User view of all records Shared with them?
We like the record Share functionality... but it's failing us.1. We need to be able to provide a system view to users of the Accounts that have been Shared with them (or they have Write access to).2....
View ArticleCombined customer entities (account, contact) together
Hi all,I'm working on a CRM solution designed to have organization and person records insert into contact entity. The entity form would show/hide relevant fields depending on the choice whether...
View ArticleSharepoint integration with Dynamics CRM
Hi,after integrating Dynamics CRM with Sharepoint i want know if it is possible to make button that open directly the document interface(where i can upload documet),i mean how to get the url of that...
View ArticleSubgrid FetchXML with JS code error
There are many posts and articles which suggest to use FetchXml with Java Script to refresh SubGrid with custom FetchXml. Below is code.function dynamicallyFilterSubGrid() { var objSubGrid =...
View ArticleMigrating inactive users to CRM 2015
Hi all,We are developing CRM solution to replace in-house custom web app. We have a lot of inactive users that AD entries had been deleted. When importing those users into CRM, we got errors since AD...
View ArticleFilter ServiceAppointment (Activity) by Customers
Hi Everyone,I have a problem with ServiceAppointment filtration. I have a list of Service Appointments belong to many accounts. When I created ServiceAppointment I used following code var...
View ArticleExcel Templates for Order Products Associated View CRM Online 2016.
I want to be able to edit the Order Products from its parent Order using the Order Products Associated View. I am trying to use Excel Templates for the same purpose as it supports saving changes back...
View ArticleSend email from email
Hi,I want to send an email from plugin, but if some of the contacts don't have email, I want to send another email to the manager to tell him that some contacts don't have email.So I do it like that:I...
View ArticleAutomatic choosing contact when choosing account
When creating an opportunity... when i choose the account.. is there a way to get its contact name automatically without needing to memorize all the names of my clients? :)
View ArticleCRM data in xml format to reimport
Hi Team, I want to generate data in xml format so that it can be used for reimport to CRM through SSIS. Eg I want to archive account entity data and its related contacts in xml file. Later when...
View ArticleCreating of a set Task List Automatically based on Opportunity Stage Progression
Hi Is there a way to automatically create a set of tasks automatically after an opportunity is progressed to the next stage. For example:When Opportunity 1 moved from Stage 1 to stage 2, a set of tasks...
View ArticleCRM online Customization
I have setup trial version of CRM 2016 online but unable to see Customization under settings.
View ArticleGrand Total and number to text in word template.
Hello All,I have created the custom template for Quotation.1. how to create a grand total of all extendendedamount column.2. how to convert number to text.
View ArticleLookup values setting
I have two look ups in my entity: L1 and L2.L2 is the child of L1. i.e values of look up L2 is dependent on value of L1.Requirement is if user selects directly value in child (L2) then L1 (parent)...
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Showing Error message.
Hello Experts,I have a requirement in reportsI want to display a rectangle which is included a error message if we enter the text in Select Date field. How to write expression for this.
View ArticleCRm SDK
I have added new contact for accountEntity contact = new Entity("contact");contact["parentcustomerid"] = new EntityReference("account", fact.AccountId.Value); contact["jobtitle"] = cnt.Title;...
View ArticleHow to debug Custom Workflow
Hi,I want to debug custom workflow in MS CRM 2013.Thanks,Abhishek
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Command Bar - Navigation - Group name is not being changed
Hi,On a Contact form, I have some related entities link on command bar. I want to change heading (Group Name )to "Housing".I tried changing it from "Procession Session" to housing but from Form...
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OneDrive changing folders
Hi all,I am having issues with my OneDrive. I want to change my folder but it gives me errorI can't upload files in any entity record also. Please help Thanks!
View ArticleWhich .net framework version to used with CRM Sdk 2016
Hello Guys,I am suffering alot with this issues i am unable to use OrganizationService & CrmConnection classes in my WCF interface its throws versioning errors i got vs 2012 and .net framework...
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