Properties present in metadata but failing while retrieving record using such...
Hi,I am working on MS Dynamics CRM integration and getting ref from WEB APIs v8.2/9.0. To fulfill my integration scenarios I am using below REST APIs:To retrieve all supported object - GET...
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How to retrieve multiple entity field values with multiple condition?
Hi,I am facing some difficulties to fetch multiple entities with multiple condition. I tried following method,Before that let me explain my concept and why i am seeking advice?I am fetching field...
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Recipient of the email is added to "TO" field each time we click on Reply All
Recipient of the email is added to "TO" field each time we click on Reply All to an email thread.So if I click on Reply All once the recipients email address is mentioned in TO field onceWhen we click...
View ArticleCustom Workflow to read Multiple Lines of text field
CRM 2016I have a custom entity that i import various XML file data into. I need to write a workflow to deal with he data, however I need to read the xml data to determine if certain keywords are...
View ArticleHow to install Microsoft Dynamics 365 Portals (from Source Code) ?
Hello guys!I'm using Microsoft Dynamics 365 (Version 1612 On-premise). Now I want to install portal for Customers. I want to use Microsoft portals and I've downloaded source code from here...
View ArticleReport Viewer Configuration Error (CRM2016)
Hello,we have a 2 server setup for our CRM system (on premise with IFD) with one application server and one SQL server.On the SQL server isntance we have the reporting services installed and the CRM...
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Show only related records in "lookup" of subgrid
Hi all,Here's what I'm trying to do:I have three custom entities, let's call them: "A", "B" and "C".Entity "A", has a relationship 1- N to Entity "B". Hence, I have a subgrid in one form of Entity "A"...
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Workflow: Pulling Data from Related Record
In my Invoice entity I have two specific fields, one referring to an Order (Sales Order entity) and the other referring to a Customer (Account entity).I have created an on-demand workflow that is...
View ArticleWeb-to-Lead Capture in CRM 365? What Out of Box new options are available?
I noticed in Salesforce we can embed a simple code to any external web page/form and when the form is submitted, a corresponding record (lead, case) is created in Salesforce. Is it possible to achieve...
View ArticleGetting case status text using c#
Hi I am trying to get case status text like resolved or active by using below code, but getting error. Thanksstring status = ent.FormattedValues["statecode"].ToString();
View ArticleMetadata contains a reference that cannot be resolved: Organization SVC
Hi ,I am try to Connect CRM Organisation Service to Create Some Record in Entity by using WebApi .I am getting Exception on Following lines of Code during runtime :exception {"Metadata contains a...
View ArticleKPI Instance not getting generated
Hi,I have configured the SLA for a new task type in Task SLA. But the SLA is not generating for that particular task type. For all other cases it is working fine without any issues. Please help
View Articlerename data export profile to azure
I have a data export profile that sends data from Dynamics 365 to azure. However, I created this as a test with a few very large tables. I would now like to add more tables to this export but would...
View ArticleCalculateRollupFieldRequest and Create message on Child record
Hi guys,I have the following situation:An opportunity can have multiple child records (lets call it Opportunity Child). On my Opp record I have a rollup field (new_rollup) that SUMs all the Opp...
View ArticleOpen View Editor
Hi, i want to to open view editor and entity customization on a button event using javascript but every time i got dynamically generated id. I want to make this generic for all entity.can any one...
View Article"Read" share added to email that was converted to case via Automatic Record...
Using Dynamics 365 SP2.2 (8.2.2) On Premises and Server Side Synchronisation to Exchange On Premises.We have a Automatic Record Creation rule for emails received by our "Support" email address.The rule...
View ArticleEasier Way to Manage Plugin Step and Image Configuration
Good day,I have previously been using the SDK Plugin Registration Tool in order to register new plugin steps and images.Now, me as the developer doing this isn't too bad. If I accidentally misconfigure...
View ArticleCan the Editable Grid View be set as the option and Read Only View remain the...
Hello,We have recently enable the Editable Grid Views for our organization. We would like to set this feature as the option rather than the default view when opening a List. Is this possible?Thanks,Ed...
View ArticleClarification on Business Rule Scope of "All Forms"
My analyst brain is struggling to understand what "All Forms" scope on a Business Rule really means. Is it:The fields referenced in the business rule must exist on *all* forms (including Quick...
View ArticleMapping option set values to other values in the same option set
Hello,I have already asked this question in the forum and people have suggested various answers but I could not get the desired results.I have an Option set named Activity Stage in Dynamics CRM 365.It...
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