CRM Online Word Template - Maximum Number of Repeating Rows
Hi guys,I have a Word template set up that exports a list of all Contacts against an Account, however when I export it I am missing some Contacts that I know exist in the system. I can't see any...
View ArticleEdit Multiple Personal Views Same Time
Hi,I have more than 400 Personal views of the users that i have created myself for them.Now there is a small change that i want to update in those views,I want to add a same column in all those...
View ArticleOn-Premise roadmap? Dynamics 365? Editable grids?
So I am slightly confused as to what the current On-Premise offerings are for Dynamics CRM customers. I know that CRM 2016 was available on-premise but up to what version? I also see now that Dynamics...
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The selected data extension MSCRMFETCH is not installed or cannot be loaded
Hi, i need help.I'm tring to connect a report to Dynamics 365, but when I select the datasource type doesn´t appear "Microsoft Dynamics Fetch", instead i see MSCRMFETCH.When I tried to use that, so...
View ArticleCan we use Audit History to create a report where we can see the length of...
Basically we have opportunities with different statuses (Open, In Progress Close)Is there a way to create a report where we can see how long opportunities stayed within each stage?
View ArticleAdding Carrier to Carrier Contract Issue
Hi, I have a user who is trying to add a carrier to a carrier contract, but when go to select the carrier they can't view them all? The carrier they are looking for is owned by the same team the user...
View ArticleAdx portal 7.0.0023 Sign In pages is absent
Hi guys,Just implemented authentication based navigation menu (using liquid templates) for latest Adxportal version and found that "Sign In" link doesn't work.Investigation show than recommended by Adx...
View ArticleHow to force two entities to synch a lookup field
I have two entities - Case and Sales Order (custom)We do a lookup from Sales Order to Case, and also from Case to same Sales OrderIt seems redundant and inefficient to do this twice - I'm thinking...
View ArticleActivities created from quick campaign are set regarding to the quick campaign
Hello,Activities created from quick campaign are set regarding to the quick campaign.What I would like to happen is the following:Once the quick campaign activities have been created, I would like the...
View ArticleGet and set information into a text field througth web resource
I am trying to add a web resource in a form, this web resource is only one button, and when I click on it, it has to get the information into a field and set in another field but doesn't work, can you...
View ArticleTotal in SSRS
Hello, I am trying to build an SSRS report to show the total amount on a quote based on quote type. Example: TypeAmountA3000C4000D7000B2000I can build a list of quotes based on their type and amount,...
View ArticleChart x-axis Wrap Text command Fetchxml
I have a column graph that cuts off the labels columns on the X-axis and I want the chart to wrap the text. I saw where CRM Chart Guy had a post saying to use the LabelAutoFitStyle="WordWrap" but when...
View ArticleNon-sanbox plugin throws Request for the permission of type...
Hello,We have a plugin which need to send some XML content to a web service. To frame this XML we need the machine name of where the plugin is executing (It could be any one of the application...
View ArticleHelp: Need to retrieve SharePoint document records for a given Opportunity
Hello,So I thought this would be easier than I am having :-) it be.I have an opportunityid. That opportunity has several documents loaded. I need an example please of how exactly to retrieve the...
View ArticleAuto populate Owner to Lookup
Hi,I have lookup to the contact on the custom entity.I need to auto populate the default owner of the custom owner into contact lookup.How to set the contact lookup value?Thanks,
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Web page still showing up after deletion
Hi All, I have a webpage which is set up as a table of contents. Under that webpage I have couple other webpage with Page Template. All the webpages are working fine apart from one which throws me the...
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MSCRM Report authouring extension - Windows 10 - Error - CRM BIDS Extensions...
Hi Guys,I tried to install MSCRM report authoring extensions in my new machine which is running on windows 10. I am blocked with a wierd error which points to nothing.I tried the registry key fix for...
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Missing OOB button in Managed Environment
Hi,I have created a new 1:N relationship between Contract to Contract itself, then un-hide and customized display rule of “Mscrm.AddExistingRecordFromSubGridStandard” button for Contract entity, which...
View ArticleSmart Matching - Emails with Same subject from different senders attaching to...
Hi, We are using Automatic Record Creation and Update rules to create Cases when contacts send an email to specified email addresses. We are using smart matching to track the incoming emails and have...
View ArticleCRM Dash board different types of charts?
Hi All, Created one dash board for case management entity. I need pie charts and cone charts etc. But when i am doing the charts it always creates bar charts.where i can change the chart type in...
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