How do you restore the subforms (Stakeholder, Sales Team, and Subcontractors) that were visible in the Opportunity Form under 8.0?
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9.0 Opportunity Form Missing Stakeholder, Sales Team, and Subcontractors Sub forms
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Export Excel not working Google Chrome
Hi, I'm new using Microsoft Dynamics CRM so I'am learning. I'm having issue exporting excel in Google Chrome, when I click export nothing happen. So know what is causing this, Thanks.
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9.0 New "XRM" tab added to module selector
I just had my test environment updated to 9.0 last night. I noticed I now have an extra tab, that I did not have before, and have not seen in the previews. It just says "XRM" And then connects to my leads and products entities (which are in other tabs already)
Any idea what this is, or how I get rid of it?
If I can't get rid of it i'll restrict access down via security roles, but it is a strange thing...
Thanks in advance!
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Forwarded and CC emails not going to queue
We have a queue setup to capture all emails set to sales@abc.com. It works great if you send an e-mail directly to that address. There are a few scenarios however that do not work.
- If you send it to say Webinar@abc.com which is a group alias that sales@abc.com is a part of
- If it is part of an auto forward from another email. We have info@abc.com which is setup in Office 365 to auto forward to sales@abc.com
- If sales@abc.com is in the CC or BCC line
We discovered this because of this last scenario where we have a sales@def.com address that is set to auto forward in Office 365. So, the To field isn’t technically sales@abc.com, so it doesn’t go to the queue as we wanted.
Our Queue Setup:
The Sales Mailbox setup in CRM:
We are using Microsoft Dynamics CRM 2016 (8.1.0.359) and Office 365 for our Email.
I am not sure what setup I am missing. Any guidance would be greatly appreciated.
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Charts with "ME" vs. the Company
Hi,
I'm trying to modify the OOO chart builder for a sales person to see their stats vs. the group, entire data pool used in the View for the Chart. So, I'm looking for a bar chart with 2 horizontal axis that compares the user logged into CRM statistics to the whole company? See an example below although this is showing percentages, its still a good example of what I'm trying to be able to display within a Dashboard. Is this possible OOO or can XRM Toolbox Chart Editor do this? Any help is much appreciated!
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Category field options
What would cause the category field not to choose the first option after typing the following characters: suppose the user wants to choose the option called "pharmacy" they type the letters "ph" and it directs them to the pharmacy option. Currently when they type "ph" it is directing to the first item that starts with the letter "p" and not pharmacy. It is working correctly in QA and DEV but I cannot find the differences in the field properties.
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Work Flow Object Reference Error
Hi,
I created a "on demand" workflow for send "invitation code" to the contact (sending from contact entity not from invitation entity),All steps are working fine except final step(send to the contact).
I am getting an error while running the workflow "OBJECT REFERENCE NOT SET TO AN INSTANCE OF AN OBJECT",
Please help me out
Thank You
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Including Task Reminder Emails with Workflow on Custom Entity
We have workflow related a custom entity. Currently, for one of the Tasks, there is a Wait on the Task Activity Status for Completed/Canceled. We need to update this to include reminder emails.
Here are the requirements from the business:
Current:
- Create a task for Team A
- When Team A completes or cancels the Task, continue with the workflow
New:
- Create a task for Team A
- As long as the task is open:
- Send reminders emails at 1 month, 2 months, and 3 months from the task creation
- If the task is still open after 4 months from the task creation:
- Cancel the Task
- Update fields in the custom entity with the cancellation details
- When Team A completed or cancels the Task, continue with the workflow
How can this be implemented to ensure the process continues as soon as Team A completes the task?
Thanks
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I want to add Dynamics 365 Outlook add-in for Outlook 2013
Hi,
I want to add Dynamics 365 Outlook add-in for Outlook 2013.
Add-in is enabled in Office 365 admin centre and able to view
It is appearing in Outlook 2016 but not in Outlook 2013
Can you please provide with link.
Thanks.
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My Dashboard Displays the Charts Layout Incorrectly
Hi,
I've come across this issue a few times, but now I need to figure out how to fix it. Sometimes when I create a dashboard and rearrange my charts in the edit dashboard tool they don't look the same after I save them. I go back into edit the layout and see that it did save it correctly, but it doesn't arrange my charts the way it shows it should. For example, in this screenshot I have a long vertical chart and 2 horizontal charts next to it one on top of the other. However, when I close the editor and go to my dashboard one of the horizontal charts is now under the long vertical one and not below the other horizontal chart like I have it set up in the editor. I have tried moving charts around and it doesn't matter which chart I put there it does the same thing. I have also tried other browsers and increasing/decreasing the charts. How can I fix this?
