SharePoint integratie met dynamics
We werken al met SharePoint en hebben per klant(account) een site gemaakt met daaronder een aantal bibliotheken.Hoe koppel is die nu aan mijn account in Dynamics.Dus dat elk account is gekoppeld en...
View ArticleEmbedd Whatsapp and Microsoft Teams inside a model driven app form
HelloI want to Embedd whatsapp and microsoft teams inside my model driven app form so the user can make phone calls or message other from inside my formIs this possible via javascript or html and if so...
View ArticleD365 9.1 On Premise Full Text Search
Hi AllI recently turned on full text search on D365 CE 9.1 On Premise version, but we encounter a couples of setback. Instead of having the results returned quickly with improved performance, for most...
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Compatibility between Dynamics App For Outlook Plugin and Windows Server
Hello, We are currently on Windows Server 2016 machines with the Office 365 suite including Outlook (version 16.0.13801.20442), and this one has the Dynamics for Outlook plugin with the side pane....
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Failed to import dataflows to a target environment
Hi,I'm trying to import a solution which includes all my dataflows (6 dataflows) into another environment, but i get following error which is not really meaningfull:I have tried also to seperate the...
View ArticleFetchXml Group By gives the error "the given key was not present in the...
So I try to make a group by select with count on how many posts has the same account and businessunit. I get the account and business unit but when I ask for the count I get the error "the given key...
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Data Mapping Issues
Hi,I am trying to get the data on a field from entity to another via data mapping. This does not work however. See screenshots attached for more details.As you can see on the screenshot above, the SIC...
View ArticleEmail related accounts from Custom Entity
A custom entity has been created for security incidents. We've added a related account table to the entity to add accounts impacted by the security incident. The goal is to be able to select all...
View ArticleAutomatic send email
Hi All,I want to know, how can email be send automatically from Dynamics.Is there a way to configure Email type of Activity in such a way that it automatically send email when due date time is...
View ArticleIs there a Plugin Design Convention ?
So I have my first plugin working (yeah me). I've included both the "Create" and "Update" logic for an Entity in the same class.This got me thinking. How to design a plugin.Should you only create one...
View ArticleSend Email using .NetCore Odata with queue as sender
Hi All, i have been developing an integration with Dyanmics CRM through webAPI in .NetCore i have been doing all operations using ODATA queries so I need to send Email using shared...
View ArticlePortal reddeming invitation and not checking the 'I have an existing account...
Hi,What is the impact of not checking the 'I have an existing account', check box from the Redeem Invitation page, or having it removed altogether, where an exisitng user follows the Redeem Invitation...
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Create Report from audit log in action assign
Hi All,I want to create report from audit table in action assign and show old and new value but in changedata column just show old value.Also when I open audit log of assign I see error:Error...
View ArticleSafari - > No Data Available (on Brave all works fine)
Hello, I work an a Mac (Monterey) and use Safari Version 15.1 (17612.2.9.1.20).When going to my <company>.crm4.dynamics.com link I can see entries in Dashboard & Activiites. But Accounts /...
View ArticleHow to create custom Form for Account
I have a scenario to create custom form for Account. Does it possible?Kindly assist me,Thank you,
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Cannot create teams meeting with flow - Missing Time Zone?
Hi,Im trying to create a teams meeting with a flow to be able to insert the teams link into an appoint when the appointment is created from Dynamics. However i encounter an error with the time zone is...
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Set as default view button greyed out
I am trying to set a view as default in the Goal Entity (thus the old form look).But whatever I try, the button remains greyed out.We are using Dynamics CRM on-premise 8.2, and I am a System Admin.Any...
View ArticleQuery Related Contacts from Primary
I need to email the Primary Contact on each Account where any related Contacts on that Account have not completed continuing education requirements. Now, I could just run a workflow against each...
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My Work section missing for 1 user only
I'm having an issue where one of my users does not have the My Work section in Dynamics CRM. This is what she sees:Compare to all other users with the same access roles:Is this something she could have...
View ArticleGot one user being assigned roles automatically repeatedly
We have one user that keeps getting assigned "Customer service app access" and "Sales, Enterprise app access" several times throughout the day. In turn it is breaking a addon we use so i keep having to...
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