Portals in Dynamics CRM
Hi All,Can any give me the real scenario when to use Partner Portal, Customer Portal and Employee Portal in dynamics crm? And what is the use of Partner, Employee and Customer Portal?Thanks,Shahbaaz
View ArticleSoftware Testing Tool Dynamics CRM (on Prem 8.2)
Can anyone guide me to the best software testing tool for dynamics CRM pls ? Preferably trough recording with minimal technical/development input. Thank you!
View ArticleSet Focus on modified method of UIBuilderClass
Hello everyone,I am working on UIbuilder class. When I modify FieldA, which is a lookup the focus should pass to FieldB and then from FieldB the focus should go to field C. This scenario works fine.In...
View ArticleAdd Items in subgrid automatically
Hi,I'd like to add Items in my subgrid automatically.Ex: I have account entity and payment entity and i have already established the 1:N RelationshipI want to appear the payment lines automatically in...
View ArticlePermission Set
Hello Everyone,for a certain user i want him to have only read permission in the system, so i gave him Super(Read) Permission set, but the problem now is that now he is not allowed to choose column in...
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MS Flow Getting Zero Triggers when connecting NAV to CRM
Hi,I am working on NAV-CRM integration using MS Flow. When creating a new flow for NAV, it is showing no triggers at all only actions. Below is the screenshot:Appreciate your help!
View ArticleDefault Dashboard Available in standard verion of NAV2016
Hi, Were can I get some images/PDF of default dashboard available for different role centers in NAV 2016?
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GP Project Billing Invoice Create C#
Hi All ,I m trying to create a Billing Invoice for Project(entity) using console Application i tried with SQL queries but cant see that entry in billings tab below are the tables i tried to insert...
View ArticleD365 Server-Side Sync behavior when an email is being forwarded from one...
Hello everyone.I would like to know if anyone ran into the same issue and was able to find out the solution or an explanation of such behavior.We use D365 CRM On-Premise 8.2.2.0112. Our email system is...
View ArticleSecurity filter for flowfield
Hello,I have one question about security filters on permission sets.First of all, I have field in item table "Item type" which one is flowfield.I created permission set, which one must have security...
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Creating New Organization in CRM 2016 On-premises
Hello everyone,I want to create new organization in MS CRM 2016 on-premises. If i create new organization or import organization.I get this dialogue "To create a new organization,the wizard must remove...
View ArticleWorking with files on D365 Azure edition
Hello,I have been done some research but would like you to ask about confirmation of my thoughts.My client has D365FO Azure edition. Production of D365 is managed by Microsoft.I need to upload...
View ArticleCRM Portal User Password reset token contains URL encoded characters and fails
Hi,We are noticing that the generated password reset URL is changed in the process of sending (and/or receiving) the password reset e-mails.The special characters like + and - are changed to %2B and...
View ArticleD365 How to know opened/caller form MenuItem name?
D365 How to know opened/caller form MenuItem name?
View ArticleImporting open payables transactions in D365 - Exchange rate
Hi guys,In AX2012 R3, I was able to import open payables items and define the actual exchange rate for each transaction in the import file. (I'm doing a data migration). However, I don't seem to be...
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Multiple similar and useless "associated view" links
Dear reader,sometimes you have to show vulnerability if you want to grow. This time, I do feel pretty stupid, since the answer to this question seems to be so simple, but just couldn't find it up till...
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Ms Dynamics Dashboard chart. Custom chart creation and Use.
Hey. I am customizing my own chart for a Ms Dynamics 365 Dashboard. When I select the chart in in a Dashboard configured by me it appeared to like this:But when I finaly save this chart to my...
View ArticleSharing Records
Dear Communities,I have 1000 of account record GUIDs, want to know these records are shared to any team or any user.Is there any programmatic way to approach?Thanks & Regards,Dan
View Article"outer join" with advanced finds
Is there a way to create an advanced find to look compare 2 groups - if in group A but NOT in group B show me those?
View ArticleWeb API in 2016
We are in beginning phase of an upgrade from a 2011 on premise to 2016.Our current 2011 environment uses an ASP.Net MVC web-api service whereby calls from javascript on form loads calls this service to...
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