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Don't fundamentally understand issue with business process flow
I have a working business process flow which has an APPROVAL and COMPLETE Stage. I needed to put a condition between so that if the status of the record is not APPROVED, then the user cannot go to...
View Articlechange option set field value based on security access
Hi, I have requirement that the option set value changes based on user security access, so that different user can see different value, how can I achieve that?
View ArticlePopulate Team Owner
OK - I have (I think) got my head around Business Units and setting security accordingly.I now need to display the owning team of a record in the Default view. I have tried showing both Business Unit...
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dynamics Workflow activity call SharePoint to create folder into document...
Hello,I'm trying to call a custom workflow activity in which I call some function from Microsoft.SharePoint.Client I succeed to package all external dll download from nuget to a single dll in order to...
View Articleresco mobile crm -creating sub grid
I am trying to add related sub-grid for an entity in resco mobile crm .I am able to create unrelated list (sub-grid with no relation)for the entity ,but not able to create related list(1:n) for the...
View Articlerandom volume file updating/creation
Hello allI have about 5 users on my current Dynamics CRM. Every once in a while we get a massive file 'freak out' where a ton of our files are assigned tasks or duplicated or edited. But it only...
View Articlehow to customize existing case number generating rules
Hi, is there any way we can customize the existing case number generating rules, or I have to create plugin, I prefer to generate through JS.
View ArticleCRM 2011 Update Rollup 14 from Rollup 8
Good day!What are the steps to be performed in the CRM 2011 update from Rollup 8 to Rollup 14?Would there any anticipated problem/issues in the CRM rollup 14?This is in preparation for the upgrade of...
View ArticleActive two Proposals simultaneously
Good morning everyone,I have an Opportunity with two Proposals, can I natively activate both Proposals simultaneously or do I need to go into each of the Proposals and activate one by one manually?Tank...
View ArticleError CRM 2013 On Premise "Loop"
Hi,When generating the offer presents a "loop" and does not let me mark it as closed, therefore I can not win the opportunity and generate the new contract. Contents of Microsoft Dynamics CRM Error...
View ArticleLock a field after saving a record
Hi, I am wondering if we can disable a field after save. For example, when user creates a new record, it is editable, but after save, it not editable.
View ArticleIdentifying fields in a managed solution
HiI want to delete a managed solution but before I do, I need to check if there are any fields still being used so I can recreate them etc.. How can I check what fields are in a managed solution?A...
View Articlecase form customer lookup
Hi, the customer lookup field in the case form always show up the both account and contact data, can we just let it display account data only?
View ArticleRound up decimal type fields
Hi there,I have a Decimal Number field that is Calculated. I would like it to round up to a whole number. Is there a Round function or something else that would make it happen?Thank You!Leibish Ringel
View ArticlePost Configuration Deactivation Error
Hi,I am getting the following message from the webpage when I try to deactivate all the Post Configurations:"You will need to publish the related entities for form wall changes to take effect". We...
View ArticleWord mail merge templates for bulk email to contacts?
OK, so, new to D365 CRM/CRM Online. Get that out of the way first.So, I want to be able to use Word-based merge templates to be able to send out bulk emails. I've created an initial merge template as...
View ArticleAuditing Access team information
Hello,I am using the Access team feature in my project. Unfortunately, customer came with a new requirement where we need to track when a user is either added or deleted from a given access team. I've...
View Articleclose and refresh the parent form on click of save in child entity
hi,i have two entities like college(parent) and student(child). in student form, college lookup is mandatory. so when student form is opened from college, after entering the values into student on...
View ArticleUpgrade Portals from V5 to V7 (CRM2011 to CRM365)
I'm starting an upgrade in an on-premise deployment with the following source versions:-CRM 2011 UR18-ADX Studio Portals 5.0.18.0The destination on-premise deployment will be:-CRM 365-ADX Studio 7...
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