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Dynamics reports or PowerBI

Hello,For the entity "Contact" we set up an option set field where we can choose a type of contact. To simplify let's say that we can choose between yellow/blue/white color.Our client would like a...

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User removed from the Dynamics App for Outlook

Hi,Wondering if anyone else as experienced this?One of my users who had previously been added to the Outlook app and was able to send / receive and check emails all of a sudden their profile was...

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How can my workflow send out E-mails to contacts?

To expand on the situation:I need to create a Workflow that is able to send out an E-mail with an attachment and a short line of text to the E-mail address, located in a Contact.This Workflow should...

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How to fire a dynamics C# plugin on specific field value?

How can I enable a dynamics c# plugin when a specific value is chosen from an options set?For example: I have an option set that contains the values red, blue, and green. I want the plugin to start...

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Case generation from E-Mails

Hi everyone,my company uses MS Dynamics CRM 2016 in our customer service department for a while now, but there's an issue we haven't figured out a workaround yet.We have several KeyAccounts which all...

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Microsoft.Xrm.Data.PowerShell Parameter to update Format

Hi, can someone please advise which parameter to be supplied to cmdlet "Set-CrmSystemSettings" to change the format to English (United Kingdom) ?I have installed the modules as suggested on...

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Negative OptionSet value

Hello, I have a question regarding OptionSet ValueWe are using API to connect Dynamics and importing data to our system,It is obvious that OptionSet value should be a positive number but we received -1...

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Mscrm.InternalUtilities.JSTypes.isNull is undefined

Hi All,I have a javascript function. In this function, it will call "Mscrm.LeadCommandActions.qualifyLeadQuick();". But when I am debugging, it pops up an error "Mscrm.InternalUtilities.JSTypes.isNull...

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Error on qualifying a Lead - Cannot read property 'setValue' of null

On qualifying a lead to a case, information is copied to the Contact and the Case. But every time I qualify, I get this error: Cannot read property 'setValue' of null.  It's strange as the case is...

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Dynamics 365 App for Outlook Relevance Search Javascript error

Hi all,Is anyone else getting this script error when trying to click relevance search on the Dynamics 365 app for outlook? So steps to recreate is just open Dynamics 365 app for outlook on a email and...

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plugin doesn't get profiled and no executions are visible in 'Replay Plugin...

Hello,I have a plugin which I could debug before I updated it.Now when I install a profiler on the plugin and perform the steps I can see nothing in the "Replay Plugin Execution".What might be the issue ?

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Import solution failed with message: The behavior of this field was changed....

When I import a solution. It failed with message: The behavior of this field was changed. You should review all the dependencies of this field, such as business rules, workflows, and calculated or...

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Setting up a callback process

Hi I am volunteering for a charity member organisation who (along with me) is very new to Dynamics CRM.We have a website integrated to our CRM for new member registration and donations.  Though, due to...

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Plugin type not found in plugin assembly which has a total of 0...

I want to change code in a plugin which is build by a third-party and later adjusted by an external freelancer. When I update the unadjusted .dll file in the plugin registration tool, it is able to...

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DevOps branching strategy

Hi All,I wanted to know if there are guidane available on how to do branching in devops for meduim to enterprise level projects.I am interested in knowing difference between 2 vs 3 layer branching...

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Relevance search for field under security profile

Hi,i enabled Relevance Search for my sandbox instance. Under the default solution i added Account table and into the quick find view i configured emailaddress1 and telephone1 as find column and exposed...

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Unable add a price list item to a product

Hi guys!I have a problem adding a price list item to a product.When I am creating a product, I add a price list and all the required information. I try to add a price list item but the add button is...

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IBM P8 (onprem) integration with D365 (cloud)

Anyone have any experience integrating these two?Would like to be able to call and display documents from onprem P8 to D365 cloud.Info on CMISwww.ibm.com/.../5.2.0

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Plugin update message get status

Hi,I need some help figuring this out.I am writing a plugin which is on update message post operation. Triggering attribute is a two options field.   I am trying to check for the status of the record...

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How to export all activities, emails, notes, opportunities from Dynamics 365

Hi, We need to export not just contacts, accounts, and opportunities, but all the details attached to them. For example, if an account has opportunities attached, I would need that to show as well and...

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