What it looks like in editor:
What it looks like on dashboard:
After scrolling down:
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AppSource Publishing Error : The file Input.xml cannot be found.
When listing a new entry on AppSource for D365 Sales, getting the following error :
[Failed] | [CertifyPesApplication]:[Failed] - The file Input.xml cannot be found.
Any ideas what this might involve?
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AutoNumber feature in D365 v9
Hello Folks,
We are currently using CRMInnovation(3rd Party Solution) AutoNumber solution to generate auto number for all of our entities in our org, possibly thinking to replace it with new auto number feature released in D365 v9
I am trying to find out answers for below before we take such move
1) Is it possible to get 10 digit sequence number with out any "-" or dates in autonumber
2) Can we control the sequence counter? or the what number the sequence should starts with?
3) How to populate old records with auto numbers?
4) Can we manually overwrite the values in the auto number fields?
It will be very help if any such observations are listed out. Let me know.
Thanks
D
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Sandbox Instance Disappeared when trying to restore from back-up
I had some issues with my stage environment today. I went to restore it to a 7:00 AM this morning back-up. It said "Setting up" for a while, but now the instance has completely disappeared from my list of instances. I had two sandboxes, stage and dev. The stage has now disappeared. Is this normal? HELP!
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CRM Notes not opening in IE
We have lot of CRM users who uses Notes to enter data everyday. But in every few days, we have the issue with IE. When user clicks on Notes section ("Enter a Note"), it doesnt open the section to enter the notes. There is no Attach button or Done button also. Following is the screenshot of the issue:
Also it happens randomly. Meaning it happens only for some users and not for everyone. We tried deleting the cookies and cache from the browser which works sometimes and sometimes doesn't work.
Can someone please tell me how can I resolve this issue.
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Show/Hide tabs and sections
Hi,
Can anybody please tell how to hide/show header field using javascript in CRM 365
I have used below code
function showhide() {
var relation = Xrm.Page.getAttribute('customertypecode').getValue()
var showTab = false;
var showSection = false;
if (relation == 1) {
showTab = true;
showSection = true;
}
Xrm.Page.ui.tabs.get('ADDRESS').setVisible(showTab);
Xrm.Page.ui.tabs.get('Summary').sections.get('Section').setVisible(showSection);
}
But it is not working..
TypeError: Cannot read property 'setVisible' of null at showhide
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Alert on changing BPF
I want to be able to create a pop-up whenever a user changes the stage in a business Process flow(bpf). However, I cannot see the fields for a BPF. I remember someone suggested me to use stageID field but they also told me that it would be deprecated with Dynamics 365 which is the version I am using. Can anyone please assist on how I should move ahead ?
Regards,
Ankith
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Dynamics Portals: Auto populate lookup field value if there is only one record in the lookup view after filtering.
I got a scenario where I need to auto populate a lookup field value if there is only one record in the lookup view after filtering.
For example: I used account lookup field where it shows only the accounts of logged in user, in the look up view. But if there is only 1 account in the lookup view i should rather auto populate the value than giving user the selection option.
Prior thanks,
Revanth.K
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Is it possible to add 1 week to a date field using an on-demand workflow?
I have a date field that I'd like to be able to add 1 week to using an on-demand workflow.
The purpose is, that I have a view that's a list of clients who are needing attention, and they will pop up into the view based on a "today" filter of a date field I'm calling "Next Follow Up." From the view, I'd like to be able to click the record and run an on demand workflow that increases the date in the "Next Follow Up" field by one week.
Is this possible? Thanks!
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Dynamics Portals: Getting field value from web form step 1 and use it in later steps.
I got a scenario where I need to take the user entered field value of web form step 1 and show that in web form step 3 or filter another field using that value. What will be the best way to achieve this?
Prior Thanks,
Revanth.K
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[Field Service].Booking Type = Liquid / Solid
Hi Pros,
Can you explain for me the difference between Booking Type = Liquid / Solid
I read that
"Solid bookings are firm and cannot be changed whereas liquid bookings can be changed"
But, I don't understand WHAT we can change or cannot change in the booking ?
Thanks so much from my bottom heart
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