Dynamics CRM for mobile devices not working since iOS 10 upgrade
iPad not working with the iOS Dynamics CRM app since upgrading to iOS 10. I keep getting the message "You're signed out. You'll need internet access to continue. Correlation ID:...
View ArticleDynamics CRM developer Question :- Linq Query to do 2 left outer join on...
I am trying to use Linq query to get the Opportunity data and its Parentaccountid Account Fields and its ParentCotnactId contact Full Name in one Linq query.Most of the time Opportunity may have...
View ArticleCRM Online - Data migration
Hello,How can i move data (opportunities, accounts, leads, contacts) from sandbox to production server and keep the connections between them?/Mikael
View ArticleAsync service calls with RetrieveMultiple
I have a console application where I create a Organization.svc - service proxy instance.Then I do several dozens of requests in parallel using the RetrieveMultiple method.But it looks like the requests...
View ArticleStopping CRM calendar notifications on holidays
Is there a way to stop notifications from being sent out on holidays or any set of days that we define in a calendar?The intended use is : If we send out an invitation on a holiday the response is poor...
View ArticleMulti forms on a single entity
Hi all,I am using online 2016 version of CRM. I have Multiple forms developed, also a field on each form which is common (lets say A of type Lookup). I wrote a Java script for onchange value of A...
View ArticleRemoving a License from one user and adding it to another
2011 on-prem, I want to remove a license from one user and give it to another. How do I go about doing this?
View ArticleCustom filter on Option Sets
Hello,So here's the situation:I have 3 subgrids capturing various info: License Info, Facility Info, Tech Info.Facility and Tech each have an option to copy info over from License.However, Tech also...
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Sub-Grid - Displaying all records of an entity based on the Parent Account
Good afternoonI have an entity called "Account Products which has a lookup to a Account and then allows various bits of customer information to be added. I have a workflow setup to auto populate the...
View ArticleSet Value in a LookUp
I'm using CRM 2016 Update 2 [Online]. The version of XrmServiceToolkit 2.2.1. All the values are displayed correctly in the alert but it's not populating the lookup field. What am I missing?Here is my...
View ArticleReport or view that shows how many times a product was sold (INVOICE entity)...
Can someone point me in the right direction? We are trying to pull up a report or even a view which shows how often a product was sold within a given date range. I just cant seem to find anything...
View ArticleRemoving Contacts Using Advance Find - Marketing Lists
We are using CRM2013 On-Premise.When we use the "Copy To Static" on a dynamic marketing list, it creates the new static marketing list - All good at this point.We then attempt to remove contacts from...
View ArticleContact job positions
Just gathering a little feedback from people. I'm sure others must have this same issue.In my CRM we have custom fields within a contact record to capture job role. This is a drop down list using a...
View ArticleParameterizing lookup field on fetchXML report to search by text not GUID
Hello, I am trying to parameterize a fetchXML report so that the user can enter a lookup value during runtime. I am trying to parameterize the parentsystemuserid field on the User. I am using the...
View ArticleDyn CRM: Entity Change Tracking across a multi-level entity structure...
How does CRM handle a multi-entity structure with various parent-child relationships? In other words, can't there be some timing issue with having separate tokens for each entity? If my process...
View ArticleDelete an auto-post in activity feed if given certain condition (e.g....
Hi,Has anyone figured out a way to delete the auto-post for a record creation if say a custom field equals "yes"?For example, I like the fact that when creating a contact it creates a post on the...
View Articlehow to save User settings for AX integration in solution
Hi,We're about to connect our AX to CRM. We need to associate our AX users with CRM users, is there a way to save these settings in a solution? We're still testing in sandbox, and don't want to map all...
View ArticleGetting tangled in infinite loop with workflow creating record on entity...
I have a workflow that fires on create of a payment adjustment. The adjustment needs to result in two adjustment records; one as a debit and the other as a credit. My problem is that the workflow...
View ArticleHow do you test a date field for null value in a plug-in using c#
I am trying to test a date field to see if its null or has no value but no luck.The field is blank on the form.If I use == null it fails.When I get the value of the blank date field it returns...
View ArticleAudit Summary View - Event = User Access via Web
Is there a way to export this view to Excel?What is the difference between these events "User Access via Web" and "User Access via Web Services"?
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