disabling an account
Hi allI have to Deactivate a custom entity partner. When I am going to disable that account, It gives me the following errorUnhandled Exception:...
View Articlehow to use CRM 2016 new web API in Console Application
I would like to remove use of CRM 2011 service endpoints and instead of that i want to use CRM 2016 new web api end points for my console application to connects to CRM 2016 online/IFD/AD.we want that...
View ArticleCustom ssrs Reports in mscrm 2013 is not working
I have created some custom report in to MSCRM 2013 , and i sent solution to client all reports is working fine in my organisation but when its move to client location only one user can run reports who...
View ArticleAlerts for appointments
We use Dynamics CRM integration to allow Microsoft Project Plans to update Dynamics CRM Service Calendar. This in turns automatically updates individuals Outlook calendars. These appointments do not...
View ArticleUse Business Rule to copy data from one field to another?
Hi guys,is it possible to use business rules just once in order to copy data from one field to another? My use case: I have a field with type single line of text and want to change it to multiple line...
View ArticleOutlook CRM App error
Hi AllHoping someone can help. CRM 2016 Online / Office 365We have implemented the Outlook CRM App to allow users to track emails. Users are able to do all the relevant functions required and when...
View ArticleNeed to add a closed Task multiple Opportunity records
I need to add a closed task to multiple opportunity records. I assume i need to create a workflow to do this. Anyone have instructions on how to do this? Thanks for your help!
View ArticleAdd -ons for CRM 2016 Online (Price list and Invoices)
Hi everyone,Which add-ons can i use for the following subjects;Price List (For importing the existing price list & updating the price lists every day of monthly).Invoice (Configuring...
View ArticleCRM 2016 - Social Pane
Hi Everyone,Is it possible to have the social pane appear twice on a form? I want to use it in once place where it defaults to Activities and in other place with it defaulting to notes. The reason why...
View ArticleFST Not Showing Points
Hello - I have 2 Measures that I'm using the Excel Upload for and it's not adjusting my point totals, I can see the adjustment under Player Stats / Actuals but not under Player / Points. Is there...
View ArticleReportingGroupName, SqlAccessGroupName, PrivReportingGroupName
Does anyone know if the AD groups (ReportingGroupName, SqlAccessGroupName, PrivReportingGroupName ) get populated when creating a CRM user?
View Articleupgrade crm 4 to crm 2011 RU 17
hey all, we just upgraded our crm to crm 2011 RU17, when we finish all we will upgrade -2013/15/16..I have that function, that fails on the bold lines, or everywhere it written "Node"who can help me to...
View ArticleOn-Premise 2016 Plug-In Creating Folders and Sub-Folders in SharePoint site
I have a requirement for a plugin that will create folders or sub-folders within a SharePoint Library when a records are created.I can create the root folder with this code - works wonderfully.......
View Articlehide date portion in date time feild in CRM 2015
hello i can not hide date in date/time field and show time only.How do it? lease help to me.Thank you.
View ArticleWorkflow creation of Case fails because case is missing customer after 2016...
We have several processes that create cases for our users via workflows. In 2015 I was able to set the customer value using a dynamic slug within the workflow at the case creation. After our on premise...
View ArticleError while connecting to Dynamics CRM App for Windows 8.1
Hi ,I have windows 8.1 and Windows mobile 8.1 , I have downloaded Microsoft Dynamics CRM for Windows 8.1...
View ArticleCRM Scheduled Calls
Hi Friends,I have question related to the CRM Scheduled Calls.it is possible that notification send individuals on Team when the call is approaching?the team members getting notifications like in...
View ArticleStrange behaviour of QueueItem Release button after upgrade from CRM 2016 8...
Hi,We have recently upgraded our CRM 2016 instance from 8 to 8.1. And while regression testing we found that OOB QueueItem Release button is visible for 1 Role however for other 2 roles it is not...
View ArticleAdd an image to contact entity and in the SSRS report
Hello Experts,We have a requirment in which we have to produce the QR code of each contact and include it in the SSRS report We already found how to generate QR code as image from...
View ArticleSetting Highest Parent Account in Case
Hello, We have Case entity with customerid = account. A case is created and customerid is set. We want an additional lookup field (parentaccountfield) where the parent of the customerid (account) is...
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