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Create Chart based on Business Process Flow Stages

Hi, I am looking to create a view and chart for a dashboard to show the different stages each lead/opportunity is at. Is this possible to apply ?

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Performance issue saving data to custom entities - on prem 2016 CRM (Create...

Hello I have recently been put in charge of a custom built ASP.Net system which uses CrmServiceClient to perform some work on  2 custom entities. Our CRM is on-prem in a VM. Sql server is on another...

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Why has it become impossible to contact customer support in a normal way?

I have Dynamics CRM and have an issue. I don't even know which FORUM to choose for this. Microsoft, please help your customers with their problems. You are no longer contactable. 

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Read-Only Access

Hi,In Field Services, When I am creating new 'Account' it is showing read-only error for the selected client. As shown below in the picture. However I have tried unchecking read-only the box in setting...

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virtual entity and link-type="outer"

I have a fech. <fetch distinct="true" ><entity name="account" ><attribute name="name" /><attribute name="statecode" /><attribute name="statuscode" /><attribute...

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The request for security token could not be satisfied because authentication...

Hi, One of our .net web applications is using Dynamics 365 CRM on-premise as a backend. Currently, the authentication type is NTLM Kerberos authentication. We have tried to change the authentication...

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Error loading control and flows since latest update

Users have reported issues with Flows not loading and Error loading control forms.  I am able to load this fine logged in as system administrator, do the users permissions need to be updated?  What...

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CRM Report Wizard - Adding Functions and Counts

On the main CRM-Sales User Interface for the Opportunities table, there is the "Run Reports" list of developed reports available to the business users. I created a new report with the Opportunities...

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Dataverse capacity limiting while copying

If I copy (replace) a smaller environment to another currently hosting a larger one, do I need any additional space for that or is that Microsoft space -- I will be copying PROD to a DW sandbox and it...

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SLA New Applicable From

Hi, Can someone please tell me if you can add new Applicable From date fields? If so, where can I add this so that it is available to use for a new SLA KPI

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Guided Process Flow

Is there a way to make sure that a lead must go through each stage/process before qualifying the lead? 

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Bulk importing SalesOrders via SSIS - contactid not populating?

Using SSIS / KingswaySoft to push salesorder records from a SQL Server table into Dynamics 365 CE Said SQL Server source table has contactid , that does have corresponding record in Dynamics 365...

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Hyperlink of lookup column from a related table added to a view stopped...

he Wave 2 updates for Power Platform and Dynamics 365 were rolled out to UK between 8th and 10 Oct. After the updates, few of our clients reported that hyperlinks of lookup columns from related table,...

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Hide '+ New Record' from 'Add Existing' dialog-popup of subgrid

Hi Everyone, is it possible to hide (in a supported way) the '+ New Record'-Button from the dialog-popup after clicking the 'Add Existing ...'-Button of a subgrid? Regards, Abdul

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Creating a security role to restrict the use menu options on any form

Can I create a security role that will restrict a User from clicking on certain menu items on any form? If so, how would I go about doing so? The option I'm particularly trying to render inoperable or...

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Mass sharing of Dashboards

When we have new staff come on-board there are around 10 dashboards that we need to share with them. Is there a way to share all of these dashboards at once along with the associated advance finds?

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Configuring Charts and dashboards to show all owners

Dear All, I am new to D365, we have configured Pipeline charts and dashboards for My open leads and My Open Opportunities view based on owners. But the charts or dashboards shows the list of open...

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Javascript validation for subgrid in a secondary tab

Hello Community, I have a lead form that has multiple tabs, when I qualify a lead I trigger some javascript to run some validation on some field and verify that the information's are filled. One of the...

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Getting duplicate column value from SSRS

Hi  All, Need your help for the below query i am trying to create SSRS report using Fetch xml but getting duplicate value(column Identity Number) when group(Group properties from SSRS) Expectation :...

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Change Duplicate Record error message

Hello there,I'd like to know if there is a way to change this error message. I use an alternate key to display this error message. I tried to Export Translations but I couldn't find this error message....

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Block Future Date on Close Quote

Hello All, I just want to know how can i block a future date on close quote (which is activity ) and stop user from selecting future date. Below is screenshot.

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How to copy single line of text value to a lookup field using javascript

Hi community, Hope all are doing well during this pandemic. I am having oob country field which is single line of text and want to save this value into custom lookup field using javascript. Can anyone...

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Tooltips no longer display in UI

Hi all, It looks like Tooltips are not displaying when hovering over the label on D365 Forms with the recent user interface changes - even though the below screenshot states they should display when...

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How to format description field in the email entity

I'm creating an email using the @odata.type "Microsoft.Dynamics.CRM.email.    The format of the email in the description field in CRM is this: Dear customer, Lorem ipsum dolor sit amet, consectetur...

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How to display correctly symbol or accent with JavaScript ?

Hey there, I have multiple needs where I have to display accent or symbol, from my JavaScript dev. For instance, I display a warning by putting a form notification. For the french company, I cannot...

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