Shipment Location Specific Instructions
Our company is looking for a way to flag certain sales orders that have California delivery addresses, so our warehouse staff know to include a Prop 65 warning label with those products. We are trying...
View ArticleImage Preview issues
Hello,We currently store our images on a publicly viewable SFTP server. However, we have to make them not viewable and password protected from the public. When we do this, it breaks standard...
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Troubleshooting Dynamics 365 Virtual Entities
Does anyone have suggestion on how to troubleshoot Virtual Entities in Dynamics 365?Here’s my very generic error message: Entity could not be retrieved from data source. Please try again or contact...
View ArticleCreate Activities when email sent
Is there a way to create an activity when an email is sent from Dynamics 365 for Marketing.I would assume this would be done by default so perhaps I have missed something.We would like to see whom...
View ArticlePSA Installment Billing
Does Project Service Automation handle installment billing? For example, resources bill their time against a fixed fee contract but we bill the customer the same amount every month. How would we do...
View ArticleArticle: How to create custom fields in CoreHR and send them to PowerApps...
Starting March 26th, Microsoft started to open up Dynamics 365 for Talent by allowing the creation of fields and sending the data to CoreHR. This was not possible until now and it creates new...
View ArticleHow do I generate a Profit and Loss report using Microsoft Nav 2009?
I am trying to generate a profit and loss report for 2018 for our company, we use Microsoft 2009. I am totally lost
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CRM workflow using DXtools
CRM2016 On premisesIt was suggested to me to use DXTools to send emails using templates from CRM on custom entities, and a big thank you .. you know who you are. This works a charm for most of my needs...
View ArticleHow to find the source of customized Report
Our customer is use the report Customer statement , but it seems it is customized to him , i found the same report in the Report lay out under number 17110but i cant find the source of the report to...
View ArticleSql to nav page(Microsoft Dynamics NAV)
I have a sql statement and my client runs this sql monthly basis and he decided that he wants this in nav. I created a temp page and a report for them to enter a date range(request page) then I want to...
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Dynamics 365 Online can't edit shared views or personal views
I have a user who can't edit shared views where he has access to write to those save views, nor can he edit his own views. His user access matches other users in the company who don't have this...
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How can i monitor record status changes?
Hi all,I am using Dynamics 365 online v9. I find that the workflow could be triggered by "record status changes"however, the workflow is only for one entity. So I want to write a plugin and apply it...
View ArticleMicrosoft.Xrm.Tooling.Connector 9.0.2.12 Dependency Issue
The Microsoft.Xrm.Tooling.Connector 9.0.2.12 nuget package says that it requires Microsoft.IdentityModel.Clients.ActiveDirectory >= 2.22.302111727 but when I use...
View ArticleDynamics 365 OAuth For WebAPI
Hi all, I'm having trouble using the access token to access Dynamics WebAPIs such as using an endpoint to create an Account or Incident entity. I have tried both v1 and v2 version of OAuth and have...
View ArticleCannot read property 'getFormContext' of undefined
Facing error "TypeError: Cannot read property 'getFormContext' of undefined" after updating JavaScript files to new var formContext = executionContext.getFormContext();.
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How do you import printers into DocumentRouutingprinterentity
I am unable to import printers to my Documentroutingprinterentity,Sequence of steps i did.1>Exported the documentroutingprinternentity.2>Export list had list of my same printers installed in...
View ArticleCustom Report that needs links between SalesLine, TransferTable and specific...
I am writing a custom report that retrieves data from Dynamics from the WHSLoadLine, WHSLoadTable, WHSShipmentTable, InventDIM and finally the SalesLine tables. This is one data source and I am telling...
View ArticleMaking Specific Email Templates Available to Specific Teams/Users
Hi Everyone,We have a handful of email templates we would like specific users (customer service team) to have access to and nothing else. I am aware we can make them private or global, but I was hoping...
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How to include QR code and barcodes in Word template?
I created a simple Word template in CRM, exported and edited in Word, then reimported to CRM to generate a simple "report on demand" from a record of the appropriate type. Once I defined the currency...
View ArticleJournal posting errors collected for delivery within an EventInbox notification
DAX Tribe,I have a need to retrieve the InfoLog errors pushed into the popup during a failed Journal Posting event.Specifically, a ProdJournalTable with ProdJournalBOM records is about to get posted....
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