Not able to login to CRM online instance from USD tool
Hi All,I have installed Microsoft Dynamics 365 USD 2016 in my local machine . When I am trying to connect it to my online office 365 instance its throwing the following error message :"You don't have...
View ArticleUploading Multiple Attachments in a go
My client wants a functionality in which when he can upload multiple attachments in a single go to an email. Is it possible because as far as I remember Dynamics allows 1 attachment in 1 go.
View ArticlePinpointing CRM Outlook to another app
Hi,I have added the CRM Outlook App to my outlook, my CRM has multiple applications that can be accessed by Outlook defaults to one of these apps. Is there any way that I can choose which CRM app I can...
View ArticleField calculate the revenue from other record.
Hi All,I have One Custom Entity called Business Investor and in that I have one custom field called Revenue currency type.My requirement is whatever I give in Revenue field for particular customer. It...
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How sales price is calculated in Project Quote Line Details in Project...
I have created the quote line detail in which I have chosen architect(amount is 100 for architect defined in the pricelist) and sales price is populated as 150.When I click "Open Cost Detail" for that...
View ArticleGet regarding field value from a task in Dynamic CRM
Hi all,I am a beginner to CRM dynamics.I'm trying to get Regarding field in a task by API (Retrieve related entities for an entity by expanding navigation...
View ArticleDisplay Charts on ADXStudio Portal
Hi,Is there any way to display Charts on ADX Portal directly from CRM without back-end coding?I need some Ideas.
View ArticleCreate a workflow that copies the Posts in Lead stage to Opportunity stage
When I create a Lead and type a Post.after qualifying the Lead to Opportunity, the created post in Lead is not visible in Opportunity.I know that this not possible in CRM.That is why, i want to create...
View ArticleDynamics 365 Online Portal Upgrade - Cannot Sign On
Hi guysWe've just updated our Portal last night and today we've found a heap of replicated content (due to Multi-Language updates I assume) and we've fixed this by deactivating some of the content but...
View ArticleNew toolkit - Unable to register plugins on Associate / Disassociate
If I try and register a plugin on Associate or Disassociate using the latest version of the toolkit it fails, with no useful error message.Here's the output for CRM deploy:Begining CRM Deployment at...
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New Developer Toolkit - CrmRegister file often changed when opening Visual...
With the new Software Developer toolkit, the crmregister file often gets amended simply through the process of opening and closing Visual Studio.See the screenshot below - I checked the crmregister...
View Articleregardingobjectidyominame to long
Hi,I changed the max. number of fields for the "Name" field of contacts from 100 to 130 characters, since the max. allowed lengths of names in our back office system is like that.But now I face an...
View ArticleJoining two views into one - Comparing Turnovers of two years
Hello,I want to create a dashboard for turnover-controlling. In this dashboard I would like to add a chart that compares the turnover from a month in 2016 to a month in 2017:Example:Salesperson...
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Odata & json - CRM upgrade to 2013 give warning
Hi,I am upgrading CRM 2011 to CRM 2013 and changed old java scripts to Odata & json but still giving warning when run custom code validation tool for CRM 2013.I want to further upgrade from CRM...
View ArticleFetching documents directly from sharepoint as an email attachment
When someone sending an email through an opportunity tries to adds attachment the default lookup is in download folder of the host machine i want the default lookup to be the sharepoint directory...
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Outlook can not execute Dynamics 365 App for Outlook
Hi!Have anyone had experience with Dynamics 365 App for Outlook, which can not execute inside Outlook client. I have customer with Dynamics 365 online CRM and Exchange online. Users are configured for...
View ArticleBulk Updation of Records - MSCRM 2016 online
Hey,I want to update a bulk records to CRM using an console application, I have to update the two date fields, I have retrieved those records from excel now to bulk update, I have written a function...
View ArticleWhy this is happening??
Hello Guys,I am not getting why the issue raising although crm is running and also .svc is browsable from browsable.i am getting below error.Error Message: Metadata contains a reference that cannot be...
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Hyperlink from Invoice to Order.
HiPreviously in CRM 2015, we had quickviews setup to view some details from the Order on the Invoice screen. The parent entity always used to be a hyperlink to link back with, however we have since...
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SAML 2 integration with ADX Portal version
Hi,We are trying to integrate with ADFS with SAML2.0. ( WS-Federation could not be used for our case ). We used Basic Portal template as a starting point and Master Portal solution as web site,...
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