Dynamics CRM 2016 and ADFS = unable access to metadataendpoint.svc
Hello,we have deployed the Dynamcis CRM 2016. We use ADFS for internet access.Now we would like to enable SERVER to SERVER integration with Sharepoint 2016.If we try to access:https://<server...
View ArticleHow to display PDF document in an IFRAME or HTML Web Resource
Hello All - Any suggestions on how to display an existing PDF document (present in notes attachment) in CRM Online (Either in an IFrame or HTML Web Resource?)Thanks,Shaik
View ArticleEdit CRM web source code
I am looking to make our CRM 2016 web page WCAG compliant. In order to do this, I need to edit the CRM source code and add <noscript> sections into several sections.What files in the CRM web...
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Mobile application time picker offset
Hi,I'm seeing strange behavior using the Dynamics CRM 2016 mobile App.On the Appointment form, when choosing the Start DateA date/time picker appears.Upon slection of the date and time and clicking...
View ArticleIs there a way to calculate age from a Date of Birth field?
I am currently using CRM 2013 and need to calculate age. I only have DOB to go by. I need to send an email when the contact is approaching a specific age. Can this be done via workflow or business...
View ArticleIs Server Side Sync Truly Bi-Directional?
Can the server side sync track appointments that are created in outlook without using CRM Outlook client? I have seen some documentation that says server side sync is bi-directional but when I enter...
View ArticleError shutting down Outlook: C:\Program Files (x86)\Microsoft...
We upgraded to MS Dynamics CRM 16 a couple weeks ago. Ever since then, our Outlook to Dynamics synchronization is not working correctly and we get the error message "C:\Program Files (x86)\Microsoft...
View ArticleCRM for phones error - this view is not available
Hi,We've recently started getting an error when configuring Dynamics CRM online 2016 update 1 in the mobile app. The error says "This view is unavailable". The sales dashboard is set as default and...
View ArticlePlugins and Workflows
Hello Guys,I am a new MS Dynamics CRM Developer. I am looking to improve my skills. Kindly help me in providing ideas for sample plugins and workflows which I can develop and practice. Thanks!
View ArticleThe server address (URL) is not valid.
Hey team,I keep getting this message for one of my remote users, I've uninstalled and reinstalled the Outlook client and no luck. Attached is the log file if anyone has any idea, thanks!11:28:27| Info|...
View ArticleEmail reply from client not getting tracked against a Case in CRM
We are having problems when receiving email replies from customers that they are not automatically getting tracked into CRM. I tried some CRM Case activities and below are the results.Sent email to our...
View ArticleUnhandled Exception with Custom workflow - Dynamics CRM CRM 2015
Dear Experts,Recently I have faced a strange issue in Dynamics CRM 2015 On-Premise instance. Functionality:We have a custom workflow that schedule to run daily, this will update an Entity1 record...
View ArticleGetting same email address populated when sending an email to customer
When we are sending an email to a customer regarding their case, i am able to see same email id populating several times. I think,as the customer has email address in contact, lead and opportunity, TO...
View ArticleCustomizing default view
Hello,I want to customize my default view which i have set by displaying my calendar in the view instead of the grid which shows data. Is this possible? If yes can anyone suggest how it is possible?
View ArticleIs there any way in which we can distinguish if the opportunity is created...
Is there any way in which we can distinguish if the opportunity is created after qualifying the Lead or by using +New button
View ArticleStatus Reason transition
Hi All,I have to remove existing status reason values (In progress, on hold, waiting for details, researching, problem solved etc) for case entity and add status reason values which are relevent to my...
View ArticleIncoming email router issue in CRM 2016 on-premise
Hi,I have configured email router for incoming and outgoing mails through email router configuration manager. Test access is successful for both incoming and outgoing. Outgoing email is perfectly...
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Export to EXCEL Columns
Hi,We have two different user access levels. Level 3 cannot change the column headings when exporting to excel (states an error has occurred)However level 2 can, with no issues. I've been through the...
View ArticleIntegration data from Sharepoint to CRM Online
Hello.I have users without CRM license, but with the Office 365 license . It is necessary that users can enter data into fields in the Sharepoint and then they fall into CRM and creates new contact. It...
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