Viewing roll-up of data, Hierarchy or Teams?
Having trouble deciding which route to go. I want the VP Sales to only view items that fall under managers that report to the VP. For example, the default view for "My Team's Open Opportunities" is...
View ArticleAccounts error when loading in Outlook client, off line mode
I have a problem with Outlook offline mode (CRM2016 Update 1 Online, using CRM2016 Outlook client).Contacts and custom entities are working correctly. They show off line and can be edited. Including...
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USD - New_CRM_Page Action populating ISH Page Incorrectly
Hi,I have Case/Incident toolbar which includes buttons for different activity types. When the hosted controls for the activity pages are regular CRM Pages, all in fine. However when I change them to...
View ArticleChanging a Form based on option set Value
Hello,I have 4 forms in an entity. I created a default form, based on the option set value I would like to change the form. I tried to use the below code on the default form, but nothing is happening....
View ArticleDynamic 365 - Editable SubGrid
I am using Dynamic 365 Editable SubGrids on the form. However, I have to prevent user from editing some of the fields. Is there any out of the box configuration that allows to lock the field in...
View ArticleViewing roll-up of data, Hierarchy or Teams?
Having trouble deciding which route to go. I want the VP Sales to only view items that fall under managers that report to the VP. For example, the default view for "My Team's Open Opportunities" is...
View ArticleAccounts error when loading in Outlook client, off line mode
I have a problem with Outlook offline mode (CRM2016 Update 1 Online, using CRM2016 Outlook client).Contacts and custom entities are working correctly. They show off line and can be edited. Including...
View ArticleDynamics 365 issues with Field Service Mobile App
Whenever I try to open any of my bookings which have been scheduled, the app gets closed unexpectedly. Expected behavior would have been me being able to view the details about the current booking. I...
View ArticlePopulate Custom Lookup field with PartyList Field
Hi all.I was wondering if you could please assist.I have created a custom lookup field on the email record that i want to populate with the "From" field (PartyList).Does anyone have the correct...
View ArticleUnified Service Desk
Hello,I have a problem with my configuration of the USD. I have followed a training of Neil Parkhurst on Youtube. I configured the USD exactly as he described, but i am getting some errors with my...
View ArticleManaged and unmanaged solution used in which scenario
Hi All,My question is i have a 4 instance of my crm, test environment, dev environment, prepoduction environment and production.see the below scenario-1)if i have a custom code which i am develping...
View ArticleDynamics for an IT Service Company
Hello,Does anyone here use Dynamics 365 within an IT Service environment.Specifically for Projects, service tickets, customer portals, resource management, contracts etc.If so, how does it stack up...
View ArticleChanging a Form based on option set Value
Hello,I have 4 forms in an entity. I created a default form, based on the option set value I would like to change the form. I tried to use the below code on the default form, but nothing is happening....
View ArticleAssigning Privileges to a Team
Hi,I have users in a single Business Unit, where they are then split into Teams within the Business Unit. I have given the users write access to their records only - set privilege at User. I now want...
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What is the point of the new Due field on phone call?
In CRM Online and CRM 2016 on prem, there now is a Due field on the phone call entity in the Activity Pane. What is the point of this field? As soon as I save the phone call it is saved as completed....
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Birmingham CRMUG – PowerApps
Are you a Dynamics 365 / CRM user? Do you know about PowerApps? See PowerApps in action on March 29th in Birmingham.PowerApps is a service for building and using custom business apps that connect to...
View ArticleCRM 2016 Opportunity Close Description Required
We have a business requirement to change the requirement level on the opportunity close form description field. As this field has managed properties on it OOTB I do not see a way to do so through the...
View ArticleChanging a Form based on option set Value
Hello,I have 4 forms in an entity. I created a default form, based on the option set value I would like to change the form. I tried to use the below code on the default form, but nothing is happening....
View ArticleDynamics for an IT Service Company
Hello,Does anyone here use Dynamics 365 within an IT Service environment.Specifically for Projects, service tickets, customer portals, resource management, contracts etc.If so, how does it stack up...
View Article