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Infinite Loop Custom Workflow
Hello All,I have written a custom workflow and this is triggered when a field value changes.I have created a process which calls this custom workflow.When the field "filter" changes i am updating...
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Authentication information for CRM Online?
I am able to log into CRM online using the web service (see reference below). Where is this information stored? (Username/password etc.,)I noticed that if a PC which hasnt run this program before will...
View ArticleAdd external assembly to plug in
I have to use external dll in my plugin (downloaded).I have tried to merge the dlls by the next command line:C:\Tools\ILMerge\ILMerge.exe /out:Merged2.dll dll1.dll ddl2.dll.Its workedBut, when I try...
View Articlecrm 2015 application book
dear guys,I need to get certificate on the dynamic CRM 2015 application (MB2-704), so i need the book or any link to it.
View ArticleMail Merge Template Generating a letter for users
Hello Team,I have a requirement where I have to generate a renewal letter for the members.I am not sure how to do this with Mail merge Template (Any CRM user should be able to generate a letters to its...
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OData Select Failed in newly Upgraded CRM 2016 Online
Does any one know why this is happening and what is the fix?We upgraded our CRM 2015 Online to CRM 2016 Online this morning and when we loaded up a page, this is the error we received.
View ArticleOneNote access query
I cant seem to find the answer to my question anywhere - but it seems such a simple question..... If you are using OneNote within CRM, who can open a OneNote notebook within an Entity? Any user in...
View ArticleUnable to export data generated through a new personal view
Hi,Created a personal view and get results when we run the query. But when we export the data to the excel, there is no data. When we open the xml file in excel, get the message as enable content and...
View ArticleCreating the Custom Contact form as my default form
Hello Team,I created a new form in the Contact Entity, I would like to show my Custom form as a default form.Also, Is there any way to show the Custom Contact form to particular User Role?Any help or...
View ArticleTelephony integration with the Genesys
The company I work for has a Genesys (http://www.genesys.com/) telephony system and we currently use CRM Online 2016. Has anyone had any luck with auto dialer or click2dial systems that play with...
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GUID of account field
Hi all I need GUID of account field on account form.How can I get it.Thank you
View ArticleNot Able Update Entity Record using Alternate Key???
Hello All, I am trying to update a account record using alternate key by using the following method but i am getting error"The specified key attributes are not a defined key for the account...
View ArticleCases are being modified in the future?
I've created a simple real-time workflow which prepends the 'Modified on' and 'Modified by' fields to a multi-line string field every time a User makes a change to a Case record. (It's a simple...
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Goals - Roll up fields - List out the items counted in the roll up field.
I have a collection of goals, I would like to build a dashboard where when the specific goal is selected the list list view updates to show what items were counted in the goalGoal is 1List View is...
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Errors When Sending Email
Hello,Since upgrading from CRM 2013 to 2016, my organization has been experiencing issues with sending emails. This isn't a showstopping-P1 issue as we can send e-mails, it's just an extra step because...
View ArticleUsing server-side sync & set everything to track all email messages & sending...
I am trying to understand what the default by design behaviour should be in the following scenario regarding sending mail with the Outlook client.1. Everything is set to “server side sync” (incoming /...
View ArticleScripting Issue with CRM Online (2016) - Concatenating a Full Name
Hello - I am attempting to concatenate a patient's full name in a custom entity. Since you cannot combine fields natively in a custom entity as is available with Contacts, I'll need to pull from 3...
View ArticleError Message in Dialog
Hi Guys,I have a requirement where we need to show error message using "Dialog" without using server side code. Does any one has a solution for this.Cheers in Advance.
View ArticleHow can i find out how many new customers i have had since a certain date up...
How can i find out how many new customers i have had since a certain date up untill today ?
View ArticleSend an email to User or team
Hello Team,I have a requirement where I have to send an email to owning user or owning team member whenever the Contact is assigned to the new user or new team.And also when the user is added or...
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