Duplicate Sequence Number in CRM 2013
Hi All,I am facing a weird issue in Opportunity entity.In very random cases,when using save as functionality for product,duplicate sequence number is being assigned to the product.My logic for...
View ArticleAdding conditions in service.RetrieveMultiple in c#
Hi ,I am using service.RetrieveMultiple for retrieve data.Code:quotequery = new QueryExpression() { Distinct = false, EntityName = modulename, ColumnSet = new ColumnSet(true), Criteria = { Filters = {...
View ArticleTrial of Partner-Hosted Microsoft Dynamic CRM?
Hello,I am working on Microsoft Dynamic CRM. I know trial process and create a simple Plug-in using it.I want to check Trial of Hosted Dynamic CRM....
View ArticleUnable to close cases after update to 8.0.1.353
As of today a customer of ours is unable to close cases. This seems to be a direct result of the weekly update that has been applied today (8.0.1.353).What happens is when a user clicks 'close case'...
View ArticleDespairing Header and Footer in document generated from Word Template
Hi ,We generate quotes with Dynamic CRM using Word templates. One member of a Sales Team reported that a header and footer containing company logo are missing when she generates quotes. This issue...
View ArticleHow I know a specific Account Record shared in multiple Business Unit
Hi,How I know a specific Account Record shared in multiple Business Unit and want to show on account record form these are BUs where this record has been shared. I am using MS CRM 2013Thanks,Abhishek...
View ArticleLicense requirements for Outlook plug-in Contacts sync in CRM 2015 On-prem
Do you know what the minimum user license requirement is for an Outlook User to sync/track contacts using the Outlook plug-in with CRM 2015? Is this supported with an Essentials CAL? My confusion is...
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Changing Account Preview form in lookup
Hello,I'm just wondering which form to edit to add fields to the Account Look Up Preview and if there's a simple way to make this change through the configuration.thank you,Brianna
View ArticleCreating a Word Document Template (with conditional switching)
Hi allI'd like to know if there are any means of creating a Word Document Template in Dynamics CRM which would facilitate the content of the Template to be switched, either based on a placeholder value...
View ArticleYes/No displaying True/False
Hello,We have a few custom fields that were initially showing as Yes/No, now since upgrading to 2016 they are showing as True/False.Most existing records seem to still be showing Yes/No, but any new...
View ArticleWhen a lead is qualified or disqualified, search is not possible anymore
When we create a lead and it is still 'new' then with quick search (both in lead screen as the global search) you can find the lead, based on the quick search fields. Whenever the lead is qualified or...
View ArticleAutomatically create activity task for user from incoming email
Hi, I have the situation that a diverse range of applications send emails to the users to give them tasks.The content is always the same giving direct order like: "Please contact/send email/call/check...
View ArticleForgot Password Bug?
Has anyone noticed that users can request a password reset link to their email and receive it even if they're not a user validated for portal usage? The emailed url returns as invalid (rightly so)....
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How to query the created hour using advance find?
Hi,How to get records created before 09/09/2016 11:41 AM by using Advanced find? I put time in search criteria, but looks CRM just check the date. Any way I can query the hour? Thanks a lot!Carys
View ArticleThere are open activities associated with this case. Open activities will be...
Good afternoon,With the version of CRM 2016 on-premise version, when going to resolve a case and have open activities the system shows the following message " There are open activities associated with...
View ArticleCan Workflows Create Records?
So I created a custom checkbox field on our Account form. When this is checked I would like a new record from a custom entity created. This new record should be assigned to either a person or a...
View Article[WARNING] - DTD warning when accessing the CRM 2016 Marketplace (on-prem)
Hi Community,i got a strange problem while accessing the CRM 2016 Marketplace, the browser gaves me a warning, the typical one.Before i start to tell the problem here is the actual configurationHyperV...
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Unable to run Reports
Hi everyone,I have created a report in CRM but everytime i try to run the report i get the error below. Any idea why? thank you
View ArticleHow to apply colors for options of option set field
Hi Friends,I am using below code to apply colors for options of option set. But its not working. We are using MSCRM 2013 on premise. Any Suggestions please?function colourOptionSetValues(field) {...
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