Hi Avinash, Yes I can assign the same record to only few other users(not all) with required role. But I can assign other account records to this specific users without any issue. Thanks
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Forum Post: RE: Record is Unavailable
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Forum Post: RE: Populate multiple values from 1 entity to another using JS
You can use CRMRestBuilder to build your query. Check below video how to use CRMRestBuilder . www.youtube.com/watch
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Forum Post: RE: MS CRM 2013 integration with Outlook web application
Hi I am not entirely sure if I fully understood your requirement but if you are trying to integrate CRM 2013 with Outlook, you wont be able to do so in outlook web app. You can however, install outlook desktop client and install Microsoft Dynamics CRM 2013 for Microsoft Office Outlook. support.microsoft.com/.../compatibility-with-microsoft-dynamics-crm-2013 support.microsoft.com/.../compatibility-with-microsoft-dynamics-crm-2013 Dynamics 365 App for Outlook (the modern app) supports Outlook Web Application but you will have to upgrade your CRM to V9. docs.microsoft.com/.../deploy-dynamics-365-app-for-outlook
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Blog Post: 5 Quick Reasons Using Microsoft Dynamics 365 V9.0 for Mobile Will Benefit Your Business Now
There are many reasons to use Microsoft Dynamics 365 for Mobile; most notably, by comparing previous versions to the current one. The recent upgrade focuses on differences between Microsoft Dynamics 365 V8.2 and V9.0. The exciting updates between these versions are evident, and users can take advantage of its vast capabilities in amazing ways. Here’s the nitty-gritty of what you should know to maximize on its improved features … Easy Access Before, users typically took out Microsoft Dynamics 365 for Mobile to check information before walking into a client meeting. Now, Microsoft Dynamics 365 for Mobile is a tool that’s always at the disposal of the user for them to use even during a client meeting to take notes. The tool is much more accessible and user-friendly in this manner. In today’s work culture, the update is even more socially acceptable for business functions with clients. Use shows relevance and timeliness. Updating Account Information Formerly, mobile gave users the opportunity to log activities, and make quick updates about their Contacts, Accounts, Leads, and Opportunities after a meeting; but now users have the ability to move between Accounts, Activities, Contacts, and more, more seamlessly so that they can quickly get answers to their most pressing questions. Mobile App users can add tasks or to do’s as they go. Even follow-up reminders can easily be entered, making marking every touchpoint a more thorough and organized process for the user. Enter More Details Formerly, Mobile gave users the opportunity to enter in a New Contact with just the bare minimum of information, but now users can review data during or before meetings, and enter full information instead of just the basics. It makes keeping track of the right information a whole lot easier, setting yourself up for more effective customer touchpoints in the future. Take Mobile with You In former versions, Mobile let users take Microsoft Dynamics 365 on the road with them to easily get in touch with customers by pulling up their profile and simply clicking the phone icon to dial them. With recent upgrades, it’s still perfect for getting in touch in this way! Form Permissions Companies that have multiple forms, or even lock down access on forms, can now utilize them on Mobile as of the Microsoft Dynamics 365 V9.0 upgrade. This is functionality is a great reflection of how Microsoft has moved the tool to be more like the desktop experience for the user. Did you like this quick synopsis about what makes the Microsoft Dynamics 365 Mobile App stand out to users now? Be sure to subscribe to the Ledgeview Partners blog for more on the topic of Microsoft Dynamics 365 Mobile V9.0, and catch up with the latest Microsoft Dynamics 365/CRM user group webinars you may have missed when you click here . Watch Mobile come to life via a recent Ledgeview Partners expert Microsoft Dynamics 365/CRM user group webinar and demos within it, below.
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Forum Post: RE: D365 client customization's setLookupTypes(["contact"]) doesn't support Connection entity's Connected To field type?
