Remove Relationship Assistant - Dynamics 365
Hello everyone,I'm trying to remove assistant from social pane by using the description in the link below. But still not managing to do it. ist still show Assistant in the Social...
View ArticleCan we add javascript or Business Rule to Mobile Express Form in CRM?
Hi Experts,Can we add Javascript or Business rule to Mobile express form?I want to add current user name in Owner field. I can't see any way to add javascript for the form.How can I do that? CRM...
View ArticleIs there a grace period after software assurance agreements expire?
Hi,I would like to know if anyone knows what the grace period is for purchasing another/renewing a software assurance agreement after the expiry date of a previous agreement.Specifically regarding...
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Dynamis 365 Online Error
Hi Guys,I was making some changed to one of my custome entities, i was adding a new subgrid and as soon as I've saved and published it wouldn't let me open the entity or open a form to edit.I am...
View ArticleXbitz.Crm.AdvancedCRMAutoNumber.GenerateAutoNumber not working in 1 of 2...
Hi,I got error in dynamics crm 2011. i have two server load balancer to run microsoft dynamics crm 2011, use 1 database. then i used Xbitz.crm.AdvancedCRMAutonumber. I have no issue in 1 server, but i...
View ArticleThe type forwarder for type 'type' in assembly 'assembly' causes a cycle
Hi everybody, I have an error which I can't solve by my own. Even a web research did not bring any solutions...I'm trying to write a simple Timer-Trigger Function-App which connects to the crm, queries...
View ArticleCan you pass CRM parameters into a JavaScript web resource?
When creating a ribbon button, you can pass CRM parameters to it, such as SelectedControlSelectedItemsIds and SelectedControlSelectedItemReferences.Can you pass these into a custom JavaScript web...
View ArticleConcatenate string and field and update another field
Hi,I have a custom entity that needs to hold a URL to a pdf document in sharepoint.The entity has a field that holds the document name that is used in the path.The URL will be created in the following...
View ArticleData Export Services - Adding/Deleting custom fields does not sync down to...
When adding/deleting custom fields and publishing in CRM 365, the DES process doesn't send the schema change down to the target Azure DB. There are no failure notification shown for that entity. Is...
View ArticleCategorized Search not finding disqualified leads
Hello all,When using Categorized Search (not Relevance Search) in D365 V9.1, we are not seeing any disqualified leads. Advanced find brings them up fine, but not the Categorized Search. Being V9.1 I...
View ArticleReplace null values in ConditionExpression
Is this possible to achieve in Dynamics custom plugin?SELECT name FROM Map m WHERE AND @Dos BETWEEN ISNULL(m.effective_start_date, '19900101') AND ISNULL(m.effective_end_date, '99991201');How to...
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Dynamics 365 FetchXML SSRS Report not displaying bigger images
I'm developing SSRS Report to show pictures attached in the Notes of an Account Entity. The environment is Dynamics 365 Online. I have used fetchxml to retrieve the images from Notes.It is working...
View ArticleIs Microsoft re-branding Dynamics CRM 365 to Microsoft Dynamics 365 Customer...
We've ran Microsoft CRM for years, and we just call it "CRM" in house. Is Microsoft now renaming or re-branding their CRM product to Microsoft Dynamics 365 Customer Engagement and dropping the "CRM"...
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Activities Ribbon Options
Is it possible to add more options to the ribbon? In other words, I would like to add email and appointment next to "add phone call" and and "add task" so the user does not have to click the ellipses...
View ArticleCRM 2016 auto numbering....
Hello, has anyone had any luck with this http://www.crmconsultants.co.uk/free-autonumber-solution-for-microsoft-dynamics-crm/ plugin? I have installed it, but can't get it to work properly.So this is...
View ArticleWhere is the EntityExtension Class in Microsoft.Xrm.SDK.Client
Hi,Is there an entity exension class for Microsoft.Xrm.SDK.Client in version 9 of D365?It was present in the old Microsoft.Xrm.client DLL.Specifically i'm looking for this...
View ArticleExport Account Entity to Excel and import to Sharepoint Library
HiI want to export my crm account entity data to excel and import on Sharepoint and this process should be automatic, on every day basis we need our CRM entities data in sharepoint.I want...
View ArticleAWS API Gateway Querying CRM Web API on-premises
Here's the Scenario:We have a non-Internet Facing Deployment on-premises CRM 2016 installation.We need to get some of our data looked up via an outside organization, but we don't want to make it an...
View ArticleCreatedOn Date not updated by Record Created Date (overriddencreatedon)
HelloAs I understand it, when the overriddencreatedon field is populated as part of a data import, the CreatedOn date will be populated with this date.I am experiencing hit and miss results where some...
View ArticleCalculating sales agent commission - calculated field setup
Hi,I need to create a calculated field for sales agent commission on courses they sell. The commission calculated field needs to be on the opportunity. They have different commission rates available:...
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