Hello All Experts,
I want to delete the default opportunity form but those are not getting deleted, although i tried with deactivating the forms but none of use .
these forms are not getting deleted.
is it the behaviour of crm itself??
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How to delete Default opportunity forms.
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Microsoft Dynamics CRM Integration With Exchange 2016
Hello,
I am trying to integrate CRM 2016 Email Router with Exchange 2016, but I can't send emails. It is already integrated with Exchange 2013 and it can send and receive emails. I recently upgraded to Exchange 2016 and created exactly the same receive connectors that were configured on Exchange 2013 to relay emails from CRM. I have an impersonation rule that is assigned to enterprise administrator for this purpose. Could you please help me with integrating Dynamics CRM with Exchange 2016? Thanks a lot.
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Notes are disabled on Case entity for few users
Hi,
I think i have given enough privileges to the user but they are still not able to add notes to Case. here is the screen shot of the privileges. Am I missing something?
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Not getting "stage for upgrade" option while importing clone solution on target machine
Hi,
I have one base solution on source environment named for e.g. "base solution " with version 1.0.0.0,
now created two patches for this solution as follows:
- base solution patch 1 version 1.0.1.0
- base solution patch 2 version 1.0.2.0
Exported this patches from source environment and imported on target environment, on target environment have base solution of version 1.0.0.0 ,now I have above two patches on Target environment.
On source environment , clicked on clone a solution option, so all patches are merged into base solution with version updated to 1.1.0.0. and now exported this package and tried to import it on target environment,but it is failed ,also I'm not getting "stage for upgrade" option while importing this clone solution on Target environment.
on target environment have base solution with version 1.0.0.0,and also two patches
- base solution patch 1 version 1.0.1.0
- base solution patch 2 version 1.0.2.0
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Create an entity from an other automatically
Hello everyone,
I want to create automatically an "Action" entity everytime an "Opportunity" reach a specific step. Can I do this without javascript ? If not, could you give me some sample ?
Regards,
Antoine
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How to access "Business Closures" calendar dates from javascript ?
I have to get all the dates for Business Closures into javascript .
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Access Granted for MS CRM 2016 - NEED HELP
Hello to All Experts,
I have been given access on our CRM On Premises, Need help to setup the Structure as we are a food processing Industry and need to migrate all Sales and Marketing Team to CRM from the existing Manual job and a third party Counterpoint ERP system where in data is fed in Manually .
Please help me create the Parent Child entities and add the Security Roles and Responsibilities a Brief of the current workflow so that you could guide me how to go about and progress further while I explore and learn a whole life cycle process.
General Manager >Myself With full Access >Sales Team1 > Sales Team2 > Sales Team3 >Sales Team4 > all different segments reporting to GM Each Sales team has a AGM followed by theirs respective Sales Supervisors and Salesmen.
My role would be the key point of contact to follow up on all Sales activities and maintain the Customer Relationship reporting to my GM.
Please help me and support me complete this project successfully .
Regards,
Hari
Mobile +966557036181
Whatsapp +919985320006
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alignment issue for bilingual language
Hi,
when I write description for task in Persian or Arabic language with (some English words) alignment of text will be mess up !
any idea to fix this problem?
Thanks,
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in the entity / field / description
The text I want to fill in the descripiton is larger than this size. How can I adjust (enlarge) this description field ?
thanks
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Voice of the Customer - Power BI
Hi Folks,
Just looking for some advice. We are looking to display our VoC data using Power BI. When connecting to Dynamics, there are a number of entities for VoC. What is the best principle for linking Suvery Responses and Answers together as I cannot seem to find a unquie ID that Power BI can use to link the two tables together.
Thanks!
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Convert Date to Text
Hi!
I have a date field that is controlled by the customer. Any date can be added there (for example 2017-05-29).
Then I need a field in the same entity to look at this field and show the year and month but in text. So the example above should then show "2017-May"
How should I solve this?
regards,
Tomas
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CRM 365 hanging after update
Since our CRM Online instance was updated to 365 over the weekend we are unable to access any records in IE11 or Chrome. We can see the various entity views and list of records but clicking on one results in the dotted circle of misery and nothing more. This is true of all entities. I've tried clearing the cache from each browser and opening new sessions but to no avail.
The system does, however, work in Edge.
Can anyone offer any insight into the issue? Thanks.
