Forum Post: RE: Business Process Error
Yes, Just deactivate the workflow which was used for update 2 fields and then it is working fine.
View ArticleForum Post: Send all Emails from Shared Mailbox
Hello Everyone, I am trying to get all emails sent from my D365 system to be sent from the same email address, i.e. Customerservice@myorganization.com . The idea would be that when users manually...
View ArticleForum Post: Updating Dynamics "Health 365" CRM via HTTP Put Requests
I am reaching out with a question pertaining to Making HTTP Requests to the Dynamics CRM Web API. Specifically, making a PUT (or POST) request to update a field within an individual Contact on the CRM....
View ArticleForum Post: RE: Duplicate lookup reference error when no duplicate exists
Did you ever find out what the problem was? I am experiencing the same problem and am even receiving this error when I am refferring to a lookup record that does not even exist!
View ArticleForum Post: Format Company GUID to Company Name in a Workflow
Hi, I have the current workflow: When a contact is created/modified in Dynamics 365, the contact is added to a sharepoint list. But when the contact is added to the sharepoint list, in the company...
View ArticleBlog Post: Microsoft Dynamics 365 CE How to turn off smart matching completely
Hello Everyone, There are situations clients complain about the tracking of emails on Dynamics 365. As you all know - tracking is set through the Dynamics 365 App for Outlook. Suppose one of the users...
View ArticleForum Post: RE: Change the created on date
Hi David To explain, you can change the Created On date and there are two ways to do it depending on if the data is already in CRM or not. Method 1 - Data is already in CRM Create a view of the record...
View ArticleForum Post: Opportunity Sales Process Stage
Hi, On one particular opportunity record i am unable to move the stage to previous stage. Remaining all the records are working fine but i am unable to move for one record. I tried to update the stage...
View ArticleForum Post: RE: Autofill a lookup field based on another lookup field
So new_cuenta is the name of the field on your parent entity which you want to copy and also the name of the field on your child entity where you want to copy?
View ArticleForum Post: RE: Autofill a lookup field based on another lookup field
Hi Ravi, how are you? So "new_membresacliente" is the schema name of the main entity wich contains a lookup field to "parentaccountid" that is a normal account. I am working on another entity in a form...
View ArticleForum Post: RE: Autofill a lookup field based on another lookup field
Hi, ""new_membresacliente" is the schema name of the main entity wich contains a lookup field to "parentaccountid" " - This cannot be true because if your entity schema name staryts with new_ (or any...
View ArticleForum Post: RE: Autofill a lookup field based on another lookup field
You can refer this blog which has the exact code you are looking for. You need to replace the schema name as per your entity....
View ArticleForum Post: RE: Opportunity Sales Process Stage
Hi, Check if you have any custom script or workflow on the business process flow entity which may prevent it to move previous. It is possible that you have some custom logic which prevents the previous...
View ArticleForum Post: RE: Format Company GUID to Company Name in a Workflow
Hi, Can you share how the below is done? I don't think there is any out of box functionality to add the record in SharePoint list. "When a contact is created/modified in Dynamics 365, the contact is...
View ArticleForum Post: RE: Updating Dynamics "Health 365" CRM via HTTP Put Requests
Hi, Based on the documentation, update uses HTTP PATCH. Any specifc reason PATCH is not an option? docs.microsoft.com/.../update-delete-entities-using-web-api
View ArticleBlog Post: How to create sandbox using new Interface
With the new license changes you can create multiple sandbox instances using the new interface. Even though you have the ability to create multiple instances; the process itself doesn’t seem to be...
View ArticleForum Post: RE: Updating Dynamics "Health 365" CRM via HTTP Put Requests
Take a look at the comments on this thread. It may help you community.dynamics.com/.../web-api-update-issue-using-java
View ArticleForum Post: RE: Send all Emails from Shared Mailbox
Hi, Are you saying that you want to send all emails by default from same email address? And for this you created a workflow which triggers on create/ update of email and then update the from to that...
View ArticleForum Post: RE: Business Process Flow: Lead to Existing Contact
Hi, When you create a cross entity business process flow, you have to select the relationship between the entities. In your case when going from lead to contact, Business Process flow is looking for a...
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