Live Assist Users Skill assign and calculating his effort
Hi Experts,Please guide me ! newly i configured for Live Assist (Cafex) for CRM.But I'm not sure how Can I route a chat with exact Agent and how to calculate his efforts that how much he/she was online...
View ArticleDynamics 365 Portals and Localized error messages
Hi,I am using the Dynamics 365 Portals (Version 8.x), and had some error messages not displayed in the correct language, Example in Register page, all messages are in English. However, in SignIn page...
View ArticleMissing ContactID on Quote and Order
We are attempting to keep our new CRM as Vanilla as possible.But here is my issue:When I create an Opportunity and specify an Account and a Contact, then I create a Quote, only the Account is copied...
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Modifying the "Role" drop down in the "Stakeholders" and "Sales Team" subgrid...
HiI was wondering how I would go about modifying the Role dropdown for Stakeholders and Sales Team subgrids in the Opportunity main form? Is it a field in one of the entities?Kind regardsMike
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Is there a back end field for the "Active for" time tracking in the Sales...
HiI want to run reports on how long an opportunity might be sitting in a specific sales stage for. I noticed that in the new sales process flow, there is now a section which outlines how long an...
View ArticleCRM 2011 On premises integration between Sharepoint 2013 Online or SharePoint...
One of our client having the CRM 2011 on promise with SharePoint 2010 on server and they would like to integrate the current CRM 2011 SharePoint list component to SharePoint 2013 / 2016 online .Is...
View ArticleADX version 7 - CRUD surrounding grandchildren entities
I'm new to ADX and am attempting to create a portal that allow clients to create and maintain entities that are nested in a deep relationship structure.For example: EntityA references a collection of...
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USD installation
what is the difference in client & server usd installation?which one is used in on-premises and why? Even when i try to connect it with my online instance it open up empty.Is there any other config...
View ArticleThere is no active transaction. This error is usually caused by custom...
I have two entities Login and Roles in N:N relationship. I have written a plugin on associate of Role in Login Master. On associating a Role to Login, "There is no active transaction. This error is...
View ArticleAlerts
During my efforts to configure mailboxes, on failures , I had revived something called alert as a yellow bar over the screen everywhere (e.g. over dashboard). I knew such alerts could be created on the...
View ArticleNot being able to edit quantity in place on custom view in product line items
Hi,In opportunity form I'm trying to have a custom view in opportunity products Grid, but I'm not being able to edit quantity in place in the grid, have any idea what's the problem?
View Articleuser privilege
Hiwhat is the suitable security rule that users "only" read activities of other users and prevent them to assign them to other one!example: user 1 create task , and assign to user 2user 3 can see this...
View Articleset string field in an entity to retrieve data from option set of another...
I have 2 custom entities, one entity (A) has 2 fields (new_subject (string)& new_agreementtemplate(lookup to entity B)) , another entity (B) has 2 fields (new_subject (option set)& ID).I want...
View ArticleWhich metadata endpoint should I support /$metadata or /EntityDefinitions for...
Hi,we are working on Dynamics CRM integration development and using Web APIs for the same.While analyzing CRM I came to know there are 2 endpoint which return metadata and are mentioned below:1....
View ArticleHow to delete Default opportunity forms.
Hello All Experts,I want to delete the default opportunity form but those are not getting deleted, although i tried with deactivating the forms but none of use .these forms are not getting deleted.is...
View ArticleMicrosoft Dynamics CRM Integration With Exchange 2016
Hello,I am trying to integrate CRM 2016 Email Router with Exchange 2016, but I can't send emails. It is already integrated with Exchange 2013 and it can send and receive emails. I recently upgraded to...
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Notes are disabled on Case entity for few users
Hi,I think i have given enough privileges to the user but they are still not able to add notes to Case. here is the screen shot of the privileges. Am I missing something?
View ArticleNot getting "stage for upgrade" option while importing clone solution on...
Hi,I have one base solution on source environment named for e.g. "base solution " with version 1.0.0.0,now created two patches for this solution as follows:base solution patch 1 version 1.0.1.0base...
View ArticleCreate an entity from an other automatically
Hello everyone,I want to create automatically an "Action" entity everytime an "Opportunity" reach a specific step. Can I do this without javascript ? If not, could you give me some sample ?Regards,Antoine
View ArticleHow to access "Business Closures" calendar dates from javascript ?
I have to get all the dates for Business Closures into javascript .
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