Merge Mail
In older versions of CRM there was a mail merge option on the account and or contact page. Online there is no such functionality, is there a way I can add mail merge to the account/contact records to...
View ArticleData Loader, unable to make new connections
I have been working with Data Loader for a few weeks now and so far so good. Today I tried to make another connection to another CRM Online instance and I received an error "Could not connect to the...
View ArticleCRM - SharePoint Integration through middle web services
Hi everyone,Recently I'm working on a CRM project that requires integration with SharePoint. My client wants to have a middle web services (WCF) in between CRM and SharePoint. Something like this CRM...
View ArticleUsing CRM Developer Toolkit for developing Plugin
Hi everyone,I found that with the Developer Toolkit, the generated template codes are tied in to entity, stage and message, for example, if I want to create a plugin to fire on Create of an an Account...
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Merge cases questions
Hello,1. is there an option to modify the columns on the merge records screen? (see screenshot)2. is there an option to have a resolved case as the 'master' after merging? it seems that only active...
View ArticleGet Error Number -2147220891 with this messeage : Entity: new_mysolution does...
HiI have a solution for complaint management and I set a workflow to change Status Reason Field when I click on tracking complaint.But it can't be work complete. I set Edit Status Reason Transitions...
View ArticleHide + button and "Open Associated View" button above sub grid
Hi All,On the contact screen, I have added a sub grid to display products for the contact. Now there are two button (+ button and "Open Associated View" button) are displaying on top right of the sub...
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$ is undefined - Jquery not found (but included in form)
Hey guys,I am pretty familiar with Dynamics CRM (except the Online Version). I developed some small plugin which is called from Javascript. Not rocket science, I know. I deployed the solution with all...
View ArticleIMPORT DATA
Hi,While I was trying to import the data into the CRM ONLINE entity from Excel, only 4 records out of 150 imported at anytime and rest of them are failing and then when I try again, it again imports...
View ArticleCRM 2015 custom Excel exports with row count > 400k
Our customer wants Excel exports with a varying rowset count ranging from 400.000 to 1 million rows.The current limit for Excel exports is 100.000. I thought of creating a custom solution for this...
View ArticleCRM 2013 Duplicate Detection
Hello,I read a post that in CRM 2011 any change to the entity's metadata will result in the duplicate detection rules for that entity being unpublished.I have two questions - can anyone confirm that it...
View ArticleRequest Product Verification
Hi,I would like to ask some help to validate the license information (CRM OL) of our end user. They want to know if it is renewed and activated. Where can we send a request about this? Can anyone give...
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Workflow Mail issue
Hi Friends,I've caught into a very weird issue.Actually, I've to send an email through workflow. But the issue is the mail contents are getting changed by itself as I activate the workflow. Don't know...
View ArticleHow to add active directory users with dynamics CRM on-premise?
How to add active directory users with dynamics CRM on-premise?
View ArticleDynamics crm pie Chart
Is there a way to create the below Pie Chart:Number of records not modified in the last x daysNumber of records not modified between 4+2 and x+4 days.Number of records not modified between 4+4 and x+6...
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How to create PDF of Report generate by Microsoft Dynamic CRM using WCF Service?
Hello,I am working on Microsoft Dynamic CRM. I can create PDF from Report of the Order. But I want to create PDF from WCF Service. I have order Id. I want to create PDF of that orderId using WCF...
View ArticleCustom Control Default Config dependency issues
Recently i got error when import solution: Cannot insert duplicate key row in object 'dbo.DependencyBase' with unique index 'ndx_UniqueDependencyNodes'. The duplicate key value is...
View ArticleDynamics CRM : Migration of Data from other Data sources to CRM 2016 on-premise
Hello,I am working on Data Migration process for Dynamics CRM 2016 and below is the scenario.There are different Data Sources from where I need to migrate Data to CRM 2016 on-premise.I am going to use...
View ArticleWhere can I find more info on " Presence " in 2016?
Hi all,I only noticed that "Presence" was a thing recently (through looking into some slow browser performance and seeing repeated requests querying for presence data). A decent google has given me...
View ArticleAuthentication loop with Internet Explorer and Claims-Based Authentication....
Hello,I've setted up a new CRM 2016 server and configured the Claims-Based Authentication.On Chrome and Firefox everything works perfect. But with Internet Explorer it stucks in a loop with the...
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