Hello,
We have a MS Dymaics CMR version: Microsoft Dynamics® CRM Online 2015 Update(7.0.1.247) (DB 7.0.1.237)
We tried to download an iPhone app, MS Dynamics CRM from iTunes:
https://itunes.apple.com/us/app/dynamics-crm-for-phones-express/id723891307?mt=8
However, when try to install it, it gives an error that current CRM version is not supported. On Android, the app works well.
Any thoughts on how to resolve this issue?
Thank you!
Hi guys,
Could you please let me know if anyone know how to do this or if anyone has a solution for this? Please see attached image below. Pretty much need one series to be 'Revenue per Month' and another series to be 'Total cumulative revenue' at a given month.
I want to be able to do this in CRM and put it on the dashboard. Is it possible to do this as a normal chart (happy to do xml import/export), or if I can generate this somewhere else and put it back in as a webresource (but would need the 'somewhere else' to read data from CRM), or something like that?
Thanks in advance,
Chon
(CRM Dynamics Online 2015 SP1)
I have installed the latest version (3.4) of the Connector for Dynamics CRM using the AX msi installer package and found I cannot configure the CRM adapter when selecting "Solution" as "None" option.
Our solution is a "custom" adapter into a third party ERP and NOT a Dynamics ERP. The CRM is Online is (7.1) and do not wish to install the AX solution package into CRM.
Unfortunately it would appear the Connector for Dynamics CRM Adapter Configuration process does not yet support using the available solution selection option of "None" and when proceeding with the configuration steps I am forced to select a CRM solution zip file to import (which the name must start with "CRM2015").
As the CRM configuration is NOT completed I cannot select an organisation when adding a new integration.
Please provide a base CRM solution package for CRM2015 that will install the minimum requirements to complete the configuration and use a custom adapter to CRM.
I have an urgent customer requirement to install integrations.
I have a weird issue with a business rule and I have spent a considerable amount of time trying to figure it out. I thought i had it figured out with the limits on the business rule. I had 12 active rules. I reduced it to 10 which appears to be the limit and it still doesn't work. I also reduced it to 7 active rules and the issue still exists.
Here is the issue:
Rules 1 and 2: If a two option set field, equals yes, show field A and show field B. If the two option set field does not equal yes, hide A and B.
(One minor problem is there are records that aren't set to yes or no but it doesn't handle these.)
The main problems is this same rule is causing field C and D to HIDE. Even though fields C or D are not referenced in this business rule AT ALL. There is another business rule that does reference C or D but it has a different condition that says if a different option set equals any one of two values, then unlock fields C and D. If the option set doesn't equal those two values, then lock fields C and D. We can call this business Rule 3 and 4. If you disable Rule 1 and 2, then the fields in 3 and 4 shows up just fine and the rule works. With 3 and 4 activated, fields C and D are never shown on the form until you change the option set value in field 1 even though that rule has nothing to do with it. See attachment for rules. (Its a word document. I hope that's allowed.)
We have CRM 2013 on premise with All the Auditing options selected. For most of the common entities the audit tile is visible in the Ribbon for each record. The two entities that do not have the audit tile available in the ribbon are "Contact" and "Accounts" auditing is enabled for these entities. How can I add the audit tile to the common ribbon tile for these entities
Hi,
I want to know how can i create new entity using jquery?and how i can use that entity to do some operations like insert update delete?
Can you help me?
Can you give me some reference link?
Hi
I am trying to create a printable form from a custom entity and would appreciate your guidance.
Similar to creating an invoice, I am trying to create a form out of a custom entity called tenant, where it would show the company header, have some information filled out from the tenant entity, include some blank spaces and have a signature spot.
I believe i need to create a template for this form but am unclear on how to do this.
can someone please guide me through how to create this form?
thank you
E
Hi,
Trying to access CRM using outlook 2013, But facing one issue regarding open entity form.
While I am opening popup from ribbon button & updating the entity field on save from popup, it is properly updated & showing result as required, but after updating entity we are trying to refresh entity form using below line of code, but no any errors occurred & not able to refresh the entity.
Same line code is properly executed fine with web browser CRM.
window.parent.Xrm.Utility.openEntityForm("incident", guid);
Anybody please suggest us what is best possible way to refresh the page in outlook.
Regards,
Abhishek Bihani.
In my CRM 2015, I have one Contact who have around 20 activity related to it.
When I click on "ACTIVITIES" option of social pane it will load all activities.
But during loading the record it hang the CRM.
Could someone please guide me on this and how can I troubleshoot this issue.
Thanks in advance.
Dear Team,
I have some opportunity which consist of renewal products. Like Antivirus will be renewed after 1 year.
Hence i wish to create auto new opportunity before month of expiration of the product.
I had set flag on Opportunity Product as 1 Year, when the opportunity will be closed as won the one year subscription will start from date of closure.
Can any one suggest how can i achieve the same.
Hi all,
My sysentem
CRM 2015+ADFS 3.0 + IFD are installed and config work well. But now my boss he want to publish CRM to internet for access CRM Any where. Now?
How many static IP ( public IP ) use to publish ?
And how to publish url to internet ?
Thank you all,
Regards,
Lee
Hi,
i need to plan an installation of MSCRM 2015 with IFD.
