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Dynamics Portal Login page - defaulting to Microsoft sign in page
Hello, I have a Dynamics Portal (Employee Self Service), when I try to login it always directs me to a Microsoft login looking page, image below. I have seen another portal that contains more of a...
View ArticleAdd activity types in the social pane.
I want to add campaign response as an option to the activity tab in the social pane. Can this be done?
View ArticleADX Portal - IdP Initiated Sign-In (SSO)
Good day all,I'm busy configuring our Dev ADX portal environment for SSO via ADFS. I'm at the part of where I need to configure the 'IdP initiated Sign in' but I'm not sure of the following things.1. I...
View ArticleAPPOINTMENT RECORD ISSUE - On Save Record Is Unavailable
Here are the steps I took when I encounter the issue.Create AppointmentSave Appointment (Without doing any other action to the appointment record) Click Next Stage.Record Is Unavailable Error occurs...
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2 MS Flow issues: Flow button not appearing in list + converting to PDF on a...
Hi thereI've seen the blog posts on how to convert an attached Notes document in Dynamics 365 to PDF.All of these posts have it where the Trigger is "When a record (i.e. Note record) is created".I have...
View ArticleIntegration of SharePoint Online and Dynamics 365 CRM Online
Hi All,I have integration with SharePoint online and Dynamics 365 CRM online for production and sandbox. Both are using same site and folder. I need to make different folder for sandbox and different...
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System View Not available in Advanced Find but available on Entity List View
Hi Experts,I have two views for Account entity. View_1 displays the Account records where I am the owner and View_2 displays the Account records where I am part of access team.I have a requirement to...
View ArticleSSRS Parameter auto clear
Hello ExpertsI have a Date parameter and another year parametermy requirement is if the date is selected after april than year value should set as 01 or 02i have used below expression which is working...
View ArticleHow to Pass Context called primaryControl to a function, need to use...
Hello I want to pass the parameter in ribbon workbench 2016 for .preventDefault()but my JavaScript is not working.function checkdate(PrimaryControl) { var context = PrimaryControl; if...
View ArticleLookup show "No Name" as display
hello,I'm writing this piece of code to fill a lookup field and it is working fine except that the display name of the lookup is always "no name"://Set Masterlineid EntityReference lookupEntity = new...
View ArticleCan I share a custom report directly thru an email
Hello,I have a custom report done on SSRS and uploaded to CRM. The client wants to be able to put this report as an attachment once the report is generated (Same concept found in Excel when u click...
View ArticleIssue related to SLA countdown Timer in MS CRM 2016 On Premise
When I set the case status as ‘Waiting for Details’ the SLA Timer get Pause, but the countdown still runs in the background. I'm using MS CRM 2016 on premise version 8.1. Thanks in advance.
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check the origin of click ( Ms crm 2015 OnPremise)
Hi everyone ,i have question :on the account form , i have tow grids ( the relationship is beetween account and a custom entity) , there is the configurationwhen i click ,(+) the form of relation is...
View ArticleShowing entries in the subgrid in CRM view
I have an entity which has a subgridThe subgrid allows users to add related accounts to the entityNow in the view of the entity, is it possible to show all the entries in the subgrid? Since its not a...
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Dynamics 365 OnPremise 9.0 Installation/Upgrade fail (Index out of bounds of...
Hi,I have this setupWindows Server 2016 Standard OS Build 14393.2724SQL Server 2016 SP2Dynamics 365 8.2.3.8 (DB 8.2.3.8) On premiseI'm trying to install the 9.0 version and I can't get it to...
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Make Required of a Custom web-resource block or Values
Hi All,Implemented a HTML web-resource in Case Form for select multiple checkbox values as shown in image.Initially, If we are not check any checkbox value from the web-resource and save the form then...
View ArticleNeed to create a Process
Hi Everybody,I need to put a process for a business unit:They want to Export contacts based on "their business unit or Sales Rep " (field will be create in the contact entity).these contacts will be...
View ArticleCRM 2016 Real time integration - Build lookup in real time using REST API
Hello,Is it possible to be done real time integration in particular field lookup to be populated with data from external application using REST API?In other words, when the end user click on a lookup...
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Dynamics CRM 365 v9 (on-premise) licensing
All,I have just implemented a v9 test environment to familiarise myself with the product and when I login all of the core functionality is missing (Accounts, Contacts, Opportunities etc etc.) I assume...
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Hide Dynamic PivotTable in Ribbon Workbench
In the Associated View, is it possible to hide the "Dynamic PivotTable" dropdown menu using Ribbon Workbench?
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