CRM 2016 Internal chat function
HiWe got a potentiel customer, who ask for a internal chat function. They want a chat function so the users can chat with each others insite CRM. There is now B to C invovled in this.Anyone knows of...
View ArticleHow to write custom field value to the poll submission?
Hi all! I need to create custom textarea field on the poll and have success with this task. But the problem is how to write data to poll submission entity from this custom field.Is anybody knows any...
View ArticleFiltered Lookup field?
HelloI have a field which is a lookup to account. I have a 2nd field called child account that looks up to account.Is there some way that when the parent account is selected in the first lookup, that...
View ArticleStaffing requirements to support 200 users (100 customer service, 100 sales...
Hi,I am putting together a budget and needed to know if any others could share their support staff model. My user base consists of 200 users (100 customer service and 100 sales and marketing).Ideally...
View ArticlePass multiple condition values in fetch xml
Hello Guys,I got a reqirement were i need to fetch records from hd_devinfreg entity where it returns me n number of hd_devinfreg i need to pass this hd_devinfreg to my second xml to fetch details for...
View ArticleCRM 2016 - The RPC server is unavailable.
Hi, We are implementing CRM 2016,We are having a problem, our server return a IIS error with the text below:But if we wait for some minutes the application comeback to work without any intervention and...
View ArticleCRM SDK client-side scripting - missing functions (?)
Hello Experts, In the Dynamics CRM blogosphere we may find a lot of information about xrm.page.data.getIsValid() and xrm.page.data.setFormDirty() functions (for example here:...
View ArticleField Service: Work Orders for Contacts
Hello,Does anyone have had any experience on creating and scheduling work orders for contacts in Field Service?Customer has business scenarios where the work order could be created for an Account or...
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Delete button missing from custom entity
Lordy, I cannot figure out how to get the Delete button to appear on my custom entity. I am logged in as Administrator and see the following:Ribbon Workbench - The Delete Action is nowhere under Hide...
View ArticleUse TypeScript with a Dynamics CRM 2013 Package
Hi,I am able to create and deploy JavaScript files as webresources to Dynamics CRM through a Visual Studio package of type Dynamics CRM 2013 package. Is it possible to use TypeScript here? I cannot add...
View ArticleCan not track emails with "No Subject" - CRM 2016 on premise server side...
Im using server side synchronization to track emails, I just noted that Dynamics CRM couldn't track emails with No Subject! I got Error 29, IncomingEmailRejectedany suggestions ?
View ArticleAutomated email
HiIt is the second time I have asked this questionI have a website with four options on the contact page. When a visitor selects one of the options an email containing a relevant information should be...
View ArticleGlobal Search
Hi,Can anyone advise if the Global Search in CRM Online 2015 can be used in Dashboards? We're hoping to create a customer Enquiry Handlers Dashboard and want to add the Global Search as a key...
View ArticleUnhandled Exception: Microsoft.Crm.CrmException:
Today I got an error during synchonizing my outlook (crm offline plugin) with the server.TraceException: Unhandled Exception: Microsoft.Crm.CrmException: Should never reach this point. at...
View ArticleOpen Lookup in new window CRM 2013
As in CRM 2011 all lookups are getting opened in new window but in as per the flat UI interface introduced in CRM 2013 everything is getting open in single window. How to allow user to open lookup...
View ArticleLaunch quick create form from classic form
Hi,I have a custom entity which has a 1:n relation with the Service Activity entity, the custom entity is the child in this relationship, I have added a subgrid for the custom entity in the...
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CRM to NAV via the Dynamics connector error on Primary key element Code in...
Hi All, We have a online CRM 2016 which is connected to on NAV via the dynamics connector, When syncing takes place we are receiving the below error message on a few accounts' in the MAP Account to NAV...
View ArticleChanging the lead status into disqualified via SOAP request and some JS
Hi all,We are writing a customized solution to achieve certain functionality. We have stumbled across peculiar problem, and we weren't able to found a direct and clean solution / explanation online. We...
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How to add an advance payment field on Order that also updates the extended...
Hi, Our customer has a requirement where he wants to have an advance payment option either in a separate field or on the Pricing fields set below:For example if I have a total extended amount of $5000,...
View ArticleJavascript to populate customerid field
Hi there,I'm trying to do something quite simple but not being great with Javascript, I need some help.On the case form, I have 2 lookup fields fields: customerid and primarycontactid.When a user fills...
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