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Questions tagged [dynamics-crm-365-v9]

60 questions
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How to open Entity records list page with specific view in Unified Interface App in MS Dynamics CRM 365 v9.0?

I want to open Entity records list page with specific view on button click in Unified User Interface app in MS Dynamics CRM 365 v9.0. For example, Contacts list page and Active Contacts view. Following URL works find in Web window.open(serverUrl +…
Nanji Mange
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Share behavior across multiple forms in Dynamics 365 client side v9

I am using https://github.com/delegateas/XrmDefinitelyTyped. I created the following script for a form that has a field called Program Year, Start Date, End Date. I would like this to be generic so that if in the Form Properties I set an onChange…
uioporqwerty
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How to hide Assistant/Activities tab and Attach button in Notes section on Social Pane in Dynamics 365?

Has anyone had an experience modifying the Social Pane in Dynamics 365? Hiding the Assistant and Activities Tab Hiding the Attach button in the Notes Tab Googling shows unsupported way by accessing and hiding by DOM manipulation. Has tried…
Leizl Lacuata
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See how many times the users executed report - CRM online v9

In online version 9, is there a way to see how many times users executed specific report? It is possible on-premise by querying the ReportServer database.
Dejan Dular
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Logfile of SQL Server Database from Microsoft Dynamics 365 online

Is there a possibility to get the logfile of the SQL Server Database from Microsoft Dynamics 365 online Instance V9? I've already asked this question in the Microsoft Dynamics Community but haven't received any answers.
Olearn
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Edit Filter Criteria Option not displayed for View

Why is the Edit Filter Criteria Option not getting displayed for the following view? As you can see above there is no option for updating the filter criteria of this view named Account BulkOperation View, while for other views it gets displayed.…
Aritra B
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How to identify if the quick create form is opened from the top nav bar or from the new button in lookup field

Click on the new button in the project template lookup field of the project entity,this opens a quick create form which will have all the fields Also click on the new button from the top upper right corner of nav bar and select project entity. This…
Mounika
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How azure data factory -Dataflow can create CRM related entities records in single transaction?

I am trying to implement Azure Data factory DATAFLOW to create CRM entity records into multiple entities in single transaction. If any error occurred in the second entity, then first entity record should be rollback. Please share your idea. I tried…
Ragav
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How to get selected records under bulk edit functionality

I am working on 2016 on-premise MSCRM, I need to check each record in bulk edit and alert the user if something is wrong, I tried to alert it from my update plugin but only general msg appeared, now I'm trying to get all records selected in bulk…
Damkulul
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Custom button to perform excel export in JS Web resource in dynamics crm 365

I'm working on dynamics 365 (9.1.x version) online. I have a requirement to download the excel template using a button in a custom web resource (javascript). I tried this example1 link and example2 link but I'm getting an excel corrupt file error…
Elyas Ahmed
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Dynamics crm on premise installatiom

Can I have two separate installations(different server/different Database) using/sharing the same OU in active directory?
Pascal_Roger
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Docusign with CRM 365 Envelope Status Changes not working

We are using Demo Environment of Docusign and creating Docusign Envelope with custom c# code including Document, Recipients, Tabs and Email Subject. In response, it is giving the EnvelopeId. We are using this EnvelopeId in CRM 365 System Workflow…
Vaishali Aghera
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Entity Activity pointer - created by SYSTEM user access thru odbc driver

How to determine the right REAL system user which record in this entity belongs to? eg: task created by SYSTEM user, but I need to know the real user. (record owner is not a way when owning user can be changed when he leaves the company)
Pavel Kohout
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Dynamics 365 CE - How to cancel a case using WebApi in Javascript?

I am currently doing it using the 2011 endpoint SOAP call, but I want to upgrade it to a newer version of Web Api. I am able to 'resolve' a case, but not able to 'cancel' it from JavaScript. My current 2011 soap call code is : // create the…
sdg
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How Integrate between Autodesk forge and CRM 365?

i want to integrate between auto-desk forge in CRM 365, to view and set data in CRM. any help please
Abdelrhman Kotp Ashry
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