Glympse solution to track field service technicians in dynamics 365
Hi all,    I have a requirement to track the technicians of field service. For that I have installed Glympse solution in my CRM. I got the Glympse extension in settings. How should I proceed...
View ArticleD365 Icon not appearing on outlook Ribbon
Hi,After configuring D365 app for outlook everything is working fine but D365 icon not appearing on outlook ribbon. (outlook 2013)I thought it was version of outlook problem but it is working fine for...
View Article{Portal} How to display static html content in web form steps
I have configured a web form with multiple steps. After certain steps, I need to display some text (general guidelines) along with the field data captured in the previous steps. Basically a summary...
View ArticleIs it possible to set the value of a contact field to the value of the Owner...
The point is to keep track of the Owner even if it changes during the process of the opportunity.Thanks :D
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Can't get action output parameter
1. I create a action named "new_testAction" which is called by a workflow, and it has input parameter and output parameter.2. I register a plugin step on this action message .3. plugin code is here...
View ArticleContacts In 365
Some contacts are not related to accounts then , those contacts which are not related to accounts are related to what??
View ArticlePortals: Is it possible to pass a Liquid variable to a JS function?
Hello everyone,I am working on a custom template on Portal and I was wondering if it is possible to pass to a JS function as parameter a Liquid variable.Was not able to find a way to do this so far,...
View Articleorganisation service versus web api
Hello all,Sorry to post such a vague question, but we have CRM 2013 and will be moving to dynamics 365 or 2016 on-premise. I am just at the start of considering the coding implications of the upgrade,...
View ArticleConditional statement in CRM Word template based on field value
I am having a problem with word templates.First I created CRM document template and then I added required fields from XML Mapping Pane as Content Controls (plain text).Then I created a rule inside a...
View ArticleDoes ExportService also exports the AuditHistory?
Hi,the Dynamics CRM ExportService (https://blogs.msdn.microsoft.com/crm/2017/04/11/introduction-to-dynamics-365-data-export-service/) is a great tool to synchronize the CRM database to another Azure...
View ArticleChange an Exisitng User is an instance to an Application User (D365 Onine)
Can an exisitingD365 user be updated to an Application User?We have an up to sync for users between O365 and D365. A user is created in D365 when a valid user is granted a product license in D365.I was...
View ArticleCRM 2016 ADFS 2016 config question - ServerRoleIdentifier
Hi, Microsoft recommend running the following PowerShell for Windows 2016 ADFS environments-Grant-AdfsApplicationPermission -ClientRoleIdentifier "<ClientRoleIdentifier>" -ServerRoleIdentifier...
View ArticleApplication User for O365 Auto User Creation With D365.
How can I create an application user for an environment with auto user sync between O365 and the D365?At the moment users get created in the D365 instance when a user granted a license in O365...
View ArticleJavascript validator for Dynamics365
Hi alli am trying to use a java script validator on visual studio for Dynamics 365 , i found this package XrmToolBox.Dynamics365V9JavascriptValidator , but i dont know how to use it on visual studio, i...
View ArticleCan we export all entity Names Which are associated with AdvancedFind?
Hi All,I have 3 Users , each has different security role , so each user can see different entities so i need to export All the Entities which are visible to respective users.Thanks in Advance.
View ArticleWhy Dynamics 365 page Iframe changes?
Hello,I have an issue with IFrames. F.e On lead creation form there were few frames with the names: ContentIFrame1 and ContentIFrame0. As I am writing automation scripts, which says Selenium to switch...
View ArticleAccount/Login/Register page - Dynamics 365 Portals
HiI have been looking everywhere for an answer on this.I know that the above mentioned page is very hard to edit, and that there are a lot of limits.I would like to know if it is possible to change the...
View ArticleCan no longer add documents to Accounts in CRM (SharePoint)
All our users get a generic error when they are in an Account in CRM, then choose the "Documents" button. Since setup, this has created a SharePoint folder for the account and allowed the document to...
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Object reference not set to an instance of an object
I have written custom workflow for unsharing the records. workflow triggers on change of some option set option. but I'm getting the abouv error.below is my code:Entity _entity =...
View ArticleDynamics 365 Customer Engagement Plan Enterprise Edition
I am using 2 versions of Dynamics, but thought I bought one. Both subscribed to 'Dynamics 365 Customer Engagement Plan Enterprise Edition' I am seeing deltas. One has meeting and bookings the other...
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