Move Documents from CRM Notes attchments to Custom Sharepoint folder
Need help on migrating documents from CRM 2013 Notes to Custom Sharepoint folder
View ArticleDynamics &SharePoint integration issue
Dear all,After integrating SharePoint to our Dynamics, only I (system customizer not an administrator) can access view SharePoint docs from Dynamics.My teams can't access SharePoint from Dynamics,...
View ArticleSharepoint integration multi select upload
Hellois it possible to configurate the sharepoint upload button of a sharepoint document subgrid in a way, that i can upload more then one file at once?Up untill now, I can only select one file, even...
View ArticleDynamics 365 Sharepoint integration. What about permissions?
I have integrated Sharepoint with Dynamics 365 and need to restrict users access to documents related to entity they don't have access to (restricted by D365 security roles). Today they have access to...
View ArticleCRM 2016 Word Template with values of current user and if condition
Hi there,can anyone answer this two questions:1) Is it possible the get all the values of the current system_user which is using the Word Template feature? For example to insert values like name and...
View ArticleUnable to connect with dynamics 365 using C# Web API
Hello Experts,I am trying to connect with dynamics 365 using C# web api but I am not able to connect getting error always. I am sharing the code snipped. Kindly have a look.While using this code...
View ArticleRun Multiple Bulk Record Deletion Jobs in the same time
Dear Community,I tried to launch 2 or more Bulk Record Deletion jobs in the same time, but I saw that only one is started and the others still in waiting status.The jobs tried to delete records from...
View ArticleChange the name of a created view
New to Dynamics and I filtered accounts based on a sales manager, then saved that created view with an incorrect name. I can't seem to change the name of the created view or delete it (delete warns...
View ArticlePublishing Power Apps Portal
Hello community,I have not seen any information regarding this subject. Is there any way how we can publish Power Apps Portal on a AppSource?It is possible to publish dataverse solution to the...
View ArticleAccount with city showing on bing map
Hello,For example I will visit on one city next week and I want to see on dashboard on that city accounts. how can I do that?NOTE: I enabled bing map on account and I can see location on account details.
View ArticleUnable to connect with dynamics 365 using C# Web API
Hello Experts,I am trying to connect with dynamics 365 using C# web api but I am not able to connect getting error always. I am sharing the code snipped. Kindly have a look.While using this code...
View ArticleEXPORT CLIENTS LIST
HOW CAN I EXPORT CLIENTS LIST WITH ADDRESS, EMAIL, INCLUDED?THANK YOU!
View ArticleCustomer Service Historical Analytics Report in Dynamics 365 Customer Service...
Introduction:In the previous blog, we already explored the “Customer Service Historical Analytics” report and the different dashboards available.Recently, I was going through this doc where different...
View ArticleGamification - Can't add players or set up a game
Just installed gamification into our dynamics 365 production but I can't seem to add players or set up a game! I've been on all the blogs but I don't seem to have the same steps. If I go to my 'games'...
View ArticleGlobal Search, change the lookup layout
HiI would like to change or add some more fields in the Global Search lookup result. Is this possible? Now it only, for an account, contains account name and account number. I would like to add a third...
View ArticleExclusive sneak peek at the new Virtual PCF Component
Introduction:If you build PCF components then you must be aware that to create a standard control we render it on the container, which is provided in the PowerApps Component Framework.Microsoft has...
View ArticleWebinar: Introducing the new Gamification Solution in Dynamics 365 CRM –...
According to a recent survey, around 70% of Global 2000 companies have adopted gamification elements in their workplaces to improve the productivity of their employees. Gamification has become an...
View ArticleCreate a Flow: Track Appointments in Dynamics 365 (Calendly; Outlook)
Hello, I am new to Power Automate and Dynamics 365. I am trying to create a flow that will add an appointment to an Account record in Dynamics 365. I only want to add appointments created via...
View ArticleKanban control on Queue entity
Hi,I have been looking up online to see whether the Kanban control can be added to the Queue entity. However, most of the documentation says it is for Opportunity, Case and Activity only. Has anyone...
View ArticleKanban board in MS CRM
Hi I want Kanban/progress board in MS CRM. Please help me out.ThanksAashima
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