Does the new (lightweight) Dynamics 365 App for Outlook auto-track email...
Hello!Just getting to grips with the new (for us) Dynamics 365 App for Outlook.In the past (using the full Dynamics 365 Client for Outlook), if you marked an email as tracked, then any subsequent sent...
View ArticleHow to best import local Outlook contacts into CRM
Good morning all! My boss has a ton of contacts local to his Outlook that he would like to get into CRM. I am hoping to find the best way to proceed that minimizes the amount of effort for my boss....
View ArticleDeactivation of a contact - should close the related Case records with some...
Deactivation of a contact - should close the related Case records with some Closed reason.
View ArticleSetting a default Landing page
How can I set a default Landing page for my dynamics CRM online. Say for example when the user logs in , I want him to get redirected to a dashboards and activities page.Any suggestions are most welcomed.
View ArticleHow to create a field that counts a property where the date is in this fiscal...
HiWondering if anyone can help me to create a field in Contacts form that will look at a date field in property form and count it if the date is in this fiscal period?I have tried looking at calculated...
View ArticleIs Dynamics 365 right for SMB?
Hello all, would appreciate your insight and guidance on this one.We've been operating as a SugarCRM Community Edition shop for a long time. Quoting took place in Quotewerks, financials managed by...
View ArticleDynamics CRM Confirmation Text Post Redirect open in new tab
I am using Microsoft Dynamics CRM to make a form. The form is embedded on a landing page using an <iframe> element.If I set the Confirmation Text Post Redirect URL, only the <iframe>...
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Cannot Import a Backup of an Organization
Dear Community,our hard disk crashed on our CRM 4.0 Server, which also was our SQL Server.I setup a new system, installed CRM 4.0 (which works fine), Now i want to import a backup from the old...
View ArticleHow to loop through entities under a parent with a workflow
I have a parent entity (Group) with child entities (Reg). I need to design a workflow that checks each child entity individually, after it has been created, calculating the costs of the individual Reg....
View ArticleLeads-Qualify-I Cannot Qualify Leads
I am not able to qualify a lead entered by someone else, i.e. campaign leads entered by marketing.I can qualify leads if he creates them.
View ArticleDynamics CRM 2016 - Claim-based authentication issue (internal access).
Hi!I have test environment with two servers in one domain (both Windows Server 2012 R2).ServerA is running CRM 2016 On-Premise and ADFS 3.0. I configured the internal access Claim-based authentication...
View ArticleNeed ability to create reports in CRM for Cases for all information
Currently can not print the case detail information from the web page without losing the second page. The information on the second page get overlayed with the information in the detailed fields.
View ArticlePriority Field on Case Form does not allow selection
Priority on a case does not allow you to select; requirement was to have the ablility to select "high" and "medium".
View ArticleIssue at importing contacts and companies with date columns
I use Excel sheets to import data from SF.Now run into an issue what is related to the date data I will import. All dates with days between 1 and 12 have no problem. But all dates greater than 12 goes...
View Articleretrieve look up record name
i want to retrieve lookup record name if another field value change here is my scenario i have a look up field called candidate and another field name sendemail two option field yes\no when user click...
View ArticleMetadata contains reference that cannot be resolved Dynamics 365 CRM
I am trying to connect Dynamics 365 for Financials to a CRM instance on Dynamics 365. When I try connect I get the message Https://mydomain.crm.dynamics.com/XRMServices/2011/Organization.svc?wsdl=wsdl0...
View ArticleCRM 2016 Roll Up
I am trying to roll up a custom field from all the child accounts to a parent account. Our field is custom and will not show up on the Aggregation source entity field spot. Anyway to get it there.
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Duplicate Record don't show correct names.
I am using the key to not generate duplicate records, and when I try to convert a lead with the same ID the message below is displayed.
View ArticleFetchXml Filter Entity List
I've read a bit of setting up the FetchXML filter for an Entity List here: LINKHowever, I can't get my filter to affect the entity list values at all.<link-entity name="A" from="Aid"...
View ArticleCRM 2015 on Premise ( not update 1 ) - no error is displaying from plugin
Hello AllI am at my wits end with this. I know for a fact that the plugin fetchXML has the error. The problem is .. where do I go to find the error ? It doesn't show on the Server Windows Log, Plugin...
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