Scribe no longer working with Dynamics 365
Hello,We recently received the Dynamics 365 update (from CRM 2016) and now the integration from our main database to CRM (via Scribe) no longer works. It appears to be an issue with a DLL file - if we...
View ArticleQuotes within Field Service
Hello,We are using this system for break/fix IT repair. We have to provide quotes to customer prior to repair. Does Field Service have a quote feature that could be sent to the customer for...
View ArticleLinks from email notifications no long directs to correct item in CRM online
Sales Managers and internal sales receives an email notification when a visitreport is made (other tasks as well). There have been a security update within the last 14 days. After this links no longer...
View ArticleMail Merge Template Letters - Can you copy the data fields?
I have a bunch of Mail Merge Template letters to create and all of them will share the same data fields even though the letters are different. Is there a way to copy data fields from one Mail Merge...
View ArticleCalculated field not working on mobile !
Hi All,The calculated field which works perfectly good on desktop is not working on my mobile. Is there any specific setting to be included ? Do we have any known issues with calculated fields on...
View ArticleDynamic values and hyper links in email
Hi all,I need to send an email alerts between users using templates. I have below body:Work Order <Work Order Number> has been assigned to you. In order to see the details please click the...
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Send email to contact after opportunity closed as lost after 6 months
Looking for feedback on a workflow we are developing.Problem:We are looking to send an email to the primary contact of an opportunity after it has been closed as lost after 3 months and if no response...
View ArticleFetchXML compare - Dynamics 365
Hi guys,Can we ignore accents when comparing strings using FetchXML?For example, "Andre" must be equal to "André", "Émèlie" must be equal to "Emelie", etc.Thanks,Akrem
View ArticleShow or Hide section on form load based on field
I am having an issue with Javascript when loading a page. I need to show or hide a section based on a fields value from a drop down. The sections are showing/hiding properly when the field is changed...
View ArticleReceiving error message when qualifying a lead
Hi,I am receiving an error message when I hit the qualify button. Please see below. Thank you.<s:Envelope...
View ArticleOverriding the DateTime field in the Entity Form
Hi,I have added logic to set datetime field on creation of task record in the Task entity.if (formType == 1) { Xrm.Page.getAttribute("datetime").setValue(new Date());}But when I try to create it from...
View ArticleMigrate Reports from CRM 2013 to Dynamics CRM 365
Hello,I have migrated my organization's data from CRM 2013 toDynamics CRM 365.CRM 2013 has some saved reports under Reports>All Reports, including Sub-Reports.Is there a way I can migrate these...
View ArticleHow to display a business process flow in floating mode
HiI am reviewing Dynamics 365 July 2017. I have found several references saying "The stages in a business process flow can now be displayed in docked or floating mode. The stages of the Business...
View Articlehow to retrieve related entity data from the current entity using javascript...
hi,i have a requirement.I have 2 entities .When i am working on current entity i want to retrieve the records from related entity.How can i retrieve using javascript rest service?i used this code but...
View ArticleSurvey on training organizers for 1 day training (1 day training can have 4-5...
Hi all,Thanks in advance for help and inputsI have to create VOC survey for getting feedback on training organizers for 1 day training (1 day training can have 4-5 trainers) and overall feedback....
View ArticleBusiness role not activated on Quick create form
I create business role to show field only if the other field have spacific value.the business role works fine in Main form but in Quick create form it's not working.I changed the scope of business role...
View ArticleEditable Views
Hi , If i have many views inside an OOB entity and i want one of its views as an editable grid and display it in dashboard ..Is it possible in Dynamcs 365..Thanks for any help .!
View ArticleRetrieveUserPrivileges web API in Dynamics 365
Hi Experts,RetrieveUserPrivileges soap request doesnt give any response in Edge browser .Can some one tell me is there any API for RetrieveUserPrivileges ?Thanks In Advance
View ArticleError response "You should specify a parent contact or account"
When sending data to client. we were getting response like below."You should specify a parent contact or account"We have tried even below option....
View ArticleWorkflow
When we create a new case Workflow should sending an email to assigned to ..it should send to distribution list.
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