Issue with lookup filter criteria and subgrid issue in a specific scenario
Following is the exact scenario in my Dynamics CRM application:There are two entities "Departments" and "Employees", where there is 1:N relationship from Departments to Employees.I have created a...
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Scrollbars missing on certain screens
I noticed recently that any pages that are child records of a parent record (ex: Contacts under and Account, Opportunities under a Contact, or Activities under an Account) no longer have a scrollbar or...
View ArticleCRM 2016 online - modify the Convert to case form from email
AfternoonI have a requirement to modify the Convert Lead form.When in a queue email I need to hide/remove/lock the subject field - in other words restrict access to a field in the pop up page.Can...
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Fetch-xml based reports deployment on online CRM
Hi Experts,Developing SSRS reports in BIDS using fetchxml and FetchDatasource, connecting to online CRM instance using valid credential. Reports are executing in BIDS and on local report server, but...
View ArticleChanging the BPF via Xrm.Page.data.process.setActiveProcess has no effect
I am trying to update the BPF on a case using the below:Xrm.Page.data.process.setActiveProcess("F0B5051A-826D-46EB-ADA0-6A8E56041EC4", bpfChanged);However, this does not seem to work and the callback...
View ArticleCase entity for multiple project
Hi Friends,Currently in my project case entity is using as tracking cases.There is another project coming to track their cases,I am not sure how do we use cases for both instances.There is any chance...
View ArticleCreate new opportunity
Hello, I made an activity entity called "Product Sample Request" that has a purpose that contain samples sent to customer. There are "send date" (date and time), "quantity"(float), and "Product"(lookup...
View ArticleMB2-712 - MS Dynamics CRM 2016 Customization & Config Certification dumps
Hi,I am planning to do MS Dynamics CRM 2016 Customization & Config certification (MB2-712) and looking for dumps to prepare for the exam. Please let me know if any one is having a dump that he/she...
View ArticleExport Dynamic Worksheet
In our CRM 2011 Installation performing a query in Advanced Find, opening the results, choosing 'Export' and then "Dynamic Worksheet" produces an XML file. I can open this in Excel, but is this a...
View ArticleRetrievePrincipalAccess with custom "organization-owned" entities
Hy guys,I need to retrieve the access rights of an user in my API. I just see that we can't use this message for customer "organization-owned" entities and for others entities like "competitor".So, how...
View Articlequeue item and enquiries
I have recently had issues with emails going into CRM. We have a number of queues that monitor mailboxes, convert all emails to activities and then create case records for those emails. I have been...
View ArticleCRM Appointments not syncing to Outlook client in 2016 version
Hi,I am using CRM 2016 update 1 app with outlook version 8.0 . Some of users have complained about CRM appointments not syncing to Outlook. I have looked at the Sync filter that comes as standard...
View ArticleDynamic Current Date Function When Creating Views
Hi. A feature that I have been wanting for a really long time is the ability to build a view that can identify records that are On or before the current date, say "Contract Renewal Date".Right now you...
View ArticleHow do we track the security roles changes for a user.
How do we track the security roles changes for a user in CRM Online 2016. If a user's security role is changed from 'ABC ' to 'XYZ' how/where do we check that in audit histtory.
View ArticleCase entity Limitation dynamics crm 2016
Hi Friends,Currently in my project case entity is using as tracking cases.There is another project coming to track their cases,I am not sure how do we use cases for both instances.There is any chance...
View ArticleRedirect/Replace Global Search Text Box
We are looking at 3rd party solutions replace the default global search in Dynamics CRM 2015. Is there any way to have the global search box that shows in the header redirect or go to another web...
View ArticleCRM On-prem with Dynamics 365 Launch
After reviewing "Microsoft Dynamics 365 Pricing Licensing" information, I have the next doubt:- After Dynamics 365 Launch (Nov 1st, 2016), will CRM On-prem be available for selling?In advance, thanks...
View ArticleError in SSRS Reports (rsAccessDenied)” (rsProcessingAborted)
Hey Guys,An Custom SSRS Reports working perfectly for all the other users, when an new user is added, he is not able view the reports getting an error like this."An error has occurred during report...
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Workflow Editor not loading fields for Account entity.
Hi,I am having troubles to display the list of fields of the “Account” entity when I try to set an “IF” condition inside of a workflow.For some reason, the list of fields for this entity is empty, so I...
View ArticleCRM 2016 Web API - how do i get it installed?
Hi - Working with a partner who needs to access my onpremise CRM 2016 environment using the Web API . I have the latest update installed - I had a thought that that includes the Web API but how can I...
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