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Creating case or Lead from Microsoft Social Engagement
hi Folks,I am working on Microsoft Social Engagement and trying to Create Case or Lead from Social Post but getting Error.please help me out i am totally stuck into it from last 4 days
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Creating case or Lead from Microsoft Social Engagement
hi Folks,I am working on Microsoft Social Engagement and trying to Create Case or Lead from Social Listening Post. Case is Created but Lead is not getting created.please help me out i am totally stuck...
View Articlehow to get the guid of the second entity..
Hi,I have two related entities(parent,child).. if i created an record in child, i have to update the child record with pared details for this i need the guid of the child entity.. how can i get the...
View ArticleAuto prompt email on screen
Hi, First of all thank you for your support all of you Using microsoft dynamics 365 crm online versionCan we make the email auto flash on screen to send on specific date as my operation dept want...
View ArticleExecuteByIdUserQueryRequest xml (string) results to EntityCollection
Hi all,I want to minimize my QueryExpression codes by using "SystemViews" or "User Views (saved advanced find queries)", so need to use "ExecuteByIdUserQueryRequest"...
View ArticleBest way to move changes between lanes
Hello,As we all know, on almost every MS Dynamics CRM Project we have three environments on which we need to move our changes or new features(DEV -> TEST ->PROD). Although several ways exist to...
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i can't generate primary entity in crmrestbuilder ?
i can't generate primary entity in crmrestbuilder please find below screenshot .if anyone know please help me
View ArticleRegion based role
Hello,On the sales module, i have got a requirement to setup sales manager based on region.Example: Regions are South America, North America, Japan.there is sales manager for each region and we need to...
View ArticleResco Mobile Work Order "Create Follow Up" Task
Hello,I have a requirement to change the functionality that happens when the above command is executed. I couldn't find the place where the command is written.Can someone point me at the right...
View ArticleFunctionality difference between Position vs manager hierarchy
Hi, i have created following business model for both position & manager hierarchy Root bu (ceo position)admin or bu00...
View Articlevalues in entity form return always null Dynamics 365 portal
Hello,I'm trying to get the values in the current form and make get the object in the liquid templates, but it returns always null , any help please??Here is the code i'm using{% assign customEntity =...
View ArticleGenerate report to PDF using C#
Hi All,I have a webjob that auto send emails periodically, and this needs to attach a report as PDF.This report is from an .rdl file imported to Dynamics 365 (online).Most of the samples I saw is via...
View ArticleAlertJs - Button show after webresource is shown completely
Hi all,I use Alert.showWebResource. How to Button show after webresource is shown completely?Thank you in advance.
View ArticleServer side synchronization issue between Dynamics CRM 365 & Gmail
Hi All,I have setup server side synchronization between dynamics CRM 365 online and gmail.Initially setup was working fine for few days and each of the mailbox was syncing properly but after few days,...
View Articleunhandled exception after organization import
Due to an issue I had to reinstall everything containing windows server. after a clean install of windows,sql and crm , while clean organization that come with crm installation works fine, my imported...
View ArticleHow to update a specific entity record from Dynamics 365 Portal using Ajax?
Hi Experts, In a scenario, where we will need to update a particular record field from Dynamics 365 Portal for Dynamics 365, without web form or list, and by using Ajax call directly to Dynamics 365,...
View ArticleNeed assistance in plugin logic ! System.InvalidCast Execption.
Hi All,I am starting to write a simple plugin. The plugin should CREATE a CONTACT with Account Name as Contact Name on CREATION of ACCOUNT. It should also assign this created Contact as PRIMARY CONTACT...
View ArticleCustom Entity does not show in system solution.
Hi everyone,Currently, I'm facing with the confused problem as below :The first I create enitity with name : prefix_aay. But I cannot see this entity in Entities structure of Default Solution, although...
View ArticleError loading mobile app screen
I have a Dynamics CRM trial and I am trying to connect the Dynamics 365 for Mobile app to it. Every time after logging into the mobile app, as system admin, and selecting an application I get the below...
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Attaching notes to lead entity
Hi All,We have a 3rd party application that connects Dynamics 365 online and create Lead. This 3rd party application at a later stage will send a document to Dynamics 365 online and we need to tie this...
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