Contacts Facebook/LinkedIn intergration
Hi, I am wanting to know if I can link my contacts between Dynamics and Facebook/LinkedIn. So I only have to add the name of the person and then all other details plus the photo are taken from...
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Permissions error
Out of the blue one of my users started getting the attahched error when he tries to perform certain functions within the case entity such as attach items in the Notes entity. I double checked his...
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No track email option in App for outlook
I am using Dynamics 365 App for Outlook. When I check in Outlook, the Dynamics 365 pane do not have the "Track" option to track the email recipient as Contact. Can anyone suggest what would be the issue?
View ArticleSet Regarding Search on Dynamics Outlook App for Opportunity Entity
One of my customer wanted to search Opportunity Entity using "Account" on SetRegarding. However, we can only using Title to search for opportunity. Please let me know if any of you have experience to...
View ArticleSend Work Order and Service Task information via email (Workflow Utilities)
Hi,I am trying to send an automated email when a work order is closed posted using Aidens workflow utilities. The email I am sending is a work order summary that includes the associated service tasks....
View ArticleConfiguration Manager Download
Hi,We are on Dynamics CRM Online. I had the Configuration Manager/Data Migration Utility application on my local machine. I was getting all kinds of errors and had to uninstall it. I tried searching...
View ArticleBold column header on a form through extension
Hello,One of our client requirements is the need to bold the header title on the SalesTable form. Ideally we want to accomplish this through extensions, is this possible to do through X++ extensions?...
View ArticleInvitations for Portals not getting received
So I create the invitation. Run the workflow. I check the email address and it is correct. I check the portals processes and it says that the invitations were successfully sent. Yet the email never...
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How to call a TABLE private method ?
Hello everyone,I need to call a Private static method of the SalesTable table from an extension. I have seen some examples of Reflection for classes and forms but I haven't seen any example for...
View ArticleSQL Report for Expenses booked to Fixed Allocations
SQL Percentage and Fixed Allocation Distribution Amount Calculations are not working out for me.
View ArticleDynamically overwriting print management "No of copies" value.
I have added a custom field to my Customer table "No of copies". Print management is setup to print on the selected print and the default "No of copies" value is 1. Now when I am printing a Packing...
View ArticleSmartlist percentage - incorrect format
Smartlist pulling SQL Script is pulling a distribution percentage as a $ amount. I can't seem to change the format and if I try to add code for the %, I get an invalid error.
View ArticleApp Registrations: AADSTS65005
Background:We have created a SaaS web application build with NodeJS on Heroku platform. Using Salesforce and Hubspot API's any users of those CRMs can OAuth into our application and our app can pull...
View ArticleDynamics 365 Finance and Operations on-premises - diagnostics
To diagnose the deployment- and execution of Dynamics 365 for Finance and Operations, having access to telemetry is paramount. In cloud deployments, Microsoft stores and monitors telemetry from...
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is it possible to customize an Activity enity?
i want to add more state/status reason to activity entity. for example: Phone call has only the following status :i want to customize the existing activity entity or create a custom...
View ArticleRemote Support Tools
All,I have a client that, due to a new policy at their firm, are looking to use a 3rd party application for remote support that doesn't require the use of a VPN. I have seen some talk about CafeX but...
View ArticleUpdate field with text from another field
Hi. Is there a way to update one field with only 200 characters of text from another field? I created a workflow, but since the text fields are different character lengths, I'm getting an error...
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Vendor Catalog Import Error Invalid CMR
Hi,I’m unable to import vendor catalog. I have generated the latest sample XML from the template but always gives me the same error. “There are no valid products to import, Invalid CMR”<?xml...
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Packing Slip Posting -> Setup -> Payment format
All - with the packing slip posting, there is a section under setup to enter Volume, Net Weight, Gross Weight, etc. What is the intended use of these fields? How to they function? If manual...
View ArticlePowershell error while building xRM Portals Community Edition solution in VS...
Hi,I am getting a powershell error while building the xRM Portals CE solution in VS 2017. Can some one help us in fixing this error.Cloned the solution from GitHub...
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