Opportunity Tracking throughout the year
Hi guysI have a client who is looking to track the position of a group of records throughout the 52 weeks of the year. Basically we have a custom entity (works a bit like Opportunities) and there is an...
View ArticleLicence for Dynamics 365 for Sales Enterprise Edition
Hi,I have a Dynamics 365 subscription for Sales Enterprise Edition, I find the modules (Marketing, Services) that are active. is it normal ?!Regards.
View ArticleError: 0x80043b0a , "The Unit Schedule id is missing"
Hi!I have a problem when I'm trying to import products to crm 2015When importing i am getting"The unit schedule id is missing " error. I saw in other forums that could be for "Default Unit" and...
View ArticleRecord not created after duplicate detection popup interaction AND save+close...
Hi,To reproduce this in CRM 2013, do the following:Have duplicate rules for a recordCreate a record that will trigger the duplicate rules. Make sure to click "Save & Close" instead of "Save"In the...
View ArticleUnable to update an option set field in a business process workflow
I am trying to update a custom AccountType field on the Opportunity entity to equal the AccountType on the Account entity, in these 2 scenarios: 1) whenever the related Account is changed on the...
View ArticleLicence price and yearly Maintenance, Enhancement and Support price in...
Hello,We are a software company and need to have a possibility in describing the permanent licence price as well as the additional yearly ME&S (Maintenance, Enhancement & Support) price in our...
View ArticleSSRS - filtering on linked entity (1:many)
I have an SSRS report on the Order entity which is related to multiple projects. On the report I want to show the project name and ID for the related Parent Project only. Each order has only one parent...
View ArticleCRM Portal - Webform - Save last Web Step and redirect to thank you page
Hi All,How to make web-form redirect to a thank you page after submission of all the steps. Once user fills out the values, an Application ID is generated in the web form model entity which is saved to...
View ArticleWorkflow
I am completely new to Dynamics. I have an Entity when user enter information an email has to sent to user manager for approval. After Manager approval workflow will stop.Can anyone suggest 1. I have...
View ArticleI have a lookup that is opening in a new tab when I click the value but it...
I have a lookup that is opening in a new tab when I click the value but it still opens the record in the current tab. I need to stop the lookup from opening in the current tab.
View ArticleCan we edit and re upload out of the box reports?
HI,I am trying to add a logo to the Accounts sub report which is an OOTB report. I downloaded the report and opened in Visual Studio reports project and added the logo. When I tried to re upload it...
View ArticleMS CRM 2011: Outlook Client paging issue in views with two sort columns
We experience an error in Outlook Client for MS CRM 2011 (on-premise) in Online mode when navigating in views on the homepage for any entity (custom and vanilla). Does anyone experience the same...
View ArticlePrimary Contact on lead qualification to an existing account
If I qualify a lead and select an existing account the primary contact does not get set. What is the best way to go about populating the primary contact in this scenario? Thanks G
View ArticleHow to see if a date field is greater or less than another date field....
I need the logic below to show certain drop down options when Effective Start Date is > Original Effective Date and then to show different drop down option if Effective Start Date is < Original...
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Error on phone "This part of the form can't be displayed. Please contact your...
Greetings! We use Dynamics 365 8.2 online and are having an issue on our apple mobile phones/iPhones.When the users attempt to navigate to My Activities, they get an error which says "This part of the...
View ArticleWorkFlow - Auto run everyday specific time (e..g: 6:00 pm).
How to create a WorkFlow - Auto run everyday specific time (e..g: 6:00 pm).Any help would be really appreciateThanks,AK
View ArticleServer Side Sync - Yay or Nay?
Now that email router has been deprecated, have most of you migrated to server side sync? I'm curious about what you like/dislike about it?I am trying to weigh out the real-life pros and cons of...
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Advanced find appearance skewed
In Internet Explorer I am sporadically seeing this. I have had to resort to using Google Chrome mostly. Has anyone else experienced this?
View ArticleQualify a lead to an existing Contact and Account how can I set thee accounts...
If I Qualify a lead to an existing Contact and Account how can I set thee accounts primary contact to this contact since it will not do this out of the boxThank G
View ArticleUpgrade from CRM 2011 to Dynamics 365
We are planning to upgrade our CRM instance from Dynamics 2011 to 365 On prem. Can some one please let me know how much time these projects typically take. We have very few customizations. We need...
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