Query and Insert Data in Dynamic CRM from a Microsoft Access Application...
What is the best approach to insert and query Dynamic CRM using VBA code. I have a Microsoft Access Database Application what would need to query records in Dynamic CRM and possibly insert data. Is it...
View Articlecan look up field search first 3 columns?
Hi, I have look up field, it looks like it only searches on the first column, is it possible to let it search on other columns as well? For example, I have "name", "phone number", "ID", even I put ID...
View ArticleLooking for suggestions if this is even possible
Hello!We run a property management and sales/leasing office and I've been thinking about trying to find a way to incorporate our external listings into the system. While I have customized the majority...
View ArticleReport Query Correction
Hi all, I am trying to fetch record based on the 3 date fields which falls in last week from now.Please provide me an SSRS expression or SQL Query for this requirement.
View Articleappointment leads to meeting request?
Hi, I am wondering if dynamics 365 sending meeting request once appointment created, assuming that outlook sync is fine.
View ArticleHide section based on Option set field
Hi there,I would like to hide a section on a form based on the value of an option set.I looked at a couple of posts that discussed this, but none of them seemed to work.Can anyone assist me please?
View ArticleHow to make fields required for some users and not other users
I am using CRM 2016 sp1 (on-prem) and I was wondering if there was a way to make fields required for some users and not other users. I have some custom lookup fields that I would like required for...
View ArticleField Level Security for section or tab in form
In my form, I have grouped some related fields into one section. I want to restrict the access to these fields for certain profiles. Is it possible to apply Field Level Security to section or tab, so...
View ArticleCustom reports won't run
We are running CRM 2016 with the latest updates.All of our out-of-box reports, such as the Account Overview or Sales History work just fine. But any custom report we create fails to run. They all throw...
View ArticleJavascript lookup related entity
Hi all, To start off, I have two custom entities and I've configured an HTML button calling a little bit of Javascript below<html><body><button onclick="ManualPayment()";>Create...
View ArticleCreate a Report for all accounts showing owner and sales team (access team)
Is there a way to create a report in the report wizard that shows all owners of the accounts, and who is on the sales team?Sales Team as in Access Team
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get error when calculating two float number field
I have a simple calculation logic in javascript to calculate two float number field, and I got this error as below, it looks like getvalue method didn't get the valueMy code is simple:function...
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Editable Grids
I have turned on the control for the editable grid on the Contact entity and am able to use the grouping function, but not edit. All of the fields are locked. I am able to edit fields in the grid in...
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Opportunity mass update: Change the "Stage" and "Status"
Hi All,I'm trying upload opportunities by wizard import. However, I'm not able to change Status of opportunity (for example I have some closed-won, and closed-Lost ones). I'm only able to make all of...
View ArticleFilter Search on Subgrid
I would like to filter my sub grid based on three attributes. I know there is an out of the box feature a sub-grid based on one lookup, but it doesn't give me the option I found a way to filter by more...
View ArticleOlderThanXHours and the current time
I created a QueryExpression with one of the Conditions set to ("dev_lastremarketingtime", ConditionOperator.OlderThanXHours, 1); The intent is the retrieve multiple records that are an hour after the...
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Update Status of Task Activity - An Error has occurred. Try this action. if...
All i am trying to do is Mark the Task as complete and this is the error popup i get.Any Help???
View ArticleEntitlements are not showing in Customer Service Portal
Hi Experts,I have configured Customer Service portal and added a new page called 'Entitlements' to list out all the entitlements for the customer. However the list is not showing any records. I try to...
View ArticleData Migration Tool not working
I am using data migration tool in SDK it working fine for create schema and export data option while using the import data option it ask for organization to import after choosing that organization it...
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