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Force Refresh after Form Save
Hello,
I am trying to force refreshing a form after saving it to display the results of the workflow on the form. But I always get a javascript error. I tried to run the following line on the form properties with no success:
Xrm.Page.data.refresh(save).then(successCallback, errorCallback);
I have MS Dynamics CRM 2016 (On-Premise). How can I resolve this?. Thanks
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Show / Hide ribbon button
Hi,
I have created custom button on Ribbon.
I need show / hide that button based on security role ( for example: if user "system administrator" , then show button ).
I have read this: http://www.powerobjects.com/2016/05/17/solving-security-headaches-display-rules-based-on-security-roles/
but I do not understand where is the part where I check if user "system administrator" or something else.
Please help me...
Thanks in advance...
Kind regards
Martin
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Ribbon button, Enable rule, Record exists
Hi,
is it possible to disable a ribbon button with an enable rule in the "Visual Ribbon Editor"? The rule should work as follows:
Entity: Mail
Button: Create request
IF
entity "request" does contain a related record
THEN
disable button
ELSE
enable button
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Workflows Not triggering after migration from Dynamics 2013 to 365 on premise. Each rule part must be a name-value pair separated by '='
After migrating from dynamics 2013 to 365 none of my async workflows are working. I get the following error but have not found a solution to my problem
An unexpected error ocurred while executing an asyncoperation of type 1 for organization bfa0a374-d7f2-e311-80c7-00155d500103. Exception: Microsoft.Crm.CrmInvalidRecurrenceRuleException: Each rule part must be a name-value pair separated by '='. Actual number of fragments: 1
at Microsoft.Crm.RecurrencePatternFactory.Create(String iCalRecurrence, DateTime patternStart, TimeZone timeZone, TimeSpan duration)
at Microsoft.Crm.ObjectModel.AsyncOperationControlService.NextOccurrence(String pattern, DateTime recurrenceStartTime)
at Microsoft.Crm.Asynchronous.AsyncOperationQueueManagerBase.UpdateEventState(AsyncEvent asyncEvent, AsyncHandlerResult result)
at Microsoft.Crm.Asynchronous.AsyncOperationExecutionManager.EndAsynchronousEventProcessing(AsyncHandlerResult result)
at Microsoft.Crm.Asynchronous.PoolHandler.ProcessAsyncEvent(IAsyncEventExecutionManager asyncEventExecutionManager)
at Microsoft.Crm.Asynchronous.Operations.AsyncEventOperation.<.ctor>b__2(IServiceOperation operation)
at Microsoft.Crm.OperationBehaviors.FaultToleranceBehavior.Execute(ServiceOperationAction operation, IServiceOperation operationParameter)
The Asynchronous service is running on a backend server and the following message is displayed in the event logs and CRM debug logs. Has anyone came across this issue before ?
Thanks in advance G
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Javascript error while hiding Tab
I have two fields on my opportunity form Market and Concept/Product
There is a tab on this form with the following details
There is a javascript which checks the following condition
if (MarketLabel == "Newbuilding" && (ConceptProductLabel == "MES Passenger" || ConceptProductLabel == "MES Offshore")) {
Xrm.Page.ui.tabs.get("tab_newbuildinginformation").setVisible(true);
But, this block of code is showing error
Please let me know where i have done wrong.
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How to call on demand workflow using alert.js?
I'm venturing into dangerous territory, but am going to try my hand at some javascript. I would like to use https://alertjs.codeplex.com/ to call an on demand workflow. I have a rather complex custom solution with is tightly coupled with on demand workflows fired from business process flow stage changes but I don't want the user to ever selectively fire those using the RUN WORKFLOW button so need to hide it. However, there is one they do need to use specifically so was thinking I would use this JS.
I will need the JS to fire an on demand workflow. And I need to attach the JS to a button on the button bar.
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GUID - Actual Data (CRM Database)
We are trying map the crm data from the backend to a new system. The actual data doesn't appear on the output sheet but numeric values appear which are GUIDs *{879B70A5-4ABC-E411-80C6-000D3A30A90A}. I require the actual data to appear as Employee Id : 120987
Please assist
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Auto Assign User territory to Lead
Hello,
Users Sales Territory auto assigned to Lead which user going to create.
Like:
When user login and open new lead to create new lead.
Auto Users Sales Territory will be assigned to Lead territory.
Thanks in advance
Ashish
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