Cann't conver Fax to Case
Hi,I'm using CRM 2011 and have some trouble with Fax activity.When i try to use stadnart botton "Convert to Case", I've got an error: "Before converting an action, you need to save the changes",...
View ArticleDynamics CRM 365 Re-assigning quotes error in 'AssignParentChild Plugin'
Goodday everyoneWe have recently upgraded our CRM system from 2011 to 365 (still on-premise).One of the things that have been changed under the hood are is the cascading behavior of the opportunity -...
View ArticleDoes MS Dynamics 365 iOS App support VPN authentication?
We are planning on making our sales force to get access to our on-premise CRM 2015 on their iPads. Does the MS CRM app support VPN authentication to an on-premise CRM 2015 ? Anything special we should...
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MS crm 2013 onpremise outlook client integration
Hi All,I am using ms crm 2013 on premise version. CRM server is in Domain A and i have installed crm 2013 outlook client(32bit) in Domain B.I am able to access crm from domain b in Internet Explorer....
View ArticleBulk emails via a Campaign Activity
Hi, I need to send emails to some 1000 Leads.I have created a campaign.Added the Leads to a Marketing Lists.Created a Campaign Activity.Distributed the Campaign Activity.I am able to send emails to all...
View ArticleAlerts in Dynamics 365
Dear all,you can find under sales --> tools --> alerts a standard functionality "Alerts" which is OOB but isnt explained anywhere. Do you have some information about this entity / functionality...
View ArticleHow to use Vector image format (SVG) for Button imagae
Hi , I am able to update the entity icons using Vector image format (SVG),but i don't find any option in ribbon workbench to update button icon using the Vector image format (SVG) ,can anyone help me...
View ArticleCustom reports
How to identify if the reports in crm are custom reports or system generated reports
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How to edit pipeline phase workflow when sales stage is changed
Hi, I have changed the values of the bars on the sales process stages as shown below. I also have a OOB field "pipeline phase" which displays the current pipeline phase. However, it is still showing...
View ArticleExtract Email Message body from Workflow Send Email: Create New Message step
Does anyone know of an easy way to extract the body of an email that has been created in a workflow using the Send Email: Create New Message step?We have a series of 10 workflows, each of which has...
View ArticleHow to set currency field to an empty string with a plugin
Hi guys,So i have a lookup to transaction currency that is being populated through another entity and this works fine.Now the problem is that when i delete the other entity i also need to return the...
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Error installing solution: Object reference not set to an instance of an object.
Hi,I'm trying to install a solution on a Dynamics 365 (v8.2) Org. After I select my zip file and press "Next" on the wizard, the following error appears after some time:"0x80044150 - Object reference...
View ArticleUnable to access ODATA in microsoftcrmportals
This XML file does not appear to have any style information associated with it. The document tree is shown below."); vertical-align: bottom; height: 10px;"><Error><Message>An error has...
View ArticleMicrosoft crm portals not allowing delete option for Notes grid
Hi,We are unable to see delete or edit button for notes subgrid for entity form eventhough configuration has been done . We observed this is happening in fro portal version 8.3.3. Till 8.3.2 version we...
View ArticleUnable to enable Save Filters as New View and Save Filters as Current View in...
I unable to enable save filters as new view and Save Filters as Current view option in the List view frame of the dashboard, I have been already checked security , But not succeeded.Please Help.
View ArticleCRM error: This content cannot be displayed in a frame. To help protect the...
Hello,I have a user that is getting the above error when going into Documents within CRM. This just started to happening last week. No updates were installed on the machine and no one else seems to...
View ArticleDynamics 365 July update unified app mobile client - web resource resizing
Hi,We are work with Dynamics 365 July update unified app mobile client and we add one HTML web resource in dashboard. but, we facing issue with size of html page shown on mobile.Anyone have idea we...
View Articleuse of crm app on comany smartphones
Hello community,we have the usecase to use the crm app only from company iphones. Is it possible to restict usage from private smartphones? We are talking about the same user credentials :)
View ArticleOutlook + CRM Sync
I'm having a problem where a user had written a note on a meeting in CRM and it was sent back to Outlook and received by their customer. Is there a way to change this in CRM or Outlook. I went to...
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