Send data (records) while exporting a solution
Hi All!While exporting a solution, is it possible to export the data (records) that we have created? We can export the data to excel and import it back to the new org, but I am looking for a solution...
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PSA- Add resources to the project task view
In Project Service Automation , we can add the project tasks in the work breakdown structure section. The system saves the project tasks in the project task entity and create records in the Bookable...
View ArticleHow to fetch address as I selected Customer Name.
As i had Contact entity and I have created a custom entity as MyShopping.In MyShopping I had one field as Contact Name , so as i select an contact name I just want to populate an Address related to an...
View ArticleHow to Add custom entity in Schedule bord(FS)
Hello, I am working in field service(MS CRM D365) in schedule board. Instead of resource search I want to add custom entity for search like asset search. Please revert
View ArticleMicrosoft Dynamics CRM Certificate Error
Hello guysWe am facing a new issue when using Single Domain Certificate for two URL's. Example : www.abc.com 123.abc.com We have observed a behavior of CRM application...
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CRM365 not working in IE
CRM365(on-premise) not working in IE showing Not authorized but working fine in chrome we are using version 11.0
View ArticleSet Lookup field using JS
hi all,while creating contact record, how can i set potentialcustomer lookup field. if any js code share me.thanks,
View ArticleFederation with IdentityServer3. Getting error: Invalid URI: The hostname...
Hi,I have federation a Dynamics 365 Online with an IdentityServer3 with the following configurations.On the Dynamics side:$dom = "xxx.org”$brandname = "xxx"$issuerUri = "https://xxx"$passiveLogonUri =...
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Microsoft Dynamics CRM Outlook Add In: Plugin Sync. Rules
Is it possible to customize the synchronization rulesWe want to change the directionDefine an Outlook folder for the contacts
View ArticleCalling console application from crm plugin
Hello,I am trying to call a simple console application from a crm 2011 plugin on post update.This is the code from my plugin: StreamReader output = null; StreamReader...
View ArticleGetting a security certificate from crm plugin
Hello,I am trying to retrieve from the local machine store a security certificate with a private key in order to connect to a web service and send some data.I have installed the certificate in the...
View ArticleRecording calls
Hi, when i try to call a contact directly from my crm mobile app, can we record this call in the CRM as an activity.thanks.Regards
View Articlesocial engagement
5can any one helpme regarding social media integration...How you can configure the social media listening in CRMi am using trail version dynamicsz 365
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Language pack not updating
Hi!I'm facing a problem when trying to update the Finnish language pack for Microsoft 2016 on-premises version. I have just successfully installed the language pack to both the CRM server and my own...
View ArticleHow to Convert NSF to PST?
I have been using Lotus Notes as business email client. The Lotus Notes have very tedious interface. Sometimes I confused while sending emails. So I need to move from Lotus Notes to Outlook PST. Is...
View ArticleNo actions available to convert phone call to opportunity
i am working on customizing the phone call form, i clone an existing one and just rearrange the fields in the screen. i am using it fin and use to be able to convert any call to case or opportunity...
View ArticleAssistance in understanding workflow to send email with PDF attachment
CRM2016I have successfully set up emailing on our crm server, now I'm trying to write an workflow to send pdf files out. I have been looking at numerous threads and always get stuck on this section....
View ArticleNew Client API in Dynamics CRM V9.0
Can we use Xrm.Utility.getGlobalContext().getQueryStringParameters() instead of Xrm.Page.context.getQueryStringParameters() in CRM v9.0?
View ArticleUnified Interface - Advanced Find/Filtering Data
Hi guysForgive me here but just starting to work with the new Unified Interface and I'm curious if I'm missing something here...I don't seem to be able to see Advanced Find or any Filtering options on...
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