Auto populate City and State
Hi,I have a look up on Account Entity , Custom entity A.In that custom entity I have 2 Single line of text City and State.One I select a Custom entity in lookup I need to auto populate the City and...
View Articlemoving CRM on-prem to a stand-alone SSRS
I want this CRM server to point to another SSRS. It used to have SSRS on the same server as the SQL Server Database. Do I need to uninstall the adapter? Where should I run the CRM SSRS adapter? If I...
View ArticleEditable Grids
I am trying to enable editable grids and there is no option for Web. Phone and Tablet options are available but not Web. We don't currently use Apps, so we need the Web option. Any ideas why its not...
View ArticleCreate Leads
Hi allI need to create leads with the help of c# code. How can I create leads using c#?Thank You
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Unable to get the GUID of current record via SSRS Report run from a record...
I am encountering a strange problem with CRM 2011 that should not be happening.I have an SSRS Report with the following query:SELECT new_s_batchmanagementid [BatchID] FROM filterednew_s_batchmanagement...
View ArticleRemove email address from contacts with data from CSV file
Hello,we want to remove email address data from 1200+ contacts.We have a CSV file with only email addresses in it and all those are invalid.What my I found out on my research for the problem is to go...
View ArticleI have enhanced support for Dynamics CRM but can't use it
I've called dozens of times (that is not an exaggeration) no one I"ve spoken to in Dynamics CRM support knows what enhanced support is nor do they know what customer source is. I want my employees to...
View ArticleIssues with SDK2016 / 2015 Plugin Registration Tool
I have been using the plugin registration tool quite happily for ages, however when trying to use it today I am getting the error below. Looking through the net, I have tried several 'suggestions' but...
View ArticleHow to change the status of a Meeting from Open to Scheduled?
Hi, Can someone tell me what the difference is between "Open" and "Scheduled" status of activities/appointments in CRM? I'm a bit puzzled about what the functional difference is - and if there are any...
View ArticleCRM 2016 FOR PHONE - DISPLAY A CUSTOM FORM OF AN ENTITY
Hello people.Happy New Year 2017.I have a solution with the entity: "Account".There are forms for it: "Account Complete", "Account", "Information".The Active Forms are: "Account Complete". Inactive...
View ArticleUSD: New_CRM_Page action ignores values starting with "int"
I've been testing some things for a client in USD version 1.2.0.161 (old, i know) and may have noticed a bug...When calling the New_CRM_Page action and passing field values in the configuration, any...
View ArticleCRM 2016 On-Premise - IFD Setup But No External Access!!
Hi!, I have a single Azure server that has CRM 2016 installed on it. I use it as a development server but i want to be able to access it externally via the IFD. I have followed all the steps in this...
View ArticleCRM Portal Web Form Step configuration issue
The Attach File section in the portal Entity Form has two important attributes - Attach File Save Option and Accept File Types. As I understand, the Attach File Save Option is key to attaching files...
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Safari and CRM 365 BPF Issue
Hi,Since the Dynamics CRM O365 update earlier January and using Safari, the step back process arrow is now missing in the new BPF.Note: It is working fine using EdgeHas anyone else experiencing the...
View ArticleAuto-population of record fields
I'd like to create a workflow to allow auto-population of fields between Leads > Contacts > Accounts > Opportunities and Quotes/Orders. How? I'm not a developer...so laymen's terms!...
View ArticleHow to disable concurrent login session for a user
Hi,We are using MS Dynamics CRM with ADFS authentication. Is there any way to disable concurrent login session for a user in CRM or ADFS. If a user is already logged in then the user should not be...
View ArticleIs it possible to send bulk email to multiple lead?
I have a scenario like this :I have 100 data of Lead. First, we will send email promotion to ALL OF THEM. If they're reply, we will move them to next stage. If they're not reply or not interested, we...
View ArticleCRM 2016 Bulk Edit -Unable to Set Option Set Value through Javascript.
Hi Team,I was try to set the option set value through javascript on a bulk edit form, I enabled the javascript Onload function on the Bulk Edit, and written this line of code in my onload function...
View ArticleDisable "Pending Email Approval...Email can't be processed for some users..."...
We are using Dynamics CRM Online and users are receiving the following message every time they log into CRM:"Pending Email Approval - Email can't be processed for some users and queues by the Email...
View ArticleRoll up field
Hi ,I have created a roll up field in account Entity which Display the sum of 2 0r more ORDERS made by the account .and also created another Rollup field to display the MAX PRICE (totalamount) from...
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