Dynamics CRM API Access Limits?
Hi CRM Team,I am working on MS Dynamics CRM 2016 Online and On-Premise integration.a) Is there any limits to access these MS dynamics CRM APIs on per day per user basis?b) If there are limits, is it...
View ArticleCustomize Activities in Social Pane
Hi all,Is there any way to edit what is seen on the social pane?For example, I want to edit what is shown when I add a new appointment in a contact entity. Usually, when I add a new appointment and...
View ArticleSend an email to the client when a case has been resolved
Hi,I want to send an email to the client when a case has been resolved.The email will contain the firstName, LastName of the client and the amount of the order (related to the case being resolved).Do I...
View Articletwo companies on one instance
Without making another instance is there a way to have two businesses in one CRM?We have two separate businesses that run under one tenant. I don't want to make another production instance for the...
View ArticleConditional replace in fetchxml
Hello Guys,I have got a sql query which needs to be converted to fetchxml scenerio is in a entity got a field asTXNTYP = 'AO' when when AO is called it should be replaced by 'Activate Offer'...
View ArticleIs there a way to view that you have already contacted someone without...
Is there a way to view that you have already contacted someone without clicking on there file?
View ArticleIdentify if Form Load after save
When saving a record in dynamics crm 2011 the form will load again and will trigger the javascript Onload function.I have the following functionality:when the user opens the form manually, i have to...
View ArticleDuplicate Detection rule, prevent the record from saving
Hello Team,I have implemented the duplicate detection rule in one of my custom entity.Now the Duplicate Detection rule is working and it is showing the Duplicate message.But, In Duplicate detection...
View ArticleHow to create a report on entities that have 1:N relationship
I have the parent record: Contracts, and the child record: Products. We can have multiple products on each contract. I want to pull a report showing all Contracts that do NOT have any products related...
View ArticleIs there any API Rate limit for Dynamics CRM 2016 on-premise and online ?
Hi,I am working on integration of Dynamic CRM 2016 onpremise and online deployment.So would like to know that, Is there any API rate limit for accessing Web API ?Thanks.
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Getting SQL Server Error when Qualifying Leads to Opportunity
Hey guys,Yesterday Microsoft was doing maintenance on CRM and it was down for some time. It was fixed and so I tried to create a dummy lead and tried to qualify them , however I got an SQL Server...
View ArticleAdd a dynamic variable value for a attribute in fetchxml
Hi Guys,Everytime and everywhere i see in fetchxml people use only harcoded values i got a scenerio were i need to pass a dynamically a string variable please suggest note this c# codestring dynamic...
View ArticleNot getting Correct result in SSRS Fetch XML Report with Date range
Hi Expert,I have created a SSRS report fetching cases in a date range which has 4 parameters (Start Date, End Date, Status, Priority). Now below is the detail of my report. The issue is with Date. The...
View ArticleSet Regarding Unable to be seen on Activity List
Hey Team,I have users who are using the set regarding feature in the CRM plugin for Outlook 2016. When they click the "Set Regarding" button, select an account/contact etc it will show up as "being...
View ArticlePrevent a user from creating a contact unless they have searched the system...
I am looking to force the user into searching the contact database prior to creating a contact. Perhaps hiding the 'new' button unless the user is in a quick find or global search. I would like to do...
View ArticleCopy Task workflow
Hi all,we have a requirement that user should be able to copy his tasks. So I added a button on the ribbon which is triggering an on-demand workflow....
View ArticleCan I create one price list with multiple currencies?
Here is the situation.I have two price lists. One all products are the list price and the second is a single percentage increase on list price. Both are in pound sterling.I want to be able to then...
View ArticleTraceLogBase Table
Hello,I'm seeing quite a few logs being inserted into the base log table. I've checked the tracing option in the registry, but this is turned off. Does anyone know if there is a way to prevent records...
View ArticleWebAPI equivalent of ExecuteWorkflowRequest
Is there a WebAPI equivalent of Microsoft.Crm.Sdk.Proxy ExecuteWorkflowRequest? I've gone over the Web API documentation several times but I can't find anything. The closest I can find is how to call...
View ArticleTrip Report still 'Open' after 14, 28 days - reminder workflow
Hi, Have a client who wants to send notification emails to owner/rep of a Trip Report. Logic then would be ‘if 14 days past "date of trip", send first escalation notice to rep and owner.’ Then ‘if 28...
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