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CRM Metadata Endpoint URL - Bad Request
CRM (on premise) and Sharepoint (on premise) guide. Please look at step #1 where you see the first Powershell Command:.\CertificateReconfiguration.ps1 -certificateFile c:\Personalcertfile.pfx -password...
View ArticleCRM 2016 and Dynamics 365 On-premises
Hello,I am getting a little bit confused about CRM 2016 and Dynamics 365 on premises. It looks like that Dynamics 365 is the service pack 8.2, does it mean that Dynamics 365 can be install as service...
View ArticleField value not saving
I have used the following JavaScript to populate a filed on a parent from based on the summed values of a field on thew child.The script is working and the field is updating but it is not saving, even...
View ArticleChange Colors on Pipeline Funnel Chart??
Is there any way to specify the colors associated with each status on the Pipeline chart or really any chart for that matter?
View ArticleEntity relationships and subgrid contingent on field value
Good afternoon all! I appreciate any help you all can offer. I will try to articulate my dilemma as best as I can!I have two entities: Account and Plan. The Account has a field Relationship Type...
View ArticleJavascript
Hi all,How do i compare the values of logged in user security role GUID's with static GUID (where user is having multiple security roles)?I am using the following code but it does not work as...
View ArticleWorkflow (with Custom Workflow Activity) stopped on event system "Waiting for...
Hi everyoneI trying to run a workflow with custom workflows activity attached, this workflow run without any problem in sync mode, but in async mode is stopped on event system "Waiting for Resources"...
View ArticleConfirm message and transaction
Hi,I have a checkbox field "Create Task" on Contact form ,when user updates "Create Task" to "Yes",a message should be shown to confirm choice and if user selects "OK" a task should be created for...
View ArticleCortana's ability to search relevant information
My company doesn't have a dedicated sales department but rather we are very opportunistic when opportunities arise. We are looking into Dynamics 365 as an ERP solution. One possible use that has been...
View ArticleDevelop 1 Limited License
Hello,I'm currently trying to gather up tools to work on my crm, and Develop 1s ribbon editor seems always recommended (http://www.develop1.net/public/page/Ribbon-Workbench-for-Dynamics-CRM-2011.aspx)...
View ArticleField with Fiscal Week
Hello ,Is there an easy way to create a Field that will look at a date field and determine the Fiscal Week ? For example while setting up a FY2017 Entity that my Organization needs I need to be able...
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Unable to view tabs in trial version of CRM Online 2015
Hello, I am a new user of MS Dynamics CRM 2015. I want to explore the product and I subscribed to the trial version of CRM Online. However, I am only able to view the Settings tab. I am unable to view...
View ArticleAccess to Dynamic CRM home page from Dynamic 365 tile
Dear Team, I am using a trial account for Dynamic CRM (which is now a part of Dynamic 365). Whenever I am login into the portal and clicking on Dynamic 365 tile, the home page is getting open. To reach...
View ArticleIssue with DatePicker
Hello everyone,I am not able to fire any JQuery events on change/click of date picker in portals.Anyone has any idea, how can we call change/click events for date picker?Regards,vivek
View ArticleHyperlinks on Lookups in Portal
Hi Team,Is it possible to directly open selected record of lookup, as in crm if you click on lookup value it opens respective crm record of that entity in new window. How can we implement the same...
View ArticleSecurity Question and Answer not working on portals
Hello All,Our on-prem portal has the setting 'requiresQuestionAndAnswer' set to True in web.config, but the Question and Answer options don't appear when I try to Register through the Customer...
View ArticleQualifyLeadRequest throws error when setting CreateOpportunity to true
HiI use the following code to Qualify a lead : var qualifyleadReq = new QualifyLeadRequest { LeadId = new EntityReference(laed.LogicalName, laed.Id), Status = new OptionSetValue((3)), CreateOpportunity...
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Make a Timestamp when single field is modified
I want to add a 'modified on' date field for some custom fields. I want it to record the last date a specific field was altered and saved.I tried using a business rule but it didn't work how I wanted....
View ArticleSubgrid add new button customisation using ribbon workbench.
Dear all,I am facing a problem with customising a subgrid add new button .I have a subgrid ,I want to attach a JavaScript function to the add new(+) button of the subgrid. Reason: i have two similar...
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Business Process Flows - Trouble with new design
Hi everybody,I have troubles with new design of "edit business process flow" screen. I couldn't any right documentation about that.I want to change yes or no decision of condition. But really i...
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