Can we display and download CRM reports on CRM portal?
display and download reports on crm portals
View ArticleWhen I click on the email address nothing happens. It should open a new Outlook email. Everything is already configured.What should I go to correct this mistake?
View ArticleSynchronize Data between two systems
Hello,we are using a ticket management system for our customers and we want to synchronize data between this system and out Microsoft Dynamics CRM 2016 on-premise environment, so that all of our...
View ArticleHow to add create option to subgrid in Profile page - Dynamics Portal
How can I add metadata to Page Template ? I see profile page in Portal uses a Page Template.I have added Accounts subgrid to profile web form in contact and it is visible in portal profile page. Now I...
View ArticleVoice of the Customer set language in email snippet
Hi,I know how to add language at the end of the Anonymous Link, is there a way to specify the survey language if we are sending a nonanonymous survey via workflow(email snippets)?Many Thanks in Advance.
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Do not have enough privileges to access Microsoft Dynamics 365 for Outlook
Whenever I start the configuration process with a particular user to connect their outlook to an instance of Dynamics 365, I am always presented with the same error message. The error message refers to...
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VOC not working
I cannot get the Voice of the Customer working for one of our clients. I am getting API failures from the Organization Insights Dashboard on it:Anyone seen this before? Dynamics version 8.2.2, VOC...
View ArticleDynamics 365 CRM Portal - How to work with related Entity permissions.
Hi all,I am having difficulty understanding permissions for related Entities within the Dynamics 365 Portal. We have a Sales portal spun up in a sandbox, and I have hit a bit of a roadblock when...
View ArticleDuplicate record
Hello ,I'am getting the following error when opening in entity.Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=7.0.0.0,...
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Capture Email Body for Case Description
Hi All,I'm trying to populate the Case Description from the inbound email body and cannot seem to find the correct field. Can anyone help please?
View ArticleAjax Call Error
When creating an incident, I'm trying to check the value of a field on the Account (customerid).I am using odata and jquery which are both pre-loaded on the form.I am getting an Ajax Call Error when...
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Security Role Issues
So I am trying to lock down some security roles in my org. I used the "Your User Security - Magnified" tool via XRM toolbox to figure out how a user is changing things he shouldn't have permission to...
View ArticleProblems with Field Mapping
I'm having some problems figuring out the field mappings. I have two entities setup like follows:ContactCompany Name (Account Lookup)Organisation (Account Lookup)AccountParent Account (Account...
View ArticleCRM 365 Mail merge Letter - suppress blank fields or replace
Helloi am creating a mail merge letter campaign , however how do i suppress the space/gap if there is no salutation/title and also if the first name is empty i would like to replace it with another...
View ArticleCRM Plugins - Ensure an Async Plugin runs only after the Sync Plugin finishes
Hi,We have a situation where we want our sync opportunity plugin to execute first before the async opportunity plugin runs based on business requirements.Right now, we wait sleep 5 seconds in async...
View ArticleDuplicate Orders being created - disable Create Order button?
We have an issue with our users being somewhat impatient when clicking "Create Order" on a Quote. As it can take over 10 seconds between the Create Order dialog window disappearing and the newly...
View Articlehow to pass input parameter as list in custom workflow
I am trying to pass multiple id in a list as the input parameter in custom workflow, how can we set the input parameter type, it looks like I can not define the list type for the inargument? public...
View ArticlePortal : Partner specific url for the End-Client to login
Hi,Is it possible to provide a partner specific portal url?For example, if we have 100 partners and each partner acquired 100 End-Clients for us.We want the End-Client / Customer to visit the partner...
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SSRS - Reporting debate
Hi guys.What are your recommendations for doing this form in the picture below:I was thinking about doing that using Visual Studio Reports + Fetch Expression. Note: The report is bigger than this. I...
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Customized Proposal Form not available to non-admins
Doing work on my security roles. We have customized the Quote form to suit our business needs. Found out today ALL my users have Administrator rights thanks to our former partner. Anyway, trying to set...
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