Roll up Activities from a Custom Entity to Case
Hi all,I have a requirement which requires activities from a Custom Entity to the Parent Case. I know that you can enable the Rollup view in the Relationship but the option seems to be greyed out. Is...
View ArticleFacing issue with scaffolding for OData v4 while trying Virtual Entity
Hi All,Greetings. As you all are aware, we have a new feature called Virtual Entity. I have followed this article https://blogs.technet.microsoft.com/lystavlen/2017/09/08/virtual-entities/ and it's...
View ArticlePlugin to prevent field from beeing changed
Hi,I wrote a pre-operation plugin where I'd like to prevent any changes to contact's jobtitle.The Plugin itself is pretty simple:if (targetEntity.Attributes.ContainsKey("jobtitle"))...
View ArticleHow to set Custom App as a Default App to Security role users
Hello Everyone,Hope you are all doing great.I have a query in App Creation in Dynamics 365.I have created a new App based on the reference of Customer Service Default app. In my new App, i have...
View ArticleExport time Base filter
Export data from crm by time base filterin advanced FindEx: Created on 27-02-2018 00:00 - 27-02-2018 06:00Ex: Created on 27-02-2018 06:00 - 27-02-2018 12:00
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How to change Dynamics portal Administrator user?
Hello,Does any one know how to change Dynamics portal Administrator User? I tried using below screen but "Ok" (tick button at the bottom) is not enabled until I changed other settings available on this...
View ArticleDownload SDK CRM V9.0
Hi,How to download dynamics CRM version9.0?Please suggest me!Thanks in advance.
View ArticleUnable To Import Any Data (Unknown Error)
We recently purchased Dynamics CRM for our inside sales team. We are attempting to import data into the CRM system from our legacy systems but are unable to do so. Each time we attempt an import, we...
View ArticleError When Create a new customer in Fields Service
When create a new Customer Account in Field Service during SAVE a message appear as below.Not a valid license for this module(ALFLicense_HDSAFS), please contact Dynamics Software. If you contact...
View Articledownload plugin registration tool version9.0
Hi,How to download Plugin Registration Tool v9.0?Please suggest me.Thanks in Advance!
View ArticleIs there a way to bulk update notes in CRM?
When I click the Edit tool on a view it doesn't let me update Notes. It says "Notes functionality is disabled when editting multiple records"Is there a way to turn this on or is it by design? If we...
View ArticleMS CRM 2011 How to install spanish language pack
Hi AllI am using crm 2011 with english language. I want another language setup. I googled to search for spanish language pack but failed always it installed english language pack.Please let me know how...
View ArticleNot able to open html page from + NEW button on Lead subgrid on Account form.
I am not able to open html page from + NEW button on Lead subgrid on Account form. Its opening new lead everytime. Although made changes in ribbon.
View ArticleDynamics - Personal Dashboard
Is there a way that I can delete a personal dashboard which I have created and now want to remove?
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MSCRM2011 Outlook 2016 plugin install failed 'EXCEPTION_ACCESS_VIOLATION...
Dears, I'm facing issue during CRM for Outlook plugin installation. The CRM is an OnPrem 2011 and Office/Outlook 2016 32bits. The error seems to be "Error| EXCEPTION_ACCESS_VIOLATION...
View ArticleProducts - Restricting View
Hi,I have a catalogue of products currently on the portal, which is visible when you log into the portal.How can i restrict which user can see which product.e.g. If i dont want user A to see a...
View ArticleCan't start Customer Service Hub trial?
Hello everyone,I'm trying to do a trial for the customer service hub, created a new trial but I'm unable to find the customer service hub in my "apps".According to this...
View ArticleIntegrate with SSL Certificate based authentication
Hi folks... We are trying to consume an external API to integrate with a gateway... As the organization policy we need to integrate using Secure SSL connection. We have been advised to use SSL with...
View ArticleIs there any way to see the Created On date instead of the Modified on date...
Hi,I'm implementing a new CRM for a customer who has been recording thousands of notes in their ERP and now they want these notes available in CRM. I've imported the notes with no problem, and verified...
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Dynamics Portals : Hide Navbar buttons and display them dynamically when...
I am working on project (Dynamics 365 Portals), where i need to have Navbar buttons like(Contacts, Customers, Properties etc) only after sign-in or after registering to the portal but those were...
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