Unable to merge contacts that have closed cases
We have recently upgraded to CRM 2016 on prem from 2011.In 2011 we used to do a manual check for duplicate contacts and then do a Merge (cleanup) where one contacts case got assigned to another...
View ArticleHow to set Custom Activity "senton" DateTime field in CRM 2013
Hi,I would like to understand the use of senton datetime field on custom activity entity. can we set the field explicitly or it will be set on some external action?Regards,Abdul Raziq
View ArticleUsers Access Denied When create an Order or revise a Proposal
Hi Experts,My users are facing with Access Denied Error when they create an order/proposal even they have Organization access level.I have checked their BU, Team, ... but don't know why. They have used...
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How to perform multiple CRUD operations using executeMultiple Web API Request...
IntroductionIn this blog, we will learn how to perform multiple CRUD operations in a single Web API request using executeMultiple function. Currently, if we perform the CRUD operation on Dynamics 365...
View ArticleRelationship Assistant settings
In the Unified Interface, do users no longer have access to Relationship Assistant settings? In the legacy app they could change what cards they saw alerts for, etc., but I'm no longer seeing this.
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How to replace Single Quote from attribute in Microsoft Flow
IntroductionIn one of our blogs we have seen how to update existing records in CDS (Common Data Service) using Microsoft flow in Dynamics 365 CRM.But recently we came across a scenario where we wanted...
View ArticleUnable to merge contacts that have closed cases
We have recently upgraded to CRM 2016 on prem from 2011.In 2011 we used to do a manual check for duplicate contacts and then do a Merge (cleanup) where one contacts case got assigned to another...
View ArticleConcatenated field not updating after New record Create
I am having an issue with a field not populating The field that is not populating with data after the record is created is concatenated. The to fields that are being concatenated are First name and...
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Power Platform: How to use Text classification model of AI Builder
Introduction/SummaryEmails, Web pages, social media, chat, survey responses, etc. are some of the channels through which customers communicate with a company or organization. The data or text messages...
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Creating a view for SDR
Hi all,I am having difficulty creating a view of account for an SDR.What I am having difficulty with is; I want to have a view where I can filter it so it contains only accounts with no activities...
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Explore our Microsoft Preferred Solution (s) for Dynamics 365 CRM on AppSource!
Thank You so very much – Well, that’s how we would like to start with, for all the amazing feedback on our Dynamics 365 CRM / PowerApps apps and coming up with real complicated requirements for us each...
View ArticleDoughnut chart for appointments not visible in Dashboard component list
Has anyone run into this issue before?Entity: AppointmentsArea: Charts and DashboardsIssue: I created a doughnut chart for sum of duration by week and when I went to add that chart to the dashboard it...
View ArticleSuddenly getting a "not supported" error when trying to add Phone...
Until recently, I have been using Dynamics Sales to track calls to leads, by manually adding a call on the ‘wall’ for the lead or opportunity. This week, the feature seems to have stopped working. I...
View ArticleLinking activity from lead to account
Hi,I am just wondering is it possible to link any activities completed on a lead to the account. Our team are currently working on leads and logging activities here, but under the account it is saying...
View ArticleProducts change regularly, what's the easiest way to do this and keep all...
The product our company sells changes price and some other properties every 2 weeks. We also need to keep the old records of these products and have any previously generated quotes still refer to the...
View ArticleFiltered lookup not working on Unified interface Editable Grid
Hi There, I am facing an issue in D365 Unified interface. We noticed the filtered lookup is not working on the Unified interface Editable Grid. Columns for the filtering are present in the view.it...
View ArticleSpecifying a pin location on map
Hi,I am working on a case management system that needs an enhanced map functionality. I am having trouble finding solution for the following 2 requirements1) They should be able to use a map to...
View ArticleSales Hub and CRM Hub
Hi, We are using Dynamics 365 9.1.0.7019 and just got our new instance. We'd like to add Sales Hub but can't find it in Dynamics 365 admin center and found "CRM Hub" is available. Has Sales Hub been...
View ArticleMicrosoft Portal Themes
Hi,I am relatively new to Microsoft portal.I wanted to change the colour scheme of the default portal, I have read...
View ArticlePortal : Different Navigation for Different Role
Hi All,I know in Portal web role, there is only 3 type of role, which is Anonymous, Authenticated, and Administrator.I cannot use those role, since the requirement, is I want to have the role is...
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