how to modify the social pane
Hello,I would like to modify the social pane in a way that it is only possible to create phone calls via social pane. All other activities (Appointments, Emails, etc.) shall only be created via the...
View ArticleCRM On Premise 2013 email Sending Failed
Hi , I want to send Email through my MS Dynamics CRM On Premise account 2013 .I have Created A Email Server Profile(Exchange Server) for this and created a mailbox And configured that mailbox with...
View ArticleAssociate entities with web api using alternative keys
Is it possible to Associate entities with web api using alternative keys?Something like:POST [Organization URI]/api/data/v8.1/accounts HTTP/1.1 Content-Type: application/json; charset=utf-8...
View ArticleOpportunity, quote and command close activities
Each time one of the records mentioned in the subject is close an activity is created. What is the use for theses activities and can we delete them without consequences ?Best regards.Youcef
View ArticleSingleton retrieve query error
Hello,I'm trying to import a solution that contains assemblies and workflows, and I got this error:Crm Internal Exception: Singleton Retrieve Query should not return more than 1 record. Query:...
View ArticleCrm page scrolling down automatically
Hello Team,While I am on the contact form, we have so many custom fields and subgrids. I am wondering of there is any workaround for this.Any help or guidance is highly appreciated.Thanks
View ArticleCRM Project
Hi guys,Having problems setting up project in CRM.The main problem is designing a new template, I have added the resources, a work hours template and a price list but its still not properly...
View ArticleRestrict export to Excel to some entity
I want to disable the export Excel function for some entity. I need to restrict what a user can export. Is there any simple way of doing this by ribbon?
View ArticleHow to save same form more than one with different firms in crm 2015 using...
Hi,I have a form. In this form i hav a lookup field .In this field i can look for a firm. The other fields of tihs form are text fields.I can save this form to the database succesfully. According to my...
View Articlestatus change workflow triggering twice on service.update
Hi,1. We have a OOB workflow on an entity, it triggers on 'Record Status change'.To Deactivate the record we are setting value instatus=1, statusreason=2 and calling service.Update().We found the...
View ArticleWho can send email as a Queue?
Hi,Which Users within CRM can send email as a queue? e.g. the queue has it's own mailbox "supportie.xyz.com". Which Users in CRM can send emails as the queue? Is this configured somewhere? Or can...
View ArticleCan't Create Entry with Web API
Hi, I can make GET requests all day long with no problem, but when I try to make a post request I get status code 400 (bad request). Here is the format of my post request. I matches all examples I have...
View ArticleIs there a way to edit opportunity data from the list view, or a tool to...
My sales people are older and used to tracking everything from a spreadsheet. Quick and dirty. The president of the company is used to reviewing data in a spreadsheet format. From the Opportunities I...
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Integration through Scribe throwing an exception
Hi,We are using scribe for integration. On an update of a record, Plugin is fired and Plugin calls the scribe services. but today we are getting a scribe error as below:System.Net.WebException: The...
View ArticleCustom Plugin to add members to marketing list
I have created a plugin that will read a list of contacts from a csv file and add them to a marketing list. Everything works fine until the actual Add code is executed.I am calling the add like...
View ArticleCan we reset a CRM Online instance and remove Yammer integration?
Hello all,We have a CRMOL customer with Yammer integrated. Turns out, Yammer is not suitable for them. But... We cannot disconnect Yammer and CRMOL (some of you may have seen previous posts from me...
View ArticleConnection String/ Interactive Login
Hello, I', writing a C# application that will connect to my crm system and ive been using the tag<addname="Server=CRM Online, organization=org,...
View ArticleCRM 2011 and Online - Tagging Leads That Attended an Event
I am attempting to enter leads that I captured at an event in both CRM 2011 and Online. I would like easily look up the attendees by the event in the future so I can see who attended the event, build...
View ArticleAuto populate value in customer field in "convert to case" dialog from task...
Hi Friends,Kindly help me out.I need to auto populate in customer field in"Convert To case" dialog from Task entity "Regarding" field value.Kindly suggest and help me.
View ArticleRecently Viewed Items button
Hi,I am new to Dynamics so sorry if this is a very basic question!I cannot see the Recently Viewed Items button on the navigation bar. I do see the recently viewed items under an entity such as...
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