Roll-up of child records of child records to parent activity list
Hi - We've set up a category called Corporate Customers in our Account entity that represent a roll-up of all the ship-to's for our larger customers. There is a parent/child relationship between...
View ArticleHow to find all team members associated to an individual account or contact...
Hi Everyone, Today I was working on advance find and landed into scenario where I need to retrieve all the team members(Users)who have access to that single record(Account, Contact, Opportunity). I...
View ArticleFetch 5,000+ Microsoft.Crm.Sdk.Mobile
Has anyone tried to fetch more than 5,000 records using the Microsoft.Crm.Sdk.Mobile library. I know I have to try to use the pagiong cookie I'm just not sure where I should place the code.
View ArticleDoes CRM Mobile App need Public IFD?
I have seen a lot of questions around the requirements for CRM for Mobile, but none quite answer my scenario. I have CRM2016 On Prem. Claims and IFD are setup correctly so that orgname.domain.com...
View ArticleProcess email notification when User Tagged in Post?
I am unable to figure out the right entity or condition to trigger this email. I looked at post and user but couldn't figure it out.EXAMPLE: Sam posts "@Sally, what time is our meeting" in the Social...
View ArticlePlugin Update current record
CRM2016I have been writing a plugin which reads a record, does a bit of weird stuff and comes up with a 'result'. I'm using a postimage for the plugin.The field I am trying to update is new_apacs18...
View ArticleLinked Entity Lists
Is it possible to link two Entity Lists together so that the 2nd Entity List will only show entities associated with both the current logged in user and the entity selected in the 1st Entity List?I...
View ArticleCapture User-Selected Filters for Further Use
Hello! I am using a custom SSRS report for forecasting (SQL, not Fetch). I have enabled prefiltering by using the CRMAF_ prefix, allowing system users to select beginning and ending dates (either...
View ArticleCRM 2016 Outlook Plugin
We have been installing the 2016 CRM plugin for outlook for 2 weeks without an issue. Today we come across an errors stating Upgrade cannot proceed: Your version of Microsoft Dynamics CRM for Outlook...
View Articlegenerating a report
Hello Team,I have a requirement where I have to generate a report of all phone calls answered by the CSR in a month.I am using the onpremise 2015 version.I am confused for generating this report do I...
View ArticleAuto Number Plugin -MSCRM 2013
Hey Guys,I had created a auto number plugin on create of an new account, when I complied the code, I don't get any errors. When a create an account , I got an business process error like...
View ArticleMails go Missing from CRM
We have a mail box setup and server side synchronization in place, but it is happening that, mails which are being sent to a mail id to which the mailbox and server side sync is set are not appearing...
View ArticleHow to create an Action using C#
Hello,I need to make an action that will create an Opportunity using C#. This action should be executed using JavaScript( i will use Process.js). I have some difficulties to understand which steps do i...
View ArticleReport Wizard report
Hello Team,I am creating a report using report wizard and I am not able to select the Chart and Table format.It is giving me below notification - "If you want to use a chart in this report, click Back,...
View ArticleUsing CRM Email Templates in Outlook
HiI've got a question regarding email templates that I've made in CRM and using it in Outlook via the CRM for Outlook plugin.I've noticed that when creating an email in Outlook, I need to first ensure...
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where is Customization tab?
when clicked Settings it shows onlyBusiness and Systems where is Customization tab and its options?Also Business shows Mobile Offlineand Systems shows Security only where are rest of the options?I am...
View Articlehow to read attribute display name in plugin ?
I m doing a validation plugin which will do validations and will be used by different entities. I need to display field name in error message. Is it possible to read 'Display Name' of an attribute in...
View ArticleUpgrading CRM 3.0 up to Dynamics CRM 2016
Anybody here have any suggestions on how can I upgrade from 3.0 to the latest Dynamics?I have read somewhere that i need to upgrade from 30 to 4.0 to 011 to 2013 up to 2016, if I do that how much time...
View Articleadding activities to a task activity
HiWe want to be able to add a phone or a fax activity from a task like a sub activityIs that possible ?RegardsMaya
View ArticleTable storing mapping of State and Status Reason
Hi CRM folks, which CRM table stores the mapping of case state and status reason? I would like to retrieve all the status reason under the Active state. I don't see the mapping in the table...
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