How to create a solution package out of Visual Studio
What I can do, is :Create a custom solution directly via the CRM browser interface and using various tools of the sdk to deploy plugins, web resources, etc..Then export it and I will have a solution...
View ArticleQuestion about unexpected duplicate workflows being created on change of...
Hi all.I'm trying to implement a process that'll create a work flow but wait until a preset date for the workflow to fire, but I'm running into some weird issues. The example is an entity with a...
View ArticleCRM online 2016. Error All entities must be found - when trying to re-assign
Hi,A few of our Account records have the above problem, when trying to re-assign the Account from one Owner to another. This occurs even when the user performing the action is a System...
View ArticleCustomizing a CRM environment without Professional license(s)
Hello All,Is it possible to customize / extend the CRM environment (e.g. with solutions), if a CRM Online organisation only contains Basic/Essential user licenses? Should I create a Global or Service...
View ArticleWorkflow triggered multiple times on quote activation
I have created the following logic in CRM:I call an external webservice with JS to get some quote details and put these on the quote.In these details I extract a base64 encoded document and add it to...
View ArticleWho owns the dashboard or chart that has been shared with me?
I am standard user of Dynamics online and have a variety of what I believe to be user created dashboards (rather than system dashboards) that have been shared with me however I don't need to see these...
View ArticleThe initialization of the CRM authentication pipeline execution has failed...
Hi I am getting the following error in my CRM app server, something went wrong on the SQL server.error message below;The initialization of the CRM authentication pipline execution has failed for org...
View ArticleCan you write an advanced find query on another advanced find query
To cut down on the number of advanced find queries that we are writing, is it possible to write an advanced find query on top of another advanced find query?E.g. our marketing team might want to know...
View ArticlePrice List Items Without Set Price
I'm looking for a little advice on handling a scenario that is pretty common in our line of work. We will have a set price for a service we provide, but there may be some municipality fees or fees...
View ArticleUpdate a contact record using the import tool
Hello,I have a csv dump which only has email addresses, no other fields, I have added another column to the spreadsheet called ‘Exclude’ and I have updated this field to ‘Yes’ for all the email...
View Articlewhat is the use of resolution in resolving case
what is the use of resolution in resolving case? when case is resolved automatically through workflow what will be the resolution??
View ArticleMaps on iPad in Dyn CRM Online 2016
Have an instance of Dyn CRM which I have Accounts with addresses included. Works fine on PC. I even get the map on the form to show the location of the customer, like Kungsgatan 1 (=Kingsstreet 1).When...
View ArticleApprove or reschedule update
I received an email with a link to approve or reschedule a CRM update. When I click on the link, a new tab in the internet explorer opens, but it only says "the request could not be processed and I...
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System Business Process Flows are missing in new environment once we copy...
Hi,We are building in environment exactly like Production so we copied Schema and Config from Production online CRM 2016 to New environment(test).Since Prod has some managed solution related to our...
View ArticleEvent 17412 Process id was deadlock on lock resources
Hi All,I have seen a lot of MS CRM Asynchronous errors on my crm server With event id : 17412 with below description.Could you please advise to resolve the same.Issue description in event viewer :Host...
View ArticleHow to assign a task or a Lead to a Member or Team Programmaticaly
Hi guys,Can anyone guide me how I can set a task or lead to a member or a team programmatically? var proxyService = ConnectToCRM(CRMuri, CRMusername, CRMpassword); try { //String strLeadTopic = "New...
View ArticleUtilize Calendar & Service Scheduling Functionality in Custom Entity?
I have a custom entity called "Events & Classes" that allows users to create events/classes for which people can sign up. I'd like to add the ability to create an event/class and divvy it up so...
View ArticleEmail documents from Document Management
I integrated CRM with sharepoint 2013 so that users can save documents and view them using Document Management screen in CRM 2016. One of the requirements is that users should be able to select...
View ArticleAuto populate email fields
I have a form in an entity where user can enter email address of the customer. Now when user wants to send an email from CRM (by clicking "Email" under the "Activities"), users has to manually enter...
View ArticlePlugin Registration Issue using TLS 1.2
Hi,I am getting the below error when trying to connect to our CRM 2011 Org Service after enabling TLS 1.2(TLS 1.0 Disabled).Error: Metadata contains a reference that cannot be resolved. The request was...
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