRM 2016 Retrieve related child Records with Custom Workflow Activity
I have two entities and they are connected via a 1:N relationship. Entity B is child of Entity A. Everytime I create or delete a related record I want to trigger a workflow activity that populates a...
View ArticleExport all contacts for select accounts
Hello,We are having REAL trouble exporting contacts information from a subset of accounts in our system. What we need is to export all names, emails and mobile phones for contacts associated with those...
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Business Process Flow Last Stage Not Visible
Hello,Within Dynamics 2016 on-premise environment, a Business Process has one more final stage that is not visible or able to be selected, unless we are in the prior stage and choose the "Next Stage"...
View ArticleARE THEIR ANY USERS OF DYNAMICS CRM THAT ARE IN THE CONSTRUCTION EQUIPMENT...
This CRM is so new to us, and we are not receiving very good help setting it up. Are there any other Equipment Dealerships or Equipment Rental companies using this tool?
View ArticleCan I stop a grid from allowing its members to be opened/edited?
Maybe someone can verify this for me as well but, my submitted orders allow a user to change values on the order products. We are at Unified Interface, phase 2 and all. I've tested one form using a...
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What the hay is "required by Image"?
My solution export says I'm missing these. Where does one look for something required by Image?
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Xrm.Navigation.openAlertDialog disable Scrollbar
Hi All,I'm currently facing an issue where I'm getting a bottom Scrollbar even if my Error message is with less characters. I'm using the default Xrm Alert Dialog box in Dynamics CRM. I'm using...
View Articleconsuming web API in plugin
Hello All,I am using D365 online, here i have a requirement to consume web API within a plugin. I have tried with below code - using (WebClient client = new WebClient()) { client.Credentials = new...
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Simple calculated fields not working - Dynamics CRM 365
Hi everyone.I have some very simple calculated fields that are not working on my CRM.For example:I have on our staging db more than 45k records with this field miscalculated :And I can find those wrong...
View ArticleExport & Import issue in Dynamics 365 V 9.1.0000.10733
Hi All,we are facing an issue with importing records,Exported Contact list from X environment (ex: Contacts.xlsx)Trying to import the same file in Y environment.Both the environment are same only...
View ArticleExport to List
I have a workflow that checks if an item is older than a certain date, and if it is the workflow sends an email to a specific E-Mail address.Depending on how many items are older than the date, it...
View ArticleCRM - More than ten decimal positions?
Hello,My company uses the CRM to feed some Excel models. However the limit of 10 decimal positions leads to some very very small discrepancy. Is there a way to increase the accuracy limit to more than...
View ArticleEmail templates
Hi,I wonder if someone knows the answer to this.We have several worksflows going out to customers using email templates in CRM that are 100% standard looking - so just plan text and some links.If I...
View Article'Tracked to Dynamics 365 category' not visible for some users who are created...
'Tracked to Dynamics 365 category' not visible for some users who are created in the past and visible for some users who are created newly
View Articlerelevance search not showing results for some opportunity records where the...
relevance search not showing results for some opportunity records where the categorized search showing the results for the same
View ArticleDynamics Web API - Refresh Token
I am using the Dynamics Web API and Microsoft.IdentifyModel.Clients.ActiveDirectory package to connect to Dynamics from an Azure Function (.NET Core) app.My connection is pretty standard, var...
View ArticlePlugin call Action Error "New transaction is not allowed because there are...
Hi,I have Dynamics 365 V8.2 on-premise and I have sometimes an error "New transaction is not allowed because there are other threads running in the session" inside an asyn plugin when its calling an...
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Unable to use Relevance Search to find notes/attachments
Hi, I've configured the relevance search to look for notes and attachments. However, when I try to search using the file name or the title of the notes, it's still not showing up. Basically note entity...
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Error when opening certain Service Activity
When I open some of the Service Activities, CRM shows the following error. The record shows all columns in Advanced Find, and I can retrieve it by C# code. Is it a bug or something wrong with the data?...
View ArticleCannot Edit Workflows After Unified Interface Upgrade
Hello, I have created a test environment for our default solution in CRM that uses the new Unified Interface. When attempting to edit a workflow. I receive a vague error:ErrorAn error has occurred. Try...
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