Trouble with CRM 2013 sending mail
Hi, everyone.I have a problem with the configuration of my CRM 2013, the case is, the mailboxes just keep appearing deactivated and the incoming mail test keeps failing, I have 8 mailboxes, just three...
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Form not appearing for user even though appear to all security roles is selected
I am making some customizations to our Opportunities and created a new form for the users named "Sales Pipeline". I've got this set to appear for all security roles but this form is not appearing as...
View ArticleInsideView and Bulk import of contacts from clients
Does anyone know of a way to have InsideView bulk import all contacts it finds automatically from a list of clients? Thank you!Steve
View ArticleMSCRMEmailLog = Empty
We are still using CRM 2011 on premise. One day our emails stopped coming and we cannot figure out why.We cannot determine anything that has changed other than adding a few new users.I have gone...
View ArticleHow to Delete or Renname a Bulk delete Job in MS CRM online
Hi all,I scheduled a bulk delete job on dynamics crm 2016 online, but I need to rename it. I was only able to modify occurrence. And I couldn't find any button to delete the job, then add a new one to...
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Email a Word Template as email body with custom workflo
Hello,I need to email a word template generated in a entity as the email body (not as attachment). I'm using a custom workflow to get the template (that I attached to a note in the entity) to get the...
View ArticleGamification setup in preview instance
Hi,We wanted to review the features of Gamification and have installed the solution in a sandbox instance. In future will this cause a problem when we want to install it in production wrt registering...
View ArticleData import issue
Hi,I created a view and used 'Export to Excel' to get the template. I updated few existing records in the spreadsheet and imported back to CRM. The import says completed but the records aren't getting...
View ArticleWay to check which users have CRM for Outlook plugin currently installed?
I am merging some contacts and worry about removing the contact from their Outlook in that process.I don't believe we have many users that have it installed so if I know which ones do, I can take the...
View ArticleDynamic CRM SharePoint folder out of sync
Hi, I'm having a weird issue with SharePoint and CRM.Sometimes when SharePoint created a folder, CRM does not know if SP already created the folder or not. So when user tried second time to create the...
View ArticleHow to Overwrite Exchange Rate on a Migrated Invoices
Hello Community!One of our clients would like us to Migrate Invoices from their legacy system to Dynamics 365. The problem we are running into is that we need to set the Invoice's Exchange Rate to be...
View ArticleSome users are seeing many duplicate synchronization filters
As best as I can tell, the managers in my organization are seeing many duplicates of *user* sync filters for Outlook in their Options screen in CRM. It looks like the managers have access to see...
View ArticleHow to Update OptionSet using HttpClient requests
I've determined how to read option sets using the following code. How can I add or remove options?using (var httpClient = SetupHTTPClient()) { var req =...
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Problem with Outer join/Does not contain-query
Hi there!I'm really having a struggle getting an important query up and running. We're running a CRM 2016 on-premises solution, sadly without the option of installing custom plugins - so we're...
View ArticleCRM 2016 (On-Prem) - Number of Available Dev. Environments?
We currently have MS CRM 2016 (On-Prem) deployed in our Company with one (1) Dev. Environment and one (1) Production Environment. Question, is it possible to create additional Dev. Environments to...
View ArticleOutlook and CRM appointment
Hi Everyone,I had never had experience to work with scheduling an appointment with non CRM user. Below is the scenario what I currently working on I as a Agent should be able to send an appointment to...
View Article-2147200942
Hi guys,I have Dynamics 365 E1 (trial version) and I'm getting this error: Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk,...
View ArticleTesting License (Essential, Basic, and Professional) in Free Trial of On...
Hi Dynamics Community,Then when I tested in free trial, the system allowed the user to do anything in the system without any restrictions. I read a different forum post that it is the responsibility of...
View ArticleI want different stages in cases based on case type in Dynamics CRM
Hi,I am creating cases in crm , i want case stages as when i select case type = "A" then it should take 3 stages like s1,s2,s3 and when i choose case type ="B" then it should take 5 stages as...
View ArticleField service in crm
Hi,I studied about work order and purchase order. what is the relationship between these two? If i change any one, did that change affect other one? How work order and purchase order linked?
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