Forum Post: Business Unit Customization
Hi, I have two business units A and B. Now, these two units have different sales managers and what I want is that the sales managers for these two units should not be able to view the other unit's...
View ArticleForum Post: Message "An error has occurred. Please return to home page and...
Hi, I am working on CRM 2013. We recently moved from one database to another. From that time, when I search for customer on Case entity, I always get the error message " An error has occurred. Please...
View ArticleBlog Post: Dynamics 365 and Power Platform Monthly Update-August 2021
Quick Links: Featured News | Updates and Releases | Additional News | Training Corner | Podcast Featured News Dynamics 365 and Microsoft Power Platform release plans for 2021 Release Wave 2 is...
View ArticleForum Post: RE: Is there a way to set an E-Mail Template as default?
Hello, There is no OOB functionality to achieve this request. Email Templates are defined by User or Global, however how is possible create more than one template (including by language), you need to...
View ArticleForum Post: RE: Business Unit Customization
Hello, In order to achieve this, you must define the security level (privilege) to "Business Unit" for a role (assigned to manager) and the manager cannot be part of a Team that owned a record or even...
View ArticleForum Post: Unable to register the assembly (custom workflow) in disk...
Hello Community Team, We are trying to debug the custom workflow which we have created on CRM on-premise environment and for the same purpose we are following the debugging steps for on-premise. CRM...
View ArticleForum Post: RE: Microsoft Forms and Customer Voice
Hello Rickster, To answer your questions: Customer Voice can be purchased stand alone without upgrading to Sales Enterprise...
View ArticleForum Post: creating a record from a plugin did not raise create event on...
Hi, I have created 2 custom plugins, both working fine but... in my first plugin I'm attached to a custom entity (new_risks) in the create event in async processing. when I create a record in the...
View ArticleForum Post: RE: creating a record from a plugin did not raise create event on...
Hi, Please share your first plugin's code. Do you check the depth of the execution context on your first plugin?
View ArticleForum Post: RE: CRM 2 Minute timeout limit plug in error
Hey r4vvm, Hope you are well. Yes, this 2-minute limit is by design for custom plugins running on isolate mode (Sandbox services). You can review the custom assemblies and registered steps for that...
View ArticleForum Post: RE: I want to create an Action Step in my BPF to mimic closing an...
Hello cam64, Hope you are well. Yes, you can handle the closure process just focusing on Status and Status reason. If you need further fields, you can use the solution described on this post:...
View ArticleForum Post: RE: creating a record from a plugin did not raise create event on...
rraahh... that's it!!! I had a depth test before my traces to log the activity. :P so dummy, thanks. I
View ArticleForum Post: RE: Delete components from Managed solution
I am using a managed solution but what if the source solution got deleted?
View ArticleForum Post: EntityMap exception while Solution Export
I have upgraded Dynamics 365 on-premise version from 1612 (9.0.7.8) to 2014 (9.1.2.2). Now when I am trying to export the solution, I am getting this exception. Exception type:...
View ArticleComment on Introduction to DevOps for Dynamics 365 Customer Engagement using...
I have some issues that if the packager fails, it wont tell the pipeline and the pipeline will succeed. Same with the import, even though the import failed the pipeline. succeeded, any ideas? i am...
View ArticleForum Post: Dyanmics 365 Classic view to the new UI
Hello - I have a customer currently using Dynamics 365 2021 Release Wave 1 in the Classic View. They are in the cloud already and need to migrate to the new UI view. Does anyone know the deadline to do...
View ArticleForum Post: Limiting excel to export data
Hi, I need users to be able to read records they don't own but not to export them. Is there any way to achieve this? Any help would be appreciated. Thanks
View ArticleForum Post: RE: Portal Contact's User Table Permissions
Hi, Have you tried to navigate to your user (contact) through Portal Management->Contacts->Contact (User) and then to Related Tab ->Web Roles It should show you what roles your contact has....
View ArticleForum Post: After Clearing Cache Unable access CRM in Chrome
After Clearing my cache/cookies in Chrome browser unable to access CRM getting error The error specifically says the text below on a blank white screen. " An error has occurred. Try this action again....
View ArticleForum Post: do "duplicate" lookup relationships insist on identical mappings?
The D365 guys have come up with this Global Address Book situation: Notice the top 2 show lookups to contact. I don't know what the functional difference is supposed to be -- not sure MS does -- but I...
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