Does a customer get removed from portal if I deactivated them in Dynamics 365
Hi AllI was just wanting to know when I deactivate a customer from Dynamics 365 does that mean they will not have access to the portal or do I need delete them in order for them to no longer have...
View ArticleCalculating Total Tax on Quotes
Hi there,The scenario is that we just have tax on quote and also we may not have it. I created a decimal field the has the percent of the tax that may be 0 or 9. I wrote a code to calculate a replace...
View Articleplugin error Unable to cast object of type 'Microsoft.Xrm.Sdk.Entity' to type...
Hi,I am trying in plugin to read "To" field value , but get exception:"plugin error Unable to cast object of type 'Microsoft.Xrm.Sdk.Entity' to type 'SmsPlugins.ActivityParty'."My code:Guid contactId =...
View ArticleHow do I Create a SLA to Send Email When a Specific Date is reached??
Hi,Please explain how do I use CRM SLA to send email when (when Current/today Date=Date in the field in the current record) is reached.This is urgent.Thanks
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Add custom dropdown to list view from Sitemap.
Working on adding two drop down to initial list view for entity from sitemap.Is there way to add custom dropdown lists to the main entity list from sitemap. here is mockup of desired result
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Align HTML Web Resource Text to Bottom of Row
I have several HTML web resources within a section acting as titles. However, the title is aligned to the top of the row that the web resource is in, making it closer to the previous sub-section than...
View ArticleResize Quick Create
Is there a way to increase the width of the Quick Create form to show the 3 columns side by side?
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How do I Disable certain users from an Environment only?
Hello All,We have Dynamics 365 E5 users who have Dynamics 365 CRM (CE) environment.We have created multiple environments like PROD, TEST, DV, UAT. I need to Disable some users from PROD and UAT...
View ArticleActual Revenue from Goals is not calculating correctly
I have created a goal with a query and the goal shows the correct participating records, but the Actual Revenue Goal amount does not match the amount of the participating records. What causes this...
View ArticleDocument management in CRM
Hi,i want to know what are the best ways and technologies, in terms costing, which can help us store documents in CRM.I know following, please let me know what would be recommended:CRM internal file...
View ArticleIntegration technologies for CRM
Hi,I want to know in order to continiously integrate data into and from CRM into other applications, what integration technologies are preferred.For e.g. Any update made to Dynamics 365, needs to be...
View ArticleAssign priority and queue to new cases
Hello,We are creating a CRM using the employee self service template. The case system needs to be modified to have certain kinds of cases be added to queues and have different priority levels.Is it...
View ArticleHow to import appointments?
Hi, I need to import appointments activity through .xml Data Import, when I download the .xlsx template the field party list "requiredattendees" has some users and is separated by semmicolon (;) e.g...
View ArticleCRM 2011 - Issues with Sending emails from CRM
We are using CRM 2011 and having issues while sending emails using the Campaign functionality .The emails are created but are left in " PENDING SEND " status. Checked for error messages in Event Viewer...
View ArticleSandbox and Production environment not rendering the same results.
Hello everyone.We deployed customizations recently, however when using the production environment, we noticed that not all the cusotmizations on Sandbox were rolled out to Production. Components not...
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making an action request on CRM
HelloI'm trying to send the request that will execute the action in CRM.It worked fine, I have not run it for several days.Today I see that when executing the code that calls that Action I get this...
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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...
View ArticleModal popup on button click to show a field input and retrieve data based on...
I would like to show a popup with a field on button click. Once the user enters data in the field , I would like to retrieve the related records based on the input provided. How is this achievable...
View ArticleAdding two custom views using addCustomView
Hello,Does anyone know if it is possible to add two customer views to a lookup field using the addCustomView call?Thank you
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Send email on case creation with processes
Hello,I have created a new process for sending an email to an IT account from an admin account when a new case is opened up.When I check System Jobs, I see that the process is stuck waiting to retry...
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