Problem with calculated field forces double saving...
I tried to build a calculated field to generate the record name by concatenating other field values. The first component is to be the name of its Discount List lookup. Of course, Microsoft failed to...
View ArticleFetchXML query with a dynamic value.
I am using a FetchXML query in a workflow to count the number of records with certain criteria. I would like to include the owner of the record on which the workflow was executed as a parameter. Is...
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CRM Outlook Plugin - Cannot See Record Link of Tracked Email
We're on CRM 2016 on-premise version 8.2. Our users is using Outlook CRM plugin.One of our users is experiencing issue where the record link of her tracked emails don't show up anymore in Outlook after...
View ArticleCash withdrawal versus cheque paid
Dear Microsoft GP forum,cheque was selected as payment method for bank transaction.It was paid in cash.Question:how to cancel cheque payment and enter cash payment in GP?ThanksLarisa Kryukova
View ArticleWorkflow Activity Properties get reset with Plugin registration tool
Having an issue with both online and on premise environments when using the latest Plugin Registration Tool. Updating an assembly seems to be resetting all of the Workflow Activity properties, such as...
View ArticleAIF XSLT for-each-group tag
Hello,Does anybody know, if <xsl:for-each-group> tag is available in AX2012 AIF transformation?I have been trying to use it, but getting error that: "Error occurred while processing file inside...
View ArticleError in LCS code upgrade from 7.3 to V10 with 3rd-party models
I ran the code upgrade, Estimate Only, at this point in LCS. We have third-party models in TFS.One of the 3rd-party model references a standard model that is not in version control. The only standard...
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German letter 'ß' causing issues to the field in workflow for Send Email
Hi,When I use 'ß' in Send Email and save it, It is adding extra characters to the immediate field in the email.Attached screenshot: Highlighted the extra characters added after saving the email.Thanks,Sai
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Enabling KB Records Tab on Social Pane - Dynamics 365 (Version 1710...
In the Default Solution Case Record, the Knowledge Base Search tab is visible if we go into Form Editor and click on our Social Pane (Conversation Tab) frame - as per screenshots 1-3 below.However, if...
View ArticleLead Funnel Stage Reporting
Hello,My team and I are working on building out some charts and dashboards for funnel stage reporting (MQL, SAL, SQL, etc.). I'd like to be able to visualize these in a funnel (pyramid) dashboard or...
View ArticleAdd a existent field to Customer Portal Webpage
Hi all.I'm implementing Customer Service Portal on my company. I have some fields that are required.These fields aren't visible on the Create Case portal webpage. Then, when I try to create a new case...
View ArticleCredit Card processing error - Payment document is out of balance?
I attempted to process a credit card payment in NAV (we use Authorize.net for our credit card processor) for $835.08. I then received the following error: "Document No. CCPAYMENT-XXXXXXXX is out of...
View ArticleUnits of measure Report
Good day mates,New to using NAV (SAP savvy) and was trying to determine a way to run a report that shows all materials in our system with their Length/Width/Height/Weight and units per packaging. I'm...
View ArticleAdding a Note\Annotation attachment as an Email Attachment
I've been trying for several hours to get this to work to no avail. I have a custom entity with notes enabled. I manually added note to one of my records with a PDF attachment. The purpose of this...
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Cant see deployable package in LCS
Hi All,I did customizations in a dev environment (8.1 version). Created a deployable package and uploaded in LCS undershared asset library -> software deployable packages. Opened sandbox details in...
View ArticleWhy ms dynamics crm creates PluginTraceLog instances with createdon = null?
Hello) Our crm creates instances of PluginTraceLog with creationon = null As I can see, these are system logs, because all instances with creationon = null have issystemcreated = true Logs created In...
View ArticleBilling Worksheet Revenue
Hi,Due to a user error last month a over project maximum transaction was generated by the system, this increase the project fee by the same amount. The error (funding) was corrected and the fee...
View ArticleDynamics 365 - Email notifications from multi-select option set
Hi,I have a list of users in a multi-select option set with the following subset values selectedExample: 100000001 Joe M 100000002 Jane EHow do I retrieve their email addresses form a different...
View ArticleInstalling Reporting Services on a domain controller is not supported.
Hello Everyone,I installed Windows Server 2019, Installed AD DS, installed IIS sucessfully with domain controller in a VM.While installing Microsoft Dynamic CRM 365 version 9.0, It is asking Microsoft...
View ArticleInstalling Applications
Hi - we are currently using Dynamics 365 and custom applications as a CRM. We have the Customer Engagement plan that includes the Field Service app, but I cannot find where to install the app....
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