Clik here to view.
How to show/hide business process flow based on a field in table
I have a canvas app form in which i have a check box whose response is submitted to the database like show contact process flow or not, i want to show or hide contact step in business process flow,how...
View ArticleDoes custom fetchxml work in subgrids in D365?
Hello,I am trying to implement a subgrid on a form that displays related records but only shows the distinct rows. I am using FetchXML Builder in XrmToolbox, and have a very simple fetchxml:<fetch...
View ArticleHow to have logic that compares multiple rows in the same entity?
Hi,I'm just wondering if there is a way to compare different rows in the same entity within the CRM, like in a workflow, but not in a report. In a report I know there are ways to do it through SQL and...
View ArticleDynamics 365 Keep Asking for Login repetitively
Hello,I restore my CRM database using the backup I did 4 months ago. After the backup is done, I tried to re-import the organization unit and when I open the dynamics 365, all features inside it (e.g...
View ArticleIntegrating Tally prime with Dynamics 365 (Finance & Operations)
We have Dynamics 365 ( Finance & Operations) in our head office and we have implemented Tally prime for our subsidiary based company. Based currency for entity created in Dynamics is THB as...
View ArticleBulk Deletion Job does not have certain tables available
When looking through the tables that are available for running a bulk deletion job, I don't see the "Activities" table. I want to clean up data in this table and don't want to have to do it via the...
View ArticleClik here to view.
How to deliver a mail to a view of contacts within wfs
Hello, I have a CRM based on PowerApps so I dont have campaigns, neither marketing list.I want to configure a workflow that deliver a mail to the grid associated with a record that is in the form....
View ArticleClik here to view.
Power Apps Portal - how to modify the Restrict website access by IP address...
When we working the portal update, we need temporarily put the production portal into to be restrict with user. I think use IP restriction would be best practice, this way our stuff still able to...
View ArticleClik here to view.
Ribbon Button visible Twice
Hi, Send Payment Link button is visible two time on my entity. When I checked on Ribbon Workbench solution, one button is there for send payment link. I also tried to republish the solution.
View ArticleHide OptionSet Value of Ribbon Button ( Disqualify Button )
Hi there all.I want to hide some option set value from disqualify button.I can do this with any field on the form with simple JS.But in ribbon I do now know how to do this.I googled, but did not found...
View ArticleMapping one field to another field?
Hello,I have a table in dataverse called "Products" and a column in there called "install time". I'd like to map the "install time" field values from the "Products" table to the "WO product" table....
View Articlehow to fetch attribute values from two different entities and use their...
How to get Entity A and Entity B attribute values related to Entity C. For example, Entity C has a lookup of Entity A and Entity B. When we select a value e.g "Polo shirt" in Entity C, it should fetch...
View ArticleExporting To Excel Without Guids
Hi All,My req is to export data to excel without hidden fields (guid) but oob I am getting the hidden fields as well.Can I get any suggestion for it?
View ArticleAuto respond to customer email when a lead is assigned
Hi All,in our current business workflow, we have automatically created leads from incoming emails to a shared team inbox. When the lead owner is changed to a salesperson, we would like to trigger an...
View ArticleClik here to view.
How can i change the Order Status Reason
I have changed the order status reason as Completed , but it was my fault. The order is still in operation and i would like to change it.Order is not fulfilled but now it seems fulfilled in CRM system....
View ArticleClik here to view.
Importing Opportunity products for opportunities that are closed as won or...
Hi!I am trying to import opportunity products for opportunities that are closed as Won or lost in CRM. The file attributes are as follows. This is a CSV file.OpportunityExisting...
View ArticleD365 Portal - Limit subjects based on Case Type
I am looking to limit the subjects available to a portal user based on the type of the case they created. Here is an example:Case Types: Incident, Question, Request Subjects (Available on Case...
View ArticleFetch duplicate records
I need to fetch records from Contact entity, having duplicated emailaddress. Then, I need to deactivate those records.
View ArticleCan enabling Record ownership across Business Units feature affect existing...
We still haven't tried this feature on any of our production environment. We just tried it on one test environment and deployment was fast.Is there anything to consider before enabling it on production...
View Article
