Forum Post: RE: Set Regarding in Dynamics 365 App For Outlook
Hi, Can you check your email step in your workflow that the Regarding fields should be tied to the Case record in the workflow context. Hope this helps.
View ArticleForum Post: RE: Not able to see data in advanced find after I add data to...
Hi, Also, you are trying to select [New] view on the Contact's Advanced Find view? Make sure there's not criteria selected. In that case, all the records should show. Hope this works.
View ArticleForum Post: RE: Date format in unified interface
Hi all We have the same issue also in addition, if you try to manually type something like 09:00 it will automatically be converted to 21:00. This is also happening within the D365 for marketing module...
View ArticleForum Post: RE: Not able to see data in advanced find after I add data to...
Hi Narendra On top of what has already been suggested, could you check the Business Unit of the added contact record's owner and also check if you have permissions to see the record at BU/Org level.
View ArticleForum Post: 0x80041103 Query Builder Error in Mobile App
We are getting this error in all our Mobile devices when we try to open Accounts view. We have changed nothing in the system, i suspect that this is due to the last update during this weekend. What...
View ArticleForum Post: Plugin code for checking duplication and creation of new contact...
Hi, I have a requirement where there should be duplicate check done on case entity for First name and last name and based on the value, if its a duplicate then a new activity needs to be created and if...
View ArticleForum Post: RE: Plugin code for checking duplication and creation of new...
You will have to create a plugin that triggers OnCreate (Post Op) of the case that does the following 01. In the plugin, query the Case Entity with the current case's FN & LN as filter and check...
View ArticleForum Post: RE: Plugin code for checking duplication and creation of new...
Yes Kokulan, it would be great, if you could help me with some sample codes :)
View ArticleForum Post: RE: CRM 2016 SQL Server Compatability
Currently on CRM2015 but want to get to 365 on premise. They want to move to a server which already has SQL Server 2017 on as Microsoft GP is currently situated there and want everything on one server....
View ArticleForum Post: Making Products quote grid editable
Hello All, I want to make the product quote grid editable on some fields, it's already enabeled in the quantity field and i wanted to add this ability for some other columns I found in some websites...
View ArticleForum Post: RE: Making Products quote grid editable
Hi Badrikudo, The OOB grid is editable, yes. However, if you try to make column changes or any changes to this grid, the grid stops being editable and behaves as a normal read-only grid. Only way...
View ArticleForum Post: RE: Making Products quote grid editable
Hi, Thank you for your apply . However i dont get the most of what you said Why do we need to implement HTML and Javascript while the standard Dynamics provide the ability to open up the columns and...
View ArticleForum Post: RE: Stream/tile changes in Interactive Dashboards
To change the sorting order, we need to go to the entity attribute and enable the 'Sortable in interactive experience dashboard' field. Still need info on how to modify the data shown on the tiles.
View ArticleForum Post: Accessing sub grid control issue with java-script in Dynamics 365...
Hi, I am trying access subgrid control in UCI.Not able to get oits always returning undefined even i tried with setTimeOut as per some suggestion in another issues.this is how i am trying to access ....
View ArticleForum Post: RE: Making Products quote grid editable
Apologies for not making myself clear. Here you go. The Quote Products grid provided by Microsoft is a 'special' grid, as you can make inline edits to the grid ( see screenshot below ) If you try to...
View ArticleForum Post: RE: Product integration from Dynamics Sales(CRM) to Dynamics 365...
Hi Shahbaaz, I just now tried this and below are the steps: 1. Create connections to D365 CE and D365 F&O 2. Create connection Set - select the connections and choose any template which points from...
View ArticleForum Post: RE: Set Regarding in Dynamics 365 App For Outlook
Hi Swetha, This is by design. We cannot see the Rawarding record of the original email in the App for Outlook. If we want to see the record of the email Regarding in the App for Outlook, then we first...
View ArticleForum Post: RE: Not able to see data in advanced find after I add data to...
Hi Narendra, Might be filter criteria is applied on the selected view. Just change the view and try to find the record. The easiest way to find the record by adding the filter criteria as Modified on...
View ArticleForum Post: RE: Create a Modal in CRM
Hi, It is not possible (supported way) to create a custom floating Window in CRM/D365. There is another option which looks like a Model Popup. If you have a Business Process Flow, then you can place a...
View ArticleForum Post: RE: Accessing sub grid control issue with java-script in Dynamics...
Hi Gampi, Accessing document.getElementById function is unsupported in D365. What is your requirement? We can suggest something.
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