The plan is to have one full server deployment which on production should be accessible via internalcrm.domain.com for example. The network internally uses domain.local as host and domain.com for public. So internalcrm.domain.com and internalcrm.domain.local should point to the same.
My plan is to have one AD FS server and one server having the Web Application Proxy which is the only server in the DMZ.
Now i just read an article from niran_belliappa on msdn about installing CRM 2013 with AD FS. It very looked like he was using two different SSL certificates. And if i enable IFD on the CRM Server i need to provide a certificate (*.domain.com), then i also need to provide it on AD FS but also on the Web Application Proxy in order to make it available on the 443 (HTTPS) for the public so people can access CRM via crm.domain.com (or some other subdomain).
Now im confused, isn't it enough to have only one SSL cert and use it on all 3 servers or how do i need to setup IFD for this?
I will use Windows Server 2012 R2 with AD FS 3.0 and CRM 2015 to be installed. A link to a good step-by-step guide would be great too.
Regards
Hi
We've had reports from some users that they are seeing many multiple duplicate contacts appearing in our system. When I look at an example contact I can see batches of such contacts having been created on specific days, usually at very similar times. Does anyone know what automated process may be doing this and what we do to (a) remove duplicates without losing data and (b) prevent from happening again?
My suspicion is it's the the Outlook CRM client addin but don't see why it is doing it.
Thanks
I want to be able to auto-select a value in the lookup when only 1 record is returned. This would save the user from unnecessary clicks.
Can anyone suggest a way of doing this, preferably in Javascript?
I want to try to avoid having to query the oData just to check if there is more than 1 record.
Thanks
Hi, in CRM 2013 I need to create a record using javascript/XrmServiceToolkit and this works...
var oStart = Xrm.Page.getAttribute("new_starttime").getValue();
var oEnd = Xrm.Page.getAttribute("new_endtime").getValue();
var oDur = Xrm.Page.getAttribute("new_duration").getValue();
var oDate = Xrm.Page.getAttribute("new_supportdate").getValue();
createCaseNoteRec.attributes["new_starttime"] = { value: oStart, type: "DateTime" };
createCaseNoteRec.attributes["new_endtime"] = { value: oEnd, type: "DateTime" };
createCaseNoteRec.attributes["new_duration"] = { value: oDur, type: "decimal" };
createCaseNoteRec.attributes["new_supportdate"] = { value: oDate, type: "DateTime" };
response = XrmServiceToolkit.Soap.Create(createCaseNoteRec);
if (response != "") {
alert("response = " + response);
}
...and creates an entity record (response is "").
However, I also need to identify the client that this data relates to in the new record and have found that each of the following lines of code...
createCaseNoteRec.attributes["new_clientnameid"] = { value: ClientID, type: "EntityReference" };
or
createCaseNoteRec.attributes["new_clientnameid"] = { value: ClientID, type: "Lookup" };
or
createCaseNoteRec.attributes["new_clientnameid"] = { value: ClientID, type: "System.Guid" };
...returns a response of "undefined" & no record is created. If I code it as...
createCaseNoteRec.attributes["new_clientnameid"] = { value: ClientID, type: "string" }; ...a record is created but the response is 50b01cde-5837-e511-a43b-0050569e2d5a and the client is not identified.
The "ClientID" variable is populated with the GUID of the client in one form (a lookup field) and the "new_clientnameid" field is a matching lookup in another form.
It seems to me that the issue is to do with the "type" i.e. { value: ClientID, type: "???????" } ...but I can't work out what it should be.
Had this working in CRM 4 but can't get it to work in CRM 2013.
Any suggestions appreciated.
Regards, Doug.
Hi,
I have a problem with the social pane. It does not load when i´m using the latest Chrome version (At this point 44.0.2403.125 m). Im using CRM Online 2015 7.0.1.247 and DB 7.0.1.228
I have tested with IE11 and here i have no issues.
It looks like it´s hanging and it seems to be a scripting issue as none of the clickable items works.
The other items on the dashboard works fine its only the "whats new" part.
Does anyone know if this is a known issue and/or how to solve this?
Hi,
I have some records that's imported from a external systm, and some that's created inside CRM. All the records from the external system is upper-case. And many of the records/fields save from CRM is Mixed upper and lower case.
Is it somehow possible to align this. So They are equal, ex. all fields is saved as upper case?
Greetings,
I would like to know what is the meaning of the "Completed" Status Reason in CRM Activities. Most of Activity Entities like Email, Task, Appointment, etc have "Completed" as one of their Status Reasons.
For example, I understand what "Received", "Sent", "Pending Send" mean in Email Entity's Status Reason, but what does "Completed" mean?
I appreciate any help, thanks
Hi
I have a view that we want to use to show Contacts that belong either to a Team or to a user that belongs to a specific Team. I have tried to do this but it seems the criteria are limited by not allowing grouping across multiple entities. Is there any way around this?
Thanks
Hello,
I have recently changed the exchange rate on all currencies on our system (CRM Dynamics Online 2015), and recently discovered that the base value on open opportunities only changes after that opportunity has been edited in some way.
Therefore I would like to create a work flow to automatically change the base value of all open opportunities to reflect the change in exchange rate.
Firstly is this possible?
Secondly, if so can I have a little guidance with this please. I have created work flows before but can't seem to find out how to achieve the right work flow for what I want here.
Thanks in advance,
Mike.