CRM for outlook go offline error
I need help guys Iam getting a Violation of Primary key constraint error when Iam going to offline mode ?Please assist.
View ArticleWhat is the max size of the image field in CRM 2015
What is the max size of the image field in CRM 2015?Can I store an arbitrarily large file into this field, does it have a limit?
View ArticleAuto refresh of single chart within a dashboard
CRM2016I have an entity new_transactionsets which has a chart showing the number of client files their status.What I would like to do is show that chart on a dashboard ( easy enough to do ) , but I...
View ArticleNew Visual Studio Solution Template for Dynamics CRM - where/when?
Hi all,In the session "Lifecycle management for Dynamics CRM" at Ignite, Brandon Kelly demonstrated the "New Visual Studio Solution Template for Dynamics CRM" for VS2015 and CRM Online (2016). This is...
View ArticleCRM Online - Organization Data Export
Hi there!I've subscribed to the trial CRM Online and would like to export the demo date in order to move to my installation on-prem for testing.Could you please recommend how to export the organization...
View ArticleImporting attachments programmatically
Hi All,1) I'm using MS Dynamics Online 2016 and trying to import attachments programmatically.2) I have several external files that should be attached to an Account by using Account's name. I have a...
View ArticleRelate Annotation with contract table
Hello everyone!I was wondering how I can relate attachments in the table AnnotationBase with thier own contracts in teh accountcontractbase.I mean, the relation does exist beacuse, in the CRM...
View ArticleNotes have the wrong date
Good morning, I have a question for you guys!I'm using CRM2016 (8.0.1.79), when I post a note in a case, it writes the wrong date, 1 month later... I thought I was the only one, now 2 other colleagues...
View ArticleCRM-How to send multiple word templates to one email address
Hey guys!I have a problem, and no idea how to solve it, so if anyone could help...I need to make Word template from Service activity, and then send all templates that were made on that particular day...
View ArticleAuthentication with CRM Online
I've been scratching my head about this for a bit. How exactly does one authenticate to a cloud based solution of CRM with Javascript using tokens? I do not want to ask users for a username and...
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How to allow file upload (along with file storage) in Microsoft Dynamics CRM...
There is a possibility of customizing forms in Microsoft Dynamics CRM, through Customize entity:Also, seems like we can add a new field as well:to forms:I see that there is no file field in the...
View ArticleBulk import for a specific contacts
Hello,I need to update a single field for a group of specific contacts (cca 400).I have their name and surname in excel but excel format is not for Re-import so I need to know how can I do that, update...
View ArticleUpdate multiple records
Hello everyone,I am using CRM 2016 must create a javascript that to set a value of a picklist in Entity Father, update the Entity daughter a field to yes, where there may be one or more child records...
View ArticleAPI versioning
Hello, Im fairly new to dynamics and am working with its web api, I see that my org URL is on v8.0. I want to be sure though if I upgrade to version 8.1 none of the existing APIs will break. So my...
View ArticleWorkflow to update Recurring Appointment?
I have an on-demand workflow which runs on Appointments at creation so that under certain conditions, the Required Attendee field will be cleared to prevent meeting invites going out. I just...
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Enable 'Reactivate Case' button
Hi,I am trying to give permissions to my users to 'Reactivate Case' button. As an admin I can see 'Reactivate Case' button but users can't.This is an incident(OOB) form and users have...
View ArticleConvert a task, phone call, appointment to lead
IS there a way to convert a task, phone call and appointment to lead? I don't see these buttons available like the email does.
View ArticleVoice of the customer, don't receive any answer
Hi,I install voice of the customer, I make my survey but I don't receive any response of the survey, ¿any ideas where to look at?Thanks in advance,JP
View ArticleMS CRM 2016 online limitation of only two concurrent instances.
HiI am planning to load\migrate huge amount of Data, with millions of records to MS CRM online 2016, but this is very time consuming & tedious. Also it seems there is a limitation of only two...
View ArticleHow would you flag a bad number so that user is aware not to call that number?
Where would flag a bad number from a customer so that different users does not call that same number ?
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