CRM Project Service Automation Solution
Hi experts,I've installed the CRM Project Service Automation Solution. I have the following problems with it:I deactivated the standard Project Stages BPF to modify one of the stage's name and then I...
View ArticleExcel template for ONE opportunity. Solution with least clicks.
I am looking for a way for a client to open and save an Excel sheet from an opportunity. I need to find a solution with as few clicks as possible.The Excel file does not need to pull any fields from...
View ArticleQuick view control not able to access in CRM 2016
Quick view control not able to access in CRM 2016. But it was working in CRM 2015. Did they remove that feature in CRM 2016?
View ArticleXML Data Structure in Word Template not updating
Hi,I was creating a word template on my lead entity and everything was working well. After some time I added a new field to the appointment entity (which I also use in this template) and now I want to...
View ArticleCan I add data in CalendarRulesType attribute using c# in Dynamics CRM
Hello,Can I add data in CalendarRulesType attribute using c#?if yes then Can anybody give an example or ref link for how to add data or create a record with CalenderRules type attribute using c# in...
View ArticleUnit group with Price list item
Hello,I have one specific requirement in product, unit group and price list item.Assume there is Product "A". Its base unit is Hour = 1. 2nd unit is Day = 8* Hour. 3rd Unit Week = 40*HourI have created...
View Articlebuy additional storage for CRM Online for partners
Hello,we are Microsoft Partner and we are using the CRM Online for Partners subscription.This subscription is limited to 5GB Storage by Default.It ist not possible to buy additional storage because...
View ArticleNo users with roles in Dynamics Online instance
Hy,We can't connect on our environement because we have no users with role (administrator as well). It appends when we create and assign new business unit to our users.So we can't connect with any...
View Articlec# set configuration page for publisher
Hello all,I have created a publisher and upload web resource successfully now want to set configuration page for publisher.some sample code//Define a new publisher Publisher _crmSdkPublisher = new...
View ArticleBuy Dynamics CRM Dev instance
Hi,I have UAT and PROD instances of CRM online, we would have got UAT/sandbox instance for free and it is currently being use by the UAT test team. But now I want a single user instance for Dev/dev...
View ArticleCreating Workflows
Hi All,Basically, I am trying to create a workflow process to go hand-in-hand with Click Dimensions.It needs to be able to check the lead process stage (i.e. Identified/Contacted) and send an email...
View Articleis there any alternative for right outer join & self join in fetchxml?
I want perform join which is based on subquery resulte.g.from p in ProductSet join i in itemassociationsSet on p.ProductId equals i.childproductitemid.Id where i.parentproductitemid.Id == new...
View ArticleStop Workflow with Succeeded AND show message to userr
When you stop a workflow with Succeeded, all steps prior to that remain intact, but the message string does not display to the user. Is there any way to do this? I want a workflow to end, keep the...
View ArticleRetrieve Account information from Opportunity Detail based on ParentCustomerId
I have a custom field called PrimaryContact on Opportunity entity and based on the selection I need to populate associated Account Name. I need some help on getting this information. I have made...
View Articlecreating contacts with emails for names
Our CRM has thousands of contact records with an email address and the full name is also the email address.I believe this is because when people send us an email to a queue, there is the standard...
View ArticleRetrieving contact information from partylist field in phonecall entity on...
I'm working on a plugin written in c# for an online instance of dynamics crm 2016 update 1.As said in title, i need to retrieve contact information from a "phonecall" entity created filling the "to"...
View ArticleDuplicate Contacts with same email address
Hi,Can anyone advise of the rules regarding multiple Contact records existing in Dynamics which have the same email address? I was always under the impression that a Contact record could not be created...
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Merging contacts "white washes" notes- time & date are changed to today,...
For example, there are two contacts. Michael Smith and Mike Smith. Each contact has been in the CRM long enough so we have a lot of notes on each contact. We decide to merge the two contacts.Upon...
View ArticleActive Directory Fields Sync with CRM
Is it possible to do a bulk resync of changes in Active Directory into CRM?Example: Title Field was change in Active Directory from Jr. Account Executive to Sr. Account Executive, how can do a bulk...
View ArticleDoes "Disable" impact rollup like "Delete?"
If you Delete a child record associated with a rollup to the parent, the rollup field automatically reflects this activity. Does it if you Disable a child record? If not, what "state" is the record...
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