print of custom entity form or i can send it to as an attachment via mail
Hello All,I need to take a print of custom entity form or i can send it to as an attachment via mail in 2011 version.For email attachment,should i have to create report or not? Can anyone please...
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Execute Action with “EntityCollection” Parameter using Web API in Dynamics 365
IntroductionRecently, we had a requirement where we wanted to Execute Custom Action in Dynamics CRM by passing “EntityCollection” type parameter using Web API. We have discussed how to execute the...
View ArticleMake sure the fields has the data before openning the close opportunity form...
Dear all;i have field on opportunity form ,so when i click the button lost opportunity on that i want to check that this field has data in it if not then close opportunity form should not come up ....
View ArticleSending data from MS Dynamics CRM to external Database
I'm in some need of assistance. I have created a service to send information from our website to MS Dynamics CRM Online 2016. The data is populating the correct fields in the correct entity...no...
View ArticleLong date format in word templates
Is there a way to have the long date format in the word templates in Dynamics 2016/365 Online? it doesn't matter if it's in short on the forms but it needs to be long on the word template. Or do I...
View ArticleGet related entities programmatically by 1:N relationship name (CRM 4.0)
Hi All,I have entity A and B with thousand records. A has a 1:N relationship named "new_Bs". What is the correct method to get the related Bs for a given A using Crm.Discovery.* APIs? (Not Xrm)
View ArticleMS CRM 2013 (On-Premise) How do I configure security to hide employee...
We have a situation were employees have added in there personal emails into CRM. At this client, they like to track all emails. And in the coarse of doing so they have noticed that some of the emails...
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Is there anyway to get selected record id from relate section?
Hi allI need to get selected record on button's click. How can I get selected record id?Thank You
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Added View into an entity Form and is empty. Records in the View appear only...
Hi!I have added a view in Service Activity form but the records don't appear. They only appear after the record is Saved. I need the records of the view to appear on load of the form because i have a...
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Export, Email or Attach to Note – One click solution for Dynamics 365 Reports
Dynamics CRM users often work with reports for analysis purpose and a common operation implemented regarding reports is exporting them for sending them to customers or keeping it attached to record for...
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Events in Dynamics 365 Editable Grid
Introduction:Dynamics 356 was introduced with lots of useful new features and improvements over the previous versions. Editable grid is one of the most requested feature by Dynamics CRM users. Editable...
View ArticleMS CRM 2013 (On-Premise) How do I configure security to hide employee...
We have a situation were employees have added in there personal emails into CRM. At this client, they like to track all emails. And in the coarse of doing so they have noticed that some of the emails...
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...
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Added View into an entity Form and is empty. Records in the View appear only...
Hi!I have added a view in Service Activity form but the records don't appear. They only appear after the record is Saved. I need the records of the view to appear on load of the form because i have a...
View ArticleDynamic Content in Document Templates
Hello, I am playing around with the new Document Template feature for in CRM 2016. I am easily able to include fields in my documents by inserting the content controls as plain text from xml parts....
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Automatic record creation rule
Hi,In automatic record creation rule, what is the difference between "SPECIFY CONDITIONS FOR RECORD CREATION" and "SPECIFY RECORD CREATION AND UPDATE DETAILS". Based on which one, records are created.
View ArticleReturn to Opportunity Product Associated View after viewing Opportunity Product
Hello all,If I open a Opportunity and go to the Opportunity Product Associated View (via the dropdown-list in the menu next to the name of the Opportunity), I can see all the related Opportunity...
View ArticleHow to generate reports in ssrs to show monthly wise data in ms crm
Hi,Does any one have idea on how to get monthly wise data in SSRS reprots in a fiscal year in ms crm.Regards,Tejas
View ArticleI need to have a contacts sub grid on contact form which is filtered based on...
I tried to use FetchXML through a web resource but it seems like FetchXML is not supported on sub grids in Ms dynamics 2016 update 1. Can someone please guide me in right directions? Thanks
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Configure Booking Recurrence Pattern based on Custom OptionSet
Introduction:In the Field Service, we can provide preventive maintenance to the client, based on the recursive work order.To create recursive work order automatically based on certain date interval, we...
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