Dynamics CRM On Prem Okta Integration
Hello,I was wondering who out there has successfully integrated their on-premises CRM environment with an IFD like Okta. I have seen some have been able to integrate them successfully. Okta has even...
View ArticleAlexaCRM Wordpress Plugin- any experience?
Has anyone used the AlexaCRM connector in Wordpress to connect to CRM?It has high ratings in wordpress plugin area.https://alexacrm.com/Wondering if they have any American time zone support?Also, its...
View ArticleJavascript/Api Call to Create a new record with a lookup field
Hi All,I am trying to create a record using code below generated from XRM CRM Rest Builder. The code works if I remove the lookup field so I know its a problem there. Any ideas what I am missing?xxxxx...
View ArticleSet field values using parameters passed to a form
I have an application that sits outside of CRM. It reads the data from CRM. Requirement is the user wants to click on a URL in that app, that opens CRM phone call activity form with some prepopulated...
View ArticleCreate lookup field (or something similar) without creating a 1:N relationship
Is it possible to create a field which lookups values from another table, and only allows those values without creating a relationship?
View ArticleVisual Studio crashes after installing Microsoft Developer tool kit and...
Hello Techies,I have installed Developer tool kit for VS 2017 by editing the manifest file.after successfull installation I have selected the SDK paths from the Tools -> Options-> Microsoft...
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Can we use same Goal Metric for creating multiple goals?
Hi All,I want to If I can use same Appointment attended goal metric for creating 3 different goals for 3 people?My goals are not showing percentage achieved for the goal metric being selected for the...
View ArticleWorkflow Case-Sensitive Check Condition
Hey all, I'm trying to create a real-time workflow that checks if two fields are the same, including case. The problem I have is that using the out of the box Check Condition returns true if abcd is...
View ArticleAccount Hierarchy
Hello All,I need to display the account hierarchy in the account form itself is there any method to do this?Note: I am using on premise version. Regards,
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Calendar Rule Start Time
Hi FolksWonder if you encounter similar finding when the start time of calendar rule that is stored on db is always on the start of the day?For example:I have set up off time to start on 11:30 AM of...
View ArticleHow can i create a redirectURI for application registration in Azure AD to...
Hello,I am new to Azure AD, i need to create an application registration in AD to delegate permission to Dataverse CRM Dynamics, in order to access Dynamics CRM using Authentification Type = Oauth...
View ArticleTake long time while saving the record in Case entity
Hello,We are facing the problem while saving the records in Case entity (only in case entity) on Dynamics CRM on-prem version 8.2 (take 3-5 minutes) , is there any suggestion, please??Regards,
View ArticleCalling Action from Plugin - executing User
Hello together!I have a plugin, wich call's a workflow-action in this form:OrganizationRequest req = new OrganizationRequest("myAction"); var json = "{\"jsonString\": \"" + ent.Id + "\"}";...
View Articlecan anybody suggest me dynamics CRM technical practice scenarios ?
I am a newbie in Dynamics CRM 365 and i want to know good resources and practice scenarios of technical part like plugins,custom workflows and ribbon customization ?
View ArticleEmail Notification
Hi All,Please I need to know all the steps how to create an email notification when an account create a case. I want a SPECIFIC team or user to get an email when the case is created.Note that I'm...
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Dynamics 365 CRM Workflows supported in new version or need to convert on...
Hello,My Client is using Dynamics 365 CRM On-Premises and Online both version and there are 100+ workflow they have created, Background +Real Time Both workflows they are using, now someone told me...
View ArticleGDM$ create user view gets unexpected error RE: userquery 4230. so...
So I have production users that can no longer save advanced queries as views or share views. there are users that can still do this. also, the broken users could do it previously. They get an...
View ArticleD365 UCI version - How to obtain team name in C#
I need some help, please. I am writing a C# code that should ascertain whether the logged user is a member of a particular team, called it, Corporate Desk Team, and if yes, grant certain privileges....
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Re : Want to build Outlook Add-In that connects to Dynamics 365 and display...
I am having a challenge to implement 2 things.Scenario:Have a custom entity with emails in Dynamics 365 and would like user to select from the list in Outlook and send email to them.Solution 1:We tried...
View ArticleClaim based authentication for Dynamics 365 CRM- on-premise application
My client wants to access our Dynamics 365 CRM- on-premise application externally using SAMLv2. Currently, the application is used NTLM authentication and it is accessible only in the internal network....
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