Output of fields and answers from CRM...
Hello,If I enter in data into CRM for the fields that I need to fill out, per Entity, is there a way that I can output the fields and data that I entered into a nicely formatted word, excel, etc....?...
View ArticleException "The entity with a name = 'new_employee' was not found in the...
Can anyone answer below question for my Console application???social.microsoft.com/.../exception-the-entity-with-a-name-newemployee-was-not-found-in-the-metadatacache-whileAny help greatly appreciated.
View ArticleSDK SOAPLogger throws (401) Unauthorized exception
Hi All,I'm trying to access our Dynamics 4.0 IFD(?) from Dynamics SDK's SOAPLogger sample but having some troubles. I've changed the SOAPLogger's sample code discovery service addresses to work with...
View Articlevisualizing my accounts on a map
Hello,All the accounts I registered in Dynamics have proper address details and I can locate them precisely on the map which appear on their respective window.I believe Dynamics also offers the ability...
View ArticleAdd image (signature) in CRM 2016 on-premise workflow email
Hello everyone, I hope you can help us with this issue.Right now we are in the process of implementation of CRM 2016 on-premise and we have the need to send emails to our customers via workflows. We...
View Articlecrm Case
in crm 2015 there is a calculated data type so its working fine.. but in crm 2011 onpremise calculated field is not there so its not working fine how to make this happen.. buisness hour took should...
View ArticleSo many steps (New Quote - Email - SharePoint)
I am hoping that I have missed something as it seems there are so many steps involved.I cannot add custom code though as that is prohibited :(Is there anything in the out of the box CRM Online 2016...
View ArticleUser defined scalar function of sql in MS CRM
Hello Guys, I got a requirement where I have to convert all sql queries to MS CRM fetchxml I am able to do simple and straight-forward queries but I don't have knowledge how to convert sql user defined...
View ArticleHow to retain security role on change of business unit using plugin
I want to retain security role of user on change of business unit.For this I wrote a plugin and followed below steps but not able to get the user's existing roles on change of BU. 1. Get the BU and...
View ArticleAccount requires contact and contact requires account causing loop
Hello All,We are setting up our system and leadership wants the account to require a primary contact and each contact be linked to the appropriate company.The issue comes up when trying to create a new...
View ArticleReport Filtering by a New field
HiI've added a new yes no two option field to the main form in each of the following entities:- Tasks- Email- AppointmentsI've done this so that people can then tag the field as yes for any of these...
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Set fixed length for the crm Field
I have one section in form with two column Format type. And I added two fields Date Field and Option set fieldin a single column. But If I try to insert the value in Date field its automatically...
View ArticleAuto Increment with bulk created records - duplicate numbers
I have a record called Dream Invoice that needs an auto-incremented number.These records are created in batches and I'm finding that the number is being duplicated 2 or 3 times. I have written the...
View Articlecondition for buisness rule
how the condition will be for business hour took to complete task by seeing two fields start time and end time
View ArticleData Imports
Iam having challenges importing customer from erp to crm is there an easier way to map this ?
View ArticleCreate New Marketing Lead from Existing Contact
Hi All,I currently have a situation where our Marketing team are sending email campaigns to existing Contacts within CRM with a link to both our website and also inbox.If an existing Contact then...
View ArticleNegative Prices on Price Lists
I am trying to add a product line that will be a discount line. This is a fixed value of say £10 when customer meets certain criteria.I do not need CRM to make the judgement on whether or not to apply...
View ArticleCan I import the organization and organization database without data?????
Can I import the organization and organization database without data????? My Task is DEV Organization should be imported in the Production server CRM Organization ==>Condition ==> Without...
View ArticleField is on the view but isn't visible
Hello,I have a field, that isn't visible on a view. However, if I try to add it with the button "Add Columns" it isn't in the list. If I try to configure sorting I can choose the column. The field is...
View ArticleRegister plugin on Retrieve of Systemuser
Hi allI have just tried to register a plugin on the Retrieve message of systemuser entity using the Plugin Registration Tool. Unfortunately systemuser is not displayed after the Retrieve message is...
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