Dynamics 365 - CRM Portal Add-on - Customer Self Service
When users register and sign up on the customer self-service portal the created contact record in CRM will have SYSTEM user as the owner.Is it possible to change that behavior? I would like to set a...
View ArticleError when loading grid in Outlook client of Dynamics CRM 2015
Hi,Can anyone help me with the following situation in the CRM Outlook Client:CRM2015 on-premise Outlook crashes when loading a grid of a entity.When I select de default language pack English no error...
View ArticlePassing Product Details to Quote Product
I seem to be having an issues passing a custom field from Products (itemweight) to quote products. I have the relationship and can even see it with the correct data on the subgrid on the quotes page...
View ArticleMailChimp integration with crm 2011 on primises
Hi all,There is an API documentation and API but I can not understand How to use these to integrate with CRM. Please give me some trigger to start this project.Thank you
View ArticleSecurity on Marketing Lists - can you make some visible, but hide others?
HiI have a requirement which I'm hoping someone can help me come up with a solution.Essentially the Marketing team control the CRM marketing lists, and they want users (approx 400) people to be able to...
View ArticleDifference between "solutions" and "plugins" in Dynamics 365 online
When I go to my Dynamics 365 online-site ->Administration-> Customization I can import "solutions"But when I read about extending dynamics on server side (link below) I can only read about...
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Want to sync Contacts to Outlook from CRM whose owner is another user
Hi,I wanted to sync my Contacts to Outlook from CRM. I use the CRM For Outlook sync method. I do get my own Contacts but also, I want to retrieve more Contact from another user too.I tried modifying...
View Articledata restructure
Hello,I have a entity called conference suite booking which holds all the details of a particular booking of a room and all the various other tea/coffee, microphones etc. I then have another entity...
View Article2 x Customer Self Service Portals on a Single Dynamics Instance
I have a requirement to run 2 x Self Service Portals for the Same instance. The portals have different branding and some minor differences in process and fields to capture.When creating the two...
View ArticleBulk Updating through import export wizard in CRM
Hello I want bulk editing of accounts in crm but only through import export wizard,Kindly send me helpfull instructionsCurrently when i tried to do this error come"You cannot import data to this...
View ArticleCalculating a total
I have a custom entity with a form that includes a view that lists sales orders that are related to the entity record.I would like to calculate the total for the above orders and display that total on...
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Create opportunity form is blank in CRM App for phones
Apologies if this has already been asked - I searched the forum and could not find anything on this topic.When I try to create a new opportunity in the mobile app (on phone) the form shows up blank. It...
View ArticleEmail Task Issue
I have sent an new email to an account using email activities, the email is sent successfully but i see duplicate email task is being created under the same account. Multiple emails are being...
View ArticlePopulate created on field year in string/ Whole numeber Field
Hi,I'm working on auto populate the created on only year in string field by using the Jscript.How can I achieve this, anyone have any idea that will be highly appreciated.From Created on Date I want to...
View ArticleSet Form to readonly - with SubEntities from Navigation
Hi all,I should close (for edit) the Order form for users with defined security role. I did it by Javascript. But I can add order product to the order (from navigation).How I can disable it too?Thank...
View ArticleCloning record entites and the sub grids associated with it
Hello All,Is there any efficient way to clone a custom entity record and it's associated subgrid records?Which is preferable workflow/plugin?I have used with CRM Online EntityExtensions.Clone in a...
View ArticleMarketing List is Locked
Hi,I want to remove a member from a static marketing list by clicking its trashcan. An error will be generated:Unhandled Exception:...
View ArticleFilter SubGrid with related data from N:N relationship
Hello,I Have an entity called "Project" it's related to "Account" with N:1 relationship.I have a N:N relationship between "Project" and "Contact"So for every project I can add many contacts...
View ArticleQuery another tenant/instance from USD
Hi everyone, is it possible to query another crm instance in Unified service desk with a user that has access to other instances? We have call agents that have to provide services for multiple crm...
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'Error' on load of a custom account form.
I'm having an issue on load of a custom account form. All JavaScript onload has been disabled as well as business rules. The system has no Plugins running against the account entity also, but I get...
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