USD Default Toolbar
Hi All,I have installed USD for CRM on-premises 2015. Now, I want to add Default CTI toolbar but unable to do this. I will be very thankful if any of you can guide me. Thanks in advance
View ArticleDynamic crm create solution
Hello all,I want to create a own solution like appsource.microsoft.com/.../powerobjects.839b1bc5-ea86-40ad-9947-25707cda6a16 and registered on microsoft appresource.any idea?please help...
View ArticleSystem Admin cannot connect to Dynamics CRM Mobile Application
Hi,Has anyone experienced a similar problem?The mobile app gives the following error on step 4/5 when initializing the app:Error message: "Sorry, something went wrong while initializing the app. Please...
View ArticleAccount Record Create error
Hi AllI was creating an account record using SDK, C# i got an error, here is my codeEntity accountContact = new Entity("account");accountContact["name"] = "DemoAcc";_orgService.Create(accountContact);I...
View ArticleClik here to view.
Script Error
Hi, New to / attempting to learn JavaScript and I've added some code to the OnChange of the Phone Field.function warningOnChange(){ Xrm.Page.ui.setFormNotification("Please ensure the value entered in...
View ArticleRecord wall (What's New)
Hi All!For a client we are working on a solution to create posts on the What's New pane. The requirements are quite simple but the solution is not :(We are working with Team Owned entities (long story...
View ArticleAssociateEntities: required field 'Moniker1' is missing when trying to use...
I'm trying to use the API to create a link between a product and a custom entity called artist.When I try I get this error backThe Content-Type header value "text/plain" is not valid for a SOAP...
View ArticleNeglected Accounts
Hello everyone!I need a report, or view, that can be generated which contains all Accounts that haven't had an Activity created for them in 'x' days. This will need to include Activities created in...
View ArticleQuick Create button
Hi all,I want to use the Quick Create form for some Child entities. So in case the Plus sign on the Subgrid is pushed the Quick Create form will open instead of a new window. The only thing i dont want...
View Article"Required" attendee when creating an Appointment from an Opportunity
When you create an appointment directly from within an Opportunity it defaults the required attendee to the Account associated with the Opportunity. How can we disable this "feature" as oftentimes the...
View ArticleCRM - Sharepoint custom integration best strategies ?
Hi all,I'd like to ask anyone who has done custom CRM-Sharepoint integration about the implementation strategy. Here is what we want to achieve:1. Create document location record2. Create document...
View ArticleCRM Online FetchXML that pulls from GP as the Data Source
Can I utilize FetchXML to pull from the GP Data Source? I believe this is possible with SSRS if they are on-prem but if they are online what are my options?If not FetchXML are there third-party options...
View ArticleHow to retain security role using Plugin on change of BU?
Dear Experts,We got a requirement where we want to retain security roles of users when the BU of that user is changed to another BU.We have tried it through PreOperation but couldnt get the solution.My...
View ArticleLearning Path Not Showing Up
Hello All,I am unable to get Learning Path and it's icon to appear in the top right of my Nav Menu in CRM. I have ensured that I have Opted In to learning path as well as made sure it is enabled in...
View ArticleCustomer portal add-on not available on Office 365 Admin
Hi everyone:We are using Dynamics CRM 2016 Online Update 1 with our Internal Use Rights licenses. We plan to provide support services to our customers and would love to do that using the Customer...
View Article2013 Deletion Service timing out - can I run it manually?
We have 4 databases running on premise 2013 in one server. Two of the databases run their background maintenance jobs fine while two fail on the Deletion Service each night with this error:Error:...
View ArticleCRM2016: "mail from" is readonly
Hi guys,after updating our systems CRM2016 on premise to SP1 in our productive environment the field mail from inside an email is not changeable.In our testenvironment we can change it.Can anybody help...
View ArticleCRM2016: marketing lists advanced search not available
Hi guys, after updating our environment to sp1 we are not able to add members to marketinglists with advanced search ( add all of them to the marketing list ).Error message on the server:Event code:...
View ArticleHow to Integrate CRM with Quickbooks
Hi,We just start using CRM from last month, can anyone tell me the recommended mapping between CRM and Quickbooks?Many Thanks,Syeddigitalshani@hotmail.com
View ArticleSelecting and Creating Multiple Intersect Entity Records
So here's the theoretical scenario I'm trying to find a solution to that I could use your guys help on:We a manual N:N relationship between Adjustment and Contract Lines, where Adjustment has a 1:N...
View Article