SSRS report development using Visual studio 2017 on CRM on premise -...
Hi everyone,I would like to know that if anybody worked on SSRS report on VS2017 or is there any challenges in development using VS2017. As of now I using VS2015/VS2012 for SSRS report development.
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Relevance search - "the search service is currently unavailable. try again...
When searching using the relevance search, instead of results appearing I get a message:"the search service is currently unavailable. try again later or use categorized search"No error log is...
View Article[C#] AttributeMetadata "IsSearchable" always false
I'm trying to access AttributeMetadata using Microsoft.Xrm.Tooling.Connector (link) using the GetAllAttributesForEntity function.var entityAttributes = client.GetAllAttributesForEntity("account");...
View ArticleImplement Product subscription functionality
Hi Guys,I hava a CRM i need to implement product subscription functionality flow. I have 2 Products and i have 2 Different Plans for each product one is monthly and another one is annualy..and we are...
View Articlehow to fetch record from N:N relationship
Hi All,I achieved multi-select functionality using standard N:N relationship, using the following link - https://crmtipoftheday.com/47/simple-multi-select-lists-in-crm-2013/but how can I fetch the...
View ArticleWork with multi-currency per opportunity
Hi,It's very common, for my company, make 1 proposal for 1 customer with two currency. For example, one opportunity to sale three product in dollar and one service in real (brazilian currency). I hope...
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Help to move a button from the overflow to the command bar
Hello,I have CRM 2015 so have the ability to have 7 buttons on the command bar of an entity record. On my account entity, my 'phone call' button is down in the overflow list. This is one of the most...
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How to add same items into subgrid of multiple entities
Hi folks,I want to add the same items into many entities' subgrids and out of the box function of CRM does not really support this I believe.Illustrating example:I want to add some Competitors records...
View ArticleWalk Me Through It training solution - Opinions / Experience?
Anyone have opinions on / experience with Walk Me Through It? Integration complexity / problems? CRM performance impact?
View Articleadd dynamics crm images in SSRS
hello everyone, I am trying to add an image on SSRS. I have the image field in dynamics and it is added on the form. however, the field is not searchable, so I can't fetch it in SSRS. I don't want to...
View ArticleShow notifications in Dynamics Portal
I need to be able to show the number of notifications in the Dynamics Portal. Currently I can do this, but I need the number of notifications to be set to zero when the user enters that section, and if...
View ArticleLookup View - more than 3 columns?
Is there any option to show on the lookup field more than 3 first columns from the lookup view?
View ArticleCustom Views + FetchXML on entities
Hi all,I have read recently that is possible to use a XRMToolbox plugin called View Designer to create custom views from FetchXML syntax created on FetchXML Builder (another XRMToolbox plugin).But I've...
View Articlecreate record before cancellation of record import
I want to prevent the users from updating the option set value to null for a record while doing an excel import and also notify them of their error. I believe the best way to do this is using a...
View ArticleCalculated Rollup field will not refresh with new data.
We have an intermittent problem with the Calculated field. Yesterday after entering data and using the refresh option the calculated field does not pull through correct data. I have cleared cache and...
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How to create a lookup field that looks up to different entities
Hi All,I want to to create a custom field that look up to two different entities e.g The below field is created and its looking up the account and contact entityPlease someone help me out. Thanks...
View ArticleDisplaying Custom Fetch Xml Results in a Dynamics 365 form
Hello Everyone,We are trying to get our users to use UUI interface. However, we have lots of unsupported Java script code related to custom FetchXML that are injected into our sub-grids using...
View Articleload balance the aync server
hi, I have a situation that there could be high concurrent calls from front end server, can we load balance the aync server?
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Icon is not visible on the grid of a webpage in MSCRM Portal while the icon...
This is what I can see on the MSCRM Online.As you can see in the pic the icon is visible in view on the MSCRM Online but it is not visible on the grid of the webpage in MSCRM portal.The data type used...
View ArticleRefresh CRM2016 UAT from CRM2016 PROD
Hi all, hope this is the appropriate spot to ask this question, based on what I see as various CRM forums.We have an on-premise CRM2016 production system and a CRM2016 UAT instance, which over time has...
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