Hi All,
Is it possible to use CRM Online portals, with CRM 2016 on premise version.
↧
Is it possible to use CRM Online portals, with CRM 2016 on premise version
↧
Dialog form with Dynamics style controls
Hi, all.
Is there any way or toolkit to create custom dialog box with dynamics style controls.
For example I need grid and dropdown list
Something like this
↧
↧
Can we filter the tabs on the schedule board for a security role?
Can we filter the tabs on the scehdule board for a seurity role? For example: schedule board have 6 tabs but I want to B security role can 4 tabs. Can I make this Javascript?
Can you help me, please?
↧
Opening Record from Dynamics 365 App for Outlook not using my default browser
Hi all,
Just realised this problem recently and not sure if it's cause of a recent update but now when I use the Dynamics 365 app for Outlook on a email and try to open a record in browser it's not opening it in Chrome.
So you can see below the default web browser app is set to Chrome.
I then through Outlook click on the Dynamics 365 app for Outlook on a email.
When I click the view in browser:
It doesn't open it in chrome....
I believe this is Edge but why does it force me to open a record in Edge and not Chrome?
Kind regards,
Mike
↧
Mass-Edit Contacts (or other entity objects) else but Internet Explorer
In our 365 v82. on-premises Dynamics CRM, but same behavior with our sandbox CRM Online tenant, we observer that most of the time a mass-edit of more then one selected CRM contacts (but same is also true for e.g. Accounts etc.) is not possible. This is only possible always if we use Internet Explorer (which isn't even available anymore on Windows 11). If we use Chrome or Firefox, Edge, if we select one ore more objects, the Edit Button does not appear.
Often this Edit Button does not show up
It is not clear when it shows and when not. It looks like highest chance to have this button is if we use in-private browsing and also it seems to make a difference whether we use the IFD-Url or the internal one. Might have an impact which cookies are applied or not.
Does anyone know more about this behavior? any hints are welcome.
kind regards,
Dieter
↧
↧
Power Platform admin center - Manage - Updates missing
Hi,
Does anyone know why Updates - Manage option would not be available within the Power platform Admin Centre as below. My user is assigned full admin permissions within D365
↧
Error of SQL Server connection while setup process
↧
Change owner on record
Hi Everyone,
As far as I know the security in Dynamics CRM is based on the owner of a record (Owner / BU of Owner / Organization of Owner) based on the security roles that are set and how they are setup.
I have a contract in CRM and I want to give another user access to this contract by making him the owner. This way he can see the contract. But whenever I try to change the owner I get the error below. I think this is because the user does not have access to the contract yet. Which is correct that is the entire reason of making him owner so he gets access to it. What would be the best way to give this user access to this contract?
I am trying to change the owner with an account that is system administrator.
Below the error I get:
SecLib::CrmCheckPrivilege failed. Returned hr = -2147220839 on UserId: ******* and Privilege: prvReadnew_***** in BusinessUnit: ****** (Id= ***************)
Error code: 0x80040299
↧
Email attachment in d365 crm through console app
Hello all ,
I have been given poc to "write a console app for how to migrate e mails with attachment from source to target environment ?"
i wrote a code but it isn't working out so how can we achieve this using power automate
i didn't get any suitable articles on it we don't have to attach sharepoint documents in it
Thanks & Regards,
Ainee Ahsan
↧
↧
Dropdown Filters on Views/Forms
Good Afternoon,
Could you advise if these dropdown filters can be applied on a non-system view/form please ?
Kind Regards
Sanjiv Kumar
↧
Column Chart Sorts By Option Set Values, But Bar Chart Does Not
I am attempting to sort a bar chart by option set value. I can only get it to work correctly while setting the chart to Column. Example:
This line is what got that above to work correctly:
<order alias="ac_oppstage_column" descending="false" />
When I switch the chart to a Bar Chart, it sorts by ascending count instead
Here is my full XML:
<visualization><name>Open Opportunities by Stage</name><description>Open amount by stage</description><primaryentitytypecode>opportunity</primaryentitytypecode><datadescription><datadefinition><fetchcollection><fetch mapping="logical" aggregate="true"><entity name="opportunity"><attribute name="ac_dayoppstage" groupby="true" alias="ac_oppstage_column" /><attribute name="estimatedvalue" aggregate="count" alias="_CRMAutoGen_aggregate_column_Num_0" /><order alias="ac_oppstage_column" descending="false" /></entity></fetch></fetchcollection><categorycollection><category alias="ac_oppstage_column"><measurecollection><measure alias="_CRMAutoGen_aggregate_column_Num_0" /></measurecollection></category></categorycollection></datadefinition></datadescription><presentationdescription><Chart Palette="None" PaletteCustomColors="91,151,213; 213,112,44; 160,116,166; 178,134,0; 68,114,196; 90,139,56; 37,94,145; 158,72,14; 117,55,125; 153,115,0; 38,68,120; 67,104,43; 86,122,154; 192,120,72; 167,129,172; 178,143,35; 105,142,208; 112,154,83; 50,125,194; 210,96,18; 150,83,159; 183,138,0; 51,90,161; 90,138,57;"><Series><Series ChartType="Bar" IsValueShownAsLabel="True" Font="{0}, 9.5px" LabelForeColor="59, 59, 59" CustomProperties="PointWidth=0.75, MaxPixelPointWidth=40"><SmartLabelStyle Enabled="True" /></Series></Series><ChartAreas><ChartArea BorderColor="White" BorderDashStyle="Solid"><AxisY LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount"><MajorGrid LineColor="239, 242, 246" /><MajorTickMark LineColor="165, 172, 181" /><LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" /></AxisY><AxisX LabelAutoFitMinFontSize="8" TitleForeColor="59, 59, 59" TitleFont="{0}, 10.5px" LineColor="165, 172, 181" IntervalAutoMode="VariableCount"><MajorTickMark LineColor="165, 172, 181" /><MajorGrid LineColor="Transparent" /><LabelStyle Font="{0}, 10.5px" ForeColor="59, 59, 59" /></AxisX></ChartArea></ChartAreas><Titles><Title Alignment="TopLeft" DockingOffset="-3" Font="{0}, 13px" ForeColor="59, 59, 59" /></Titles></Chart></presentationdescription><isdefault>false</isdefault></visualization>Thank you.
