Bulk Assign Tasks and notify users
Hi,I have assigned many leads to our sales team. Now I want to do following:1. Assign tasks for each of the lead to be followed up by the respective owner such that the Task owner should be same as...
View ArticleInheriting child records via workflow
I have written a workflow that creates a new Lead when a contact changes job. My Marketing Director wants all the notes from the contact (which are stored as tasks) to be visible on the new lead.Is...
View ArticleHow to get user picture back to the "What's new" webresource in CRM 2016?
Hello,since CRM 2016 the user picture is'nt shown anymore in the "What's new" area in site map and dashboars. Do anyone knwo how to get back the user's Picture?I've already tried to pass the parameter...
View ArticleCRM Portal : Email Id as Username
Is it possible to set email address as username if Local Auth is the preferred method of authenticating portal users?I know that this question has been asked before, wanted to know if there is any...
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Call-out text or image against a field or section within a form
Hi,I am trying to check if its possible to embed some type of a call-out text or image against a section or field within a form.e.g.
View ArticleIs ClickDimensions compatible with the new Dynamics365 release?
Is ClickDimensions compatible with the new Dynamics365 release?
View ArticleVoice of Customer Security Roles (Survey User,Survey Feedback...
Voice of Customer Security Roles (Survey User,Survey Feedback Publisher,Survey administrator,Survey Service).can any one please provide the detailed explanation about these roles I have gone through...
View ArticleCheck CRM form field value Empty or Not
I want to check CRM form fields value empty or not at C# plugin code.Entity ent; if(ent.Attributes["telephone2"].ToString()==string.Empty) { Console.WriteLine("");...
View ArticleShow/Hide Ribbon button
Hi,I want to show/hide the Ribbon button whenever any event got fired using javascript without using Ribbon Workbench.
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MS CRM 2016 Online Instance - Trail
Hello all,I had created an account in Microsoft now and I want get MS CRM 2016 online instance to work around with USD, please guide me to proceed further. I have reached till this screen.
View Articleevents not getting clicked in calendar
Hello,I have a very unusual problem. I have a custom calendar integrated in my crm which supports event generation. At first it was working fine but now when i changed its size and set to full page...
View ArticleSecurity privileges required to include profile image for users
I have a online CRM instance where the users are managed with the active directory in office 365. We need users to have the privilege to upload a profile picture against their login in CRM.However, the...
View ArticleRegarding Business Process Flow stages in Lead and Opprtuinity
Hi Experts,While Qualify the Lead, Then BPF Stage will move From Qualify to Develop. And Opportunity record will open.So my questions are1 ) when BPF Stage will move from Develop to Proposed.2) I...
View ArticleHow to deploy multiple web resources from Visual Studio to Dynamics 365 ?
I have originally been developing web resources using the Developer Toolkit (SDK 2013) in Visual Studio 2013. It was really good features to deploy multiple files such as css,html and js from Visual...
View ArticleUpgrading from 11 to 15
Hi,I need a big help, we are in the process of upgrading from 2011 to 2015 and hardware is not a problem, we have a new server with 2013 Vanilla and like wise for 2015. The 2011 environment is with the...
View ArticleDisplay email addresses (not lookup) on email form - eg torecipients
Hi Guys. Our customer would like to see the actual email addresses (not user lookups) for the sender and recipients of emails.I can see it's torecipients and from in the actual data, but these fields...
View ArticleCan I answer a Lync/Skype call via code?
I'm extending my USD application. In my CTI process, when there is an incoming call and I clicked on the answer button, I would like to answer the Lync call using that button from USD.
View ArticleHeader Status Reason field returning null reference in Interactive Service...
Hi,We have added JavaScript where we need to hide Header Status Reason field on Case form through Javascript.We have used below codevar statusReason_header =...
View ArticleHow to create product price versions in Dynamics CRM
Hello All,PriceList is available in MS Dynamics CRM which contains a list item with product and it's price. However, the system does not allow us to create multiple price list items for same product....
View Articlecannot set/reactivate data encryption
Hi. Due to some problems, we had to delete our CRM organization from the deployment, restore <ORG>_MSCRM database from backup a import the organization back.This all works, however data...
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