Security Matrix CRM how to find Security Roles assigned to the user Using SQL...
The below SQL query is useful to find the Security Roles assigned to the users from database in SQL Server.SELECT dbo.RoleBase.Name AS RoleName, dbo.SystemUserBase.FullName, dbo.TeamBase.Name AS...
View ArticleCRM 2016, JavaScript, using soap to RetrieveEntityMetadata of an entity with...
Hi,CRM 2016 Sp1, I am using XrmServiceToolkit to RetrieveEntityMetadata for a custom entity which includes the new Customer field (my_customer). The function returns with the status 500 and error...
View ArticleDynamics CRM non-profit
I have read on the internet that there is a non-profit version/module. Can someone please advise where or how I can this. I have download the trial version of crm for 30 daysthanks for your assistance
View ArticleHow can I export data to a csv file?
Hello, I'm working on a project that require data to be exported from the crm to a csv file. This process should be executed whenever a new record is created or an existing record has a status change...
View ArticleCan't create Charts off of Notes???
There doesn't seem to be a option to create a chart off of Notes. Furthermore there is a Dashboard area under Notes but no options? I'd like to create a chart to add to a Dashboard where it shows the...
View ArticleCan Fields be in Bold instead of their values?
Is there any way to make the fields BOLD instead of the values on the form? This is in 2016
View ArticleCRM Appointment reminders through the outlook client are popping too early
Hi,We are running Dynamics CRM 2015 On-Premise with the Outlook client for CRM on Outlook 2016 with our exchange server on-premise also on-premise.When appointments are either created in CRM and...
View ArticleCRM USD issue: closed event happens before variable is updated
This error happens when a new form is opened.I created a new Windows Navigation Rule that opens the parent account of the conttact in the onload event of the contact.The forms of the contact and the...
View ArticleFiltering sub grid base on lookup - javascript
HI,I have a lead from. Lead form has a field name customer(which is account entity). Account has a relationship with custom entity- Project.Now i have a grid on lead form of project entity. Based on...
View ArticleHow to achieve Upsert operation by using Primary Key(ID) in Dynamics CRM 2016
Hi All,I have achieved UPSERT operation by using alternate keys and now i want to do UPSERT operation by using Primary Key(ID).Does any one know how to use Primary Key(ID) with UpsertRequest in...
View ArticleAdd custom tile in nav bar of main form in CRM 2013
Hi,Before a year ago, I have migrated from CRM 4.0 to 2013 and using migrated form instead of Main form. At that time we have added common tiles in Contact entity for same entity (e.g. Activities &...
View ArticleDynamics CRM 2016 On-Prem Workflow Not Working
Hi All,On our Dynamics CRM 2016 On-Prem instance, none of the workflows work. Each time we get the following error "The userID associated with the current record is not valid"Unhandled Exception:...
View ArticleHow to use a pşlug in in crm 2015
Hi,I wrote a plugin that will do some action. I registered it. Up to this point everythind is fine. How can i use this plug in in my crm 2015 form. How cai it recognize my page entity etc.? Can anyone...
View ArticleSecurity Role changes not reflecting after refreshing the form
Hi All,I have created role based forms and when i am changing role to another i need to see different form on the basis of new role assigned, so for reflecting this i am refreshing the form once role...
View ArticleSolution Configuration Page
Hi,In solution configuration, We can add web resource page so than show the company logo related info.My Question is, Can we use this as product registration page like in other technology user will...
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Create new contact form showing record not available
Hi there,when i open create new contact form in crm then its showing record not available or you haven't permission to access this but i have all permissions the possible issue can be i created two...
View ArticleNot able to Connect to CRM Online using VS SSDT
Hi,I am trying to connect to CRM online using SQL server data tools. I have a RDL file in which I need to make changes. I have tried below connection strings:1. https://orgName.crm.dynamics.com and...
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Change display name in a view
Hi,I am trying to change the "account" name of the column to "reseller" in the view "Won Opportunities".I have tried changing the label in the "opportunity" form but that only changes it when I am...
View ArticleUnable to change values for Opportunity "Two Options" fields
I am trying to change the value options of selected fields from "complete" / "mark complete" to something a bit more elegant but after saving and publishing customizations, the value options always...
View ArticleHow to diable lookup field from html web resource using javascript in ms crm...
Hi,I have a form and a custom html web resource.In this form a have a lookup field. From the html web resource i wanto to disable the lookup field. Itried lots of thins , but none could solve my...
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