Convert Personal dashboard into a System Dashboard in CRM 2013
Hi There,I am trying to convert a personal dashboard into a system dashboard and in my process, noticed that all personal views & charts needs to be converted into system views/charts.Is there a...
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Show HTML Webresources in Charts within Microsoft Dynamics 365/CRM
Introduction:For a long time now, perhaps from version 2011 of Microsoft Dynamics CRM, we could design charts and these charts are displayed as a contextual pane beside the views that display the...
View ArticleAdd the notes to subarea of account entity
How can i add the notes to subarea of account entity
View ArticleHow to set selected stage of a Business Process Flow?
I've found how to set the Active stage of a BPF in Javascript - Xrm.Page.data.process.setActiveStage(stageId, callbackFunction); However, while that changes the Active stage just fine, the...
View ArticleOne Click is all it takes to Clone/Copy Dynamics 365 Records
The success of a business is defined by the efficiency of their employees. If the employees are spending time on activities that do not add value to the business process, the organization ends up...
View ArticleSISS Dynamics CRM migration look up for system user
Hello guys, in process of migrating from dynamics 2011 to 2016 using kingsway. For the new crm we are limiting system users on the system however in 2011 there are still some records assigned to users...
View ArticleHow to trace the data when I need load data to CRM everyday?
I need everyday load data to Dynamic CRM use SSIS tools (not import wizard), but after I load the data to CRM, don't know how to trace my data, where I can find the data I just load today? where I can...
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Views show no records – Double check Field Level Security in Dynamics 365/CRM
Apart from Security roles that allow controlling record level access, Dynamics 365/CRM also supports Field Level Security that allows you to control access to individual fields. Using Field Level...
View ArticleAdd the notes to subarea of account entity
How can i add the notes to subarea of account entity
View ArticleHow to change view on subgrid (or hide columns) based on lookup selection?
I have a form that contains a lookup field, as well as a subgrid. Depending on the value selected in the lookup, I would like to make change which columns are visible in the sub grid.Lookup =...
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Thank You for Visiting our Booth at eXtreme365 2017!
The premier event for Dynamics 365 community, eXtreme365 2017 held in Lisbon, Portugal from 13-17th March was a phenomenal success. Team Inogic would like to thank everyone who visited our booth at the...
View ArticleEditable Grid on Case form not working?
Hello,I can't get editable grids to appear editable on the case entity. Doesn't matter what entity the grid points to - custom entity, activities, child entities, standard entities... Nothing becomes...
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Data type : Customer when creating new record , showing contact dialog by...
HiWhen new field in case form as Customer and data type : Customer. So when I'm trying to create new record in this field- I should get look up field but getting only contact dialog default ! I wonder...
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Unable to edit primary navigation options
Hi Experts,We have a requirement to change the primary navigation menu with custom names in ADX Portal. We have tried with child pages, but its not rendering in the portal primary navigation and edit...
View ArticleInvoice record should create after another entity creation from crm portal in...
Hi,I have 3 entities Reg App, Account, Invoice(custom) by which i am creating Reg App record & Account record from portal.Now i want something like whenever i am creating these 2 records an invoice...
View ArticleData Migration
Customer is using mscrm 2011 , and there are some issue with application due to this we rebuild the solution directly in mscrm 2016. But we are facing issue in data migration from mscrm 2011 to mscrm...
View ArticleEditable Grid on Case form not working?
Hello,I can't get editable grids to appear editable on the case entity. Doesn't matter what entity the grid points to - custom entity, activities, child entities, standard entities... Nothing becomes...
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Controls in Dynamics 365 for Mobile App: Star Rating
In our previous blogs of the ‘Controls in Dynamics 365 for Mobile App’ series, we discussed Input Mask, Multimedia, Website Preview and Auto-Complete controls. The Auto-Complete control allows users to...
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Data type : Customer when creating new record , showing contact dialog by...
HiWhen new field in case form as Customer and data type : Customer. So when I'm trying to create new record in this field- I should get look up field but getting only contact dialog default ! I wonder...
View ArticleSharePoint 2016 and Dynamics CRM 2016 integration
Hello,This article covers SharePoint 2013 server-based integration with Dynamics CRM 2016:https://technet.microsoft.com/en-gb/library/dn949332.aspxIt states that "If you use Microsoft SharePoint 2013,...
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