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CDS/CRM Connection Manager integration with Dynamics365 CRM
Hi all,I am facing issue while connecting the Dynamics 365 with Kingswaysoft. I am facing error. I have attached the screenshot.I have registered the app on Azure Portal. And I have also created the...
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click on banner logo to go to home page portals
Has anyone done this for any external portal header, navbar left image?so when the user clicks on the image, the home page of the website is displayed?I know that it cannot be done via .cssyet, css...
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Ribbon Button Missing at Email Server Profile
Hi All,Can anyone please help my issue about ribbon missing at Email Server Profile?I saw the exact post same as my problem from the link : Ribbon missing in Email Server Profile As per comment from...
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View ArticleThe size necessary to buffer the XML content exceeded the buffer quota.
Hi Folks,I have an Azure Function to bulk create Records to D365 online.Sometimes, throw below errors.Any suggestions are appreciated. {"Outcome": 1,"FinalException": {"ClassName":...
View ArticleHow to show images from SharePoint list in Power Portals?
Hi all, I have requirement from client to show image gallery in dynamics Portal and Images would be fetched from SharePoint. Can anyone please suggest any workaround for this.Thank you
View ArticleCall entity form on click of custom button on portal
Hi,I have created one custom button on main dashboard on portal. Requirement is I want to call a webpage or entity form of an entity on click of that custom button. How can I achieve that?Regards,Akash
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Data doesn't show in views knowing that there is a relationship between them?
I have an invoice entity that has a relationship with another entity that goes by the name of payment. The relationship is as follows:From the invoice entity: 1:N Relationship Primary Entity Invoice...
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Add Member and Add Members in Audit Log
HiWe recently noticed that the Add Member and the Add Members request both go into the Audit Log. My question is, is this normal or does something else trigger and tries to add the contact to the...
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HTML in portal comments
Hello guys,I'm wondering if there's a way -or setting with which- I can make the portal comments identify html in their content and render the text accordingly. We have a process where we copy email...
View ArticleHow to allow users to view activities that are posted on a record owned by a...
Hi,We have a user (User A) in the main business unit that creates and owns call records that are attached to accounts/contacts/leads. These account, contact, and lead records are owned by users in a...
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Passing email entity to custom workflow activity
Hi, I am looking to pass the email entity reference as the input parameter for the custom workflow activity, but I got the below error, please advise.[Input("Email")] [ReferenceTarget("activityid")]...
View ArticleWeb resource custom grid
Dears,I have a requirement where I need to show a grid that will show result set from multiple tables example order and quotes id based on create date.IdTypeCreated OnCreated...
View ArticleUser Adoption Monitor license
Anyone know the cost of this please? I have signed up for the free trial, installed the App, set the tracking configuration only to find a need a license.Thank you,Kim
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No Option for Calculated or Rollup Field Despite Being Under Limit for...
I am trying to make a rollup date field, but only the "Simple" option displays on the "Field Type" dropdown. There are no calculated or rollup fields on this entity and 78 total rollup fields in the...
View ArticleSPN for CRMDeploymentServiceAppPool and CRMAppPool on the same machine
I am installing Dynamics CRM 365 v9.1 and see this security consideration site: "The service account may need an SPN for the URL used to access the website that is associated with...
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Dataverse Search not showing correct result counts
We have dataverse search working but when you search you see incorrect record counts.See below example from when a search is conducted:But when I then click onto the "opportunities" tab: Am I...
View ArticleNot able to make From and To field of Goal Entity Read Only
I am not able to make From and To field of Goal Entity readonly even from Javascriptfurther goal entity is missing business rules and I do not see any option of field level security on these...
View ArticleHow to set default view for participating record for goal entity in dynamic crm
Goal Entity has a tab name participating record which display record based on the goal criteria, but if the view is selected like - my records, or my this year records, then it filter down futher...
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How to change default option in Decreased Hours Action field on Edit Resource...
Hello,Do you know if it is possible to select Total as a default option in Decreased Hours Action field on Edit Resource Booking form in Schedule Board? Is it possible to be done by customizer or...
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