Disappear attachment file from task - Dynamic CRM 2015
Hello everyone,I face a problem on crm 2015 when i want to attach file on a task. First of all, i create a task and i save it. When i go to attach a file in notes section all is good, i can attach file...
View ArticleUpload documents to SharePoint Online from Dynamics 365 Web Resource (SPA)
My requirement is to develop a Single-Page-App (SPA) using ReactJS.This SPA will be placed as a Web Resource displayed in an Entity Form, it will also allow users to upload Documents to SharePoint. The...
View ArticleRemoving News Subgrid
I removed the News subgrid on the Account in my latest solution update and didn't realize it would create an error when saving an Account."There was an error with this field's customized...
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Changing the Text in the Portal Breadcrumb Menu
I use the portal for case management, we have added a custom 'Case Number' field onto case which we want to use throughout the portal rather than the ugly OOB Case Number field. I've managed to figure...
View ArticleUnable to remove hide action on a ribbon button
Hello Dynamics Community,May i ask assistance regarding unhiding a hidden ribbon button (Save & Close). i tried clicking Un-Hide then click Publish, but after i re-open the solution in Ribbon...
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Entity form - Create new tab
Is there a possibility to group data on entity form to new tab?I mean tab beside main summary tab.Thank you in advance
View ArticleMicrosoft Prefres Javascript or Business Rule?
Hi,Allwhich one does Microsoft Prefres Javascript or Business Rule?
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Set Email's conversationIndex via Plugin
Hello everyone!I have an interesting challenge here:Imagine we are creating email messages via plugin. Sometimes we create need to add some email to conversation - like answer or some old...
View ArticleMS CRM Timer using SLA
Hi All,I added SLA Timer, for this I created SLA for my custom entity and Quick view form on SLA KPI and created one relation ship with my custom entity. And after that I added QV Form in my custom...
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Unified Interface Timeline - How to change "Note modified by" to "Note...
Does anybody know how to change the default behaviour of notes in the new timeline feed so it displays the "Created By" field rather than the "Modified By" field, see the screenshot below:The problem I...
View ArticleUserid guid not found in system user base
Hello,I have been troubleshooting an error - " Principal user (Id=xxxxxxxxxxxxxxxxxxxx, type=8) is missing prvRead..... "I have done this before several times, been able to find the User and the...
View ArticleView for Tickets without any active Activities
Hello everyone,i am trying to create a View that shows all the open Tickets with no active Activities regarding to it.I tried to filter by Activity Status but that does not work at all.Does anyone have...
View Articlejavascript get org name from URL
hiI am trying to create a URL that navigates to contact, but the URL needs to be dynamics so it works in dev, test and prod.Example:DEV URL https://martind.crm4.dynamics.com/main.aspx#276111347PROD URL...
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Sharepoint folder provisioning
Dear all,I've an dynamics 365 and SharePoint online instances, I've succesfully integrated a Library with the Account and I would like to link an additional Library to the Account. For this I've...
View ArticleMicrosoft Dynamics CRM - Actual Revenue field - how to change to a mandatory...
Hi I am new to Dynamics CRM and would like some help with the following. How do I change or what is the process for changing the Actual Revenue field in the Close Opportunity form to be a mandatory...
View ArticleAssociate Email activity in custom entity
We have a workflow (real-time) that generates e-mail (using template), and then create a Document Placeholder (custom entity).In the Document Placeholder entity, there is a field called "Email Link".We...
View ArticleDynamics CRM outlook client comparability
Can you run a newer version of CRM Outlook client than the CRM itself?Or is that not supported?SenarioCRM OnPrem 8.1 branchCRM Outlook 365 client for outlook 2016
View ArticleActivities created by plugin or activities created by manual on case by agent
Hi,How can I differentiate Activities created by plug in or Activities manually created by Agent on a case form in Dynamics crm 2015 on premise
View ArticleProcess or Workflow for a virtual Introduction email
I am interested in a process that will allow me to auto populate a contact information into a new email. It will be what I call a Virtural Introduction Email. I can't find any process like this...
View ArticleOnly allow Admin to reopen Opportunities
We are currently running Dynamics CRM 2013. I have been asked to only allow those with Admin privileges to reopen a closed opportunity. I cannot find a security setting for this and it looks like...
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