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Dashboard chart - trying to compare "open" and "close" dates in one chart...
I am trying to create a chart which will show leads opened, qualified and disqualified over time (i.e. for each month, how many leads were opened, qualified and disqualified?).I have created a chart...
View ArticlePOA table - deletion questions
In CRM 2015 on Premise we run in to the problem of large POA table. We have over 200 mln records in this table and most of them (170 mln) share records of one custom entity that have already been...
View ArticleEmail Entity cc field
Depending on a flag, I want to clear the values in the CC field, but its not working.
View ArticleIssue using StringReader in CRM Online Plugin
Hi,We are generating a PDF file using iTextSharp Assembly. But CRM is throwing error in below lineHTMLWorker hw = new iTextSharp.text.html.simpleparser.HTMLWorker(document);Â hw.Parse(new...
View ArticleHow can we deactivate record using WebAPI
Hi,How can we Deactivate records using WebAPI?How can we send SetStateRequest message to deactivate records?ThanksBala
View ArticleEngagement Scoring for Accounts
HiI'm looking at implementing a scoring mechanism per company account (prospect and/or customer) to show the level of interaction we have with any given company.The reason for doing this is that we...
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Audit Summary View
Any idea why there are two similar entires in Audit Summary View as given in the screenshot?
View Articleproducts entity privilages
I have recently granted security privilege to read products entity in a security role that has already users . the product views are all opened with no problem but when I select a single product ,...
View ArticleCalculated Fields Dependent of each other
Hi there,I have a Product Entity form that contains plenty of price information, and therefor a lot of calculated fields. When you set up a new product as it is right now, you need to save the form...
View ArticleBusiness rule - phone number
Hello Team I wanted to create a business rule where my phone number cannot contain any alphacharacters.I am trying to create this business rule , is there any way to mention the values at a time...
View ArticleProduct Cost Price Field in Opportunity Product
Dear Support,Is it possible to populate Standard Cost price field value to custom field in Opportunity Product?We have a requirement of having Cost Price of the Opportunity Product, and we have created...
View ArticleAn attachment cannot be saved if it is blocked or if its file type is invalid
Hello,We're receiving the following error when attempting to associate an e-mail with a customer record when that e-mail contains an attachment. In this case, the attachment is a Word document (.DOCX)....
View ArticleUnable to update records using XRMService Toolkit
I have following code snippet to update a certain record using XRMServiceToolkit but it throws exception as well. I could not find out the reason. any idea what I am missing in it.function...
View ArticleCRM Online 2016 renewal
Hi Everybody,we would like to know what to do when we recently got email about renewal of CRM online. We are MS Gold partner a we got CRM online from partner program but now it looks like we have to...
View ArticleRun custom code on multiple records
Greetings earthlingsI wonder if you have a suggestion on the best way run custom code on multiple (selected) records.My requirement is as follows: the user wants to select a bunch of records in a list,...
View ArticleInsights section showing HTTP Error 404 - Not Found (powered by InsideView)
I updated last week to the newest version of Insights.https://www.microsoft.com/en-US/dynamics/crm-customer-center/insights-powered-by-insideview.aspxIt worked fine for a while, but now on every record...
View ArticleShowing original record owner in duplicate warning
Hello, Do you guys know if i can and how to add the owner of the record to the duplicate detection message notification?We used CRM on an organization with a lot of salesman who recieve both leads via...
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Microsoft Dynamic CRM 2016 Close Button Navigates
Hello everybody.In Microsoft Dynamics CRM 2016 there is a new inner Close (x) button (in picture attached).In one of our activities (Clone Email Send). After the clone we open up a new window with the...
View ArticleCustomizing live CRM server
Hello. Microsoft Dynamics CRM 4.0 is being used at my workplace by a large amout of employees. Wanted to know if it is possible to make customizations to the live CRM running on IIS server via the CRM...
View ArticleChanging the password for Server Side Sync
We are using Dynamics CRM and Server Side Sync with impersonation and need to change the password for the Exchange account. Does anyone have experience changing this password and know of any items that...
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