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How to hide displaying custom entity from lookup field

Hi,I want to hide my custom entity now show in lookup field 'Regarding' of phonecall. As per image there is a field named regarding in which there is a layout entity which is created by me.I want to...

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I'm new with PowerApps. Can anyone provide me tips or things to consider...

Informative sites, guides, etc. will really help me a lot! :)  Thanks!

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Created new copy of opportunity automatically

Hello All,I am creating opportunity in CRM i found a same copy of opportunity in CRM it is automatically created.Its not creating every time,randomly i found this for few records.There is no any...

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Plugin Registration Tool Messages For Marketing List

I couldn't find information about the purpose for Marketing list messagesAddMemberRemoveMemberAddListMembersCan someone just give me a short explanation what event will trigger my plugin if i have...

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Mass Exclusion in CRM OnLine

Mass Exclusion,Hello everyone,I have a routine that excludes failed and successful workflows.It's a routine that runs once a week, and I get the email normally,But how is a recurring system work, I can...

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How to add button to Document grid on CRM entity

Is it possible to add a custom button to Document grid on CRM entity:I want to add a custom button to SharePoint Document grid and also want to change the behaviour of default buttons on the Document...

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Word Template Vs Mail Merge Template

Hello All,What is the comparison between the Word Template Vs Mail Merge template?Which is better over the other? For what purpose the Word Template needs to be created and for what purpose it is...

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"Other Activities" ribbons ribbon enable rule

Hi, all.I am using MS CRM 2016 on-Premises. I am customising Activity entity ribbons, making custom enable rules.In the split button "Other Activities" there are some ribbons of creating different...

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Upsert Request not finding alternate keys, always creating!

Hi,I have a plugin who upserts an entity wich has two attributes as a key. These keys are defined through a workflow because they are strings copied from 2 lookup values. The problem is that the...

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Change status reason based on opportunity phase

Hi All,Is it possible to change the status reason based on phase of the opportunity dynamically?Thanks,Abhilash.

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Integration Sharepoint 2013 sp1 to CRM 2016

Hi When i try to run the below command, InValid JSON primitive error occur.New-SPTrustedSecurityTokenIssuer –Name "crm" –IsTrustBroker:$false –MetadataEndpoint  "crm2016.contoso.com/.../json"When I put...

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Install CRM Outlook Client with updates

Hi, Is there a way to bundle the installation of CRM2016 Outlook Client and its MUI and Rollups in one package, so it is just one installation that will automatic install everything?  I'm thinking like...

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CRM Solution development

Hello all,I have the following error :"Metadata contains a reference that cannot be resolved: 'https://XXXXX.api.crm.dynamics.com/XRMServices/2011/Organization.svc?wsdl=wsdl0'.There is an error in XML...

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Registration for a plug in Microsoft dynamics CRM 2016 on premise showing error

Hey everyone i was trying to register a custom workflow with an output parameter trying to do it with both dynamics 365 sdk and crm 2015 sdk but i keep having this error after i choose the plugin here...

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Unable to set date field to null in CRM 2016 javascript

Hi All,Am facing an issue in setting null value to date field on save event. And trying to click on assign button and checking the date field value to set null. Hence trying achieve this functionality...

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Service Activity resource could not be set with Workflow

HiI want to create a workflow that run on Entity Accounts and create a Service Activity and set resource of service to user who run workflow, but as you see in picture process is empty!Any idea?Thanks,

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Add button on a sub-grid

Hi allI created some custom entity I need this kind of behavior on my custom entity for marketing listHow can I done this?Thank You

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Dont show save button when finding duplicate

HiI have created a rule to prevent duplication on a record. When User tries to add a duplicate record, a pop up appears and asks whether user want to insert duplicate record or not. But I dont want...

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CRM Online: SubGrid OnLoad not triggering when parent form initially loads?

I'm attempting to perform some dynamic filtering upon a SubGrid in an entity's Form. I have followed the example as described on MSDN...

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Change the created on date

Hello,So, I have a bunch of data that was stored in a spreadsheet and I need to import it into "Leads", but have it reflect the "Created on" date that is has on the spreadsheet.I can find guides, I...

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