Portal - Authentication for only licensed users
As per my requirement , i want to restrict the portal login.only licensed users(user license/team license) should login in to the portal, Not all internal users . Is that possible through any...
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Dynamics 365 Drill Down behaviour in Power BI
Hi,Is there any way I can have the similar kind of Charts Drill down behaviour in Power BI as in Dynamics 365?The intention is that User can select a filed which field to drill down.
View ArticleLogic App - Connect to On-Premise System
Hi,I have to connect Logic App to on-premise webservices. I know I can use data gateway but are there any other options? I work for a bank and security is big concern. Is there anything available which...
View ArticleIs it possible to check the tracking of a record of a deleted custom entity?
I created a contract entity .. some records of this entity were deleted ... is there at least how to see when it was deleted?
View ArticleStuck in loop trying to login to Dynamics
I am a developer attempting to develop an integration with Dynamics 365. I have a developer account and have started a 30 day trial of Dymanics 365. I have assigned a license to the user in the admin...
View ArticleReport in dashboard
I have a simple report that pulls information from invite lists and people. I would like to make it visible in a dashboard. We recently upgraded to the new UI and I am unclear whether this is even...
View ArticleTracked email cannot be found in Dynamics though Outlook shows regarding record
Hi,we use Dynamics 365 8.2. on premise with Outlook client and Emailrouter. In some cases (this issue comes up several times a year but not regularly) a user tries to track an email and gets the...
View ArticleWill Power Automate ultimately replace plugin/custom workflow developers?
Can anyone please explain why anyone would want to use plugins or custom workflows in Dynamics CRM when Power Automate is readily available? This article suggests that Power Automate provides less...
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text wrap in sub grid/view
I have sub grid of question and answers for an Entity (Table)I am using the Editable Grid Control and would like the Fields to wrap the content.Below is a sample of the grid. Looking to warp text in...
View ArticleIssue when creating a new contact - An item with the same key has already...
Hello All,I am trying to create a contact record using quick create form .but while trying to create the record i am getting a bpf error.Issue when creating a new contact - An item with the same key...
View ArticleDoes Microsoft outlook for office 365 support Dynamcis 365 for outlook APPS?
Dynamcis 365 ribbon button is not visible on Microsoft outlook for office 365 desktop app. But same CRM instance ribbon button is visible on Outlook 2016 and Outook 2019 desktop app.Does Microsoft...
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Integration between CRM and Sharepoint
Hi Community,The integration between CRM and SPO was successful, but there is one issue, which is appeared in created folder structure by flow/script. On the picture is shown the folder structure which...
View ArticleCan't assign Cases to new owner
Good Day,We have CRM 2015 on-prem, Recently we encountered that the system admin and the users can't assign cases to new owners.Once you assign the new owner and it defaults back to the previous owner....
View ArticleTrigger Plugin on Date
I have a Date field on Account Entity. ExpiryDate. This expiry date is set manually on the account.I want to trigger a plugin/workflow if expiry date is today and update some fields.Any suggestions on...
View ArticleReactivate Lead & Close as WON permissions
Dear Team,I am trying to restrict who can 'Reactivate' Leads and who can 'Close as Won' Opps - I only want management to be able to do this outside of the business process flow.Is there anyway to do...
View ArticleMicrosoft dynamic CRM 2013 SP1 (rollup 4) build number 6.1.4.0145
Hi,what are the prerequisites for upgrading to Microsoft dynamic CRM 2013 SP1 (rollup 4) build number 6.1.4.0145. Also is this build number compatible with SQL14 SP3Thanks and Regards
View ArticleIs there any option that to store all the list of uploaded files in to the CRM.
I have a requirement that when the user uploads the files in to the crm . we have to store that uploaded file in the system. as a user he will see what file has been uploaded.
View ArticleGet Opportunity Sales Process Stage in C#
I need to get the sales process stage of opportunity.I am trying to get activategstageid.In C# I am doing an inner join on opportunity and opportunity sales process but it is returning back three...
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D365 App for Outlook Missing Search under Dynamics 365 Contacts
Hello,I am running Version 9.0.22.8 on premise and I am setting up Dyanmics App for outlook from my dev environment. I have everything working except when I go to the addon under the Dynamics 365...
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Getting contact who has posted a comment is self-sevice Portal.
Hi guys,I'm quite new to the community and I have a question regarding the problem I'm facing.I need to obtain a contact who has posted a portal comment in the case edit form. The Portal Comment has no...
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