Hi, Thanks for your answer. However, this doesn't seem to work. I'm not sure if Microsoft supports this. I see this error - On the line, I get this error And when I try to debug, I see this exception thrown It looks like this is not supported by Microsoft? Any thoughts on this? // JavaScript source code oConnectionFormCustomization = { filterRequiredLookups: function (context) { "use strict"; debugger; var con = context.getFormContext(); var con = context.getFormContext(); var value = con.getAttribute("record2id").getValue(); con.getAttribute("record2id").setValue([]); con.getControl("record2id").setEntityTypes(["account", "contact", "systemuser"]); con.getAttribute("record2id").setValue(value); }, addFilter: function () { Xrm.Page.getControl("record2id").getAttribute("record2id").setLookupTypes(["lead", "contact"]); } };
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Forum Post: RE: LOOKUP CONTROL ERROR after CRM Update to version 8.2.5.0004
Hi There is a known issue from this update with the "from"-field on the email entity. You can fix this by editing the customization-xml for the email entity: 1. Create a solution 2. Add the "from" field from the existing Email entity 3. Export the solution as unmanaged 4. Unzip the file "customizations.xml" 5. Edit the file and add the missing lookup types according to my attached image 6. Re-add the modified customizations.xml file to the zip. 7. Import the zip solution into CRM and publish all changes
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Blog Post: Microsoft Dynamics 365 certifications for Functional Consultants
Below are the BETA exams released for Dynamics 365 CRM Functional Consultants. Click on each link and have a look at them. MB 200: Microsoft Dynamics 365 Customer Engagement Core MB 210: Microsoft Dynamics 365 for Sales MB 220: Microsoft Dynamics 365 for Marketing MB 230: Microsoft Dynamics 365 for Customer Service MB 240: Microsoft Dynamics 365 for Field Service
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Forum Post: RE: LOOKUP CONTROL ERROR after CRM Update to version 8.2.5.0004
Hello, thanks for your quick answer. I exported the solution now. The values did look ok, I would say:
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Forum Post: RE: Record is Unavailable
Kokulan, The GUID of the record which I am trying to reassign is different from the one which is mentioned in error message. The account with GUID mentioned in error message is not existing in system. Thanks
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Forum Post: How to Solve Dynamics CRM error: You do not have the required privileges to view this report
Hello, I'm trying to run a SSRS report on CRM that uses fields of case resolution entity but I'm getting the following message But i am the system administrator!
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Forum Post: RE: MS CRM 2013 integration with Outlook web application
Thanks for response Kokulan, I have installed CRM for Outlook desktop. But want to setup with Outlook web application with ms crm 2013 onpremise version. Thanks
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Forum Post: RE: LOOKUP CONTROL ERROR after CRM Update to version 8.2.5.0004
Ok, I just tried to remove the LookupTypes -> import the solution -> add it again, and import again. This did not fix the issue.
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Forum Post: RE: Rollup field not refreshing
I am not sure about the solution here, but would like to share my little RnD about Roll-up fields https://vjcity.blogspot.com/2019/06/dissecting-rollup-fields-in-dynamic-365.html
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Forum Post: RE: Rollup field calculation not working
I am not sure about the solution here, but would like to share my little RnD about Roll-up fields https://vjcity.blogspot.com/2019/06/dissecting-rollup-fields-in-dynamic-365.html
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Forum Post: RE: Roll-up fields are not calculating in D365 V9.0
I am not sure about the solution here, but would like to share my little RnD about Roll-up fields https://vjcity.blogspot.com/2019/06/dissecting-rollup-fields-in-dynamic-365.html
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Forum Post: RE: How to Solve Dynamics CRM error: You do not have the required privileges to view this report
Hi Arton, Are you the Owner of this Report?
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Forum Post: RE: how to refresh roll-up field without refreshing the page?
I am not sure about the solution here, but would like to share my little RnD about Roll-up fields https://vjcity.blogspot.com/2019/06/dissecting-rollup-fields-in-dynamic-365.html
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Forum Post: RE: How to Solve Dynamics CRM error: You do not have the required privileges to view this report
Yes!
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Blog Post: 365Knowledge YouTube Channel Update
It’s been a number of years since 365Knowledge posted any videos on YouTube, so I thought it was time we started again. Interestingly, although I had neglected the channel, the 6 videos had a total watch of over 13,000 views which is small in comparison to most channels, but still quite a number. So……………Watch this space!
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Forum Post: RE: Dynamics 365 for Phone App
We are facing the same error when opening up the mobile app in V.9: External context MAIL_CONTEXT is not available. Check the availability before calling. Not every user is affected and it's only happening on the dashboard area of the mobile app. Does any one have a solution for this?
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