Outlook Crashes after CRM Plug in is installed
We have recently implemented the outlook plug in for CRM to our citrix environment and every time we open outlook we get the below trace log. Can we ask if some one has seen this before and how to...
View ArticlePreOperation plugin creating entity gets Record is unavailable error
Hi Experts,Excuse my novice question...In my plugin (registered PreOperation) on the create of a contract I am trying to create a document location record. When the create fires on the document...
View ArticleCRM For Outlook Plug-in
Can l please ask if Exchange 2008 Server is compatible for the outlook plug-in and we implement this for our citrix environments
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Cannot qualify lead to create an opportunity: "No Records Found, 0 Available"
For some reason my Lead --> Opportunity business process flow no longer works. When I try to Qualify or "Move to next stage" to an opportunity while on the lead page, I receive this problem:Any...
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CRM 2016 Ribbon
Hi,We upgraded to CRM 2016 and we don't have the plugins anymore since its not compatible.How can I remove the "myworkplace" and "about c360" on the bar/ribbon. I tried editing the sitemap but c360 and...
View ArticleAssociating multiple Accounts to one Opportunity
We're a software company who sells through a channel, that channel often compete for the same opportunity. Rather than inflate our pipeline with multiple opportunities marked against different...
View ArticlePlugin lookup
I have a plugin which reads a file and extracts data from several crm entities to create a new record in a third entitywhen I query the lookup field in entity a, I get a string of the id back into the...
View ArticleCannot create new record and edit record in CRM Mobile when Offline
Hi,at this time, I'm using CRM Online Update 1 (8.1.0.502) (DB 8.1.0.502).already download dynamics crm for mobile through playstore and also from windows store.all aplication looks fine when...
View ArticleNotifications and Alerts
Hello, I know this has to be a feature for such a great tool, but i can not find it. If i set reminders, task, or aka follow ups inside CRM online 2016 updated, i don't get a notification on my phone,...
View ArticleCRM Word template error when including Account Entity
When creating a Word Template for use with the 2016 Word Template Functionality, if there is a direct relationship to the Account record from the primary table, the account record can be included as...
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Appointment Status is not consistent in Core and iPad. How do we achieve the...
CRM ONLINE (Core)-----------------------------Created New Call – Status “Open”Saved the Call – Status Changed to “Scheduled”Mark Complete – Status changed to “Completed”IPAD------Created New Call –...
View ArticleDynamics CRM 2016 -Plugin posted operation update
Hello,I created a plug-in that calculates the pricing of the quote based on custom fields whenever update done on the quote entity.I executed the plugin on pre-opertaion update of the quote entity.I...
View ArticleSending mail from one queue from all the users
Hi All, we have one requirements from the customer, that they want to send mail from one queue (commonly used for all the user). we have changed primary email ID for all the users, but still not able...
View ArticleDuplicate contacts allowed
Hi,1) I'm using CRM Online 2016 and I have a custom field in Contact entity with a running number in it. I'm using it as a criteria for duplicates. 2) However, when using 3rd party data import service,...
View ArticleI want to add piped data of a custom entity and its parent entity data also...
Hi there,I created a global mail template and a custom entity named "DemoEntity"i related the Demoentity to the contact entity as N:1 Relationshipnow i want to pass the full name of contact record in...
View ArticleMS CRM and SharePoint integration on Cloud (send data update on CRM to...
What are the possible ways we can pull information/data from CRM to SharePoint on change of something on CRM to be pulled through or updated in SharePoint except for Web Services?
View ArticleSSRS Report to Get count Value for Each Option set Values and show the...
Hi all,I am creating a report where the Columns are based on the Option set Values.I am using the field named as "Code" in all the below columns to fetch the related records. I am using From and To...
View ArticleSSRS Report to Get count Value for Each Option set Values and show the...
Hi all,I am creating a report where the Columns are based on the Option set Values.I am using the field named as "Code" in all the below columns to fetch the related records. I am using From and To...
View ArticleSubGrid lookup filter wont work
Hello,I have a Problem with the subgrid element in CRM 2016.I want to select users in a subgrid from a prefiltert lookup. But it doesnt work. i dont get an error or something like this. The looup field...
View ArticleCRM Online - add a user
Are there any problems adding users to CRM OL? I have two Trial organizations, and i can not add additional users to CRM - they appear in O365, but are not associated(?) with CRM Org?
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