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Access to Company data
Since yesterday in the morning I have no more access to Company entities.I get the folowing error message:Unhandled Exception:...
View ArticlePipeline Phase Field in Custom Entity
Hi, Within the Opportunity entity there is a field called Pipeline Phase, by default, that tracks the stage the Business Process Flow is currently at. This field is very useful for creating Workflows...
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"Share Event" (Displayed in Audit History) forcing my integration re-running?...
Hi,I have a problem. I have set up some integration to be triggered by "modified on". I can see that regularly a "Share" event is running, by the SYSTEM user.What is this excactly? And how can I stop...
View ArticleOrganizationServiceContext AddRelatedObject exception
Hi,I have a workflow that creates a new 'quote' entity and updates the 'product' entity N:1 relationship to this new quote.Example is:my_quote quote = new my_quote() // this is populated but won't...
View ArticleEditable subgrid
Hello, I want to create editable subgird in custom entity in CRM 2015 . Is there any OOB approach or any third party tools available which are free?
View ArticleBusiness Rule Scope: Entity vs All Forms
Hi, When creating a Business rule you have the option to set the scope. What is the difference between Entity and All Forms?
View ArticleCRM Training documents
Does Microsoft have any detailed training documents? I know they have that help section in crm and those quick videos.
View ArticleEmail Router - Emails not getting sent from CRM, or via Workflow
Hi, I have the email router client installed on the client server and outgoing profile set up. Mailbox user credentials are set up as well in the email router client. I have taken the steps to:create...
View ArticleLicense Requirements for MS Dynamics CRM 2015 with CTI and 1 year SA
Can anyone confirms about the license requirements for MS Dynamics CRM 2015 on premises with 4 Servers and 50 Professional CAL. For CTI we want to use MSCRM-AddOns CTI adapter?I've been provided some...
View ArticleMicrosoft Dynamics CRM 2013 for Microsoft Office Outlook
Good day! I have installed:Microsoft Dynamics CRM 2013Microsoft Windows 8.1 PROMicrosoft office professional plus 2013 Problem:After you install Microsoft Dynamics CRM 2013 for Microsoft Office Outlook...
View ArticleCan we do For each in workflow?
hi,I have one custom entity.on opportunity form I select price list and then select products related to that list.now using workflow I have to create custom entity record for each product of...
View ArticleHow to create a Generic Entity class in MS CRM
Hi,Can any one please guide me on how to create a Generic entity class in MS CRM so that i can make use of this single class to access any entity in MS CRM 2015.
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CRM Online 2015 Update 1: Performance issue with German language
Hi,we are experiencing performance issues on various CRM Online 2015 Update 1 systems on loading forms. All system were setup after the release of the newest update. When I open a form the new loading...
View ArticleRetrieve and attach the pdf attachment :Attribute objectidtypecode must have...
My Plugin will retrieve the pdf attachment from custom entity and attach the Account entity . Code: QueryExpression annotationquery = new QueryExpression("annotation");...
View ArticleExporting contacts
We are going on CRM 2015 online soon. We need to export out contacts form excel and then import into crm. Anyone know an easy quick way of doing this? We have Outlook 2007 but will be upgrading to 2013.
View ArticleCreating a campaign and emailing sales literature
Hi all,Could someone please confirm the correct procedure for email people within a campaign and attaching sales literature?My understanding is that we should:Create sales literature.Create a Marketing...
View ArticlePrevent duplicate Contacts from qualified Leads
When a duplicate Contact or Account is detected when a Lead is qualified, the duplicate warning box appears but allows the user to continue creating a new record anyway. Is there anyway to prevent a...
View ArticleQuery Builder Error while exporting and publishing the customization
When trying to export a solution I created and publishing the imported solution, I get a Query Builder Error - The specified record type does not exist in Microsoft Dynamics CRM. Even if click on...
View ArticleOutlook Appointment Changes Not Syncing with CRM
We created a workflow that automatically creates an appointment from an account view. The idea is that the rep can select multiple accounts and launch a workflow to create a group of appointments for...
View ArticleAuto save feature for documents
We have crm 2015 online and our system has the native Sharepoint integration. Our users use the outlook client to track emails to crm contacts. Is it possible to create a workflow that will take the...
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