↧
Error for Patch function in powerFX "Invalid number of arguments: received 1, expected 2 or more"
Hello I tried to execute this Patch powerfx formula but it didnt work :
Patch( Parcours, Defaults(Parcours),{Nom: "Copy of " & Self.Selected.Item.Nom} );
Notify("A copy of the selected asset, " & Self.Selected.Item.Nom & ", has been created. Please open the record and update the necessary fields.")
I get 3 errors :
- Invalid number of arguments: received 1, expected 2 or more.
- Unexpected characters. The formula contains 'ParenClose' where 'Error' is expected.
![]()
- Unexpected characters. Characters are used in the formula in an unexpected way.
What am I doing wrong please : this is an image for the error
↧
Hide Field when another Field is blank
Hi Expert,
I have two fields with same logical name but different label name in my Contact Form, see the screenshot as below
When the Client Number field is blank, I hope the Client Link field to be hided. How can I do it. I try the Buz rule, it's not work.
Any achievements or suggestions are welcomed and appreciated.
↧
↧
Parent / Child cases associated records
Hi all,
I wonder if anyone else is facing the same issue as us, whereby the Child Cases sub-grid on our Case form is only giving us the option to See all records.
This is not ideal, as our support agent userbase often wants to expand the sub-grid and see all the child cases relating to the parent. We have looked into the available configurations from both the UCI Form Designer and the Classic Form Designer, neither of which allow us to enable the See associated records sub-grid option.
We have tried following advice given on other forums around using the Form Navigation options to add the relevant relationship from the Relationship Explorer, however the Parent / Child relationship does not appear for selection. I suspect this is because the relationship in question is a self-referencing Many-to-one (see below).
Having said all of the above, my questions now become:
1. Is there a supported OOTB option to achieve our requirement of seeing all child cases associated with the parent case outside of the sub-grid format?
2. Is there another supported method by which we can achieve the desired outcome?
↧
codeplex source
Dears,
I am trying Download source from code plex. it is stopped !!!
I am looking for this Autonumbering
crm2015autonumber.codeplex.com
what is the new source for the codeplex codes/and tools
thanks for support
↧
Capture User is connected to Dynamics Environments
Hello,
Is there a way to capture the details and populate it in a field in CRM system if the User is connected to Dynamics Environment actively? User login audit does not provide the same information that I am looking for, I would like to see if the User is actively using the Application.
Thanks,
↧
Development Environment
So our CRM Admin has left the company, and we're not sure of the exact state of the Development Environment (This sounds like the start of a comedy blog..!)
We do have Dev/UAT/Prod environments, and everything is in one Solution on Dev. Ideally we'd validate/confirm that the Solution on Dev is the same as on UAT/Prod, so that any future updates wouldn't cause any adverse effects on Prod.
Has anyone had this same issue before?
Can I just export the Solution from Dev/Prod and compare them?
I've been asked to look into rebuilding Dev from Prod, but aren't really sure how to do this, or if it's possible.
↧
↧
How to create a view that only shows contacts related to one item?
Hey there,
I hope the subject covers the question because I'm not sure how to explain the problem in one sentence. I try to explain this as good as I possibly can. The text is in Dutch.
I want to create a new view that shows customers that are only on a specific marketing list, let's call this list DUO. When I apply the below filter the result will be; all Contacts that are connected to the DUO marketing list, but also to other marketing lists.
Like the picture below. The contact is connected to the DUO marketing list, but also to other.
Because of GDPR regulations I want to create a view that shows only the contacts that are connected to the DUO marketing list only. If another marketing list is connected to the contact I don't want to have that contact in the created view. After the view is created we can delete the contacts in bulk.
I'm not strong in javascript of any coding, so is this is possible within the standard that would be nice.
If something is not clear, i'll love to hear that and i'll try to explain this in a different way.
Thank you in advance.
↧
Microsoft Portal - showing Old form in Web Page
Hi
I've changed the advanced form that a web page on my portal is using.
However it is not updating and is still showing the old one.
I have cleared the portal cache, but it has made no difference
Is there anything else I can try?
↧
Files created in SharePoint wont show in Dynamics 365 subgrid
Hi all,
I have a Cloud Flow (Flow2) creating files in SharePoint, triggered from Dynamics 365. This flow is using an connection to SharePoint that I used in another, older version (Flow1) of this flow, still existing but turned off.
Now I have problems with the new flow (Flow2) creating the files and folders I want it to, but also folders from the old flow (Flow1). The subgrid in Dynamics is also pointing to the old folder structure.
Do you have any tips or trix around this?
Kind regards
Martin
↧