Update a field on first of the month
Hi,Is there a way to create a workflow that will update a drop down field with a specific value on the a specific date such as 1st of the month?
View ArticleEmail to Case (Automatic Record Creation) when sender is duplicated in CRM...
Hi, Does anyone know how CRM handles incoming emails and automatic record creation when there are duplicate contacts in CRM with the same email address?For example, if you have an Automatic Case...
View ArticleSharePoint Integration - Document Associated Grid opens wrong document
We have Dynamics CRM 2016 on-premise and SharePoint 2013 on-premise with SharePoint integration enabled for a custom CRM entity. For the most part, the integration works correctly. Folders are created...
View ArticleSet Value in output String Parameter in CRM 2011 Custom Workflow
Hi,I am trying to set string value in output String Parameter in CRM 2011 Custom Workflow but unable to do so.Please refer my code below:[Output("Workflow Status")] [DefaultAttribute("true")] public...
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Auto excute Workflow when call method SaveChange() from plugin
Hi all,When I custom plugin for CRM system.I have a workflow send email notification for user or team when that record has been changed field Owner as image below:After that I custom plugin...
View ArticleError While Removing the managed solution.
Hello All,i am getting below error while removing the managed solution from the MSCRM environment.Error:-Solution form query string parameter tool cannot be deleted.The following components are...
View ArticleCRM on-premise vs CRM on-line
Hi there,We are currently on CRM 2016 on-premise version and am looking into the CRM on-line option. As our current on-premise version is highly customised to our needs, what are the pitfalls if any of...
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Custom Filters on Entity View got removed when Going back on View page .
Hi Experts,i am facing an issue with custom filters on entity view. The issue is happening when I applies the filter on view and open any record ,Click back button, the filter that i have selected has...
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Incorrect Chart Data in Interactive Service Hub
Hi,I have a custom dashboard in Interactive Service Hub with two charts as shown below .First one is a simple chart 'Cases by Priority'. Second one shows all Cases with associated orders that have...
View ArticleFetch record audit history using RetrieveAuditDetailsRequest in C#
I am trying to fetch the audit history of a user from CRM. My code is shown below. However at run time i get an exception "audit With Id = c011f583-8741-e211-bce3-78e7d1622fbb Does Not Exist".Am I...
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Bug - Dynamics 365 User's new properties that connect to Azure AD can't be...
BACKGROUNGWe provide Saas with our own Azure AD/Crm online, to our website user from other (alien companies) log in and after consenting permissions, our website can read data in their (alien) Azure...
View ArticleHow to check validity of CRM Key in the database (On Premise)
I have upgraded the CRM instance from CRM 2013 to CRM 2015 but with the trial key which was for 90 days.Later I got the purchased the Valid key and changed the Product key of the organization from the...
View ArticleSolution patching in unmanaged
HiIn this technet article, I have read some guidelines from MS about Solution patching: https://technet.microsoft.com/en-us/library/mt628808.aspx One of the guidelines is that you shouldn't use...
View ArticleExporting All Fields for an Entity
Hi,Can anyone advise if I can easily export all of the fields on an entity? I want to export all of the fields on the Contact form. I've looked at the Fields for the Contact in Settings/Customisations...
View ArticleIssue in the email sending using a Campaign
Hi all,I faced a problem sending email via Campaign.Last week I created a new Campaign using a test marketing list, which contains three contacts. One of them is a contact with my personal gmail...
View ArticleCan a sandbox (non-production instance) license be paused?
HiI have a client who is seldom likely to do any custom development for their instance of CRM Online, but on the occasion that they do, they'll need a non-production (sandbox) instance to do it...
View ArticleC# auto number
Hi all,I have to create a autonumber plugin for opportunity entity, initially thought of reusing the account number code from CRM SDK samples. Is there any way where we can restrict the random number...
View ArticleInstalling Microsoft Dynamics CRM Server 2011 on Windows Server 2012 R2
I'm trying to migrate existing CRM 2011 currently hosted in Windows Server 2008 R2 environment to Windows Server 2012 R2 and SQL Server 2014.But during my initial assessment i found out that CRM is not...
View ArticleUpgrading organization after Upgrade to CRM 2016 SP1 fails
I have recently upgraded all my CRM servers, two frontends and two backends in addition to a reporting server, to CRM 2016 SP1 via an in-place upgrade.The next step according to the guides, is to use...
View ArticleMerge accounts with many related records
Hi All,I am merging one account record which have 700 related contacts with another account record but it is failing with time out exception.Can I handle this by writing Async plugin/workflow using...
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