Workflow Issue on Trace(tracelog) entity
HelloCreated a workflow which triggers in background on Trace entity "create" (Record is created" option checked in Workflow configuration).We are sending emails on trace record creation. (Example use...
View ArticleOpen record with email
Hello everybody,I need help on problemI have two CRMs C1 and C2I want when I click on a button on C1 open for example, an account on C2 whose email is passed in parametreTo do this I thought to make a...
View ArticleBPF not visible in CRM 365 on prem for existing records
Hi all,if a user opens an existing record, the BPF is not visibel.By changing the BPF, the user is able to select the BPF, but it is not shown.By creating a new record, the BPF is visible. If a user...
View ArticleCRM Report
Hi GuysI'm not sure if this is relevant to this group but i need help. I'm busy creating report for client in ssrs and I'm struggling somehow.I want to write report that will pull the records from the...
View ArticleSystemstate.XML treshold date not updating
Hi,our email router stopped working. So we deleted the systemstate.XML and it started working again.But now the treshold date is no longer being updated, altough the emails have been loaded. It remains...
View ArticleQualify Lead to Opportunity, wrong currency
Hi,I'm using a custom function to qualify a Lead to an Opportunity. The request I'm using is below, I'm creating only an Opportunity.All fields match but Currency is always Euro even the currency of...
View ArticleAppointment View: associated grid view button Missing
Hi everyone, I just have a little but important issue on a dashbord with the Appointments view:As you can see from the above picture the AssociatedGrid button is not displayed ()How can I make it visible?
View ArticleImplement post feed functionality in tablet app
I'm looking for advice or best practice, 'cause i feel i'm not the first who wants this.As i know post entity not available for tablet app, but my users constantly use post feed in web (mostly in leads...
View ArticleBulk Delete in CRM - SQL timeout error
Hi!We want to delete Page views (Clickdimensions data) from CRM 2011 (on-prem), as it is filling a lot (around 7 million records in our database). We set up a bulk delete job in CRM for all of the...
View ArticleThe unit schedule id is missing.
Hi,I am doing CRM to CRM Migration with SSIS but When I try to Migrate Product Entity I got "The unit schedule id is missing." error. After that, I tried add new product. I got same error from Dynamic...
View ArticleUnable to track appointment if scheduled by external organizer
HI All,I am unable to track an appointment if the person that scheduled it is external to the organisation? Please help?
View ArticleHow to set (SET) a custom 'option set' in a custom field?
//this snipped is for getting.....var _entityName = "systemuser"; //user var fieldName = "new_officetype"; //option set fieldRetrieveEntityRequest entityRequest = new RetrieveEntityRequest {...
View ArticleJavaScript on Business process flows
Hello Experts, I have one custom Business Process Flow for Opportunity entity in that on "Qualify" stage there are two fields one is option set and other is datetime. If someone select a option let say...
View ArticleJavascript error after migration CRM 2016
Hey guys!We migrated CRM 2016 last friday and now everytime we click on a contact we see this error message.andHere is also log files for both pictures above1)TypeError: Unable to get property...
View ArticleHow to add existing product to an existing family
Hi,Wish to kow how to add existing product to an existing family in dynamics 365.Thank you for the helpYoucef
View ArticleAdd new record button on sub-grid not visible
Hi there,I have created a sub-grid on the Project form for Project Tasks. It wold be much easier for office staff to be able to add tasks on the actual form instead of having to go behind into Work...
View ArticleCorrect Contact list on dynamic marketing lists
Hi everyone, I've tried to create a new view to display the contacts in my dynamic marketing lists.Unfortunately, as I have created a new one and not changed the view called "Contact List Members...
View ArticleReceiving an error when trying to delete a managed solution
I am getting the following error when trying to delete a managed solution. Has anyone encountered this? The solution does not actually touch the Contract entity, however I am not sure if this error is...
View ArticleLookup not giving the search results accurately
Hi,I have a lookup field for one of the entity and the search results are inaccurate.For ex: when I try to search for California, I am getting results as Michigan.This is working fine in Dev but not in...
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