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import template
hello, I made an xls file for importing product quotas.first time I'm importing the file I made a "template" to avoid redoing the mapping every time.I saw correctly the template in mapping data areaThe...
View ArticleUsing Out of the box command bar javascript functions in Custom command bar...
Hi I have a requirement in Dynamics 365 8.2, just to give users an alert before sending an email. When users click on the send email button they want to see an alert are you sure you want to send this...
View ArticleDynamics CRM 365 Switching Forms Depending On Fields
Hi All,I have a request from one of my customers whereas they would like some logic added whereas depending on what is selected on one of the fields it shows the corresponding form to the user, is this...
View ArticleChild Workflow issue. ProcessSession With Id "" does not exist.
Recently one of our dialog started giving us errors when running it.The dialog wiill end up running and evertyhing is done but there seems to be an issue affecting the parent-child relationship in...
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Object reference not set to an instance of an object
HI All, I am working on Automation of exporting the Solution from On-Premise Dynamics CRM 2016 through the powershell script provided by WaelHamze/xrm-ci-framework and receive below errors. when i...
View ArticlePortal front-end editor broken - new install
I have to ask, when Microsoft change something what testing do they do?Just installed a new Dynamics 365 Trial and added the Community Portal. The front-end editor for the Portal appears to be broken,...
View ArticleWhat is this new data type "File"
Went to create a new attribute today, and saw a new item "File" at the end of the list of data types. I can't find any info on it so wondering what is it and how is it meant to be used etc etc.
View ArticlePrevent Duplicate On creation of Appointment Booking in CRM
Hi All,I have to prevent creation of Appointment Booking record if same resource with the startdatetime & enddatetime exist & in between time also if we select it shouldn't create.I am using...
View ArticleDoes Microsoft CRM 365 support Arabic Calender (Hijri Calender)
Does Microsoft CRM 365 support Hijri calender?If we configure the CRM in Arabic version does it support Hijri Calender?
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Docusign Folder layout issue
We are noticing a chnage in the folder layout in the document folder. We have docusign integration in our instance.We see a new folder created for ocusign in CRM as well as in the sharepoint site.Whern...
View Articlehow to switch BPF based on field value
Hey!I have 2 or 3 BPF and I want to switch between them based on field value ? I tried with workflows (Action and set Process) but when I change the value, nothing changes! and the old process stays....
View ArticleHow to include record url in email template as dynamic value using plugin
Hi,I am sending an eamil using email template from plugin code. I have requirement to include record URL dynamically in email template.Could some one provide inputs/sample code how to achieve this...
View ArticleAutomatically disabled account
Hi everyoneWe are trying to start with CRM Online. One of the first things we did was activate a sandbox environment that we attached to a group in our Azure AD. Works like a charm, all the users in...
View ArticleRibbon Workbench Display Rule with JavaScript
Hello. Since xrm.page has been depricated I try to move over to using ExecutionContext instead but I run into problem.In the display rule I have added a crm parameter with primaryControlThe javascript...
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Add Form properties -> parameters programmatically through c# or Js
Dear Experts,We are undergoing with situation where we want to add the Form Parameters value from code either from Js or C#.Like above parameter we want to add it through code.Thanks in advance.
View ArticleHandling the cases
Lately we implemented the case module which includes warranty claims from our customers. As a end user, after fixing the defect of the product I am sending confirmation email to client from D365 and I...
View ArticleMiscrosoft CRM 2013 Security Roles
HI All, In CRM QA system while performing UAT we have identified few users were unable to access the price quotes until we made them as system admin(Role).As part of our solution we haven’t modified or...
View ArticleCan a workflow update a contract record when the contract record is already...
Hello,I have a workflow that is based on the contract record. On the record there is a renewal notification field and if the renewal notification value is 60 days then it is supposed to update the...
View ArticlePrevent Two-Option\Boolean field from changing values in onChange Event
I have a boolean field on my order form that is a two-option control\boolean field. When a user clicks the control it toggles between yes/no.When the user clicks, I want to be able to conditionally...
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Retrieve plugin not starting (custom data provider, virtual entity)?
I have successfully setup the provider, the data source, the entities and the plugins. ITracingService is also integrated in the plugins in order to keep track of them. However, Retrieve plugin seems...
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