How to tell if a user has a scheduled activity
Hi all,A features that used to be in the Classic interface but is missing in UI was a pop-up warning if you attempted to schedule an activity for a user and the user was busy at that time. I submitted...
View ArticleCannot lock Estimated Revenue field
I've got a problem regarding locking the Est.Revenue field on the form. Checking the "Field is read-only" has no effect. What can be a possible resolution to this?
View ArticleCopy attachment(s) from one record to another
Dear alli have the following scenario:1. in one case (Subject X), the user will upload an attachment(s) then resolve the case2. then a workflow will fire and create another case (Subject Y).I need to...
View ArticleCRM 2011 Emails - adding fonts and images
I have a client using CRM 2011 Rollup 16.Is it possible to use additional fonts rather than the default ones displayed?Also, can images be added to emails?Thanks
View ArticleChange Business process flow as per form selected
Hi Experts,I am having 3 different forms for custom entity and 2 business process flows(Dynamics CRM 365 Online). I want to display business process flow as per the form selected. In below script, I am...
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Enable/Disable programmatically the checkbox "Automatically add the app to...
Hi,In Settings > Dynamics 365 App for Outlook, is it possible to enable/disable programmatically the checkbox for the "Automatically add the app to Outlook" regarding the "Add for Eligible Users"?...
View ArticleInsufficient permissions error on Model Driven App
Hello all-First I apologize if I am in the wrong place, I am new to model driven apps, but the only results I was finding for my specific error were in this forum.I am trying to share a model driven...
View ArticleEditable Grid SHOW AS button missing for Opportunity Entity
Hi Guys,We turned on Editable Grid for Opportunity entity, however, regular users cannot see the SHOW AS button. (System admins can see the button)Meanwhile, same regular user can still use Editable...
View ArticleJavascript- Client API
Hi All,I am trying to build a JS code which has to retrieve the attribute present on form and print the values to a multi line of text in comma separated form. The attribute datatype must be of Boolean...
View ArticlePassing an Entity as a parameter to an Action in a Web API
I would like to pass an Entity as the first parameter to an Action (mc_LeadUpsert) from a Web API so that we can update any number of attributes of the Lead. Here's the code (so far): JObject lead =...
View ArticleCan we restrict the managed solution to install only for one organization?
Let's say If a customer wants my solution then he has to register in my application after registration customer will get some license key and then before installing that solution customer must enter...
View ArticleCreating a namspace defined JS library template
Hello,I am trying to have a template for JS file. I have a lot of functions I want to run on load, change, and Save. I have created the below I am getting error message "executionContext Undefined at...
View ArticleForm error, while change to different customer.
I have a main form called A (which is main and default, where we use all necessary tabs) and different forms as B,C,D etc. Suppose, when I am on form B and want to navigate to form D, I can go to...
View ArticlePossible to edit connection string on dynamic worksheet?
My company is currently utilizing Dynamics 365 for Sales version 1612 (8.2.2.112) On-Prem and our employees are utilizing dynamic worksheets that were exported from this environment for reporting. Our...
View ArticlePossible to update the Owner of an opportunity without clicking "Assign"?
Is it possible to update the Owner of an opportunity without clicking "Assign"?I'm wondering if I can use Flow, SQL, or create a workflow process to do this but don't know the best way to go about...
View ArticleReturn values from a custom workflow to update a record
I currently have a custom workflow that executes a SQL stored procedure against a legacy system. The stored procedure returns 2 values, which I would like to update the calling record with.I must...
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Routing a record to a queue item from a custom entity
Hello,I have a workflow that creates a record (custom entity) when certain criteria are met. Once the record is created, I would like to move those records to a queue. So I have created a Queue and in...
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How to add "MSCRMFETCH" in Embedded Connection Visual studio 2017?
Kindly find the screen below details.I am tried to install 'CRM2016-Bids-ENU-i386" to add fetchxml in the list but it is not possible . So I think it is not support Visual Studio 2017.Here the link:...
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