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Budget Plan Workflow issues

Hello,After creating budget plan i run the workflow but i am receiving this error below."Stopped (error): SysWorkflowQueue-resume X++ Exception: The workflow item task cannot be assigned because user...

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Dynamics CRM 2015 trial instance

Hi Experts,Is there any way I can get the trial instance for Dynamics CRM 2015. I am able to get upto the 2016 update by reverting but not the 2015.Any help or guidance to obtain the Dynamics crm 2015...

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Access js client api from webresource D365 9.0

Hello!I have my Dynamics365 9.0. I have created custom html form and I use Xrm.Navigation.openWebResource() function to open it. But, it opens in new window. My questions is - how can I access other...

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Dynamics Portal Entity Permissions not rendering correctly

Hi,I'm trying to setup an entity form on portal which contains multiple lookup fields. I've configured the permissions on all entities, but its not rendering correctly. First of all, here's a simple...

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Install Management Reporter Viewer and/or Designer client silently

We are looking for a way to install Management Reporter Viewer and/or Designer client silently on users computers.Is there any way to push this installation out automatically through SCCM or other...

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Could not open the '' company. You do not have permission to create or run...

I am working to setup a new client of ours, and when I went to create a new company I ran into this error message "Could not open the '' company. You do not have permission to create or run scheduled...

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NAVUG Badge

Hi,How can I have the NAVUG badge added to my profile? I have been a premium member through my company for many years, am active in my local chapter, and also serve on the 2018 Board of Advisors.Any...

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Can you have both FIFO & Standard costing methods?

Hi All,We are not exactly a manufacturer.  We purchase raw material, then we subcontract.  After we received the finished goods from our subcontractors, we ship them to our customers.  In terms of...

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Allow Bank Transaction Entry but not Checks

I have a request to set up a new security role that will allow a user to get to all the functions of the Bank Transaction Entry form, including all of the options in the 'Type' dropdown except for...

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Modern Point Of sale(MPOS) questions

I have the below 3 questions regarding mPOS(Modern point of sale). Any help will be appreaciated:1. Can mPOS be made available and deployed on iPAD?(If yes, please share any releavant doc which can...

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You don’t have permissions to these records or something may be wrong with...

Hi all,This is quite urgent, don't know what is going on. Today I try to login (nothing changed as far as I know), but with the system admin I see this: You don’t have permissions to these records or...

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Updating an entity using posted form fields

I have a web content form set up we want users to fill out, with the end goal of updating a separate entity with the information. The entity is not related to a contact or lead. When the form is...

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Upgrade issue with table extensions and chain of command

HI thereI am upgrading my code from AX 2012 R3 to D365 7.3 PU 12 and am experiencing some strange behaviour.In AX 2012 I had 1 custom field on the JmgProfileTable along with some custom methods. When...

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FetchXML works fine in Organization.svc but doesn't work in WebAPI

Hello,I seem to have some fetchxml that is working inside of the Organizations.svc (SOAP?) using XrmToolBox. I take this same fetchXML and i try to apply it to the Webapi using the...

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Cannot close Active Quote as Lost

Hello,I am having an issue where I am trying to close an Active Quote as closed lost. When I click ok at the end, nothing happens and the quote wont close as lost. Is there any requirements which I...

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How to call 3rd party API from Dynamics 365 online

Hi,I need to call 3rd party API from dynamics 365 online when search/pass parameter from crm.Based on this input parameter get results from API service and show/update in crm.Can anybody suggest best...

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PSA - issues

When hard booking a role for a project (team member). The schedule board is shown. The resource is shown with greyed and zero in its available hours. I know the resource has time available. Thinking it...

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CRM 365 which developer tool to use for getting fields actual name and not...

Hello All Experts,I want to use document.getelementbyid to get id of the field on the form,can anyone help me finding the actual id of the field, which deveoper tool to be used, any link or anything...

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How can I set Potential Customer field?

I saw the Potential Customer on a view and added to my Opportunity form in order to test out the logic.However, now I cannot remove it from the form and it appears to no longer default to the Account...

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Windows 10 - Dynamics GP - Cannot Open Log File - Macro Problem

Posting this nuance out there for anyone else having a similar issue.  My problem was that when I upgraded one of my machines to Windows 10, the macros recorded in Dynamics GP started failing with a...

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