Advanced find not showing System Views that have had their fetchxml modified
Hi,I have used the FetchXML Builder in the XrmToolBox to amend a System View's fetchxml. When I saved the view back to Dynamics it is no longer available in the "Use Saved View" dropdown on the...
View ArticleMS CRM Outlook Client - Any way to switch the Synchronizing Computer?
Hi all, I've seen a couple of older posts (around 2016) on this, but nothing that has led me to a definite answer.I have a customer using the 2016 Outlook Client (and subsequent update) but has it...
View ArticleClik here to view.
Solution Import - Missing Dependencies
Dear Community, I hope I could get some advice on the following issue: I started a Dynamics Sales trial and I am trying to import a solution developed by my ex-colleague. I managed to install the...
View Articlecan't connect to dataverse in c#
i want to connect to my dynamic 365 dataverse and by my first environment its works fine but now its not working,this is the steps that i do, i go to azure active directory and register a app with...
View ArticleClik here to view.
How to set lookup field as current user in a cloud flow using power apps
Hi,I have a field called approved by which is a lookup field. When the approve cloud flow is triggered it should set approved by to the current user, but I can't find away to select current user:what...
View ArticleClik here to view.
Email Templates - Can Text be inserted on top of an image?
Hi, As I am designing email templates, I am wondering if text can be inserted over (i.e., on top of) an image? If so, and steps / feedback is appreciated - thanks in advance!
View ArticleEmail Templates are now inserting Dynamics User First Name instead of...
I created a lot of email templates using the Templates under Advanced Settings. I followed the instructions here ( https://docs.microsoft.com/en-us/power-platform/admin/create-templates-email )to add...
View ArticleClik here to view.
Dashboard List view record count and page numbers cut off
Some of my views on some dashboards have cut off the record count and page scroll option.I can see the count and page scroll in Classic Mode but not on the app.Can anyone help me out? - This is in...
View Articleprevent default not working
Hello Team,below my code prevent default is not working can you suggest me anything is missing here?function preStageChange(executionContext) { debugger; var globalContext =...
View ArticleD365 Security Hierarchy Query
Dear Team,Can you kindly advise if there is any way the following scenario can be achieved in Dynamics 365.Consider that User A is reporting to User B (Manager of User A).Now if the User C wants to...
View ArticleTemplates in different languages
It is not possible right now to generate a document in different languages: i.e., the template language is linked to a user language preference. But if I prefer to use Dynamics in English, but generate...
View ArticleExcel Import Overwrote Existing Visits
Hi There,I just imported an Excel file that had 500 new visits on, and it did create about 400 new visits with the provided information no problem. However, for some reason it also modified about 100...
View ArticleKnowledge Article permissions
Hello All,I want to give Knowledge Article permission to non admin users (in custom security roles). I want to basically insert it in Email.Please can somebody know, what permissions are required to...
View ArticleClik here to view.
Synchronization service calendar with Outlook calendar
Hello everyone. Please tell me if there is a possibility of integrating the OutLook calendar with the dynamics 365 service calendar today? Scheduled service activities and appoiments must be displayed...
View ArticleConfiguring new values by removing the standard options for duration field
Hi Community,I have a query regarding the 'Duration' field on the activities like Tasks and Phone Calls which currently shows option values as multiples of 15 minutes, but we would prefer them to be...
View ArticleGetting error in date Filter in Xrm.WebApi.online.retrieveMultipleRecords CRM
Hello Team ,I m getting error Like Below Error:A binary operator with incompatible types was detected. Found operand types 'Edm.DateTimeOffset' and 'Edm.String' for operator kind 'LessThan'.My Code can...
View ArticleDynamics 9.1 on-prem -> Sharepoint 2019 on-prem: Server-based integration
Hi allI'm trying to connect my dynamics 365 organization with a SharePoint 2019 instance.I was going step by step following the instruction from the MSDN...
View ArticleTransition Hours following an Opportunity
Hi Experts,I am looking for a flow / way for opportunities. When our sales men creates an opportunity, I need their inputs for transition hours for the opportunity in the following months (Month 0 =...
View ArticleReinstallation of Dynamics CRM 365 with using trial key on the same server...
We are here struggling to get the key to Dynamics CRM, so we have decided to reinstall the trial instance of Dynamics CRM on the same server, which had the trial instance of CRM before, which expired...
View ArticleDynamics 365 Portals - Upgrade Customization in safe way
Hi All,I'm planning to customize Customer Self Service portal and I'd like to understand what is the better way to do this in order to make the Microsoft upgrade safe.I see that there are two types of...
View Article