Forum Post: RE: Dynamics 365 Customer service portal - configure contacts as...
Also take a look at this youtube playlist- www.youtube.com/playlist Hope this helps.
View ArticleForum Post: Add Hyperlink and Fields in Template
Hi all, How can i add hyperlink i custom template? When i add fields in template and use the same template using java script then it shows only title and subject default. How could i show the same?
View ArticleForum Post: Records are created by User A or B can be accessed by User C and...
Security role is the BU level security – ParentBU-ChildBU –User A and user B ParentBU-ChildBU –User C and user D Whatever records are created by User A or B can be accessed by User C and D how we can...
View ArticleForum Post: RE: Add Hyperlink and Fields in Template
Hi Shakti, You could highlight the word and then hit Ctrl+K on your keyboard to add hyperlink in custom template from IE browser. Since the forum 'Use rich formatting' function could not be normally...
View ArticleForum Post: RE: Records are created by User A or B can be accessed by User C...
Hi, How about putting C's BU under B's BU. so that all 4 under same root to share the PBU level access. if that doesn't work means you have to go for teams that share the access with its security roles
View ArticleForum Post: RE: ssrs parameter duplication
Hi, can you show the screenshot of your data?
View ArticleForum Post: RE: Email tracked using Dynamics CRM App for outlook sometime set...
Hi Piyush, Thanks once again! But I'm not looking the workaround here. Basically, I want to know the root cause that why some email activities tracked using D365 FO are in DRAFT Status. Regards, Sumit...
View ArticleForum Post: RE: Need to click OK twice in order to save activities
Thanks guys. I guess it's just a matter of exiting the multiline field (Description) forcing you to exit it first before saving.
View ArticleForum Post: Unit Test Case framework for MSCRM javascripts
Folks , We are using FakeXRM framework for plugins & Workflow. But javascripts are not supported. Any suggestion on which framework can be used for client side scripts.
View ArticleForum Post: RE: Owner can't see his own record
Hi Jeroen, I am not sure , below steps give you some clue - - Try to check in advanced find whether record showing or not . - Check the views filter condition. - Do you have any business unit...
View ArticleForum Post: RE: Owner can't see his own record
Hi, Try checking the access with record link, just to see if he is getting insufficient privilege access issue. Also check "Append" and "Append To" privileges to all the related entity lookup fields...
View ArticleForum Post: RE: Plugin - get actual and previous Stage Name (Microsoft...
Hi, Did you try seeing BPF record manually from advance find and its showing right stage? then try retrieving BPF entity directly. you can get the field names and entity name form advance find fetch...
View ArticleForum Post: After importing Excel / csv in Unified Interface how to users...
Hello Dynamics Experts! In Unified Interface there is a very nice import wizard on almost every view (Import from Excel, Import from CSV) After users followed the steps, they get the information, that...
View ArticleForum Post: RE: Records are created by User A or B can be accessed by User C...
Hi Bhabani, Using business unit level access its not possible , you need to provide parent -child BU level access. If you dont want to give parent -child BU acces , you may go for access team or sharing .
View ArticleForum Post: The request failed with HTTP status 401: Unauthorized. While...
Hi Guys, I am getting 401 error while rendering report from workflow, This Report is working fine on report server and in CRM . I am getting this error from last two days and before that every thing...
View ArticleForum Post: RE: After importing Excel / csv in Unified Interface how to users...
Sorry, somehow there was an error when posting my first post, but this question is duplicate to: community.dynamics.com/.../306482
View ArticleForum Post: RE: Plugin - get actual and previous Stage Name (Microsoft...
Plugin is called before update BPF record related to my entity. I tryed set execution order on plugin to value 10 and this not help. I have too much logic based on moving phase on plugin. If i will use...
View ArticleForum Post: RE: Records are created by User A or B can be accessed by User C...
Hi, besides the above suggestion, you also can create a custom team with business unit under ChildBU(User A and B) and add User C and D to this team, assign a security role with business unit level. If...
View ArticleForum Post: RE: Can not add Quote field into Quote Product form
I tried a different way to access the quoteid, I called an OData. But for sure I will try your solution and I am sure it is true. Thank you for your help. But a question. I have installed another...
View ArticleForum Post: RE: Dynamics 365 v9 OnPremise Upgrade Fail
Hi Sven, Would you be able to share this hotfix. Microsoft has not released anything yet and there are many people are waiting to get this hotfix. Will highly appriciates If you could share this...
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