Report Assistance Needed - I'm stumped
My Sales Directors want to know activity levels on their sales guys' 80/20 accounts. I've created a Yes/No field called '80/20' on the Account form, and the guys are going through and indicating a...
View ArticleActivity feeds duplicated!
Hi everyone,Hopefully someone has some thoughts here... Our on premise CRM 2013 environment is duplicating wall posts for every entry! There is nothing setup that I can see out of the standard for...
View ArticleCRM 2015 and 2011 same sql server
Hello, we have a specialized software that's basically a front-end for the database, and it also has a CRM option. We are currently on CRM 2011 as there was no option from the company for a CRM 2013...
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Entity not appear in Document Management Settings Dialog
Hi All,I have problem with Document Management. some of my entity not appearing in Document Management Settings dialog, even I already enable or checked the "Document management" in entity...
View ArticleAllowing multiple lines of text in a view
I have some longer description fields that I would like to be able to view when looking at my list of records. I have the column set at 300px width but is it possible to allow the text to wrap into...
View ArticlePublish CRM to Internet via IFD/ADFSI
I have one server, and installed all components :Full CRM server,ADFS/IFDThen i install and config all components above on single server every are running OK. I have NAT 443 point to ADFS and 444 point...
View Articleunable to save opportunity record when using js to set default price list
So me as the administrator CAN save a record when using this code, however people my sales team (salesperson security role) is unable to save a record once I implement this code as an onload event. Any...
View ArticleSSRS Reports
Hi alli am working on SSRS reports where for a particular column there are 2 values where i need to split those values Separately ..For ex :- Status is one Column and it has data Open and Close, can i...
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Use default CRM 2013 custom form Appointment,Task,Email,Contact in outlook...
Hi,I am using Outlook for CRM version 2013.I want to use default custom crm form in outlook for Appointment,Task,Email,Contact .I can do that by following settings from outlook by setting the personal...
View ArticleCRM 2015 on-promise connect to O365 E3
Hi community,I want to connect Dynamics CRM 2015 on-promise to Office 365 E3.My Goal is to synchronize the calendar, contacts and E-Mail.Is there a How-to for that? I can't found a solution.Is it...
View ArticleHow to set email configuration to send email from ms crm online.
Hello all,I just create a crm online 2015 trail instance. Now, I want to send email using ms crm.What is the system requirements for this and which type of configuration required for send email using...
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Workflow dynamic values are completely blank
We have a Project Management solution that we have designed that has Project entity with a child entity of Milestone.We want to create a manual workflow that can create 5 milestones against any Project...
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Revise shared Quote: CreateAccess error
We're having an issue Revising shared Quotes.We're using Access Team Templates for this on both Opportunity and Quote entity. Whenever a user is added to the Sales Team of the Opportunity, all related...
View ArticleMiscellaneous questions about MSCRM 2015 installation
Hi all,there are still some questions i have about MSCRM 2015 installation.Most tutorial website use just one server to install everything (Except SQL) like having CRM and ADFS on one server. And those...
View ArticleChild dialog waring: "Some content on the page has changed".
When starting a child dialog from the partent dialog, in the child dialog a warning is displayed:"Some content on the page has changed".The parten dialog does not change anything on the underlying...
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How to stay in the form of a record after his assignment to me
Hi All!My question is : When I assign me a record as shown in following screenshot: I want to stay in the form of the record and not go back to the list of records.How Can I do it, do you have any idea?
View ArticleMulti Select Lookup
Hello Guys,I want to make lookup to hold multiple records (multi select lookup, i.e., in appointments entity the field "Attendees" like). in my custom entity. (In MS CRM 2015 - OnPremise)Plz help me to...
View ArticleSolution to create Auto Posts for Entities on update of same.
Hi,I am searching a solution to crate Auto Posts whenever the entity is updated though I know, I can create a plug-in for the same, but I want add-on to to do the same. Any Idea??Will be thankful for...
View ArticleHow to easily create the Quote Document
Hi Guys,here I have some requirement about the Quote Document.in the Quote Form, there is a button called "Print Quote For Customer". it runs some dialog form that let me choose the template to be...
View ArticleAddress Infomation in a Campaign Response
Is it possible to store address infomation in a Campaign Response so that it is carried across when you convert a Campaign Response into a Lead?
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