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Dynamic Send Email fields replaced with first value on Save and Close
Hi Community,I encountered an odd issue with a client today that I thought I would share with the community in case anyone else ran across this as well. He has not had the issue in the many times he...
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Edit CRM Word Template
Hi,I want to merge CRM templates but rn:Microsoft-crm/document-template is missing in the XML Mapping pane. See below for the recreation steps and expected outcome1. In Word > Click on the Developer...
View ArticleDumps for MB2-718 Exam - Microsoft dynamics 365 for customer services
Hi,Anyone can share dumps for MB2-718 exam.Thanks,Nipun Sarswat
View ArticleAudit history show which process updated an entity
Hi,Is there any way to determine which process made the update to an entity when viewing the audit log? The Changed By field is typically a user that executed or triggered the process, but you can't...
View ArticleMigrate an Excel file from SharePoint online to Dynamics 365
I am working with SharePoint on line, O365 and Dynamics 365 for Sales.In SharePoint, in specific folder every day I insert a file with a specific name e.g. Test.csv with 200 lines.I want to import in...
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How to access calculated\timer field ?
Hi All,If you notice in any version on the BPF the timer will be calculated on each stage and overall BPF time. Below is the example of opportunity ? Do you know which field captures this ? Is this...
View ArticleDynamics CRM Calendar Sharing and Management
Hello,My company is currently migrating to Microsoft Dynamics CRM. The current software we are using has built in calendars (separate from outlook) and the managers and admins are able to view...
View ArticleDynamics CRM Parent/Child Relationship
Can somebody please explain to me how to parent child relationship works? How is it associated in the DB if I want to integrate to other systems. is there a way in a view to nest many children under...
View ArticleCreate advanced find to display prompt and response values from a dialog
Hello,First question: Are dialogs REALLY being deprecated? Why are the still in Dynamics 365 online? Second question: Is there a way to create and advanced find to only Display only the Prompt and...
View ArticleQualify button
Hi. I'm new to CRM and am practicing workflows. I was wondering how to get the quality button to show on my view when a record is selected. I want to mark the record in my custom entity to Inactive...
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USD - Confused on how should I reference a Custom Hosted Control from the...
Hi I'm confused. I can't make my Custom Hosted Control to work. :(1. Solution - Custom Hosted Control2. Customization File3. Hosted Control
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Calling wrong web-Resources
Recently i faced an issues where my js function calling wrong web resources.Well i have(wbr1,wbr2) two web resources with the same function name(call_wbr()) i have registered the function only for wbr1...
View ArticleHow to set different status reason transitions for different forms in case?
Hai everyone,I have different case types / Forms in case entity, I want to set separate status reason transitions for each form/case type. Please suggest me the way to finish my task.Thank you.
View ArticleRecord level security
Hi experts,I have a user, whose records should be visible to everyone except few records(private records).These private records should be only visible to a group of users...How do we achieve this in...
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Change Tooltip text on Businness Process Flow Stage Header
Hello,I have a requirement to change the tooltip from the business process flow stages.I know that we can change the tooltips of the fields using javascript, however i cannot find information to how to...
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Dynamics 365 App for Outlook: No Option for Downloading the App
I have finally successfully run the Enable and Test Mailbox all the way. NOw, I cannot see the Option to download the Dynamics 365 App for Outlook. I have approached through Settings>Apps for...
View ArticleRenaming 'Topic' field
Hi,Not sure of this can be done or if it is not a good idea.The Sales folks want to rename the field 'Topic' (think it is a 'Field' rather a 'Key' or...) which appears in 'Lead' and/or 'Opportunity'....
View ArticleRefresh subgrid/entity list with JavaScript
Hey guys,Maybe I missed it in the documentation, but I'm looking to find out if there's a way to trigger an entity list (or subgrid on an entity form) to reload in Portals, similar to how we can within...
View Articlefree Telephone Integration
Hi everyoneplease share free Telephone Integration solution for mscrm2013.Thanks
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