Possible to set custom currency as default currency?
Hi Dynamics Experts!It is possible to set a custom currency as currency base?
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Dynamics creates two email activities in a lead when a automatic email...
Hi,I've created a workflow that sends a sales agent an email when a new Lead is assigned to them.It works fine, however when the workflow runs it creates two email activities in the Lead record. (see...
View ArticleCRM 2013 Universal Searching Causes Desktop Crashing / Lockups
Hello All,Running a CRM 2013 premises, around 100 users, about a month ago and no changes done to machines or CRM , some desktops started to crash when performing Universal Search, some lock up and had...
View ArticleHow to set picture to user profile on the portal
Hello all!I need to set picture (avatar) for portal user profile, but can not find information about this. Can anyone help me with this question? And is this possible to synchronize CRM Contact...
View ArticleHelp! Unable to import Contacts , get below Invalid Format error message
Hi ,I am trying to create new contacts for existing accounts in CRM.For this I extracted the Import Template of Contacts from CRM and entered my data but when I am attempting to import the file I get...
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Daily report that measures field tech time against a work order.
Hello ladies and gents, I'm facing a requirement that am not really sure how to achieve.In essence stakeholders would like reports to be created on a daily basis (automated process preferably) that...
View ArticleServer Based Integration with SharePoint
Hello All,I have CRM server 2016 with FBA & Server 2013 (SP1) with Claim auth.When i use "Server Based Integration with SharePoint" option in CRM i get an error : The remote server returned an...
View Articlewill everyone be able to run the On demamd workflow?
Hi,I created an on demand workflow. I am wondering will all the Sales persons or CSR users be able to run that On demand workflow or not?If only some users security roles can run then what are those...
View Articleribbon work bench
Hi, In my Development environment I installed the Ribbon workbench tool and it created a managed solution automatically. Now that I created a new Xyz solution and added some changes to the ribbon in...
View ArticleHow can I add contacts to a group (as in a member of something)?
I have contacts and organizations and they are linked, but in addition, some of the contacts belong to panels (that cross organizations). I also have contacts who are recipients of awards given by my...
View ArticleRe-open Inactive Case
I would like to re-open an inactive case (State: Closed to Open), after I reopen the case which becomes active, is there any out of the box flag that indicates it is a reopen case?Kindly advise, thanks.
View ArticleAdding tags or attributes
Hi,My organization wants to assign multiple tags or attributes to each contact. For each category of tag/attribute they want to be able to assign multiple values. For example they are tracking the...
View ArticleHow to Use EmailInsert Template Pop-Up for my own created custom SMS Activity...
Hi,I want to use Email insert template pop-up in my own created custom SMS Activity.so that I can add template by pop-up in my SMSdescription field.Please guide me. how can i achieve this things.Thanks
View ArticleHow to qualify/change status of lead by clicking hyperlink from the internet?
Hello,I want to collect lead from internet and sending mail with hyperlink, if the user clicks the link then lead record should qualified. I have already created mechanism to create lead and send mail,...
View ArticleDelete Account using Oan demand Custom workflow
Hi, I am deleting Account using On demand custom workflow where the scope of the workflow is Organization. Now, lets say a salesperson who has all privelages to run the On demand workflow, will he able...
View ArticleHow to check dependencies.
Hello All,while exporting the solution i have come across one yellow color highlighted warning , which was telling about the listed components needs to be in the system where you are going to import...
View ArticleGoal targets not updating via import
Hi all,I've found a bit of strange issue. I'm trying to bulk update goal targets via an XLSX import with the goal GUIDS populated, the import runs successfully however the that actual target values...
View ArticleCRM IFD Deployment with Global ADFS
Hello,I am seeking advice on the best way to make CRM IFD facing in a Global Environment. ADFS is currently deployed within US Data centres and has a DMZ with WAP servers for external access. The CRM...
View ArticleHow to add a field “Validity Duration” on the form. and set it automatically...
Hey I need to know how can i do the validity duration and set it automatically as the alculated duration between Valid From and Valid To (in hours and in days) using JavaScript..
View ArticleSection containing checkboxes gets visible on saving a record even when it is...
Hi ,I am working on CRM 2015 on premise version. we have a custom entity which contains some sections among which few sections have two options fields in checkbox format. Sections have...
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