Clik here to view.
does not load my input parameter in workflow designer
Hello. as you can see in below, I have input parameter in my code, but when I go through workflow designer, I see nothing.Is there any solution for that?
View ArticleProduct entity alternate key not working
Hi, I created an alternate key for product id (productnumber) and regioncode(lookup).But this doesnt work and not allowing me to create a new product with same productnumber but difference regioncode....
View ArticleDynamics 365 license
Hi All,I want to know whether i can have Dynamics 365 Customer Service Enterprise and Dynamics 365 Customer Service Professional licenses assigned to users in same environment? Or just one type of...
View ArticleCreate workflow that assigns tasks based on last modified date>
Hello,I am wanting to create a workflow that is triggered when an opportunity's "Last Modified Date" is less than X days ago.Further, I am wanting the workflow to assign the opportunity owner a task to...
View ArticleHow to get the specific form from case entity to task entity
I have a entity called case entity and based on the field value on case I want to open the particular task form(task entity is having three customer form) and create the task.
View ArticleDYn 365 crm- Tenant to tenant migration the SharePoint integration
Hello all, I recently did a tenant to tenant migration using MS Support service. The migration went smoothly -in terms of components, users except for the SharePoint. Apparently, i can not disactivate...
View Articlehow to choose a form from a list
I have multiple forms built in my entity and I want the user to choose the form that best fits their requirement. How do I set this up. Ive seen it in the case system where there is a drop down that...
View ArticleHow do I populate lookup fields from staging fields via automation?
So, I have a custom entity, called 'Issues'. Each issue can have a Client (contactType1) with a unique ID in its own field on the Contact table (ID1), and a Vendor (contactType2) with another unique ID...
View ArticleDeduplication rules for parent/child accounts
I have a business requirement to dissallow creation of duplicate accounts with the same VAT number, unless new submitted account form has a parent account id which has the same VAT Number. Is this...
View ArticleClik here to view.
New dataverse search not finding all records
So I'm having an odd issue. I have a custom entity names "Job Sites". I have it enabled in dataverse search. It works and is able to find most records. However, there are some records that refuse to...
View ArticleClik here to view.
Owing Business Unit column not populating
Hi All,I have two environments. In one environment, i am getting "Owing Business Unit" column in table populated with Business Unit name. However, in the other environment, this column is not...
View ArticleSuggest an approach: OTP information Should be masked in email or have to...
CRM has to send OTP information to its customer through email from Custom workflow but the OTP information shouldn't view(Masked) by anyone from Activity entity
View ArticleActivityParty AddressUsed Field is NULL for Custom Activity
Hi,I have created a custom Activity type Entity. When I try to retrieve AddressUsed field of the Required and Optional Attendees, addressused is NULL in everytime. When I use the same attendees for the...
View ArticleTransfer Value from Field of on Entity to another using REST leads to Error...
First of all, sorry for the horrible formatting of my code. I tried for almost an hour to paste the code via the Insert in the menu. No matter which browser I use, Microsoft successfully prevents me...
View ArticleAdd Two Images and a Video file to the form
Hi there,My scenario is, I got two images and a video URLs I want to get them and show them on the form, one by one. Like a carousel slider. I have no need to store them in the database. Does anyone...
View ArticleRefresh Form on Subgrid Event -refresh is going into an endless loop
I have a requirement to refresh the form when a sub grid event occurs like add a new record, delete or deactivate a new record.The refresh is needed because of a calculated/rollup field that needs o be...
View ArticleMass update Case Created By User and Case Record Create Date
Hi All,Does anyone know how you can mass update the Case Created By User and Case Record Create Date fields? I have just imported a few thousand Cases but these fields auto populated with todays date...
View ArticleEmbed font in uploaded SSRS Report (PDF)
Hello. I have an SSRS report that features two ttf fonts. When it's uploaded to Dynamics Reporting area, generated and exported as PDF, the font isn't there.If you have the font installed on a local...
View ArticleUnable to enable entities auditing
Hi,I am trying to enable record auditing in Dynamics 2016 on-premise for some entities but "Audit History" is not showing in the related menu. I followed this:...
View ArticleQuerying audit history for Dynamics Online
Hello,Is there a way to query the audit history for an Online instance which was possible for an onprem instance? I wondering if there is a way to pull out the data to see field changes pertaining...
View Article