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Attach Documents from Microsoft Dynamics 365 Portal
Introduction:Organizations use Microsoft Dynamics 365 Portals as a hub for making relevant information available to the users at the right time. Many organizations need their portal users to attach...
View ArticleCustom Portal - Entity Lists Not Showing
Hi.I have just configured a trial hosted Custom Portal against my CRM instance.No matter what I do I simply cannot get an entity list to show up on my pages.I have done this before on a different...
View ArticleHow to import data into new Multi Select Option Set field
We are trying to work out how to import data from an excel file into the new multi select option set field. We have tried using a ; separated string, but this adds unique values for each of the lines...
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Working with Report Pre-Filtering for related entities using Fetch XML
Introduction:Pre-filtering is one of the most important and useful features of reports in Microsoft Dynamics CRM.Pre-filtering allows filtering of the report data using the Advance Find functionality...
View ArticleWant to create a new Lead using an existing Contact and existing Account. Any...
Hi, I am really confused in CRM 2016 about how the Microsoft CRM business flow goes when there is the typical situation that a Contact of an existing Account (either a new Contact or even an existing...
View Articleclone entities
hello i want clone the opportunities entity, is that possible? if yes how i can do it?
View ArticleHow to Migrate personal views, dashboard to dynamics 365
I want to migrate all users personal views from CRM 2013 to Dyanmics 365.I tried SSIS package using 'userquery' entity but it only migrate views which are owned by me.
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Reading ‘Set Personal Options’ user settings and applying it on Number and...
Introduction:Microsoft Dynamics 365 allows the user to customize the formatting of Number, Currency, Date and Time datatype fields that are used on Entity Forms (For example, Annual Revenue field on...
View ArticleWant to create a new Lead using an existing Contact and existing Account. Any...
Hi, I am really confused in CRM 2016 about how the Microsoft CRM business flow goes when there is the typical situation that a Contact of an existing Account (either a new Contact or even an existing...
View Articleclone entities
hello i want clone the opportunities entity, is that possible? if yes how i can do it?
View ArticleClik here to view.
Configure Sub Grid from CRM forms in Dynamics 365 Portal
Introduction:We can easily configure CRM entity form in Dynamics 365 Portal by creating an Entity Form. However, by using Entity Forms, we can only edit or create the fields on the Portal, we cannot...
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Thank You for interacting with us at D365UG/CRMUG Summit Nashville!
We were at the CRMUG Summit Nashville last week as a proud Gold Sponsor, and it was an amazing experience!This year’s Summit was even bigger and better than before;This year’s Expo Hall was the largest...
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SharePoint Document iframe on the form
Hi,I am trying to set up this implementation on a custom entity form following this article:https://meghshyam.wordpress.com/2015/08/21/displaying-an-sharepoint-document-library-in-iframe-in-crm-2015/I...
View ArticleHow to Migrate personal views, dashboard to dynamics 365
I want to migrate all users personal views from CRM 2013 to Dyanmics 365.I tried SSIS package using 'userquery' entity but it only migrate views which are owned by me.
View ArticleInstall Field Service on Dynamic CRM 2016 on premise
Hi,How to install Field Service on Dynamic CRM 2016 on premise?Please let me know.Thanks & Regards,Vivek
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SharePoint Document iframe on the form
Hi,I am trying to set up this implementation on a custom entity form following this article:https://meghshyam.wordpress.com/2015/08/21/displaying-an-sharepoint-document-library-in-iframe-in-crm-2015/I...
View ArticleCustom Portal - Entity Lists Not Showing
Hi.I have just configured a trial hosted Custom Portal against my CRM instance.No matter what I do I simply cannot get an entity list to show up on my pages.I have done this before on a different...
View ArticleCreating CRM Appointments for other users
Hello, we are using the service calendar in CRM 2016. We use both service activities and appointments. We have a requirement for some administrative users to be able to create appointments for other...
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Unable to create VOC Surveys in Dynamics 365
Introduction:Recently we had a business requirement to send VOC surveys that needed to be sent from the users having Sales Person role.We had placed a button on the opportunity form as shown in the...
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