Outlook appointments
We are using the CRM connector to track appointments with leads, contacts and accounts and they work the way they should. The Attendee, subject, location, time and description all pull through but I...
View ArticleRun and email a report daily
I have a view and pivot excel report based on that view that I want to run and email to people daily. Is there anyway to do this with Dynamics CRM Online 2016 Update 1? I took on this project...
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Invoice Tax Field
Does anyone know how I can edit the 'Total Tax' field on the Quote/Order and Invoice forms?I know it is only on a 'Read' only access under the security > field permissions. Thanks, Hayley
View ArticleCRM 365 gets .srcmap files but result os 404
Dear All,my CRM 365 on-premise installation, after Dec 2016 update, requests .srcmap files.In particular:_static/visualization/.srcmap_static/_grid/.srcmap_static/_common/scripts/.srcmapBut the server...
View ArticleAfter installing Dec 2016 update I cannot see Stages Bar on Lead and Opportunity
Hi,after the installation of Dec 2016 update I cannot see Stages Bar on Lead and Opportunity.I'm a System Administrator user.I can activate Processes, I see them in the Processes list, I can edit...
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Stopping Workflows Using Date Field
I'm wondering if anyone can help, it may be simple, so apologies in advance if really simple.Issue:On Account record, I have created the following fields;Team A Complete (Yes/No option)Team B Complete...
View ArticleOpening of SSRS report of a specific record
I have created a SSRS report and added a query to it. But unfortunately the record detail has been hard-coded. This is not my actual requirement. My requirement is that on click of a specific record in...
View ArticleExcel macro on CRM report output
I have exported a CRM report to Excel and written a macro in Excel to do some calculations etc. based on field values. When I run the macro, all the columns from the report output shift to the right...
View ArticleFirst Plugin Error: Object reference not set to an instance of an object
This is the error from the plugin:Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral,...
View ArticleHow do I parse OData response?
Hi allI have this data response:"{"d" : {"results": [{"__metadata": {"uri":...
View ArticleIs it possible to have a workflow look back on itself?
I would like to have a workflow run only one time per record. Is it possible to have a workflow check whether it has already run on that record then stop if it has?Thanks for the help
View ArticleAccount distribution report based on order instead of opportunity
So what I'm trying to do is basically create an "account distribution" report but instead of using data from opportunities I want to use data sets from orders. Any idea how to do that?Basically what...
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MSFT Quality Rollup breaking "Public Documents" for all accounts in CRM
Complete Dynamics CRM newbie here. We've run into an issue where none of our computers can access "Public Documents" for any of our accounts in CRM after the most recent monthly Quality Rollup updates...
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SLA - Multiple E-mail Error
Hi I have created an SLA and all is working fine except when the Fail and warning events happen they run twice?Here is how the SLA is configured And here are the events that happen when the e-mail are...
View ArticleUnable to Retrieve Records or Fetch records Based on Modifiedon Value
Hi, i have to fetch records from custom entity like "Test" based on "modifiedon" date field from Contact entitythere is no relationship between two entities , i get modifiedon from "contact" entity and...
View ArticleWhy a list price on a product
On a product record you have standard price, current price and list price. Does anyone know why we have three options for a price here.Also, if I associate it with a default price list then a price...
View ArticleScalability of the Dynamics 365 CRM Portal
I am working with a customer and we would like to make use of the capabilities within the Dynamics 365 Portal, but have a few questions regarding its scalability. This customer has a requirement for...
View ArticleKnowledge Base Search Not Working
I am trying to use the dynamics CRM knowledge base. I am positive I have my sandbox configured to use dynamics CRM and not parature. I've published 3 different test articles. When I try to use the...
View ArticleSetting up a Queue in CRM Cloud using a mailbox which is on premise
Hi, I am trying to setup a queue in CRM using our test email boxes. Test and Enable mailbox shows success. But none of the emails are coming in. We are using CRM On Cloud. But our test email boxes...
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SDK Simplified connection string in app.config: "Object reference not set to...
Greetings:I'm trying the examples in the SDK, and now I'm at the Simplified Connecting String Example listed here [https://msdn.microsoft.com/en-us/library/jj602970(v=crm.7).aspx]This is my code in the...
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