Invalid authorization token signature
Hello,I have configured an Azure Endpoint service in CRM, used by a plugin.At the beginning it worked perfectly, a week after I got this error40103: Invalid authorization token signatureAny idea?Thank...
View ArticleReceive data from other sources (POST HTTP request not usefull now)
Hi guys,I have a lot of integrations using the httprequest encoding from POST method. But this works because I receive a static number of fields.Now I'm trying to receive a bulk of data that will...
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How to Create a CRM Business Process Flow that References a Different Entity...
I have a custom job entity in CRM 2016. It has a relationship to itself (Post-Completion Job). So basically if I know that a process will require 2 "jobs", I create the 2 jobs, and assign the Post...
View ArticleCRM Online 2016 - Attach Word Template to email and send to Primary Contact
Hi guys,I have a requirement to generate a Word Template document on our Accounts and to send this Template to the Primary Contact on the Account via email.I am able to create a workflow to generate...
View ArticleIntegrating CRM with our internal database?
Is there a way to integrate CRM with a PSQL database? We would like to use CRM as the front interface and have it then import into our internal PSQL database. I have been looking for an ODCB driver...
View ArticleBulk Deletion Of Duplicate Accounts
I understand the merge feature, but we have thousands of accounts in CRM. Lots of duplicates. We need to run a report ASAP, and we can't have all these duplicates. Any other options to get rid of all...
View ArticleSales Pipeline Chart - Can we change it to Highest to Lowest??
So the default Sales Pipeline chart seems to list out the items with the highest totals at the bottom and the smallest at the top. This is counter to most Pipeline Funnels that are out there which...
View ArticleHow Can I Create A Rollup Field That Has A Rollup Field In It
Hi. Here is my situation. I have a Rollup Field on the Opportunity entity called "Total Costs" which is the sum of the various costs associated with that Opportunity which is in an associated Costs...
View ArticleIncrease the number of attachments Notes in CRM Dynamics Online
Hi all,Is there a possibility to increase the number of attachments from the notes per case?Currently It seems that there is a limitation of 10.I really appreciate any help you can provide,Henrique
View ArticleMS CRM 2016(On Premise) - "A currency is required if a value exists in a...
Have a currency field on custom entity. However, On import it fails and throw the above error. Did try to set the default currency and select all records and edit, which does not work. Few blogs have...
View ArticleUnknown Tracking error
Hello everyone!This issue only seems to be occurring on one team member's computer, who is running Outlook 2010.He seems to sporadically get the following error message:An unknown error occurred while...
View ArticleSMTP Server Profile for CRM Dynamics
I created a SMTP server profile on my dev solution. I deployed the solution to the test instance on the same development server, but the smtp server profile did not get through.Do we have to set up the...
View ArticleFantasy Sales Team - Game Setup When Using Actuals
When setting up a new game with a Game Model of No Teams and using Targets, when I get to the section to add metrics, provide a name, a Metric Feed and select Number of as the measurement option. I...
View ArticleC# ExecuteMultipleRequest no response
I load some CRM records using C# .NET. It was slow, so we switched to ExecuteMultipleRequest to send a batch of records. After upgrading to CRM 2016 and adding some workflows, it doesn't always get a...
View ArticleSend Email to Custom Text/Email Field on Custom Entity
I've done some research, but I'm having trouble gleaning what is and is not possible -- I have a custom entity to which I'd like to add a new field that allows users to enter an email address, and...
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Email Workflow - Send URL For Sharepoint Documents
After years of uploading attachments to Notes, I'm looking to move to Sharepoint integrated Documents. I also have a workflow that emails certain individuals every time a new Case/Incident is created....
View ArticleHelp with Creating Opportunity Revenue by Financial Year Chart
HiI was wondering if anyone could provide me some help on creating a stacked chart that shows all potential revenue sitting in opportunities by set owners and across multiple financial years. As some...
View ArticleIs there a way to have records display horizontally under a Field Value?
I have opportunities that all have different stages. There is a drop down for stages which we have about 10 different values.Is there a way to create a report where it lists the values out on top of...
View ArticleChanging Date type in one environment and importing solution in another...
Hi,I am working on an on-premise upgrade from CRM 2015 to CRM 2016. In the 2016 dev environment we have identified a few fields that need to be changed to 'Date Only'. Initial value of date field.CRM...
View ArticleDo Partners having Gold competency have any free CRM portal instances?
Do Partners having Gold competency have any free CRM portal instances?
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