Automatic Record Creation for emails
Hi all, I am having an issue triggering automatic record creation rule when I am creating a receivedemail in a plugin and adding it to a queue.Entity email = new Entity("email"); email["from"] = from;...
View ArticleHow to check forms server side ?
hello everyone, I have a really simple question. I have successfully created my entity form, and add controls of value on fields with javascript, but now I want to add all controls on the server side...
View ArticleTrack E-mails after send it
Hi there,I have had CRM Dynamics installed in my laptop for more than one year but I have never tracked any e-mail. Now I need to track everything and I would like to track all the mails from the...
View ArticleSales Force : Contact to Multiple Accounts - Feature Availability in Dynamics...
Hello all,Excited to explore Dynamics 365, we are a great lover of Office 365. Wish to know whether a particular feature is available in Dynamics 365 online or Not.In Salesforce we are able to map a...
View ArticleEntity Display Name not coming through consistently in rest of UI
Changed the Display Name of several custom Entities from "Company Entity"/"Company Entities" to "COMPANY Entity"/"COMPANY Entities" (in other words, case change of some of the letters in the string)....
View ArticleFilter Entity List
Hi.I've used on premise adx portals previously and looking into the online version - I really don't see how you could ever sell this product to a customer given all of the apparent limitations of it....
View ArticleHow to open new tab in USD
Hi All,I have one HTML page with button showing in USD and on click of that button I would like to open https://www.google.com link in next USD tab. How we can achieve this?Your help really...
View ArticleHow to show/hide USD tab
Hi All,I would like to show/hide Tab in USD on specific condition. Anyone know how to achieve this.Your help really appreciated.ThanksAbhijeet
View ArticleCan we create folders in Microsoft Dynamics CRM online
Hi All, I got some dought in online dynamics 365. Can we create folders in Dynamics CRM 365 for storing email not in office 365 inbox. If we can do it please let me know how to write business rule for...
View ArticleMS Dynamic CRM Testing
I am new to this group, Not sure is this the right place to ask such question.I would like to understand the software testing process on MS Dynamic CRM.Can anyone refer a suitable link to understand...
View ArticleRoles testing in CRM
Hi,Presently in our project we are having many roles and QA team is finding it difficult to test entire application for each role.How should we test application to get maximum coverage for each role?...
View ArticleGet All Records from another entity based on Date field , and display them...
Hi everyone!What i want to do is get the records of entity Sites where users are assigned to a site for each date, i have fields Date - Site - Resource . When i create a service activity , i want when...
View ArticleKnowledge base articles
Hello,I've created knowledge base articles and using it through the case's activity paneFew questions:1. When i pop to article it pop in the middle of the screen as half of the screen. can it be set to...
View ArticleCRM for Phone and Tablet
Dear All,I have a simple question.To use the CRM App for phone and tablet, Do I must configure CRM to use the standard 443 port?Is it possible to use a custom port?Thank you
View ArticleRollup Field to Sum field value from Same Entity
Hello,I have entity x related to account. X has field A which is decimal field.I wonder if it is possible to create a rollup field that sum the values of A field on all X records that share the same...
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Adding fields together
Hello :)I think I am missing something very obvious here but some help would be welcome!I have the following;Field A (with a decimal value) Field B (with a decimal value) Field C (with a decimal value)...
View ArticleAssign owner to an account
Hi everyone,I am trying to reassign a list of accounts to a new owner using microsoft.xrm.sdk and microsoft.crm.sdk. I would like some advice, I am a newbie with CRM, Thanks.
View ArticleConvert CRM 2011 FetchXML to to XML file?
Hello All, I have a fetchxml like below<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false"><entity name="account"><attribute name="name"...
View ArticleUser have a Dynamics 365-license, but can only see "splash screen"/banner
We are using office 365 with dynamics 365One of our user have just been given a dynamics 365 license (1-2hours ago). But when he clicks the Dynamics 365-tile he can only see that fancy banner for...
View ArticleMicrosoft Dynamics 365 - Data Export Service -Not working
Hi,We are trying to download the Data export service from the site, getting error. Please...
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