Showing the related contacts in Phone call form
Hello Team,I have a below requirement.When a CSR is on the Account entity(which is having multiple contacts) and selects to add a phone call from the Subgrid to the Activities>In the phone call form...
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scribe OLE DB adapter error
Hi Friends,I am configuring the scribe to pull record from SQL Server Database,The service account.The user id and password works fine when i use the Sql server management studio.When I enter the...
View Articlewill crm be slow if I have lot of data
Hello all,I am about to use dynamic crm 2015 onpremise and wondering if CRM will be slow if we have a lot of data ( more than 8 GB in server).will the lot of data slow up my CRM?Thanks
View ArticleUser profile changes to another user when logged in to MSCRM Dynamics 2015
experiencing an issue on CRM Dynamics where user's login and on the dashboard at profile display that normally displays the user profile name, it changes to that of another user that is already logged...
View ArticleEntities relationships pass to "Son"
Hello On the "Account" entity there are 3 1:N relationship to the same account entity. The parent OOB relation (parental) and 2 others that created by customization (referential) When the users trying...
View ArticleMicrosoft Dynamics CRM Certification
Hello alli am prearranging for exam MB2-712 certification and i want to pass it first attempt, please any one suggest me i what is the best way for preparation. and how many question are there in exam,...
View ArticleHow to retrieve deleted order opportunities?
Hi,Someone accidentally deleted all the order opportunities. Is there any easy way to retrieve them back?Regards,Sachin
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Get user list based on Work hours
Am using the following fetchxml for retrieve the user based on team Id.<fetch version = '1.0' output-format='xml-platform' mapping='logical' distinct='true' ><entity name = 'systemuser'...
View ArticleChange initial date of calender control
Hi ,I have a requirement to change initial date of calendar control. I have a Date of Birth field on account form in CRM 2016. OOB this show today date as initial date. I want that initial date it...
View ArticleIssue with lookup control with CRM 2016 turbo form
Hi,I am facing issue with CRM 2016 lookup control in turbo form. When I select a value in lookup control and after that if I want to change value and click on search icon, it will show only initial...
View ArticleCRM 2015 APP not working !
Dears,Kindly i followed all steps for configuring AD FS and IDF for CRM 2015 and everything is working greateven when typing the URL in my android "Marshmallow" it gives me certificate issue but i can...
View ArticleHow to control which field values get pushed to opportunities on Lead...
So out of the box I see there is a Lead to Opportunity qualification process. If I wanted to either edit some of the fields that exist on the lead form or create new fields which would show up on the...
View ArticleAutomatically have Topic or Name of Opportunity populate on Lead Qualification?
So when qualifying a Lead into an Opportunity, there is a Topic field on the opportunity that is blank and requires being manually entered. Is there a way to have this auto populate somehow on lead...
View ArticleDynamics Connector old vs. new
Hi there,I noticed that the old Dynamics Connector won´t work in the next release of MS CRM. Now I´m on the verge on trying Out-of-the-box entity mapping from Dynamics NAV 2016 to MS CRM 2016, but I´ve...
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Sorting by Percentage: Why does 100% show up below everything else?
Been trying to google my way through this and I'm not really sure why this is occurring.When I export data from opportunities and load it into excel, it also sorts incorrectly. However, if I were to...
View ArticleCan we edit Opportunity Sales Stage Option Set?
On the Opportunity Form there is a field "Sales Stage" which contains an option set "Opportunity Sales Stage"I don't want to use the values in this option set and want to edit it with my own but it...
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Create link to the new entity record
I have a custom workflow activity that creates new opportunity from my custom workflow activity.I have that activity as an action step. I am using action, because it has an output. I need to get Id of...
View ArticleImport of CRM 2015 Org in CRM 2016
Hi,I am trying to import a CRM 2015 Org in CRM 2016 and keep getting the following error.Any suggestions would be welcome.ThanksError| Exception occured during...
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Calculating total number of hours per week.
Hi All,We have a list of fields on Contact form Monday to Friday as shown below and these fields are decimal number fields.So i want to auto populate the total number of hours per week in a new field...
View ArticleCRM Online 2016 - Is it possible to create composite fields/flyout menu for...
I would like to mimic the behavior of the OOTB address composite field. Is it possible? Can anyone lead me to the right approach for this? Thanks in advance!
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