Just need a little help.... our Regular CRM tech left the company ...
When an email is “linked” to a client, does a copy of the email itself get stored in the CRM directly, or is it still housed on the email server
How we are set on our end
CRM Online
Server Side Synchronization
Exchange server on Premises
When I am in CRM 2016 and go into All Solutions, I see a lot of old solutions that have been created. I am sure these take up space...can they be deleted with no impact to the system? Some are managed and some are unmanaged.
Please let me know, thank you.
Hi,
Is there a way to get all the plugins getting triggered in single transactions?
Plugins could be on same entity or different entity which is updated by initial plugin.
Thanks,
Ashwini
I have a CRM portal form that has a lookup field displaying as drop down values. These drop down values are coming from a custom entity. we have close to 1500 drop down values on the form. I would like to show values based on the URL string. Ex. If url string contains PK then I would like to show only values from the custom entity that has code PK. In this case my custom entity has 261 values that have code PK. Similarly if the URL string contains MS then I want to filter the 1500 drop down values into 275 as my custom entity has 275 records with MS as the code. I have a custom web template to render the form in portal. What is the simplest way to achieve this. I am open to add js or liquid.
Thanks for suggestions
R89
I need a suggestion on when i qualify lead into opportunity i want its appointment should also be copied on opportunity. Can you please suggest how to accomplish this.
Hello,
I cannot see my Power BI System Dashboard in Dynamics CRM in mobile devices through apps.
Please guide me further on how to display Dynamics CRM Power BI System Dashboard on mobile devices through apps.
Your suggestion would be appreciated.
Hi All,
How to change module name in dynamics crm, i am able to install french language but for some module it is still showing in English, please check below screenshot.
Thanks,
Shahbaaz
What is the exact purpose of Potential Customer field in CRM?
Hello guys,
I have generated report successfully and it is filtering data also
i have used parameter for the condition in fetchxml
but each time when i run the report it is asking id
i want report to be generated for selected record
please help
thank you
FireRequestAction(new RequestActionEventArgs("CRM Global Manager", "Run JavaScript", Data));i have report for CRM with SSRS Report when im run execute query i get all the data i needed.But when i try display all the attribute in my report all data from link entity is not displaying, but when im check in execute query there is data on that attribute, Do i need to add something to display link entity attribute ? Im showing the attribute with this code in my ssrs
=First(Fields!mjt_point_of_terminalefce6bb8_mjt_mid_regular.Value)
Thanks in advance
The problem is on cloud instances :
which are in v9 We are planing to update our production instance (from v8.2 to v9) and still encounter problems on our plugins.
Without debugging and logging, it's quite impossible to work.
Regards
Hello Everyone!
I have a custom entity which has 2 simple fields. One field is of name and other is a lookup field of another custom entity.
When i create form on portal with name and lookup field parameters so following error occurs.
"You don't have the appropriate permissions."
Kindly tell me how to resolve it.
Hello Everyone !
I have an entity which has sub-grid of its child entities. But on dynamics portal in detail form that sub-grid does not show. Can anyone tell me how to resolve this issue?
Hi,
At the moment we have 3 databases:
- old sandbox : version 9.0
- sandbox : version 8.2
- production : version 8.2
We create and test solutions in the sandbox. If it all works fine we export these and import them in the production.
No worries there.
Now our old sandbox is migrated to version 9.0 and when we export a solution and try to import it again in the production then it fails.
It seems that we cant export a solution from version 9.0 to a version 8.2 production.
It was possible to export from 8.2 and import in 8.0 or 8.1 or 8.2
Why is this not possible from version 9.0 to 8.2?
Hi,
There is an N:M relationship between Opportunity entity and Competitor entity.
In Opportunity, there is a subgrid for competitor. When I click the '+' button, I get an inline lookup.
My requirement is to restrict the view of this lookup to 1 view. Even when I select "Look for more records", I want the user to select the records from only 1 view. He should not be able to change the view.
I know how to filter records for a lookup. I am getting some unsupported ways to filter records for a subgrid. Is there a supported way?
Hi
Whats the simplest way to check for a contact entity using email address in c#.
A simple true or false will suffice then I can do an Update rather than a Create.
Many thanks
Hi,
I exported 10 CRM entities to Azure DB using Data Export Service in CRM but got 25,000 failed records in one custom entity.
To get the reason and details of failed records,i installed "Azure Storage Explorer" and copied Blob URL from Data Export Profile in CRM and then added as a storage account in Azure explorer. But, instead of showing the details of those 25000 records, its always displaying "No data in Blob Container".
Any idea how to get the details of failed records?
Thanks,
Does the DisassociateRequest work with inactive records?
I am looking to write a C# script which removes, for example, all references to a contact from the Primary Contact field on one or more accounts.
Normally I would just inject NULL into the Primary Contact field and be done but what if the Account is Inactive? That will fail.
Now I am wondering if the DisassociateRequest can be used for this without me having to Activate the Account, make the change and then Deactivate it again.