Hi, can you provie the setting of your workflow as picture?
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Forum Post: RE: Workflow
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Forum Post: Report for investment audit
What would be the simplest way to create a report for an investment audit that would report changes to show a snapshot of actions for a period of time? I just noticed the reporting module is not enabled, so the reporting wizard is not available. Should I enable the report module and would the wizard be able to create this type of report? I’m currently creating complicated views. Any information and assistance would be appreciated. Thanks Jarrod
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Forum Post: RE: Report for investment audit
Hi Jbzy3000, This article will teach you how to audit entity data changes. After auditing is enabled and data changes are made to the entities and attributes being audited, you can obtain the data change history and report based on it.
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Forum Post: RE: CRM tracked mails visibility in Outlook is not working properly
Hello, Yes this feature is part of core offering and doesn't need any additional subscription. You just need to set\Configure Server side sync for user Mailbox. ( SSS Configuration related Documentation: docs.microsoft.com/.../set-up-server-side-synchronization-of-email-appointments-contacts-and-tasks ) It only allows tracking of Email. If user assigns a category SSS will automatically sync that Email\Appointment to CRM. It works in other direction as well and tracked Email will have this category associated. This gives a very nice visual way to know what all emails are tracked in CRM. It doesn't support set regarding and user have to perform that action by opening App for Outlook or record in CRM. One of the way you can achieve regarding is by leveraging folder based tracking. Folder based tracking Documentation: docs.microsoft.com/.../track-outlook-email-by-moving-it-tracked-exchange-folder Thanks, Niraj
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Forum Post: RE: CRM tracked mails visibility in Outlook is not working properly
Hello, Yes this feature is part of core offering and doesn't need any additional subscription. You just need to set\Configure Server side sync for user Mailbox. ( SSS Configuration related Documentation: ) It only allows tracking of Email. If user assigns a category SSS will automatically sync that Email\Appointment to CRM. It works in other direction as well and tracked Email will have this category associated. This gives a very nice visual way to know what all emails are tracked in CRM. It doesn't support set regarding and user have to perform that action by opening App for Outlook or record in CRM. One of the way you can achieve regarding is by leveraging folder based tracking. Folder based tracking Documentation: Thanks, Niraj
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Forum Post: RE: Delete button unavailable for user to delete personal dashboard
Hi, I tested in my environment, I can reporduce your error by. Remove delete privilege from user dashboard > create a dashboard > grant back the delete privilege from user dashboard. even with delete privilege , user still cant see the delete button Resolution Create a dummy personal dashboard ( make sure the delete privilege for user dahsboard is given). Delete the dummy personal dashboard. Open back the the dashboard you wanted to delete. As you can see the delete button is back. Although this is not a perfect solution, but temporary can solve your problem. Give a try and let us know. This definiely is a bug.
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Forum Post: RE: Field Level Security Difficulty/Error Please help!
Thanks Lucas - Publishing is the correct answer!
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Forum Post: RE: Error Tracking Emails in D365 for Outlook Mobile App
Hello Can you try to clear the cache in Outlook for Mobile. To do that you can follow such steps: 1. click three lines on the top left, 2. click gear icon (Settings) 3. click on account 4. on very bottom click reset account After that Outlook will resynch data and everything should work.
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Forum Post: RE: crm 2016 - Execute Word Template Contents
Hi, The file wills attached into the record's note. You can retreive from notes.
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Forum Post: RE: Dynamics 365 v9 OnPremise Upgrade Fail
Hi Team, We are also facing same issue while upgrading On-Premise instance from 8.2 to 9.0.2.3034. I understand many of the folks raised MS ticket on this. Please let us know if they responded with solution.
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Forum Post: CRM 2016 compatibility with SQL Server 2017
Hello All, Can someone confirm, is MS SQL 2017 supported for MS Dynamics 2016? MS SQL 2014 mainstream support ends on July 2019. So we have plan to upgrade MS SQL from SQL 2014 to SQL 2017.
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Forum Post: RE: CRM 2016 compatibility with SQL Server 2017
Hi srinivas.ganamur@gmail.com, Microsoft Dynamics CRM 2016 will definitely work with Microsoft SQL Server 2016, but I am unsure about its compatibility with Microsoft SQL Server 2017. You can find a compatibility with Microsoft Dynamics CRM 2016 article here.
