Calculate annual Revenue of different Revenue Types without using Rollup Fields
Hi guys,I have the following problem and hope you can help me:The management needs an overview of the forecasted opportunity sales.These sales depend on different types and when we will reach...
View ArticleDuplicate AutoNumber ID
I have Created AutoNumber Field with AutoNumber DataType on Case Entity,But While Creating Multiple case through Multiple Channels , It is creating Duplicate AutoNumber ID.
View Articlehow to use advance form for edit a record in power portal?
Hi Everyone,I am currently working on the power portal.my requirement is, as soon as I edit a record from the list the advance form should open, and will be able to edit a record in multiple steps as...
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Conditions is not working properly in business process flow
Hi I have created a new BPF and added a condition but its not working properly.this BPF saved, validated, activated. when i open any opportunity and change BPF to this process, its not showing the...
View ArticleTeams Meeting getting automatically tracked in CRM
Hello Everyone,Hope all are doing well !!I am really confused, when the users are creating Teams meeting with their customer from outlook those, meeting gets automatically tracked in CRM how i can...
View ArticleHow to obtain fullname of the participients from activityparties ?
Hello, I have I problem with obtaining fullname of participients of appointment.I have my own function to send request in C# which based on HttpClient()).To take my activities list I send request...
View ArticleTypeError - in lead form
Hi, We are getting error in lead form but the web resource in error detail doesn't exist in our environmentsolution :msdynce_MarketingSalesPatch doesn't exist in our environment please see detail...
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Changing AND to OR in Related entity Filter
Hi Team,We want 2 related entity conditions to be in OR condition. For example first or second condition should be met.In below example we want that one of Associate should be in Inactive state.Could...
View ArticleMB-210 exam question
I just signed up for this exam to get my certification and I am a bit nervous. Is there any links or information where I can find out what to study and what will be on the exam?I took the CRM bootcamp...
View Articlelookup in connection is limited to 8 entities?
Hi,I have created a custom entity in the CRM, and setup it to support the connections.but when I want to create a connection (for example from an account to my custom entity) my entity is not listed...
View ArticleMultiselect dropdown in portal without using place holder text field in...
Hi,I need to use more than 10 multi-select dropdowns for the CRM portal app. i looked at this option. it is...
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Can't Save or Activate a Business process flow after I add a Global Workflow
Good morning,We are using Dynamics 365 V9.1 on Premise.I have a Business Process Flow with a few stages. I save it and validate the form successfully until I try to add a Global Workflow to it.At...
View ArticleXrm.WebApi.updateRecord save a record fields as a different user then the...
Hi,This the context and the problem I am facing( I am using Dynamics 365 CE v9.x 2021 wave 1 release update)To save the sales order data and close the sales order I am going to do it via JavaScript...
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Omnichannel for Customer Service - Single sign-on Issue
Hi Folks,I am having issue during the authentication part in my Omnichannel For Customer Service in my trial version.I have all the available trial licenses as well as done the Managed part to install...
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how to restrict "open a new case" in powerapps customer self service portal ?
Scenario : In the 1st picture in portal i have to write a code using liquid or javascript code in which only admin has a open a new case access and other users do not have a open a new case when other...
View ArticleNeed plugin code to create record in Entity
I have one scenario. There are two Entities and attributes are given in braces 1.Class(ClassID(primary column), ClassName(optionset),OCCUPIED(two option set)) 2.Student(StudentName(primary column),...
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Calendar Control V2 Delete Button Control
HI all, Is there any control or possibility to restrict the delete option on Summary box in Calendar Control V2 ? SInce every user got the right to delete the appointments through summary pop-up. Your...
View ArticleField OnChange JavaScript not getting most current value of toggle
I have three yes/no fields on my form that are used to identify if an address group is the primary or not. I implemented JavaScript OnChange events on these fields to ensure that they are mutually...
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Round Robin Assignment for Leads?
Using the free trial app from Inogic to set up a round robin system for my sales team, I ran into the below issue. So, I copied over the Prod instance of CRM into the UAT Sandbox and I reinstalled the...
View ArticleShow multiple entities in one form and provide update functionality for each
Hello everyone,I have a scenario where I would like to have the Time Entry from Project Service and a Custom Time Entry on Cases for Customer Service on one form. The users will be able to see their...
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