Possible to create custom view that shows only the most recent record for a...
Is it possible to create a custom view that shows only the most recent record for a field? I have a custom entity that will contain multiple records for a data point. How would I filter out the older...
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The alignment of the values moved to the right
Hi,The alignment of the values under the column of System View which is under the part product lines in the section Opportunities, seems to be moved to the right. The values are moved onto the next...
View ArticleImporting A Solution With Unmanaged Views
Hi. We are using CRM 2016 Online and have multiple CRM instances.I imported a Solution that I created that has 5 Contact Views from 1 of our CRM instances.4 of the 5 Contact Views in that Solution are...
View ArticleSLA not working
Hi,We have CRM 2016 set up on a test server (our live system is CRM 2013).I am playing around with the SLA functionality offered in CRM.I have created a simple SLA that runs when the record is created...
View ArticleObject reference not set to an instance of an object.
Dear All,I'm trying to insert couple of records for Entity person here is the code I wrote:Entity account = new Entity("contact"); account.Attributes["firstname"] = "Test";...
View ArticleCrmServiceClient extremely slow when connected to Microsoft Dynamics online /...
I'm trying to use CrmServiceClient class from the last CRM SDK to retrieve data from a Dynamics 365 environment.CrmServiceClient caches connection info, even when new instances of CrmServiceClient are...
View ArticleException System.TypeLoadException: Inheritance security rules violated after...
I have client requirement to call windows Azura hosted webservice by passing SAS token through the CRM plugin. For this we have to use “Microsoft.ServiceBus.dll” for communication with Microsoft Azure...
View ArticlePreferred email incident(case) by case
Hi, A scenario where contact has 3 email addresses and this contact has 2 cases and would like register on first case his 2 email address as preferred and on the second case he would like to register...
View ArticleGamification - Unable to Create Games
Hello,Does anyone else having issues creating games with Gamification?Here is the scenario:1. I have the Game Manager role. And I was able to create games before. But for some reason today, any of our...
View ArticleSet regarding with Dynamics 365 App for Outlook in Compose mode
We recently upgraded our CRM Online instance to Dynamics 365, and I've been playing with the updated version of the Dynamics 365 App for Outlook. We're using Office 365 and server-side...
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Safari and Publish All Customizations function
Hi,Can I seek confirmation that Safari can handle <Publish All Customizations> function, which is available in Setting -> Customization? Here is the error message I'm getting.I'm currently...
View ArticleAzure AD B2C compatible with Dynamics 365 and Portals version 8?
Does anyone know if Azure AD B2C works with Dynamics 365 and portals (latest version)? I want to use it so customers can authenticate using a Xamarin mobile app to access there account as well as be...
View ArticleEmployee Self Service Portal first time sign-in without using the invitation...
Hi all,Is there any guidance / documentation available on silently onboarding employees to the ESS? My scenario is:Azure AD accounts will be created for employees through ADFS and AD ConnectEmployee...
View ArticleCRM online email to case
Hi guys,I have created an email to case in my organisation's CRM. So whenever someone send to the queue, a case will be created.I also have a plugin for the Pre-Validation pipeline, Message: Create,...
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CRM Online Managed Solution Import Failed Due to Error On Workflow With...
Hello,The managed solution i'm trying to import has few UI customizations and a custom workflow. This is a custom workflow that performs a calculation and returns data to two output variables. One is...
View ArticleMove data from CRM 2011(on-premise) to Dynamics 365 CRM(online)
Hi all,How to move my data from CRM 2011(on-premise) to Dynamics 365 CRM(online). I dont have access to the CRM 2011 database server but i am able to access CRM 2011 database through my SQL client...
View ArticleProcess that pulls data from linked Account lookup field within an Opportunity
I'm trying to create a process that when a new opportunity is created, it checks the Customer lookup field and pulls through data from their Account into fields within the opportunity. It's probably...
View ArticleCan MS Dynamics sync data's with external system.
Hi all, I like to integrate from Sales Force marketing cloud with MS Dynamic. I hardly use MS Dynamic. All that need to be done is transfer data between two systems. Here's the point Sales Force...
View ArticleHide few menu items to Unauthenticated Users
Hi Team,We have a requirement to hide some of menu in default ADX Portal screen and those has to get enable after user get authenticated.We have achieved the requirement with "Web Page Access Control...
View ArticleMS Dynamics CRM 2016 on-premise security role issue
Hi,I am facing an issue regarding security role in CRM 2016. I have updated "Sales Manager" role and assign to 3 users, but problem is this role is working perfect for some users, some of them facing...
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