Any updates on rollup activity views for more entities?
Currently, in the relationship properties we can configure that activities from a child entity should roll up to the activity views at the parent contact or account. But that option is greyed out if...
View ArticleConfigure Dynamics CRM for Mobile and Tablet
Dear,It's an urgent issue and I want to configure Dynamics CRM 2016 on premise to make it accessible for phones and tablets.Could someone help me in this case and provide me with the steps that I...
View ArticleOData $select on Complex Type
The OData Service is returning null when I $select on an inner complex type.For query: [tenant]/api/data/v9.0/EntityDefinitions(LogicalName='account')?$select=DisplayNameThe response is:{...
View ArticleHiding a field from Advanced find view and reports
Hello Everyone,I am hiding a field in Contact form and using it only in back-end for other purpose. Can we also hide it in Advanced find view and Reports, so that users won't have the option to select...
View ArticleDynamics 365: Microsoft Dynamics CRM has experienced an error
Hi,I was getting error when i try to run a customized workflowUnhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0,...
View ArticleHow to Format Default Text in CRM textfield (Datatype - multiple lines of text)
Hi. Can anyone help me to format the default text in crm 2016for example my text data was --- This is a text field test in crm customization.I want the text to be populated in field hasThis is a text...
View ArticleDynamics crm 2013 table replication
HiI am using Dynamics 2013 on premise. By use the Transactional replication function of sqlserver 2008 r2, we want to replicate the specified entity table and construct a database for analysis....
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Why can user not see Associated view correctly
When user opens associated view the list data is blank, but she can still click on records and get into them - she just can't see what she is clicking on before she opens it... It also shows the number...
View ArticleIs there a way to have the link to the Custom Unified Interface visible in...
Is there a way to have the link to the Custom Unified Interface visible in the main CRM navigation bar? I need the connection to be opened from a new window.I have tried using the...
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How to hide Activities Checkbox in Dynamics 365 App?
Hi All,Is it possible to remove the checkbox next to Activities records when using Dynamics 365 App?Sales Calls = AppointmentNotes/Actions = TaskRegards,L. M. P.
View ArticleDynamics Portals - Only return related Billing and Service Accounts
Hi All,I'm new to portals and would have assumed this would be OOTB functionality to only return Billing and Service Accounts that are associated to the respective logged in Contact/Portal User. This...
View ArticleIs there any way to get members of marking link using Microsoft Flow
Hi AllI want all the members of marketing list .Is there any way using Microsoft Flow I can get members of Marketing List?
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Dynamics 365 Reports Entity --> 1:N records from a related entity displaying...
Hi All,I have two entities:1. Applications (loans etc)2. Voting (Board members voting on the applications) many votes to 1 application.Wanting to generate a report in Dynamics 365 that has the all the...
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OOTB Required Attendees [PartyList] Not Displaying Value when using Mobile
Hi All,When using the Web App, Required Attendees lookup field of Appointment Activity entity is working fine but when viewing it using Dynamics 365 Mobile App it's not displaying any records. What...
View ArticleFill a subgrid in quote entity after revised with the same data
Hi there All.I Have a Subgrid in Quote, in which there are records of my custom entity, And also the custom entity display in left side of the form,Because the custom entity has N:1 relation with...
View ArticleLookup with more of one object in the array value
Hello,I try to put a result of get api into a lookup ,that's work for me when the resultSize is 1 but when I get more than one result I get the error "Cannot add multiple items to a Lookup of style...
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Create Lead Exception: 3 is not a valid status code for state code...
While creating new lead from SDK in CRM 2016, I am passing statecode=1(Qualified) and statuscode=3(Qualified) but getting below exception. Could not figure out the root cause of it. Requesting experts...
View ArticleStop email logging for some contacts in CRM
Hi!We have an issue at my company.The thing is, that some confidential emails are logged within our system.We are a platform company, where sometimes we use our own platform at well.This means that...
View ArticleQueue not synch with gmail
Hi every oneI followed this articlehttp://dyn365apps.com/2017/01/09/how-to-configure-dynamics-365-to-receive-emails-from-gmail-using-pop3/but at the end my queue does not contain my emails form...
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Dynamics 365 creating a Virtual entity linked to CosmosDB
I've read the documentation on creating virtual entities and CosmosDB data sources but it's still unclear to me what's the External Name and External Collection Name of the Virtual Entity because the...
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