Forum Post: RE: Getting all related Contact for an Account entity in Dynamics...
Ok, stumbled across the answer: contact_customer_accounts . Query ends up looking like the following: /api/data/v9.0/accounts&?select=name&$expand=contact_customer_accounts($select=fullname)....
View ArticleForum Post: RE: Update opportunity products with quote products in CRM 2016
Where can we fin the latest version of the solution? The only one available on Codeplex is the 2011 version... Thanks!
View ArticleForum Post: How to format the phone number field in the user record
When I go into a user record in CRM, the main phone number field is formatted by default to be +19067867783. I would like it to be (906) 786-7783. How can I achieve this? The number gets pulled from AD...
View ArticleForum Post: RE: How to format the phone number field in the user record
Hi USA80, please get information from following link. www.powerobjects.com/.../formatting-a-phone-field-in-crm-2013 if you need validation:...
View ArticleForum Post: RE: Dynamics 365 App for tablet's and Phones
Hi gman76, I am facing the same problem, did youn find solution? Best Regards
View ArticleForum Post: RE: Multiple Group-BY in a Chart
Hi Kokulan . Thanks for the info. Im not sure im following you. First of all, in my example above, the main entity is "Users". I then linked two additional activity entities, which is very possible....
View ArticleForum Post: RE: How to format the phone number field in the user record
I couldn't get to the first link, but I did this and it worked. function OnPhoneFieldChange(context) { var value = Xrm.Page.getAttribute("address1_telephone1").getValue(); if (typeof(value) !=...
View ArticleForum Post: RE: Microsoft Dynamics 365 for Outlook - Error when setting Regard
Hi Julien, I have tried all these steps and countless others to get her app to work. It seems like a never ending loop. Appreciate all the suggestions as I try to fix this. Thanks, Cole
View ArticleForum Post: RE: CRM 2016 Outlook addin causing address book issues
Anyone able to help?
View ArticleForum Post: RE: Dynamics 365 App for tablet's and Phones
Hi Are you using unified interface or classic web client ? The account entity has a Default Interactive Experience form. The mobile app uses the unified interface and it will use the default...
View ArticleForum Post: RE: Microsoft Dynamics 365 for Outlook - Error when setting Regard
Clearing IE helped with some emails of her's that were stuck. Waiting for her to test emails this week to see if it comes back up. Fingers crossed!!
View ArticleForum Post: RE: Virtual Entities - 1:N Relationship
Looks like the field is required in the XML, Nullable="false". In the field definition it is optional. Try making that Business required. I believe that have to be same. Worth a try. Good Luck! Tom.
View ArticleForum Post: RE: Microsoft Flow: set field in from related entity
To get the Product record you will need to use the 'Get Record' action by using the Product value on the Order Line. Then once you have the Product record you can get the Charge Type. and apply it to...
View ArticleForum Post: RE: Seeking to allow Sales Reps to Create Orders on behalf of...
Stefan, Thanks for responding. Here is the text from the error message: You do not have enough privileges to access the Microsoft Dynamics 365 object or perform the requested operation. For more...
View ArticleForum Post: RE: Seeking to allow Sales Reps to Create Orders on behalf of...
Hi Ramirez, It should be possible to download the log file from the error. Please download and share the error message from the log file with us.
View ArticleForum Post: RE: CRM 2016 Outlook addin causing address book issues
Have you tried installing latest updates for Office 2016? It's worth a try I think https://support.microsoft.com/uz-latn-uz/help/4484800/january-2019-updates-for-microsoft-office Hope this helps
View ArticleForum Post: RE: Seeking to allow Sales Reps to Create Orders on behalf of...
FRom memory you also need to tick the "Act on Behalf of Another User" setting on the Business Management tab
View ArticleForum Post: RE: Loading jQuery script onto CRM 365 form
Sorry that I didn't respond sooner. Thanks for sending the article link.
View ArticleBlog Post: Designing Integration between systems
Lots of new developers ask me, what points we should keep in mind when we are designing or proposing for new Integration work between two systems. So I thought to write some major aspects which I keep...
View ArticleForum Post: RE: Loading jQuery script onto CRM 365 form
Sorry for not responding sooner. I have decided to not use jQuery directly on my form.
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