Many-to-Many Rel - Contacts and Opportunities
HiI've created m2m relationships between various entities in CRM before, but since there already exists a one-to-many relationship between Contacts and Opportunities, would it cause any problems if I...
View ArticleError occurred while Creating the incoming email "ABC" in Microsoft Dynamics...
Hi,First thing: I noticed many issues regarding not transferring emails to CRM, but none of them do not resolve our problems. Known facts:CRM 2013E-mails are sent to XYZ mailbox and they finished in...
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Marketing questions
Dear fellow CRM Users.I have a few question regarding marketing lists and campaigns. First of we are using CRM 2015 (7.0.1.129).Before we roll out the marketing part i've watched some youtubes the get...
View ArticleHow to actual value of field type like OptionSet, Status, State using OData...
Hi,I am working on some functionality and I want to get value of some fields whose type like OptionSet, Status, State etc. When I am trying to get value of it, I am getting value in numbers like 0 and...
View ArticleHow to setup LiveId/ActiveDirectory Authentication for Dynamics CRM 2016 for...
Hi,I am working on Dynamics CRM 2016. currently below authentications are working fine on my environment via SOAP:Online : Oauth 2.0Onpremise : NTLMwould like to know how can I setup LiveId and...
View ArticleHow can I lock "Sector" and "SubSector" fields from users
I would like to lock users from adding new Sectors and Subsectors. I only want them to be able to select what is in the dropdown, not be a able to create a new Sector and Subsector. Is that feasible?
View ArticleCRM 2016 On-premise : All organizations redirecting to Default Organization
Hello,I am using Microsoft Dynamics CRM 2016 On-premise and below is the scenario - There are 3 Organizations created on the CRM box.DefaultOrg = Default Organization set for all the usersOrgA...
View ArticleHow to represent ManagedProperty and CalendarRules in SOAP request
Hi,I am working on Dynamics CRM 2016 integration using SOAP API.I would like to know which CRM object uses ManagedProperty and CalendarRules so that I can investigate on the field and how can I...
View ArticlePrevent record from opening in parent record
Hello, In CRM 2016 when user clicks on any record in HomeGrid or Subgrid, the record opens in same window as parent record. Is there any way to prevent this for particular entity and make it open in...
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Unable to deploy an SSRS Report locally
Hi,I was unable to deploy my first SSRS Report when trying to deploy it locally. Using Visual Studio 2015 Data tools, source is from a local DB created from SSMS. Able to build my report successfully...
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Global Template Issue "can't instantiate template"
I created a Global Template with nothing much in the body, just Hello. And I created a WF over Queue Item entity which sends email to Queue Owner (User/Team Email) upon Queue Item record creation....
View ArticleDivide modules for Customization
Hi Experts,I have one requirement that, I want to divide work like modules. So that one module can customize one Team and second module can Customize another TeamLets say I have 10 Entities. So I...
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Location no longer visible in Outlook if it was synced from Dynamics CRM and...
Hi, we noticed a strange phenomenon with Outlook and Dynamics CRM. If a user does the following:create an appointment in Outlookadd a location to the appointment in CRMwait until CRM updates the...
View ArticleCRM Importing Email Messages - TO and FROM not importing
HiWe are trying to import email messages into CRM, everything is mapped as it should be and they import without any errors. We can then see the emails in CRM however the TO and FROM does not get...
View ArticleProduct Catalog
Hi, I am experimenting at the momement with product catalog in crm 2016. Can some show me the right way to begin with. Where should i begin? How i make the relation to contracts.
View ArticleRefresh from CRM Excel Add-in not working
I have exported a Dynamic Worksheet from a system view in CRM by using EXPORT TO EXCEL --> Dynamic Worksheet from the available options. The workbook is saved to the local C:/ drive on my machine.On...
View ArticleNew Relic - Application Performance Management
CRM Experts,How to configure New Relic(APM) to on premise CRM instance?. Is there step by step instructions or documentation available?.Thanks.
View ArticleCI and CD for Dynamics CRM
We are trying to implement Continous Integration (CI) to on premise CRM instance. I read in other blog that xRM CI Framework with Team Foundation Server and Windows PowerShell is best for CI.Is anyone...
View ArticleWhat if I disable an user then Enable it again
Hi,I just wanted to know that what if I Disable an user and then Enable it again in Microsoft Dynamic CRM 2013. What impact there will be on lead records that are assigned to that particular user?Thanks
View ArticleRE-Open a Canceled Quote
Hi,I want to ask if anyone would know if there is anyway to reset the Quotation Status Reason (Closed - Canceled) to Status Reason (Active - In Progress)?Scenario: 1. I have a quotation in draft (where...
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