Voice of the Customer (VoC) - Errors when previewing or publishing
When I try to preview one of my new surveys, I get the error:Business Process ErrorISV code aborted the operation.If I try to publish it, the error then becomes:Business Process ErrorThere was an error...
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Pulling forward the client name through subgrid
Hi Friends,I am using below code to populate related Client Assistive Devices records of the client in the The other form as subgrid. That part is working fine but when if client has no Assistive...
View ArticlePrimary Contact Work Flow
We have CRM 2016 on-premise and have some issues with contacts/primary contacts2 questions - is there a way to find an account that has No contacts at all?Second question, if I have 5 contacts with...
View ArticleReports OOB - Column Limits
I have a customer who wants to out together and Invoice Journal report. I have all data from all AX entities in CRM. Using the OOB CRM Reports, I am getting an error when adding all of the columns...
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Update Account Record with Wokflow Error
Hi There!Since the paste day of 12/12/2016 I'm experiencing an error in a workflow I'm creating in CRM Online (8.1.0.549) (DB 8.1.0.538)What I want to do is to update a field in an account record based...
View ArticleIssue in executing SSRS report using JavaScript in CRM Online
Hi All,I created a SSRS report without any parameter and non-prefiltered report. When I executed this report with below code, it worked perfectly.Then I made the report prefiltered with parameter name...
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On save of quick create form getting sql error in "CRM for Phone App" in MS...
Hi,On save of quick create form getting sql error in "CRM for Phone App" in MS CRM 2016 On-Premise.SQL Error {1}{0}
View ArticleCRM Plugin registration multiple event for particular entity
Hello all,I need to register crm plugin for two events like create and delete of a single entity not all entity.that is possible or notthanksakram
View Articlestart duplicate detection job on contacts and leads every day.
Hello All,I need to start duplicate detection job on contacts and leads every day.Can anyone help me,how can run it everyday?
View ArticleCopy Field from Case to Service Activity
I'm looking for a way to copy a field from a Case to a Service Activity, and it needs to happen real time.I first looked at adding a mapping to the 1:N OOB entity relationship, but it's managed so no...
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Workflow send email To many user
Hi all,I set properties of workflow send email as screenshotBut when I run workflow, I just receive email which has field To = 1 user as belowSo how can I set field To = many user?Regards,Son Dang
View ArticleAdd new field in annotation entity
Hi,I am trying to add new field in annotation (notes) entity , But it is system generated entity (Read-Only) so i can't add new field. Please suggest how to add new field in annotation entity(notes)?
View ArticleAuto Case creation on email in O365
Hi all,I have a query in CRM and hopefully someone will give me solution.Case:I have created a workflow wherein a email is send to owner of the case as soon as case is created. This is working.Next...
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Showing duplicate fields
Hi,Here in the Form assistance,I have chosen Contact(Contact) and for that it is showing duplicate fields.I dont know why it is showing like this.Can any body help me on this.
View ArticleTwo companies - one contact
Hi,I work for a church congregation in Berlin - we have the issue that several contacts show up in different "companies". For example: one person is (1) CEO for a construction company we work with and...
View ArticleApply custom filter to lookups - issue with sorting
Hi,I applied a custom filter to a lookup field to the product entity on one of my CRM forms, like explained in the follwing example:...
View ArticleConnector Discount Issue
Hello,While Submitting an Order from CRM to NAV Sales Order using the Dynamics Connector ,I am not able to map the discount amount field on the order form to the discount field on the NAV form. Any...
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Multiple outgoing profiles for email router
Hi, we are still using CRM 2011 with an On Premise deployment and email router with Exchange Online outgoing profile. I read that multiple outgoing profiles, with equal number of user using them, could...
View ArticleBest Practices Analyser for Dynamics CRM 2016
Hi,Is there an expected release date for the Best Practices Analyser for Dynamics CRM 2016? In the meantime, is the Best Practices Analyser for Dynamics CRM 2013 of benefit?Thank,Helen
View ArticleWhat is the most efficient method to upload a bunch of business cards to CRM
Our sales folks attend conferences and come back with 100s of business cards. What's the efficient way to get this contacts uploaded to CRM as accounts and contacts.This is the current method we use...
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