Are Azure credentials enough in an online Asp.net app or token is needed for...
Hello, I need your advice and help.I have an account that is successfully connected to Azure and an App which is registered to Active directory. I also added all permissions as instructed so I...
View ArticleCan I Insert into TimeZoneLocalizedNameBase Table?
Can I Insert into TimeZoneLocalizedNameBase the Table? I am using the SDK but nothing seems to be working. This table needs to be populated but it's empty. A prior developer said this happens from time...
View ArticleMB2-716 Preparation on Microsoft Learn
Hi everybody,I am looking for preparation materials of MB2-716 exam. It used to be on Dynamics Learning Portal, courses 81059 and 81060but now a new training platform called Microsoft Learn emerged and...
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Having multiple filters on a chart
Hi there -I am trying to filter the chart below to filter by a custom date range as well as filter by the account (or customers). Any ideas on how this can get done? Ideally I would be able to filter...
View ArticleSharing record and its related records.
Hello all,I have one requirement where client wants me to create a lookup field for user in some entity where user will be filled in ,the moment it is filled record must be shared to that user with...
View ArticleWhy System Administrator Security Role can override update of Deactivated...
Hi!I'm trying to associate a deactivated record in a subgrid (1:N relationship) but for some reason if I am assigned System Administrator, I don't encounter any errors and it allows me to add the...
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Opportunity: Pricing Error - Detail Error
Hi Experts,Our user are unable to set the value of Est. Revenue field. I checked the Audit History and I found this "Pricing Error" field that gets updated from Detail Error to None then gets updated...
View ArticleHow to set default lookup view on conditions base in Unified Interface (CRM HUB)
How to set default lookup view on conditions base in Unified Interface (CRM HUB) ?
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First Response SLA
We are sending an auto confirmation email to the customer to acknowledge receipt of the case, wouldn't this workflow also trigger to update the first response sent field even though it was just the...
View ArticleUnexpected Error while downloading report in USD
Hi ,While running and download report data in web its working fine for me but same report I'm running in USD and it gives me below error:Unexpected ErrorAn error has occurred. Try this action again. If...
View ArticleHiding a field in quick create
Hello,I'm having some problems hiding a field in a Quick Create form for my entity.My code: Xrm.Page.getAttribute("oop_customername").setVisible(false);My error: TypeError:...
View ArticleInvalid token Authentication
When I am trying to reset my password from portal, I get the reset password email. When I type in my new password and click confirm, I get an invalid token error. Is it only for migrated Contacts. Am I...
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Integration of Microsoft Portal and Share Point
Hi All,I am doing Integration in between Microsoft Portal and Share Point. I want to store Documents of Contact entity in one Share Point site and Documents of Account entity in another Share Point...
View ArticleDeactivating records
Does anyone know if deactivating records helps search performance?I'm looking at how to speed up search performance and wondered if deactivated records are excluded from searches (not Advance Find)
View ArticleLook up field filter in Bussiness Process flow
In BPF , filtered lookup field not working form second stage.same lookup field in BPF for two more stages in a process which is working in stage1 and not working in stage2 and stage3. function...
View ArticleUCI Error in setting defaultview
Hi Teamin my JS in the else condition ..i need to set defaultview as null/empty.i am using the below code :if (fetchXml !== undefined) { formContext.getControl(accountFieldName).addCustomView(viewId,...
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Make a Timestamp when single field is modified
Im needing an assistance on how to make a timestamp when single field is modified specifically for First Response Sent field when i choose YES.i was able to configure the timestamp whenever i change...
View ArticleEditable Subgrid
Hi All,I have a custom entity called "Products". I want to have a grid on my "Account" form to add products.The "Products" entity has two fields - "Product Code" and "Description". However, I have...
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SLA not working
Our first response SLA for email is within 1 hour. So i created SLA but still getting blank information inside the case.SLA Item info:But inside the case, im not seeing any info for first response by KPI
View ArticleFetchXML check if Date Time is in Year
Hi all, I have to check if a Date Time is within a year thai I pass to FecthXml. Eg.var myYear = Xrm.Page.getAttribute("new_year").getValue(); var fetchXml = "<fetch version='1.0'...
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