Getting System.Security.Permissions.FileIOPermission error while working with...
Business Process Error System.Security.SecurityException: Request for the permission of type 'System.Security.Permissions.FileIOPermission, mscorlib, Version=4.0.0.0, Culture=neutral,...
View ArticleProcess concatenate
Hello,I have a process that concatenates documents which are generated. For the simplicity i don't mention the wait steps below.Step 1: Generate document XStep 2: If field "ABC" = "A" then generate...
View ArticleRollup field calculation not working
Hi,I am trying to use a rollup field for the first time. I have a Case entity and it's child entity 'Expenses'. Each expense record has a currency field which in turn is a calculated field. This field...
View ArticleBusiness Process Flows
Hi All,I have created a new business process flow with two stages "Stage 1", "stage 2".Stage 1 is created for Account entity, and Stage 2 is for ContactEntity.When i filled in attributes of Stage 1 and...
View ArticleDescription of All Privileges
I am looking for the definitions for each privilege. I understand how roles and privileges work, but would like a description for each one to justify why each role is being given each privilege and...
View Articlecheck user Id is available or not in a team - in Plugin ?
i have the teamguid and userid guid teamguid = <Guid value here >guid userid = <userid here> Now i need to check ,whether the user id is available as a member in the team guid or not.i need...
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CRM 2013 SDK\SDK\Solutions\PortalBase functionality
Hi All ,Can anyone tell me CRM\CRM 2013 SDK\SDK\Solutions\PortalBaseI have imported the solution in CRM and Can see following component in PortalBase solutionI am not sure how it work does anyone have...
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Trigger plugins on "distribute campaign activities"
I need to run a plugin for each new activity created when i click on "distribute campaign activities" (in this case i'm creating phonecalls) but even if the plug-in starts correctly when i create a...
View ArticleGet all security roles list
Hello!How can I get all security roles list without using fetch?Thank you for response.
View ArticleChanging a Case Status - Online 2016
Hey everyone,I'm not using the ribbon, I've created a drop down list of my own statuses and I created a workflow that when "Resolved" is selected it will update the case status to "Resolved - Problem...
View Articlecall passes
Does anyone know how to enter call passes with same individuals for two different dates?Thank you in advance
View ArticleCall a JavaScript function in another JavaScript library
Is there a way to call a MS system JavaScript function from within a custom JavaScript library in CRM 2016? For example, on a quote, I am customizing the Activate Quote button to set a flag on the...
View ArticleCreate a Saved View with listing of Import Job failures?
Hello all:I have tried this on my own, but need some help here: I need an Advanced Find to show a list of failed Imports (in this case, all of the failures were due to duplication of records)....
View ArticleItemized breakdown of estimated opportunity amount
Hi,Is it possible to create an itemized breakdown of estimated opportunity amount? We're using CRM to track opportunities and want to have an itemized estimated opportunity amount broken down by brand...
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Time Condition Workflow
Hi All,My apologies if this topic has previously been covered, I'm new to the forum and had trouble locating a resolution to my issue. I need to create a workflow that will send out a reminder email to...
View ArticleView External Database Data on Dynamics CRM 2011 Account/Lead
Hi,Can anyone please point me in the right direction for this request. I have an external SQL database with data on emails sent to CRM 2011 Leads and Accounts. I'd like some sort of plugin that will...
View ArticleDynamics CRM SiteMap
Hi,i create custom entity in dynamics crm that showing html page,this entity works fine for the web client but it is not working for the mobile client.When i open this entity in the CRM ME it is...
View ArticleMaking the changes from Dev server to Production server
Hello team,I am having 2 CRM servers Dev and Production. I have created some plugins, for,s and workflows in Dev Servers. Now I would like to move them to production.I am not clear that should Import...
View ArticleField One - Linking Agreement(s)
I am curious about the ability to link Field One Agreements to Entities other than serviceable assets. I have a custom entity called "Locations" providing us with a way to identify...
View ArticleChat application in CRM
Hello Team,I would like to use a chat application which needs to be integrated with CRM for customers to communnicate with the CSR.Any help or guidance to the best Chat application which couples with...
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