Custom report is empty after running
Hello,Currently I'm struggling with custom created report. My boss and I have highest privileges, as administrators. I've shared custom report to my co-worker, who have permission to read all reports,...
View ArticleAdding image with reports at CRM 2016 Online
I want to add the logo of the company and a footnote to the end of the page of report that i have created at Crm 2016 Online.That operation looks like useless at word template event that you have sent...
View ArticleCurrent Date AKA NOW() isn't working.
Current Date AKA NOW() isn't working. Field is:1. Data Type = Date and Time2. Field Type = Calculated3. Behavior = Date Only4. Format = Date OnlyIME Mode = AutoError message is the field type must be...
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Obter campo product no Relatorio do Word - Get product field in the Word...
Senhores, estou tendo dificuldade em colocar o campo productnumber no template da cotação no CRM Online 2016Gentlemen, I'm having difficulty putting the product number field in the template price at...
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Cannot find the Download log file button with Plug-in Profiler.
I have enabled profiler in one of my plugin but it don't show the Download Log file button. I used the same Plugin Register Tool, so no change in the environment at all. Please have a look in following...
View ArticleDisplay OneDrive associated view documents on form grid
Hello everyone,My customer work with Dynamics CRM Online 2016 and One Drive documents.Is there a way to display associated OneDrive documents linked to a contact for example on a form grid ?The link...
View ArticleUser lookup field becomes Non Editable After deploy in Staging
I have created the user lookup in Contacts with editable.But after deploy the Staging environment from the dev environment it becomes as non editable mode ?What was the issue behind on this ?
View ArticleSSRS Pre-filtering - unable to context-sensitive reports CRM 2013 On-premise
Hello,I have exhausted google searches and despite getting 80% of the way with various suggestions I am still unable to get context-sensitive reports working,I have tried both fetchxml with...
View ArticleSend notes attachment via email using Plugin
I have following snippet to get the attached document of notes of an Order. Now, I want to attach this document in a email using plugin. Any idea/suggestion to attach this document to email attachment....
View ArticleUnified Service Desk - Hosted Control Types difference
I have 2 cenarios that i have to show a hosted control and other cenario i have to hide the same hosted control. If i use "CCA hosted control" type, i can control the hosted control using the checkbox...
View ArticleDisplay contact emails based on party list
Hello,I am trying to display a contacts related email in a subgrid on the contact form. Emails are tracking ok, but the desire is to show both sent and received emails where this contact is related,...
View ArticleGenerate/Extract OOB report in pdf using javascript
Hello,I am trying to extract the OOB report in CRM 2016 online in the pdf format using javascript. I have referred to few blogs where people have implemented the SSRS report in pdf...
View ArticleBinding Subgrid using a custom view
Hi,I have a requirement where I have to populate data in SubGrid on Quote entity to display ForecastProducts (custom entity) related to a particular opportunity. The opportunity field is present on...
View ArticleError on Custom Entites
Hello everyone,I have a user that is receiving the below error when attempting to view one particular custom entity. It is not occurring on other custom entities. She is able to create the entity...
View Articlecontact preferences - set to allow
I would like staff to be able to change the contact preferences in contact records from "do not allow" to "allow" but i get the message that only administrator rights can do that.Is that correct? Do I...
View ArticleCRM 2016 On-Premise and SharePoint 2013 On-Premise: Enable OneDrive
We have enabled Server to Server integration with SharePoint 2013 and it is creating folder and adding documents...etc. Trying to enable OneDrive results in the following when using our SharePoint Farm...
View ArticleCRM 2015 Contacts Created by Outlook Sync
Is there a way to tell in CRM which contacts were created by Outlook sync? Thanks in advance.
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Resolve Case not firing in Case entity
Hi Friends,I created new form using case entity,After saving the record i tried to resolve the case not showing any thing.But when i click the active cases i tried to resolve case from there its...
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Server to Server CRM 2016 On-Premise to SharePoint 2013 On-Premise...
HiNot sure if anyone else uses CRM 2016 and SharePoint2013 both On-Premise Server to Server with OWA (WOPI) integration? The issue I will describe is rather strange but the documents Word, Excel and...
View ArticleArticles Comments & Summary
Hi, Is there an easy way to extract via advanced find or other all the comments or summary text from CRM online KB articles. We use a lot of links in our KB and would I like to suck out all of the text...
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