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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)....

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Forum 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!

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Forum 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...

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Forum 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:...

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Forum Post: RE: Dynamics 365 App for tablet's and Phones

Hi gman76, I am facing the same problem, did youn find solution? Best Regards

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Forum 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....

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Forum 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) !=...

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Forum 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

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Forum Post: RE: CRM 2016 Outlook addin causing address book issues

Anyone able to help?

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Forum 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...

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Forum 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!!

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Forum 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.

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Forum 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...

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Forum 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...

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Forum 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.

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Forum 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

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Forum 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

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Forum Post: RE: Loading jQuery script onto CRM 365 form

Sorry that I didn't respond sooner. Thanks for sending the article link.

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Blog 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...

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Forum 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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