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CRM 2016 optionset colours
I know you get themes in CRM, and I know how the theming works, but my question is, how do colours in optionsets work? We use CRM 2016 Online, and as per screenshot, have colour on optionsets, I've...
View ArticleCRM WCF REST Service Security
Dear Team,I have developed one CRM WCF REST Service, so Java people are accessing my CRM WCF REST Service and they are submitting the Records from Java to CRM but before accessing my CRM REST Service,...
View ArticleCRM Router Don't Send Large Attachments Into Queue
Hi AllI get the following error in Event viewer when someone trys to send a larger attachment. I am using CRM 2015 On-prem and the max limit is set to 32MB.The file incoming is 19mb so it should come...
View ArticleCustomer Service Portal for customers without Parature
Hi there, how can we provide a customer support / service portal where clients are able to log in and see the status of their case / ticket. I would love to handle the whole process within the CRM, but...
View ArticleError while creating records from plugin.
Dear All,We have a 1:N relationship between Policy and CustomNote entity.--> We have another plugin which triggers on Associate Message, which creates the records in this CustomNote Entity.-->...
View ArticleCRM Online Update - 2015 to 2016
Hi,Can you go from CRM Online 2015 straight to 2016 without going through 2015 Spring version first?ThanksRhoddy
View ArticleDynamics CRM 2016 / LC Data Loader (Preview / EMEA) / Defect report
Hi there,I am posting a small message in order to report that I have tested yesterday the new Data Loader from Lifecycle Services (preview version / emea) and I have encountered several issues.The most...
View ArticleGet the text in the Description field of an optionset in C#
HiI need to get the value in the description field selected from an options set so that text can be sent to a web service. Is this possible?My plugin is written in C# using early bound classes.thanks
View ArticleOutlook Client Issue: Emails are being un-tracked
Hi all, We are having issues with our outlook client - specifically with tracking emails. In today’s test, we took an e-mail in a certain inbox that was already tracked and replied to it. In the sent...
View ArticleWay to set all users to read only access
Hi,Anyone know if is there a way to set all users to read only access mode? Or we really need to do one by one?Thanks a lot,
View ArticleContacts that have no activity
What is the best way to create a list of contacts that have not had an activity tracked to them in the last year? Is this possible?Thanks.
View ArticleDynamics CRM Online
Hello,I'm a Junior Dynamics CRM Consultant, just starting my career. I'm hoping to find some answers on this Forum. CaseA customer of mine wants to incorporate Dynamics CRM into his business and he...
View ArticleOpen attachments in browser
Is there a way to open an attachment tied to a Note from the browser instead of having to download locally and then opening it from the download?For example, my company would like to be able to just...
View ArticleWhat happen if The input parameter is NULL in Custom Workflow Activity of...
Hello Experts ,I need to understand one thing here. I have written a custom workflow activity with 3 input( Contract,Customer & Quote) arguments. all are of type entity reference. Suppose the...
View ArticleHow do I determine what users are actually using CRM
My new IT Director has asked me to determine how many of the 43 enabled users are actually using CRM. Are there tables within CRM that capture this type of information?
View ArticleAny way to get Edit Work Hours as a direct link from the Ribbon?
Is there a way to but an item on the Ribbon that, when clicked, would take a user directly to the place where they edit their work hours? Having to go through Security --> Users is cumbersome.Thanks!
View ArticleIntegrate more than one online CRM instance with SharePoint online?
Is it possible to integrate more than one online CRM instance with a single instance of SharePoint online or are multiple instances required?
View Articleset related entity on form event
Hi what I would like to so is this:On a new opportunity, when the user selects an account, I want to automatically select the primary contact for that account into the opportunity account field.I have...
View ArticleIntegration causing a cascade update to tasks
A bit of a strange problem this one - we use Scribe Online to insert/update records from Sage 200. If an account or contact is updated in Sage 200, the Scribe Online agent will check in Dynamics and...
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[Help] Can't add new field to an existing Form
Hi community :)I need help. I can't add a filed to a window type form on CRM.In this case, im trying to close a proposal, i click on close and it opens mine windows form to insert the data from the...
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