Hello All~

We have an issue where a user/member of a team can write to a record that is owned by the TEAM, without having to take ownership of the record (Assign to Me). Our understanding of security was that if the TEAM had the privs, the user would inherit or gain the ability to act on behalf of the team but the team nor its members would…

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Can someone please explain reparenting? I thought that it meant if a record was like an account’s parent company were changed, then the related records

We are currently on D365 v<bdo style=””>9.1 </bdo>on-prem. We are in the middle of a new project with Case Management. We are getting a prvReadLanguageLocale error in the Classic form of an incident record in our DEV & TEST environments, which is where we have customized the case and additional custom entities related to the case. This error…

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Thank you for the quick reply. Yes, this is exactly what I am asking about. Is there a way to do this OOB. Currently, we are using workflows and plugins to do this.

We are on D365 v9.1 on-prem. I wanted to know if there is a way to populate the origin of a case (incident) when an appointment, task or a custom activity gets converted without the need of a workflow or plugin. The options listed are Phone, Email, Web, Facebook, and Twitter but how can I include the Task, Appointment and custom?

Thank you in advance,

Chrys