CRM Integration
hi,We have a custom Bot, which creates/ Updates a record in CRM through Web API(integration). Is there any way to know whether a change has occurred in the current record without refreshing the form....
View ArticleWhat happens a users logs after the user has been removed?
Hi,Can anyone tell me what happens to a Users logs once the user has been removed from Dynamics?If she has worked on Leads or Opportunities, how can I check which she has worked on after she has been...
View ArticleData Migration tool
hi there,I am trying to migrate some data so that the GUIDs are preserved between the two environments, I have managed to export the schema file using the tool and then import it to the source...
View ArticleSystem.InvalidCastException: Unable to cast object of type 'System.Guid' to...
QueryExpression query = new QueryExpression(); query.EntityName = "product"; query.ColumnSet.AllColumns = true; query.Criteria = new FilterExpression(); query.Criteria.FilterOperator =...
View ArticleRestrict Attachments in the notes Section of social pane
Hello,I need to restrict users from attaching documents in the social pane. Is there any way to do this or is there a security permissions i can tweak to achiev this??Thanks
View ArticlePopulate a field in Document Template in Dynamics CRM
I am trying to load a field in the Document Template. Below is my scenarioI have Contracts linked to Opportunity (N:1). There is a contact lookup field in the OpportunityWhen I generated the Document...
View ArticleIf a record has an attachment, how can I grab the attachment and send it in...
Hello,If a record in CRM 2016 has an attachment tied to it, and now I want to grab that attachment and send it via email through a workflow, how can I do that?Thank you.
View ArticleAuto populated field depending on a view
I have two views 'Manufactures' and 'Clients' in the Account entity. Is it possible to fill the field 'customertypecode' by Manufacturer value if a new record is created from 'Manufactures' view? The...
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I am not able to see the option to mark my answer as verified
When i answer to my question that i asked. I am not seeing an option to mark it as verified. Any idea how can i mark my suggested answer as verified? When someone answers my question, i can mark it as...
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Not able to select pivot table columns when exporting the records using...
Hi All,I am using D365 9.1 version, when I am trying to export any entity records using Advanced Find, selecting the Dynamic Pivot Table option.I always get the screen which doesn't allow me to pick...
View ArticleHow to trigger a plugin so it closes all quotes when I press "close as lost"...
Hi!I want to close all quotes when I lose a opportunity. When do I trigger the plugin? I tried to run it on preValidation on lose for Opportunity. But then it says there is no target. I want to close...
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KingswaySoft CDS/CRM Connection Manager keeps crashing
I am using Visual Studio 2015 with the KingswaySoft SSIS Integration Toolkit for Microsoft Dynamics 365 v11.0 (11.0.0.7160).Every time I click organization dropdown Visual Studio crashes. There is no...
View ArticleCase Resolution using Microsoft flow
Hi Experts,I need to achieve resolve case process using Microsoft flow. For this I am updating Case status and Creating record in Case Resoltuion entity using flow. But Flow fails giving following...
View ArticleJavascript to set today datetime timezone issue
Hi Experts, We have ActualStartDate field on Form and onLoad we are setting today date using JS to this field. Below is the code snippet.var d =new...
View ArticleError when trying to export solution
Hi!I get an error message when trying to export my solution and have no idea whats wrong.Any suggestions? See error code below.Unhandled exception: Exception type:...
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Do Activity Wall Posts get processed when Dynamics CRM is in admin mode with...
Do Activity Wall Posts get processed when Dynamics CRM is in admin mode with background services disabled?
View ArticleChange a field when a second e-mail has been sent in a Case
Hi,I work with Cases in CRM,When an email is sent to us, a Case is created with an Email which is OK.I have a Field that is named "New E-mail" which is a Two Options Yes/No.When the email comes in the...
View ArticleDynamics CRM license
Hello,I plan to change my Dynamics CRM license, "Microsoft Dynamics CRM Online" to "Microsoft Dynamics Engagement" and ask if anyone has ever done this, and what are the impacts
View ArticleAdding stage to a Business Process Flow
Dynamics 365 1612 (8.2.2.112) on premisesWhen editing an Opportunity business process flow to add a new stage, I can no longer go back through previous stages in any active Opportunities. Error is...
View ArticleAdd Subgrid Using Quick View Form
I have two Account form (Parent and Child Account form with 1:N relationship).I have 1:N relationship from Account to Case and create the case records from Account entity using the case subgrid.So now,...
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