Prevent Plugin running on multiple D365 application based on user role
Hi,We have two application being used by business user in D365 1. Service Hub 2. Customer Service Workspace where the business logic is to restrict plugin firing registered on case entity from two...
View ArticleHow to set option set’ value in D365Portal
Hello, I am trying to get value from a custom option set and set in another field (“title”) from Case table. I am using Customer self service portal. How can I achieve this? Any lead is appreciated.
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Can't visible custom button in Field Service Mobile App
Hi community,I have created a new custom button in . I can show this button on web but when I login into Field Service Mobile App that button is not visible. Is anyone help?
View ArticleD365 CE - unlicensed users showing up in my D65 environment.
Hi all,I have an inquiry regarding my Dynamics 365 Customer Engagement (D365 CE) environment. I've noticed that unlicensed users occasionally appear within the system. Could you please advise me on how...
View ArticleUser authentification image url
Hi all, Trying my luck here as Dataverse is so linked to Dynamics. I have a PowerApps canvas application connected to Dataverse. In my table there is an image column. I have created the dynamic url in...
View ArticleFetch XML Linked entity
I have the following fetch XMl<fetch top="50" distinct="true"><entity name="account"><attribute name="new_companyname" /><attribute name="accountid" /><attribute name="name"...
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Tracking emails from Outlook
When Tracking an email from Outlook to Dynamics, can I add a field on the Track to Dynamics 365 pane (Exhibit 1) to identify the type of activity in the email? Because of limited licenses, my D365...
View ArticleHI, Community is it required to right a power automate flow for send a mail.
Hello, Community, I have made a plugin to send a mail on the creation of a contact. Do I need to create a power automation flow to send mail from Outlook? I would appreciate it if you could let me know...
View Articlehow to display the related > activities inside my form instead of the timeline
Hi,My users are disliking the timeline a lot.we may have a lot of communications inside our accounts and contact that the timeline not easy to use for them.what they want is the view like when we go in...
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Fetch XML Retrieval Issue
Currently we are retrieved link entity data through Fetch XML How i can replace businessunit1.name as single variable without any dot
View ArticleExtending License of MS CRM Dynamics 365 on premise version 9
HI,We are currently evaluating version 9 of CRM on premise but unfortunately the trial license is near to end. Is there a way that we can extend it?Appreciate your answers.Regards,AJ
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Create Common Entitlement for Case & work order
Hello Experts,We are working on a business requirement where we need to use a common Entitlement for Case & Work Orders. We want to utilize the Entitlement total terms hours against Case & Work...
View ArticleRender a Barcode in a CRM Report
Looking for someone with experience / knowledge on rendering a barcode in a CRM / SSRS report. We were hoping this was going to be relatively straightforward but a solution is proving elusive and we...
View ArticleCan I get the URL of a task after creating it via the OData API?
If I create a new task via the API and get an id back in the format: '5c05aba9-37eb-ed11-a7c6-002248082f93' etc. can I use that to build a URL to the task in any way? (Without knowing the app...
View ArticleHow to retrieve and use the resource signature image for Work Order to SSRS...
Hello Guys,I have been working on SSRS report for work order. There I got an issue in retrieving the Resource Signature. I have linked the bookable resource booking entity to work order in fetch Xml. I...
View ArticleHow to show hide table based on field value in word template
I have a word template which has some placeholders. That word template also contains table, I want to show/hide the table based on the value of the placeholder we get.
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Migrating a management system to a new environment, and I need to reconnect...
I am migrating a management system to a new environment, and I also need to migrate the data. Majority of the tables have SharePoint document integration set up, so I also need to move these files and...
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Email Templates do not appear to display correctly, truncating content
There is a slight truncation of email templates when I select them, where the left of the popup is not appearing. I have tried the following:Checking screen resolutionClearing browser cacheTrying a...
View ArticleUploading updates to contacts
Does anyone have any recent guidance on the "Upsert" question? -- I'm trying to bulk update a few fields in existing records in Dynamics any avoid creating duplicates.
View ArticleEase of use of Dynamics marketing module
I have lots of experience in Hubspot. I have been trying to create even a semblance of what I had done in Hubspot for other clients with a client that uses Dynamics Marketing. Does anyone else find...
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