Product Families
Per MSFT - When you revise a product and change the properties, Dynamics 365 Sales internally creates a new version of the product and copies the product details from the existing product to the newer...
View ArticleManaged and unmanaged Solutions
Hello all,I recently came across the so-called solutions in CRM Dynamics, more specifically unmanaged as well as managed solutions. However, I am not quite sure when I should use which one. When using...
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Dynamics 365 Add-In failing to load
I've a dozen staff in the company using Dynamics 365 - 1 member of staff in the last few days has found their CRM add-in no longer loading properly.After a few attempts to load, it generates a yellow...
View ArticleHello community, I have a question regarding the plugin that would create a...
When a file is added to a file column, implement a plugin that creates a Note record for that file. The Note record should be associated with the record containing the file column.how we can get the...
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How to set a default for a date in a workflow NOT JAVASCRIPT
When using dynamic values to populate fields in the Update record Action on a CRM workflow you get this:There are fields show for setting a default.However, those fields are always inactive. not...
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Dynamics 365 CRM V9 installation - SSRS Instance is blank
Hi everyone,I am having connection issues when i try to install D365 CRM V9 with later versions of SQL server. It installs perfectly with SQL server 2016. My SSRS instance is blank. I have verified...
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Use the same Connection Role with the Target Record and the Source Record
The Microsoft documentation claims that you can "Apply the same role to the source record and to the target record. A “friend”, a “team member”, or a “colleague” are examples of roles that could be...
View ArticleProduct under revision
Hi experts,I need to update several hundred products and was wondering if products are still orderable and can be invoiced when they're in an under revision status.Thanks!
View ArticleFollow up with Opportunity/After Meeting Process
What is the SYSTEM process that's called "Follow up with Opportunity" and "After Meeting" do?
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Error code 80040217 during import solution Plugin to Production
Hi All,I have receive the following error during I'm try import my solution plugin manage to production environment : in this with my import I have New plugin assembly & new plugin that I want put...
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Export To PDF Button not visible in Ribbon Workbench in crm 365 online
Hi All,WE enabled Export to PDF Button functionality in crm 365 online but this button need to be visible on condition basis.But I am not able to find thhis button in Ribbon Workbench to customize...
View ArticleUpdate a field value A by counting b and even field value b is deleted count...
Hi, I have field line item number and sequence number .in entity order line First order line created will have i=10 Each new order line will have i+10.like 10+10 =20 20+10=30 Now if an order line is...
View Articlecreate contact from MS Chat (omnichannel not teams)
Hi, We are just exploring the use of MS chat in Omnichannel.It appears that when engaging with a chat customer there is no way to efficiently use the chat to create a contact.currently is appears that...
View ArticleHello Community, I would like to see an advanced queue on the dashboard to...
Hello community, I would like to add the advance queue to the customer agent dashboard representative view. What is the best method for adding the advance queue to the dashboard?
View ArticleUpdate Case Origin When Activity is Converted
We are on D365 v9.1 on-prem. I wanted to know if there is a way to populate the origin of a case (incident) when an appointment, task or a custom activity gets converted without the need of a workflow...
View ArticleHi, Community. I would like to add the ability to unassign conversations to...
Please let me know if you have a solution for adding the unassign conversation view to the dashboard.
View ArticleUploading a list of contacts from an event without creating dupes
This shouldn't be this difficult, but no one can seem to give me a straightforward process.I have a list of contacts from an event.Some of these are already in Dynamics, some are not.I want to import...
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Campaign Activity Distribution button doesn't work
Hi, I used to work fine with Campaign Activity, click the distribution button, it sends out emails. Recently, the below button didn't work, what permission should I check?
View ArticleJavascript track when field loses focus
We have a business need to check if users are filling out time entry details in current time or if they are going back and updating after the time entry should be closed. On our time entry entity we...
View ArticleSSRS report should run for multiple selected records
Hi,I have created a report, which shows the current record details and I am fetching audit details showing in the grid.It works fine for a single record I select and run the report.But if i select...
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