Clik here to view.
How to set default to Write in product and open the form opportunity product
Hi,I want to do below changes or setup in CRM 2016 SP1 on premises. Kindly help me to resolve this.When click on + sign, in opportunity main form system should open the opportunity product window....
View ArticleClik here to view.
Activity is not working after setup a workflow
Hi everyone,few days ago I have created a workflow process of email notification for Record is assignet at Lead, Opportunity and Accoutn entity. Afterwards I find out that in those entities Activity...
View ArticleClik here to view.
Effortlessly Export Dynamics CRM/365 Reports to PDF, Word or Excel!
Business reports compiled from Dynamics CRM data can be a powerful tool for Organizations to evaluate performance and strategize short-term and long-term goals.While reports are very useful for the...
View ArticleCRM 2015 Sharepoint Integration - OnPrem
Hi We are trying to implement CRM 2015 - Sharepoint 2013 integration using List component. CRM 2015 is on https. Also our Sharepoint is on https but SSL is implemented on nginx rather directly on...
View ArticleClik here to view.
Changing Field Label Position on Portal Entity Form
I am trying to change the Field Label Position on an entity form for my Dynamics 365 Online Portal so that the field name and it's value will show side-by-side. ex. Section Properties when editing a...
View ArticleTwo Options type field not editable in Editable Grid D365
I am trying to configure editable grid in a SubGrid and notice the TwoOptions type fields are not editable. Is it that it is not supported in the new EditableGrid in D365.
View ArticleClik here to view.
Modify Maximum Active Business Process Flows allowed per entity in Dynamics 365
Introduction:Business Process Flow was introduced around CRM 2013. Business Process Flows can be used a guide to assist the users with the business process to be followed. Take for example Lead; your...
View ArticleDynamics 365 Portal Profile Validation
Hi All,I am using the Out of the box Profile Page in the Dynamics 365 Portals. I only changed the CRM form behind to add some other fields (from Contact entity).By default, Name (First and Last) are...
View ArticleCreate an OpportunityProduct record as part of a Product Bundle
Hi,I'm trying to create an OpportunityProduct record that is the child of a OpportunityProduct of the type Bundle. The OpportunityProduct is created perfectly fine with all it's associations to the...
View ArticleHow do I create multiple records according to a value within the primary...
Suppose I have an entity that contains an integer field with some value x.I would like to have a workflow that creates x records of some other entity, where each newly created record has a date field...
View ArticleClik here to view.
Activity is not working after setup a workflow
Hi everyone,few days ago I have created a workflow process of email notification for Record is assignet at Lead, Opportunity and Accoutn entity. Afterwards I find out that in those entities Activity...
View ArticleClik here to view.
[Live Webinar] Mapping App for Dynamics 365 – Locate Productivity
Sales, Service, and Marketing are essential elements for every organization to reach out, acquire and maintain a loyal customer base across diverse geographies.Sales, Service and Marketing Teams need...
View ArticleTwo Options type field not editable in Editable Grid D365
I am trying to configure editable grid in a SubGrid and notice the TwoOptions type fields are not editable. Is it that it is not supported in the new EditableGrid in D365.
View ArticleClik here to view.
Modify Maximum Active Business Process Flows allowed per entity in Dynamics 365
Introduction:Business Process Flow was introduced around CRM 2013. Business Process Flows can be used a guide to assist the users with the business process to be followed. Take for example Lead; your...
View ArticleDynamics 365 Portal Profile Validation
Hi All,I am using the Out of the box Profile Page in the Dynamics 365 Portals. I only changed the CRM form behind to add some other fields (from Contact entity).By default, Name (First and Last) are...
View ArticleClik here to view.
CRM Portal - 'Edit' function on Web Form subgrid not working
Hi all,I'm having a CRM Portals issue (again!) and was wondering if anyone could help me:We have a web form that incorporates multiple related record subgrids through metadata on the web form steps....
View ArticleCRM SDK Connection String to CRM Online with Federated AD
Hi allI am looking to connect Visual Studio to CRM Online, in a situation where we are dealing with a customer's CRM Online which has been federated with their AD for single-sign on. At this point I...
View ArticleClik here to view.
Auto number by workflow is not working
Hi,I have requirement, there is unique number for each opportunity as Opportunity reference number in opportunity entity. when user create new opportunity next number will be updated on this...
View ArticleDuplicate record while running a plugin
Hi,I have a plugin which executes on saving of a record of a custom entity. Problem is, when multiple users tries to create record, its assigning same number to the clients. I tried locking the create...
View ArticleHow to achieve the functionality.
Hello All Guys,I need to know , whether it is possible to verify the unsecured configuration in xml is correctly formatted.if it is possible then i want to log user friendly message such that it will...
View Article