Modifying web.config
Hello Experts,Is it recommended to modify the web.config file of Microsoft Dynamics CRM? Our network infrastructure team has asked to modify the web.config file of CRM to avoid 'ClickJacking...
View ArticleRemove all sign in with external account options
I am trying to remove the external login options from the Customer Self Service Portal.I have tried setting: Authentication/Registration/ExternalLoginEnabled to false in Site Settings but I still get...
View ArticleSingle Email instead of Multiple Emails from Worklfow
Hi,I have a scenario in which whenever some leads are assigned to some users.A workflow will run in background which will send emails to the corresponding user.Now for each lead an email will be sent...
View Articlewhere to change deployment target solution
Hi, I am new to CRM, currently, I am using CRM 2013 and VS2012, when I connected to the server, it didn't ask to specify the solution to deploy, then it reported error every time when deploying. Where...
View ArticleCustomer Self Service Portal Case Timeline Content
Sorry if this is a silly question.Is there a definitive list of what is exposed in the timeline under a case in the Customer Self Service portal for CRM Portals?I can clearly see it shows Portal...
View ArticleUsing how can I hide/display a linkset for specific web role?
Hello,I am sure this question or something similar has been answered before.Using how can I hide/display a linkset for specific web role?Thanks in advance
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Dynamic worksheet unable to auto refresh
when i go to data/connection/properties/definition/edit query, it keep give me above error message. if I click "OK", it can solve the problem once. if reopen the sheet, the error back again. I found...
View ArticleDynamics 365 online and TeamSettings.MaxEntitiesEnabledForAutoCreatedAccessTeams
I am looking at the possibility to migrate to dynamics 365 online. I am however wondering if It is possible to be able to change settings like TeamSettings.MaxEntitiesEnabledForAutoCreatedAccessTeams...
View ArticleWhy we can add new lead based on existing contact?
I am new in MS Dynamic CRM.I am confuse with the concept of Lead and Contact."Leads are potential sales, and you or your company can get leads from many different sources.""A qualified lead may be...
View ArticleInstall MS Dynamic CRM should be in VMWare/VirtualBox/etc?
I want to learn how to install the Dynamic CRM from the start.Many of tutorial that I have got are installing CRM in virtual machine such as VMWare or VirtualBoc or etc.Is it required to install CRM on...
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Reporting Error - Error occurred while getting the data source contents for...
Hi, I am receiving the following error when trying to run any reports in CRM online.This isn't specific to any one report, and has been working previously.From the research I've done so far, the...
View ArticleCRM 2016 free autonumber generator
HiI want to generate AutoNumbering In MS CRM 2016 Online.Plz Help me
View ArticleCan anyone help out to get entities in Dynamics 365
Hi,I just created new account in dynamics 365 trail version. I dont find any of entities in it. how to get those entities ( sales, service, marketing etc). Thanks,Pulipaka
View ArticlePermissions set.
Hello Guys,May I know what are the minimum permission sets to be given to the Directory on the server which is used to log the information in it.e.g. i am saving the log details of the plugin into the...
View ArticleReal Time Workflow
Is it possible to use wait condition in real time workflow..? If so , Explain with a real time example.
View ArticleChanging CRM Language & Calendar
Hi all,Since our organization has a branch in Iran, we want to use Persian Language and Calendar for the CRM our team is using in this country. Unfortunately, Farsi Language package is not supported...
View Articlehow to pull Data from one entity to another entity.
if i want to pull the data from one enity to another entity by javascript. what is the approach?
View ArticleGive access pirivilege to user with javascript?
hiPassing admin user credentials to give access pirivilege to user with javascript? Is it possible?
View ArticleShow lead records based on value of lead's field for a particular user
Hi ,I need to show only those lead record which have some particular value in specific field of lead, to a user which has user level security role assigned.Can anyone help me on this?
View ArticleIncoming emails hitting CRM dynamics 365 with Frequent delays
I have configured one queue to one of my mailbox to achieve mail to case functionality. The Email Id I am using in this case is my business Email. I have also set one rule with auto response email...
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