Delete an unused entity from managed solution
Hello All,I am tring to delete the unused entity from managed solution, i have tried to use to create a holding solution which is mentioned in the...
View ArticleQuick campaign access directly from Contact record
Hi, could anyone help me pls. on the following 2 issues?1) I want to display the Quick campaigns right on the Contact record. Imagine that someone is calling based on Quick campaign email, I open the...
View ArticleRecently Viewed Items button not working
Hi,I have an issue with a few users. When they click on the Recently Viewed Items button, nothing happens. Some Users on the same organization can use that button as expected. Any ideas? Many thanksKatie
View ArticleTiered Discounts in CRM 2013 - how do I implement
Sorry for the "unfriendly" username, I'm just an employee (Yehoshua is my name!)Here's the issue - we need to implement a kind of cumulative discount, similar to tax brackets. Thus, each bracket has a...
View ArticleMS CRM 2016 - reimport - crop field (type: Memo) with more then 4000 character
Hello,i am trying to re-import one or more records from XLSX dynamics list. I have one attribute type Multiple Line of Text. In excel my attribute have more then 5000 characters but re-import (CRM)...
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Business required field
Hi all,I have two fields on opportunity form Method and Require. Require field is two options type as shown belowWhen Require field is set to Yes. The Method field behave like business required field...
View ArticleSuggestions for SMS connector
Hi all,Can you please suggest some of the top 3rd party connector for SMS automation?Thank you
View ArticleChange the attritube : IsValidForAdvancedFind on entity - crm online
Hello Everyone,I know that to hide an entity from the advanced find drop down the regular process is to remove the read permission from the security role of the user.Few days ago, i've read this...
View ArticleInvalid Character / Error initializing component with element id=
HiWe're currently using Dynamics 2011 with Office 365 2013; we've got a user here that is suddenly having problems where he cannot use the Outlook client or the web interface. If he attempts to, say...
View ArticleCustom Dashboard for each system user by passing 'User' parameter
Hello All,We have created a custom dashboard which displays two charts & two lists ( views ), showing all cases and orders owned by the logged on User.We now have a requirement where in, any User...
View ArticlePlease help me on picklist value function in sql
could you please share the pick-list value sql function for mscrm 2013 to know display name of selected value in the filter view.
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'Bad Request' for REST Builder when creating association for N:N relationship
Hi I am trying to associate two types of records -- a conference and a market sector. I have created an N:N relationship between them and am using the CRM REST Builder to associate the two records...
View ArticleWhere to get Crm instance backup in the new Dynamics 365 zone
I all, since today I get the new Dynamics 365 screen in office 365. I see all Crm instances, but don't figure where to get backups of them. Can you please help me
View ArticlePrivilege to create/modify system view?
Is there a privilege I can give a user to modify system views without having other update capabilities to an entity?
View ArticleADX 7.0.0022 Redirects: Existing page takes precedence?
Apparently, Redirects are useless in case when the page with the Inbound URL exists on the site. Then redirect is not happening but the page is opened. Is there a way to redirect even if the page under...
View ArticleCRM user info
Hi All,When user details are updated in Active Directory and the user is already in CRM, should these updated details be automatically pushed from AD to CRM? Thanks
View ArticleSender's email content not being added as Activity to CRM Case
A customer has sent us an email which has automatically created a Case. In the Activity section of the Case, the email does not show up. As per configuration of the mailbox, it is set to delete the...
View ArticleForcing a DateTime's *Time* Value to a Static Value Using Workflow
Does anyone know a way to set the *time* part of a DateTime using Workflow? I have a DateTime and I want to keep the date part, but force the time to a static value.The use case here is that I am...
View ArticleDocument Generation
Hello Experts,How do I validate all fields have been filled out before document generation?i.e. When the user selects "Create Agreement", I want all relevant mandatory fields checked and then the...
View ArticleService bus listener for MS CRM.
Hi All,I have to implement service bus listener. Whenever a two option field sets as "Yes", then the logic should execute. The logic creates some 2000 to 3000 records. Trying to implement the same...
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