How do I add a lead to Que?
HiI am trying to create a workflow that would create a Que item for all Leads that are missing information.I thought it would be easy enough to do. However, a field called Que Item (lookup) is...
View ArticleAuto numbering in 2015?
How to do autonumbering for account or opportunities in mscrm 2015 ?
View ArticleSyncing with exchange
Hi1. I understand that CRM outlook add-in will only sync with default email account. Does that mean that it also only syncs with default exchange folders within that account? i.e. it syncs with inbox,...
View Articlesql query in crm plugin
i write this query in a crm plugin but i get this error Request for the permission of type 'System.Data.SqlClient.SqlClientPermission, System.Data, Version=4.0.0.0, Culture=neutral,...
View ArticleOutlook CRM Plugin buttons change
Hi,We have Dynamics CRM Online 2015 SP1 and works fine, but we have a user that is using Outlook plugin with CRM and the buttons is changing...We he tries to open an offer appears an error that he...
View ArticleSetting the price of an Order Product using a script
Hi, I have a script that creates and updates Order Products and I am setting the field "ispriceoverridden" to "true",but when the Order Product is created/updated the "Total Amount" for the product is...
View Articleshipping method drop down options - how to change!
Hi every onewhen i check shipping method in entity option of system customization,Shown as a customization fields but when I want change it for example delete "DHL" option it's not possible.Do you Have...
View ArticleiFrames and List in Dynamics CRM MoCA
Hi,I just downloaded the latest version of CRM MoCA on my surface pro, and it works wonderfully. I noticed though that whenever I put an IFrame and a List or Chart into the same dashboard, only one...
View ArticlePermissions
Hi,I am trying to add permissions to a security role (under the custom entities tab) but even though I am system administrator I am getting a message that says inherited roles cannot be updated or...
View ArticleCRM 2016 web application not supported with Office 2010?
Hi, We are trying to find out definitively if CRM 2016 web app is compatible with Office 2010. According to here Microsoft say it is not supported....
View ArticleOpen Activities in Contacts
In CRM Mobile app, whenever I go to a contact record, there is an "Open Activities" grid. Is there a way for me to configure this to "Recent Activities" instead? Thanks in advance!
View ArticleHow to capture the timer duration in Case Form
Hi All, I have a timer in Case form and want to capture the duration of that timer in other custom field. The timer values will change based on status, so whenever i change the status, i want to...
View Articlechanging "created by" box
We currently use cases as jobs at the moment, we will change this once we upgrade to 2016 version. We have a workflow in place that will create recurring jobs. This puts the name of one particular...
View ArticleUser not disabling in CRM dynamics
Hi,While disabling a user in CRM 2015, I am getting a following error : <Message>System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference number for...
View ArticleSet specific time but dynamic date
I have a workflow that is adding in tasks for users when they perform actions and it's setting the tasks for 12 days after the workflow runs. However, what I want to achieve is to set these tasks for...
View ArticleDll not include in visual studio 2010 crm sdk 2013
using Microsoft.Xrm.Sdk;using Microsoft.Xrm.Portal;I want to add these reference in my visual studio project i have add dll assembly reference in bin folder already but sill error shown assembly...
View ArticleSaving Attachments in CRM2o11
Hi Guys,which one is the best solution for savin multiple attachments (from a custom web page) to a dynamic entity in CRM2011?do you have some examples, please?(i should be able then to open the...
View ArticleCRM 2015/2016: Add a cc field to Email Template
HiI want to add a cc (or bcc) field to Email Template so that when I start a Quick Campaign to send emails by using Email Template it could cc a copy to a specific email address. Does anyone know how...
View ArticleDynamics CRM - PowerBI Connector
Hi!We at Fenix Solutions are proud to announce Dynamics CRM (Online / OnPremise) and Power BI Connector! It's free to download and use! Check it out here:...
View ArticleInstall CRM 2016 locally without product key
Hi:I want to install Microsoft Dynamic CRM 2016 locally at my server, but I am prompted to enter product key.Is there any trail version available in Microsoft Dynamic CRM 2016 so that I can install it...
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