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Move Documents from CRM Notes attchments to Custom Sharepoint folder

Need help on migrating documents from CRM 2013 Notes to Custom Sharepoint folder

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Dynamics &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,...

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Sharepoint 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...

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Dynamics 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...

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CRM 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...

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Unable 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...

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Run 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...

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Change 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...

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Publishing 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...

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Account 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.

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Unable 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...

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EXPORT CLIENTS LIST

HOW CAN I EXPORT CLIENTS LIST WITH ADDRESS, EMAIL, INCLUDED?THANK YOU!

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Customer 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...

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Gamification - 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'...

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Global 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...

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Exclusive 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...

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Webinar: 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...

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Create 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...

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Kanban 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...

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Kanban board in MS CRM

Hi I want Kanban/progress board in MS CRM. Please help me out.ThanksAashima

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