inactive contacts on static marketing lists
We have a static marketing list (Let's call it List X) that we use for a number of purposes. Over time we have deactivated a number of contacts who were on the List X. However, when we send messages to...
View ArticleHow to Automatically Add Task When Contact Information is Changed
How do I create a Workflow that automatically adds a Task when Users change certain fields in a contact record? For example, if a user changes the Last Name or Primary Address, I would like that...
View ArticleCustom Button is not Showing on Dynamics 365 for phones
Hello I have created several custom buttons with simple enable rules (Thanks to Ribbon workbench) to show/hide based on some criterias.On the web it works great but I am not able to see these buttons...
View ArticleQuestion about the Email Fields
Hello Experts,i have a question about the Email Fields in Contacts and Accounts.Can i use the Email Field 2 instead of the primary Email Field?Thank you in advance!Kind RegardsLéon
View ArticleWeb API with claims-based authentication IFD
I hope I posted this in the correct area. I'm trying to make a simple web request to the Dynamics CRM Web API. A sample is below.using (WebClient wb = new WebClient { BaseAddress = baseAddress,...
View ArticleHow to Select Multiple Contact Types for a Single Contact
How can we make a single person (Contact) be categorized as belonging to multiple Contact Types. For example, John Doe might be a Vendor, a Client, Family, and an Accountant. In other words, John Doe...
View ArticleClear appointments in Outlook
Hello Community,I am facing an odd issue. a user has modified a sync filter on her Outlook settings. the modified filter was 'My appointment' she delete a multiple conditions on this filter. Due to...
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Unable to get profile log after profiling custom workflow activity
Hi, I tried to profile a custom workflow activity by following tutorial as...
View ArticleAutomatically set BPF active stage based on case status reason
Hi CRM World,I am facing an issue with BPF. We have 3 status reasons: Progress, pending and resolved and we have 3 BPF stages respectively. I am writing java script on form load event so that based on...
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Condition does not run in dialog box
Hi, sorry for my English, I'm Brazilian.my question is, I have a set of options field, below I have a condition with this field, but my dialog box does not execute the tasks under this condition....
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Microsoft CRM dynamics is not cross browser compatible
Hi Team,I hope you are doing well :)We are facing some issues with Dynamics CRM in our organisation. We have recently upgraded to windows 10 machines and we are using Chrome as the default...
View ArticleQualify button on Leads is missing
Dear All,I'm the System administrator of a CRM on-premise environment.I don't know why, today the Qualify button, in form and main grid ribbons, is missing.I created a new Lead, I saved it, but the...
View ArticleCalling fetchxml from within an include that is looping results from fetchxml
Using a web template to show emails on a portal 8.4, dynamics online 8.2. First fetch is inside an include to get the emails and then i have an include for each email / row. Within that include i want...
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Some textbox is disabled
Im working on the processes and i add Create Record to send email and my problem is the "FROM" and "PATIENT" textbox is disabled. Can anyone help me on how to enabled those textbox. Thank you so much...
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Integration Dymanic CRM2016 On Premise with SharePoint - Consulting
Hello there!I'm triying to integrate Dynamic CRM (On Premise) with SharePoint (Outlook 365).When I'm triying to "valited" the SP Site, it give me it:So I don't know how fix it and see if I can...
View ArticleSending an email from/to contacts
Today I was posed with a requirement, that we can not accomplish with Click Dimensions (we have CD). We want to send an email to our info@ inbox AND a confirmation email to the Customer (Contact...
View ArticleLong Running Script
Hi there,I have a couple end users who are receiving a Long Running Script error in Internet Explorer when their dashboard in CRM loads and when trying to save a Lead. Sometimes they get the error and...
View ArticleHow to call a MS CRM action from WCF service?
How to call a MS CRM action from WCF service?
View ArticleNew Licenced O365/CRM users do not show up in Dynamics 365
Since at least Monday we have an issue where new users that have been assigned an office and CRM license will not show up in CRM. I have contacted MS support, but they have not been able to help. I...
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Warning Message with Currency Rollup Field
I have 3 Rollup fields below: Total Insertions (whole number), Total Ad Pages (whole number), and Total Net Cost (currency). These are simple Sum Rollup fields, calculating the sum of the respective...
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