CRM 2013 Business Process Flows
I have a requirement in which I have to make one Field new_xyz optional and other field new_abc hidden on an existing BPF. and this workflow is extending on two Entities E1 and E2(these fields are...
View ArticleCRM 2015 Letter templates
HiWe are using CRM 2015 on prem and would like to use letter templates to send snail mail to individual contacts. Is this possible to do without using a full mailmerge in a similar way to email...
View Articlegenerate purchase orders automatically on Work orders complete.
I want to generate purchase orders automatically on Work orders complete.is there are default functionality ?
View ArticleGenerate automatic invoice against work order
I want to generate invoice and purchase orders automatically on Work orders complete.is there are default functionality ?
View ArticleField mapping in the mobile app
Hi All,We have field mapping in place between a custom entity and the appointment entity. Everything works fine in the browser but the field mapping does not seem to work in the mobile app/phone. Is...
View ArticlePatched Solution Detection (CRM 2016 and CRM Online)
Hello,Is there any way to detect if the solution I'm trying to export has patches (using CRM SDK), so I can take proper steps?I could not find any function or property which gives ability to do...
View Articlehour glass on page load
approach 1:function executeFunctionWithCursor(){alert("test");setTimeout("document.body.style.cursor = 'wait'", 1000);alert("hi") } Wrote this code in JS webresource and calling this function on onload...
View ArticleExport to Excel not working properly on custom entities
Hello,We are experiencing problems with exporting activities from Custom entities. Repro steps- Open a custom entity- go to related activities- select a view "open activities" for example - "Export...
View ArticleDynamics 4 - User exists in *_MSCRM but not MSCRM_Config
We have a production environment running dynamics 4 r21. Recently, the CRM admins tried to add a user and received the error: 'The current user id could not be determined'. This lead to the admins...
View ArticleExporting and Importing Currency Values in CRM with Task Factory
Hello everyone!I have an issue that maybe you know how to fix! I import and export data from Dynamics CRM2016 Update 1 online using an external component (Task Factory). It works fine, but when I...
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Tracking Information not visible in Outlook 2010
Hi everyone,I've been scanning the forums but i was unable to find an answer to my issue.First of all, we're using CRM2016 0.8... on Premise with Microsoft Exchange Server on Premise.The issue occurs...
View ArticleImport lookup fields -- "a duplicate lookup reference was found"
Hi I am importing contacts into CRM which contain a lookup field. I found, if 2 contacts has the same value for the look-up field, then the two contacts won't be imported into the system successfully....
View ArticleFantasySalesTeam Upgrade Instructions for 1.4.6 go to internal MS site
https://community.dynamics.com/crm/f/117/t/209238Since I can't comment directly on the announcement, the link to how to upgrade go to Microsoft's internal corporate SharePoint, and I can't log in, as...
View ArticleShare Record with Team or User from Workflow
How can we share a record with up to one (or) two teams and one (or) two users in one swoop from Workflow (CRM 2016 On-Premise). Do we have any "Share Record Workflow Activity" managed solution for CRM...
View ArticleSending emails from a workflow taking a while to send
Hi,I've set up a workflow in Dynamics CRM 2011 to send an email once a case has been created. This email will be sent to the customer including the case tracking number. This is working fine however...
View ArticleFree field via Javascript
Good morning everyone,I have a field that is blocked by default in form and save the need to record the value to be recorded, I utiilizando the code below in the OnSave event but is not...
View ArticleOffice 365 Groups 2.5.0.1 Installation pending
Still shows as pending after days, have logged a service request under Office 365 and nothing...is this a known issue?(CRM Online 2016 Service Release 1)
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FantasySalesTeam 1.4.6 Upgrade Instructions
Upgrade Instructions An upgrade for FantasySalesTeam is now available. The latest release of 1.4.6 has reversed the process of metric setup. This update has provided an efficient and streamlined...
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Activity Feeds - Posts
Hello,I recently configured Yammer with CRM and this seemed to mess up data within my acticity feeds. Within 'leads' and 'accounts' there used to be a 'posts' tab. This has now been replaced with...
View ArticleSystem Posts are not visible constantly
I have recently integrated Yammer with CRM 2016 online version. After that there was a strange behaviour with system posts? When open a form the system posts are visible once and if I click on any...
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