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Issue Creating New Contract Records
Hello,We've copied our Dynamics CRM production environment to our sandbox. We didn't bring over any of our production data in order to conserve on disk space, but we did bring over the entire...
View ArticleUnable to cast object of type 'Microsoft.Xrm.Sdk.Entity' to type...
Background info:ADX Portal Version: 7.0.0022CRM 2016 On-Premise.ADX Portal site is running on IIS server.We have converted to using Early Bound per the instructions that ADX provided in a...
View ArticleOn End Date Send a mail to Sales person
Hi In custom entity I have start date and end date,When end date is = Day after end date then I need to send a mail to Sales person that record date has expired I have Written workflow for this...
View ArticleConnect Lead to Two Accounts
My company sells products through dealers. However we obtain leads from end users. I want to be able to have a lead that is connected to BOTH the end user (account) And the dealer (account). For every...
View ArticleConnect Lead to Two Accounts
My company sells products through dealers. However we obtain leads from end users. I want to be able to have a lead that is connected to BOTH the end user (account) And the dealer (account). For every...
View ArticleProcessSession table growing in size
ProcessSession table keeps growing in CRM 2016 with failed and Completed logs. Can the records be deleted within CRM and SQL?Many Thanks,PJ
View ArticleTracking Projects in CRM 2016
Hi All, We recently deployed Dynamics CRM 2016 in the cloud. One problem I am facing is the following. I have created several accounts. My company manages the deployment and...
View ArticleThe delete action button in Entity List
Hello,We are using MS Dynamics CRM 365 to build a portal.buildercommerce01.microsoftcrmportals.comProblem:We have created an Entity list and added the Grid Edit control. Also created an Entity...
View ArticleDynamics 356 licensing/subscription guidance
Hi all,Could you recommend us what is the best Dynamics 365 subscription to buy that meets our needs? We will be using only Sales module + Activities + Dashboards + Reports1. There will be 5 to 7...
View ArticleGetting error when importing Managed Solution - "solution With Id =...
Hi,When we try to import managed solution we are getting strange error like "solution With Id = fd82c79b-67eb-4df4-b063-a20a3d5bdef3 Does Not Exist". We were able to make solution import before with...
View ArticleAlternative for GetRelatedEntities in Dynamics 365
Hi CRM Experts,Microsoft.XRM.Client has been stopped shipping with CRM 2016 Onward.We have a legacy tool (Desktop Application) that uses the above said DLL and it majorly uses one of its method...
View ArticleNot getting the CRM data to map the fields in Mail Merge Template
Hi Everyone,I am facing the meta data issue with Mail Merge Template. Actually I am trying to create a Mail merge template I have downloaded the mail merge template from the CRM. When I opened it I...
View ArticleThe dependent component Workflow (Id=9e79d755-6781-4590-a0fc-223e5ff87235)...
Hi,We are facing this starnge error while importing Managed solution. "The dependent component Workflow (Id=9e79d755-6781-4590-a0fc-223e5ff87235) does not exist. Failure trying to associate it with...
View ArticleSumming quote sub grid
I'm trying to sum a custom field in quote entity the custom field is called new_itemweight. I have tried the below code but can't seem to get my head round it. Any guidance or help would be greatly...
View ArticleItem in option set can't be selected in one environment but can in other -...
I have an option set in our QA environment which has a value that can't be selected. If the user attempts to select it with their mouse, it never gets selected. If the user tries scrolling through...
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Execute multiple requests in transaction error in crm 2015
i developed an application using the CRM 2015 SDK(v7.1.2). i want to send 2 requests for crm by ExecuteTransactionRequest, but i got an error:The formatter threw an exception while trying to...
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Not able to see sales module on Dynamics CRM 365 Trial Version.
Hi All,I have taken free trial of dynamics 365 for 30 days. However, i'm not able to see sales module in the dynamics 365 trial version. Does any one know anyhting how i could see and use it?PFA screen...
View ArticleHide group from form navigation?
Hello, a general question: When I want to hide a group (such as Marketing) from a form navigation, is there a setting to hide the group? I remember reading from an older version of CRM that I need to...
View ArticleCRM permissions error - giving SA doesn't help
We have a small CRM online instance with only one user (me) and recently i needed to add users, but after i added them, these users don't have any permissions to do anything. I have given a user the...
View ArticleCustom components for CRM Portals v8
Is it possible to make custom components for CRM portals version 8? Like a calendar? Or a custom multi step form that uses custom JS that can kick off workflows or business rules? In the...
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