Get and Set Stage Ids for Dynamics CRM
Hi,I am in the midst of a complex data migration operation where the customer is using stages and a variety of forms to show their data on the case entity.As part of the migration of data (which I am...
View ArticleDocumentation & Storage Linked to Multiple entities
Hi all,I am looking for an efficient way to link documentation across multiple entities.It should be a part of a BPF.It needs to be linked to the following entities:Lead, Opportunity and Account.It...
View ArticleCalculated & Rollup fields & Option sets
Hi,I am looking for a way to link values from an option set to callculated & rollup fieldsThe values of the option sets should be linked to set percentagesie.Optionset:Value1 = 10%Value2=...
View Articlefetch XML/j query/odata/soap
Hi all,Can any tell me the answers for this questions.1.when we will use fetch XML and when we will use JQuery.but both are XML based languages right?2.when we will use odata and when we will use soap...
View ArticleManaged code and Unmanaged code
Hi all Wat is the difference between managed code and Unmanaged code.Best regards,Praveen Kumar C
View ArticleMSCRMWebService Error EventID:18176
I am getting the following error on event viewer of CRM On-Premise Server:The Web Service plug-in failed in OrganizationId: faf9****-f003-e511-94**-005056b16***; SdkMessageProcessingStepId:...
View ArticleWhich Rules, Workflows, Steps - Lead to Sales process
Hi all,In august of this year i have passed my CRM 2015 C&C exam but i recently just got started with a serious CRM project.Now i am kind of surprised that i dont seem to have a full understanding...
View ArticleAuthentication problem in Dynamics CRM 2011 as Administrator for all users...
A few days ago I changed the Active Directory Administrator password to terminate business partner relationship and the problem is that I started to see errors signing in to CRM related HTTP 401.2...
View ArticleHow to sort referenced (parent entity) Column?
How to sort referenced (parent entity) Column?In a view, CRM does not allow to sort parent entity column. This is a big limitation. We are thinking of creating whole new 3rd party Grid web application,...
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Notes is not having done and attachment buttons, Not able to save text in notes
Hi, I have create a note tab and I have added the notes in the case entity. while updating the record, I am not able to get the Done/Attachment button to the notes. SS is below.
View ArticleHow to Update Mass Records in CRM?
I posted about this in the past but I can't find the thread, it may have been deleted.I have a list of 100 records on a spreadsheet (not exported from CRM) that I need to update one field for....
View ArticleUser needs ability to delete Appointments but not other Activity Types
I have a user that needs permission to delete Appointments but not other types of Activities. OOB CRM allows for setting role perms to delete Activities but that would allow the user to delete *all*...
View ArticleHide options displayed on click of plus button in Activities subgrid
I have activities sub-grid placed in form of custom entity and contact. When i click on plus button on activities sub-grid, it shows list of all activities. I need to hide these list and display only...
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USD Issues - Dynamics 2016 On Premises
Hi Good Morning!My USD CTI Generic Listener is working properly in my login of the server, when I tested with Different login its not working properly . I have assigned the same roles to another...
View ArticleHow should i increase log out CRM time after configuring ADFS?
HI I would like to increase log out of CRM as infinity, How should I configure?
View ArticleNot able to select Potential Customer from opportunity page.
Hello Guys,Today i come across the situation where i am not able to select the Existing Potential Customer from the opportunity page.Steps are.Create lead.Qualify it .Now on the opportunity page click...
View ArticleCreation Of Survey Activity (Invitation) Using WEB API fails
I am trying to create Survey Activity(Invitation) using Dynamics 365 WEB AP. But It fails with below error. To generate a survey unique code, send an individual email to each participant....
View Article"Select Data Map" step is missing in Import Data Wizard
Hi all,I'm importing data into CRM using Excel Template exported from CRM. During data import, after the file is uploaded successfully, it shows "Review File Upload Summary" then will go to "Map...
View ArticleCRM javascript to find field value of an enity by passing id?
Hi All, I have an entity named Item . Item having field named as current stock, which will be updated on purchasing .I want to get the current stock value by passing the item id from the look...
View Articlehow to use Dynamics 365 CRM online for agent screen pop (CTI integration)
Hi,We are trying to use Dynamics 365 CRM online for agent screen pop solution. We have our own CTI connector (Cisco finesse) developed on .js & .htmlScenario that i'm trying;1.Agents (CSRs) logged...
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