How to change the "merge" form for Contacts?
Hi,I am trying to change what is visible when I try to merge two contacts. I can't figure out if it's something I can customize and if so, where I can do that.It doesn't match the layout of any of my...
View ArticleHow can I get CRM version programmatically
Let's say, I'm building a solution, I want to know if some features are available on the installed system.I will need to know the version of the crm system my solution is being installed, what code do...
View ArticleGetting "The api app is not deployed properly: name='DynIntCrmManagement'"...
Using LCS Data Loader on CRMOL 8.1. We had a connection established, but then it got stuck (i.e. got stuck "refreshing metadata" for over 2 hours. So we decided to delete and recreate the connection...
View ArticleCustomer not found - Social panel of phonecall
Hi all.I'm facing this problem below.The "to" field of phonecall entity is null after had been created from campaign, and the social panel of campaingn form is showing "Customer not found"- Dynamics...
View ArticleContext.depth
Does anyone know what this means?I have a plugin running giving me a context depth error.I would need a layman terms explaining what this means.
View Articlesending email to the linked contact in account
Hi,I am having 4 account lookups in lead and whenever a lead is qualified I have to send the email to the contacts which are in the accounts.( i have to send the email to all the contacts that are...
View ArticleAccount Composite Address C# SDK
HI All,Just wondering if there's a simple answer I can't see....I'm currently writing code using the C# SDK for Dynamics CRM 2016. This code updates the addresses from another source. I've tried...
View ArticleCopying custom product fields to quote product / order product etc
Hello I'm very new to CRM and I'm hoping this is a simple thing. Thanks for reading and thank you in advance for any guidance.We're running CRM online 2016 version 8.1 if that helps. I haven't been...
View ArticleInteractive Service Hub Error on Case form Load
Hi Experts,We have customized the Interactive Service Hub Case form based on the client requirement. After the modification we started receiving below error.Since the above error does not provide...
View Articlefrom Solution plugin, how can I know if a certain feature has been enabled?
I'm building a plugin, I need to know if a feature has been enabled in the host crm system.Some examples of features: "FullTextSearch", "LazyLoadSubgrids", "EmailSignature",...
View ArticleExporting the emails in crm online with description field adds the HTML tags...
Hi,We are trying to export the email messages using the advanced find with the help of Export to excel option. we have included the description field and this contains HTML tags along with the data. I...
View ArticleOData Feed error for entity lists is not retrieving any data for crm portal
Hi All,Odata Feed url : https://XXXX.microsoftcrmportals.com/_odata/I am able to get the list of collection entity in response<collection href="sy_event"><atom:title...
View ArticleUpdate Microsoft Dynamics CRM 2016 to 365 (from 8.1 to 8.2)
Hi there!I've deployed Dynamics CRM 2016 8.1 on a virtual machine on azure and was wondering how can i update that version to 8.2 .I've tried with windows updates but nothing came up.How can i do...
View ArticleWhen I navigated to Microsoft Dynamic CRM -> Marketing -> Reports in CRM, I...
Hi,I have installed Dynamic CRM 2015 (on premises) on a Windows Server & installed Microsoft Dynamics CRM Reporting Extensions on the Database server containing the SQL Server instance.When I...
View ArticleNew Form Rendering Rounding Issue
Hi Guys,I have a problem regarding the new form rendering since the last update of CRM Online.It just occurs in the detailpositions of quote, salesorder and invoice where i have a standard field...
View ArticleCan't access the CRM externally via IFD. ADFS error
Not able to access the CRM externally via IFD. I get an ADFS error page.The URL of the error page...
View ArticleUSD Auto login fillup
Hi Whenever open the USD, configuration detail need to be auto-populated. I have follow the below urlhttps://technet.microsoft.com/en-us/library/dn646904.aspxBut it is not auto-populate the server and...
View ArticleDynamics 365 Online + Office 365 Integration
Hi AllIs it technically feasible to combine Dynamics 365 Online and Office 365 integration if they are both provided from a different vendor respectively . Can the end user leverage both features...
View ArticleAppointments Created by Workflow do not Sync to Outlook for Team
Ok, so here is my scenario: - two users - both are Admins - both are part of a Team (GERE) - Server Side Sync is setupI have a work flow set that has a series of Tasks and two Appointments. Each Task...
View Articleadding coloumns in form
how to add coloumns in between two coloumns .. Add a column between “Amount” and “Registration Type” titled: “Registration Requested?”
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