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Does CRM API Trigger Oncreate workflows

Currently in our system we have we have a custom entity that normally is created from an external application that uses the CRM SDK Api to create the entities.We currently have a workflow set up to run...

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customize tasks entity

Hi,how can i make the entity customizableThanks a lot

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Dynamics AX CU13 kernel update , AXupdater does not find all files

Hi I have to install kernel updates(binary updates) on AX2012 R3 CU10 installations. So below steps i performed.. i have done usual drill. Backup, iahve admin access , admin in DB as well 1.  download...

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I was made Sys Admin, now I cannot access any of the sales portion of Dynamics

Insufficient Permissions You do not have permission to access these records. Contact your Microsoft Dynamics 365 administrator. If you contact support, please provide the technical details. Activity...

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CRM2011 Transaction Log to Large

I need some assistance on what to do about my mscrm_log. It has grown to 120GB and I am running out of disk space. How can I safely shrink the log file?

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User Authentication Procedure CRM 2013 On Premise

This is an extension to a post I seen that explained  problems and solutions regarding individuals who are deleted from AD and then added back later and how certain values in the CRM Database tables...

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Sync Manager attribute from Azure AD to User Entity

Hi All,When we create a user in CRM, few fields are auto populated from Azure AD values. But I see that Manager field is not auto populating from Azure AD. Can we configure it? Or I will have to...

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Sales/CUstomer Reports when i can filter with the currency in invoice

Hello,Is any report in nav when i can filter whith the currency code of the invoice. In general in the reports i can filter only with the currency code of the customer not with the currency code of the...

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Unify Interface - Related Custom Entity Associated View

So while I was working on our sandbox environment to update our customization to version 9. I found maybe a bug in the related entity views. See the screenshot what I mean exactly. But the screen stays...

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Dynamics 365 Marketo Integration, Lookup type fields Sync

Hi,We are in the initial stages of integration of our crm with Marketo and learned that when data is synced to Marketo from lookup fields in Dynamics, the unique record GUID is put in the Marketo field...

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How to show branched traversed path for BPF record which has had stage...

Hi CRM friends,I've recently created a new BPF to be used on all opportunities going forwards and I'm trying to update pre-existing opportunity records to the appropriate stage in the new BPF.I've...

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System.Runtime.Serialization.SerializationException Error

Hello Experts,im getting the Error "System.Runtime.Serialization.SerializationException:" in my Custom Workflow Step.Did anyone know a solution?This is my code: if (maschinenringstring != null) {...

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Would reconcile inventory create GL entries?

I have a client that is seeing entries come in and post from Inventory after month end closing - the origination is Inventory, but no one claims to make any entries.  Could the reconcile process create...

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Custom default value in field changing on save

Hi all,First time customizing a screen in SL and I'm trying to set the default value of the Terms ID (retrieved from the project level) on the Invoice and Adjustment Maintenance screen (BI.BAM.00) when...

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Project - Cost price - hour by cost center

Hi,I need to define cost centers as part of the project cost price definition form  Project - Cost price - hour .The field is not on the form, and at the same time, the cost center information can not...

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onprem setup script error.

Hi, When i am running this script for remote install for prereques # If Remoting, execute.\Configure-PreReqs-AllVMs.ps1 -MSIFilePath \\fileserverv2\Preq -ConfigurationFilePath .\ConfigTemplate.xmlit...

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SSRS: Wrong Paper Size Set When Exporting Landscape Report to Word

Hi,I've come across a strange problem with SSRS reports when exporting to Word. I have a report which needs to fit onto 1 landscape A4 page. When I preview the report in CRM, it displays correctly and...

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Smart Match Issue with Dynamics 365 App Email Tracking

Hello,we recently have switched some users from CRM for Outlook to Dynamics 365 App for Outlook with our Dynamics 365 on-premise server. Now, once we enabled one user for Dynamics 365 App for Outlook,...

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Add/Create Search field or Button

Hi,I know there is Global search available but i want to create/add search box on a form. How to do that ?Please help :)RegardsFaisal 

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Manage owners team in CRM

Hi,I have created a owner team in crm, and i have added 2 users. I'd like when i assigned a task to the team, the 2 users will display this task.Thanks a lot.

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