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Work Flow Triggered By Change Not Stopping After Complete
We are trying to set up a notification that will alert a user when their Case has been updated. The issue we're running into is that once the work flow starts, it doesn't stop sending emails until you...
View ArticleMap fields between different Entities using Business Process Flow
Hello everyone!Is it possible to Map fields from one Entitiy to another on the Business Process flow?Lets say first stage is on Phone Call Entity and then i want to go to the second Stage Email . I...
View ArticleSystem.Data.SqlClient.SqlException between update record in async plugin MS...
Sometimes a have a error between execute async plugin that start on OnChange event. Plugin throw error in Update process. Plugin must update entity that is a Primary entity for this plugin.Error...
View ArticleLead Data Import Templates
Just wondered if anyone else has experienced this behaviour. When generating the Data Import Template for Leads in CRM 2016 or Dynamics 365 it does not appear to contain any of the date fields be they...
View ArticleEnabling Claims-based Authentication has disabled Organization Service web...
We need CBA for an IFD set-up in CRM2016, but want to use Active Directory authentication within our domain. I have CBA up and working internally, haven't started with IFD set-up yet. So accessing...
View ArticleProblem exporting solution programmatically - some xml sections missing
We have code that uses the ExportSolutionRequest and ExportSolutionResponse to export from a Managed solution. Has been working fine prior to CRM 2016. With CRM 2016, the exported xml is missing many...
View ArticleHow to configure an entity to have Posts?
When I want to create a Post via a workflow, in the Regarding field there are only the OOTB entities. How do I add custom entities to that list?
View ArticleUpgrade from 2015 to 2016 (on-premise)?
What is the best practice/preferred method of updating to Dynamics 2016 from 2015 on-prem?I've gone the route of importing my 2015 org into a DEV instance of 2016 and am already seeing some weirdness...
View ArticleExciting Sites Built Using CRM Portals
Has anybody seen or worked on any sites with high design values built with CRM Portals? We have built a couple of very functional sites but we have a current client who doesn't like the boxy look of...
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Save Changes to CRM with Immersive Excel Online
A user with full permissions to all import-related entities has tried to update Contact records using Excel Online. No lookup or picklist fields were manually edited--only text fields in this entity....
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Opportunity Creation bug (via workflow) Please Help!
Hello,When an opportunity is created via a workflow none of the account information pulls through within our Opportunity view. Had to black out some PII, but the Topics that contain DATE TIME - OPEN...
View ArticleSub-Grid within a Sub-grid on a Form
Hello Everyone;I am working on an update to a payment form that we use in my company, and I ran across an issue that I can't seem to find my way around. The problem is that the people who approve...
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Insufficient Permissions: You do not have permission to access these records....
Hi all,I customized a security tole for our regular users. It turned out our regular users cannot create record in Opportunity entity and get an Insufficient Permission warning "You do not have...
View ArticleData Import shows no records imported?
So I exported a view from a dev environment and imported it into our QA environment. Even though the file has 200 records and there's no errors indicated on the import, it shows that 0 records...
View ArticleI create cases by create massive reception of emails - CRM 2013 - plugin
Hello everyone,I create cases by create massive reception of emails async plugin the in CRM. at once inbox outlook mails to entity emails.My question is this. Why only some of the cases were created...
View ArticleHow to Track Time in a Support Case (Incident)
Hi All, We have recently deployed Dynamics CRM 2016 in the cloud and have moved it into production. I manage a global team of about 6 Support Engineers doing a volume of about 10 cases per...
View ArticleCRM 2011 Workflows: Record Fields Change Trigger
Hello all,I am working on a workflow in a CRM 2011 on-premise installation. For this particular workflow I have a text field and a date field. When a user updates the text field I want it to update the...
View ArticleIntegrated ADFS authentication in 7.2x
A long time ago, a project I worked on had an ADX intranet site based on the intranet template, probably in ADX 5.something.A project I'm working on how has a similar requirement. It would be very...
View ArticleQuote Look Up Address Function Question
Hello,I have a question regarding the quote form Look Up Address function. When a a user selects this function, clicks the Ship To Address checkbox, selects an address, and then clicks OK, the quote...
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Setup Insights on Production Instance
I'm unable to setup Insights on a PRODUCTION instance of CRM Dynamics.It is working correctly in the SANDBOX environment. The person who is setting this up is a O365 Global Admin and has Professional...
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