Plugin: Obtaining information from related entity
Hi experts - I am writing a plugin. Ā We have a 1:N relationship between contract (one) to contract change (many)Scenario: on create of a contract change I need to get information from the related...
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Exchange Rate issue in a Rollup Field
Hi All,We've recently updated our Exchange Rates (which by the way, we set up to change all historical records, instead of the standard CRM rule to preserve the past records). So far so good.What is...
View ArticleHierarchy Security Model query
Hi,I have set up an Account record with several child Account records. I can view the visual hierarchical model, but no other users can.Is there a security role around this? I'm a system admin and the...
View ArticleHow can I send and automatic email for Invoice reminder
Dear all,When we are sending invoice to our customers, we define in the invoice a due date. Actually when the due date is expired we send to our customers through a specific mail box a first reminder....
View ArticleDynamics CRM Online / Product in a container
Hey,I need some help on a Dynamics CRM demand from a client.We need to "group" products in a kind of "container" in opportunity and quote.Something like that :In my Opportunity or quote :My first...
View ArticleIs our old CRM System recoverable?
We had a CRM designed for our shareholder services back in 2012. We had utilized the CRM up until December, 2015. Unfortunately we had an employee abruptly depart the company. When we inquired about...
View ArticleCRM 2016 Authentication using Xrm.Tooling.Connector
I am trying to connect CRM using Microsoft.Xrm.Tooling.Connector below is my code. it failed on first step only.Ā I am trying to connect on-prem version of CRM 2016Ā CrmServiceClientĀ CrmSvcĀ =Ā new...
View ArticleAuto-Numbering Account Entities on Import
Is there a way to have auto-numbering for the Account entity while using the standard import tool? I currently have a plugin to do this, but as you can see from the code below, it gets VERY inefficient...
View ArticleCRM Online Federation without Username prompt
I was hoping someone could advise if it is possible in a federated CRM Online setup to NOT require an end user (internal network connected)Ā to enter their username at the CRM Online login page before...
View ArticleAPI / SDK for CRM Project Service
Hello,I am looking to develop a small module that will integrate with CRM Project Service. I searched everything and cannot find any web services references / API / documentation.Can you please point...
View ArticleOdata issue with CRM Portal Add-on / Adxstudio v8.x
WhenĀ trying to fetch the data from CRM (accounts) toĀ CRM portal add-on web pages using Odata, we are getting below error - <m:error...
View ArticleCRM 2016 and C# in WCF Services
Hello everyone.I'm want WCF services that uses CRM 2011, to use CRM 2016. Entities will changed.I've never worked with CRM. Newbie fully.I review source code WCF Services, and there are a lot of Fetch...
View ArticleHow can i insert datetimeoffset into date and time data type field in CRM
I want to to insert date time offset data in a field having date and time data type in CRM entity,Please guide me about this.
View ArticleCRM 2016 unknown error
********************* Help is urgently needed ****************I work in a big retail company here in Saudi Arabia and been given the task of evaluating on premise implementation of MS Dynamics CRM 2016...
View ArticleCRM 2016 - Unified Service Desk - Multiple Pages
When the option "Allow Multiple Pages" in a CRM Page hosted control is selected, pages start to be openned in the same tab with the ability to switch between pages from a dropdown...but there is a...
View ArticleHow to edit or update list view on dashboard using Javascript
Hello All, I am working on creating custom Dashboard. My initial requirement was to create few buttons on a dashboard and clicking on respective buttons would show the view. I was able to achieve this...
View ArticleUpdating List View on Dashboard using Javascript
Can we update or change list view using JS. Just like using Iframe we can call the view url and show whichever view we want, same way I want to show a default list view on dashboard and then change it...
View ArticleCRM upgrade from 2011 to 2016
We are planning to upgrade our CRM 2011 to CRM 2016 . Right now we have all the oraganisations and active directory configured in the CRM 2011.Now if we upgrade it to 2016 weather we have to recreate...
View ArticleAdvance Filter
Hiis there a way from advance fine that i can get the records with no related entity recordĀ For example i need to get all invoice that without invoice line or in field service i need to get all Work...
View ArticleDashboard with Sitemap (URL) which shows sitemap as well!!
Hello All,I need to open Dashboard url using JavaScript. But I need dashboard with Sitemap.I have referred to few to the blogs and questions about Dashbaord url, But nowhere I could find opening...
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