How to show Activities on Parent Entity
Hello,under an Account I can create a Visit Report which is an own entity. On the Visit Report I can create Activities. Is it possible to show all Visit Report related Activities also on the Social...
View ArticleUpgrade Outlook-client 4.0 to 2016
Hi,our customer is currently using CRM 4.0 and we will upgrade the server next month to CRM 2016.My question now is: how to migrate the outlook-Client from 4.0 to 2016?There are some documentation...
View ArticleRoot Components Insertion & Dependencies Calculation are Unprocessed.
Hello All,Production Scenario:We were trying to import the unmanaged solution containing workflows & activity entity, but it got failed without any proper error message. In log file I can see the...
View ArticleUnsuccessful mail merge
Hi,After having tried several different solutions myself I can't succeed in sending bulk emails. They turn up blank or twisted and distorted. What I'm trying to do is sending bulk emails to a marketing...
View ArticleGot issue in workflow.
Hi everyone, Stucked and really not understanding what's the problem....it will be very helpful if anyone can give me any idea: My scenario: I have created a workflow which send email to a...
View ArticleIncoming Email reply - Owner
Hi,If I have a case that's owned by "Admin" and me "John Smith" sends an email to that customer in an effort to resolve the case. If the customer responds to John smiths email the owner of the email...
View ArticleFind out CRM database connection details
Hi,I want to extract data from an AX2012 database which is hosted internally in my company and import it into a CRM database hosted externally. How do I find out the CRM database connection details?...
View ArticleAbility to create Opportunities from Cases
Need to create Opportunities from case formWhen auto-creating the Opportunity, should copy the Case Title into the Opportunity Topic field. Also should copy the Account Number, Customer Name, Contact...
View ArticleAssociating incoming emails to existing records ("set regarding")
Hi all - I have a simple requirement, I'm wondering if the only way to implement it is to write custom code, I was hoping for out-of-the-box:I have a custom entity (Employee) that has an "email" fieldI...
View ArticleHow to retrieve leads from Microsoft Dynamics CRM with PHP
Hi..Please help me to retrieve leads from Microsoft Dynamics CRM.i am using PHP Soap XML for retrieving.Can any one give me the full code for retrieving leads with PHP.i already spend a lot of time...
View Articlehow to solve the error seen in plugin in crm 2015
Hi,I wrote a plugin. In my code i dont think there are errors. However, when i save the form it gives me error.I went to plugin registiration tool and debug my plugin. I face with the error:{"Download...
View ArticleHow to select fields that appear on the social pane
Hi guys,is there any logic behind how CRM Online selects the fields of each activity that are shown on the social pane?For phone calls I have the fields: Call To, Modified by and something similar to...
View ArticleScalar valued function
Hi allSELECT [OwnerId] = [QS_CRM_IF].dbo.fn_Order_SalesRepId(OH.SalesOrderId), [Order-Won] = SUM(TotalAmount) FROM [QS_MSCRM].dbo.SalesOrder OH WITH (NOLOCK) WHERE CreatedOn BETWEEN @BegUTCDate AND...
View Article"Apply Solution Upgrade" in Code or with WebApi
Hi,I've been reading through the SDK 8.1 to find out how to:1) Import a managed solution as Holding Solution 2) Apply Solution UpgradePurpose is to import my latest solution that include deletion of...
View Articlecase not being created
We have our CRM setup so that when an email is delivered it automatically creates a case. On the odd occasion, a case is not created when an email was delivered. This happens once in every 40-50...
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How to have multiple entries for custom entity?
In our Dynamics CRM online custom project - we've the default ACTIVITIES tab in a custom entity named DocProject's formACTIVITIES is able to take multiple entries.Okey, this is done by Dynamics CRM...
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Programmatically filtering subgrid
Hi,I am trying to filter this subgrid ShipmentReportsInformation by the end customer field to show only the end customer records of the account that I'm currently viewing. Right now it's showing all of...
View ArticleChange Default Theme and Logo
Good morning everyone,I have two difererentes organizations CRM 2011. I wonder if I can change the background theme on each of the organizations and also change the logo of Microsoft Dynamics CRM for...
View ArticleCustom Entity Notes Roll-up/Activity Feed
I have a custom entity in CRM that is related to Account (many custom products to one account). Under the Account entity I can view notes via the activity feed or social pane. I have read other posts...
View ArticleHow to export Icons from CRM Online
Hello,is it possible to export Icons from CRM Online? Thanks and best,Amber
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