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Blog Post: Requesting the backup of Microsoft Dynamics 365 Online Database
In theory, requesting the backup of the online database seems very easy and straightforward. We basically need to raise a support ticket with Microsoft and provide the following details. SQL Version – Standard or Enterprise SQL Year of the version. In our case it was (Microsoft SQL Server 2016 (SP1) (KB3182545) – 13.0.4001.0 (X64) Oct … Continue reading "Requesting the backup of Microsoft Dynamics 365 Online Database"
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Forum Post: RE: Business Process Flow - How to automatically select sales order when convert opportunity to order ?
Hi Wei, Thank you for help. I finally follow your first suggestion that instead of create order from subgrid, create it via BPF.
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Forum Post: RE: Integrate Social Engagement with Dynamics 365 Online
Brokers typically make use of internet interfaces with layer upon layer of firewalls and different safety measures however the interfaces themselves are nonetheless accessible sufficient that anybody can be taught to navigate by way of the options in a significantly brief time. For those who come throughout an interface that does not seem safe sufficient at first look or whose most elementary options take reasonably lengthy to grasp, it's higher to easily ignore it. evokefinance
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Forum Post: RE: Report for investment audit
Thanks!!!
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Forum Post: RE: Report for investment audit
The audit report I want to create is a snapshot of what happened to a particular invest on a particular day. What you pointed me to seems to be an audit of who made changes and what I’m looking for is what the actual changes are. For instance investment one we want to know current balance current rate on a certain date.
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Forum Post: data transformation in word template ?
Can we do some transformation or manipulation of data in word press ? or can we modify query before data load ? Any idea how I can put some logic for data population ? For example display or hide a record based on other data ? Or any way (plugin, JS,workflow). Please guide.
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Forum Post: Typescript using Xrm.WebApi.retrieveMultipleRecords getting error message
I am using Typescript and have install the npm install @types /xrm --save-dev. Everything seems to be working. I did my first deploy. I am getting the following error message on Xrm.WebApi.retrieveMultipleRecords. Any ideal on what I did wrong. Do I need to deploy something else. function start() { var mydataset = "?$select=new_datatrackingId,new_objectid,OwnerId,new_userid,new_source,new_name,new_customerid"; mydataset += ",new_udf1,new_udf2,new_udf3,new_udf4,new_udf5,new_udf6,new_udf7,new_udf8,new_udf9,new_udf10,new_udf11,new_udf12,new_udf13,new_udf14,new_udf15,new_udf16&"; var filter = "$filter="; filter += "(CreatedBy/Id eq guid'" + userId + "' "; filter += "and new_source eq 'Incident' and statecode/Value eq 0)"; var options = mydataset + filter; Xrm.WebApi.retrieveMultipleRecords ("new_datatracking", options).then( startCallBack, function (error) { alert("Error: " + error.message); } ); } function startCallBack(results) { var audit = results[0]; $("#iModel").val(audit.new_udf1); $("#iCompleteOn").val(''); $("#iProduct").val(audit.new_udf3); $("#iProjectNo").val(audit.new_udf4); $("#iAudit").val(audit.new_udf5); $("#iULENo").val(audit.new_name); $("#iTechnician").val(audit.new_udf6); $("#iFileNo").val(audit.new_udf8) $("#iSamples").val(audit.new_udf15); $("#iEngineer").val(audit.new_udf7); $("#iSamplesReceived").val(audit.new_udf10); $("#iTechnicianName").val(audit.new_udf13); $("#iEngineerName").val(audit.new_udf14); $("#form_caseid").val(audit.new_objectid); }
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Forum Post: Social Engagement Capabilities
One of customer having below requirements is this possible: 1. In case of having API data , can that be added as custom source in social engagement? 2. Needed confirmation if API data from below providers can be added as sources in Social Engagement : • Trip Advisor • Google Reviews • WhatsApp 3. What can be added as custom sources to configure a search topic? 4. Why Instagram like & comment option is not shown in Social engagement as we have for Twitter & Facebook?
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