Set regarding activity from another field
Hi,I've tried to customize the "regarding" lookup view by filtering the list, but this causes issues with the outlook addin. Simple workaround would be to create a new field called account lookup, and...
View ArticleSharePoint site not listed during Server-Based SharePoint Integration setup
I am attempting to enable Server-Based Sharpoint Integration however when I get to the 'Prepare Sites' step my Default Site is not listed where it says "The following sites will be used for...
View ArticleEditable grids - read only fields are NOT read only
I have upgraded our sandbox to Dynamics 365 and have enabled editable grids for my Opportunity entity. I was expecting field security to persist in the editable grid, but I AM able to edit fields that...
View ArticleSub Grid - Get Add New to create record or hide Lookup
Hi Everyone,I wanted to have effectively a table with related records to parent and for the child records to only ever be visible to the parent.I created an entity. Added a sub grid.Trouble is.. Add...
View ArticleCreate new entity record using JavaScript on the portal
Hello all!Sometimes i need to create custom button that should create new entity record (comment for example). But now i can create entities only using standard portal EntityForms. Is it possible to...
View ArticleError while trying to render Entity Form on Web Template
Hello all!I'm trying to set entity form on the custom page using Web Template. But in the result i have an error like thisAn unknown error has occurred. Error detection...
View ArticleCan we uninstall the CRM December 2016 update for Dynamics 365
We recently upgraded from the 2016 version of Dynamics CRM to the 365 version (on premise). This seems to have caused a number of issues and we are wondering if we can uninstall the update and rollback...
View ArticleHow to make file path or UNC Path clickable & display in field - CRM 2016 or...
Hello,My problem is raises when I want to take input of text field which are like -> FILE Path or UNC pathAND display clickable path (local files in organization where employees can open file...
View ArticleCRM 2015 On-Prem Outlook Sitemap Icons for a Custom tag
Hi,I am trying to customize the Sitemap on CRM 2015 On Premise. The png icons with transparent background look good in the Web UI but not in Outlook client. Also, the png icons do not appear on the...
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Configuration for Microsoft Dynamics 365 Outlook Client Diagnostics:
Is there any way to configure these options for multiple users? Client does not want more than 100+ users to do this manually. Can we configure these options during silent installation? See attached...
View ArticleProject Service WBS - Security Role Settings
Does anyone know what security role settings are needed to enable a Project Resource the ability to see and edit the WBS?(currently I am tediously removing settings from the Project Manager Role to map...
View ArticleVoice of Customer - Device Determination
Hi,I have a client who would like to capture the Device Type as part of a Voice of Customer Survey Response submitted by a Survey Respondent. Is there a way to achieve this?
View ArticleCRM 2016, ADFS 3.0 , IFD Internal URl not working from CRM Server
We have two servers1 for ADFS1 for CRMThe IFD config part is done and our external url https://orgname.mydomain.com works perfectlyThe internal url https://crm2016.mydomain.com does not work. If you...
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Sending mail through workflow in CRM
Hello,I am trying to send mail through workflow and have created the template for the same. I have also tried for the router configuration. But when i am trying to run the workflow, mail is not sent...
View ArticleOutlook client tracking
I have Configured my outlook client to track all emails from Accounts , contacts and leads . When I receive an email from let's say a contact who is in Crm the email does not automatically track...
View ArticleI need to associate a Campaign with a Marketing List through code
Hi I I need to associate a Campaign with a Marketing List in Plugin. Any help would be appreciated.thanks
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Why No Plug-in Profile created by custom workflow in Dynamics 365?
Created a custom workflow activity in Visual Studio, and registered successfully. I created workflow to use that custom activity and try to debug for it.Workflow Profile is created successfully with...
View Articlecreate CSV file using workflow
Hi,I have custom entity which contain subgrid to another entity. this subgrid will contains something like campaign member entity.I want to export this subgrid into CSV files using workflow.is there...
View ArticleGetting the issue but why.
Hello All,I have come across the below issue in MSCRM.The key specified to compute a hash value is expired.what i have done.i have uninstall the plugin profiler using 2011 plugin registration tool....
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CRM 2011 ShowModalDialog in IE - Ribbon button not clickable
Hello Everyone,In one requirement in CRM 2011, we are supposed to prevent the user from selecting any of the existing records in Lookup field. Hence, I have tied a custom javascript to 'onclick' event...
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