Email with template wait till manually not sent
Hi, i have workflow which have email ready with template in it but sometime they need to be review and attachments need to be attached how can i send email manually i mean email should wait till...
View ArticleCase deflection - issues don't appear
Hello,I activated the case deflection in my portal Dynamics 365, articles appear when I search, but cases doesn't appear, could you please help?I see the incident entity in the template Customer...
View ArticleShow Order Lines for all Orders on the Order's Account?
Hello:I am not sure if this is possible, but wanted to find advice from the community:I want to show the cumulative quantity on the Account of all Order Lines from any Order associated to the Account....
View Articleprogramatically change the default-app-name "Dynamics 365 - custom" in...
Hi,does anyone know how to programatically (webapi9?) change the default-app-name, which can be manually set in settings/administration/systemsettings/general/ .. which has the default "Dynamics 365 --...
View ArticleDynamics 365 get count of subgroups from grouped data in a table grid
PersonData and other columns> AdamAdamblablaAdambfd> Bob blab;a Bobgjfkdls >...
View ArticleDynamics 365 Claim Based Internal Access | Authentication Failed
Hello Gays , I've a problem in my Dynamics 365 .I configured Dynamics 365 for Claim Based Authentication internal access only ( without IFD)I've dynamics 365 and ADFS on separate servers.The problem is...
View ArticleDynamic Worksheet with Server Side Synchronization
Hello,To export to a Dynamic Worksheet in excel currently requires the Outlook client to work. Does anyone know if they still work with Server Side Synchronization & the App for Outlook? If not,...
View ArticleRequest and Response For Access and or Refresh Token in Dynamics CRM
Was wondering if there's a way to get an Access and or Refresh token for API via HTTP request and response with something like curl?It seem like you are able to get an access token generated via...
View ArticleWill removing options from a Pick list effect the audit log?
If I had some records that had a field (optionset) that was populated with some data that I plan to remove, and updated it with a valid option. Then when I remove the options from the Pick list, how...
View ArticleError in Custom Workflow Activity. Workflow fires on create of a custom...
Error Message :System.Security.SecurityException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #5AE97F1DPlugin Trace:[CRM.CustomWorkflowActivity:...
View ArticleHow to run CRM Outlook Connector running with different User account instead...
When activities got created in CRM, it executes plugin with running calling user context, In this case when user sends email from CRM Outlook connector, Plugin executes with in built "SYSTEM" account,...
View ArticleRibbon Workbench sending parameters on adding a "create new" button
Hi, I have a requirement to add another button in the associated view of an entity to have the same functionality of the "Add New {0}" but it has to set some field values by default.I used the Ribbon...
View ArticleWorkflow not sending emails
First off, let me start by saying I am new to writing workflows and in C#.I'm currently trying to send emails from a ribbon button. I'm able to add the button and command, and the workflow is...
View ArticleConnect D365 database in other external application
Hi,We are using another application/Sofware for marketing. I wanted to communicate with the contacts inside the D365 . how can i directly access those records or data to send email, or text using our...
View ArticleLink to D365 on premise installer
Hi,We our currenlty using online D365 but I wanted to change it in on-premise version.I cannot seem to find a documentation that includes link to on-premise installer
View ArticleProblems setting up CRM Outlook plugin with ADFS and MFA
I've been trying to setup CRM Outlook plugin work MFA and I keep getting MSIS7068: Access denied.It works with ADFS but once multifactor is required it stops working.
View ArticleMove to multiple stage programmatically in business process
Hi,Need to move from stage 01 to stage 05 , Even though there are mandatory steps in stage 02 and stage 03, i need to by-pass programatically from workflow and set stage 05 as active ,Is it possible ?...
View ArticleImporting modified system security roles
Hi Guys,I have modified some system security roles in my test environment. If I import those system security roles into another environment. Will those modified system security roles overwrite the...
View ArticleSend Email from Dynamics 365 with Application User
Hello All,We have created one application user for our Dynamics 365 environment. We have created one .Net application hosted on Azure which uses this Application User and Create record in Crm. What I...
View ArticleCRM 365 header fields contains only four fields.
Hello All Experts,I am getting below warning when putting the four fields on the CRM form Header."Header tiles don't work with the current customization and will be displayed in compatibility view.With...
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