OPERA Property Management System
HI Does anyone have an experience or knowledge to integrate Dynamics CRM with Opera Property Management System (Oracle / Micros)...
View ArticleWorkflow Email only on First Opportunity Closed as Won
hi there -Curious if I can create a simple workflow that only triggers if its the First Won Opportunity on an Account. I don't see any logic that looks at that and aside from any workaround like...
View ArticleShowing Case Stage in Views
I am trying to create a view that will display the current stage of a case. I assumed that the "Case Stage" field was being auto-populated with this information but it seems that it is an option set...
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Note Modified By changed without being modified
This issue has been brought up a few times by end users in our organization. I have been able to further define the problem.When viewing Notes in CRM 2015, clicking the Note record in the social pane...
View ArticleCan't retrieve fields in pugin
Hi, CRM 13 On premise.I'm having some problems to retrieve an opportunity's fields. Basically the problem is that the code that retrieves the opportunity always gets the same columns, even if I specify...
View ArticleCRM2015 - Possible to execute a stored procedure on another, external, DB?
I'm fairly sure I know the answer, but since Google sometimes "hides" things a bit, I'll ask here:Is it possible to create an entity in CRM2015 that in turn, when displayed, searched, etc. will execute...
View ArticleEditing the SiteMap
During development stage our SiteMap in CRM was totally changed since we have many custom entities. I'm now looking to add most of the OOB sitemap entities to the default solution. What would be the...
View ArticleTool for email tracking
Hey guys,I have been using SideKick as a tool to track my outgoing emails. Is there a product that is similar to SideKick that can be integrated well with Microsoft CRM Dynamics?SideKick works well...
View ArticleHow to send a Invoice products by email to costumers
I know how to do a workflow,,I know how to send a email with workflows with data about the invoice,, BUT I CAN NOT send the products on the invoice,, ?there is a way to do that ?¡
View ArticleDynamics CRM 2013 IFD - Exposing server to public
Hi All,Need your help to correct my understanding in implementing IFD. Do we need to expose both MS CRM and ADFS servers to internet? That means, do we need to have public IPs for both CRM and ADFS...
View ArticleDate and Time display - Multi country customers in CRM and their history /...
Hi,We use CRM to store our customer data who are in different countries. So, the obvious choice of timezone for CRM DB, BackEnd, ForntEnd server is UTC. Please correct me if I am wrong. We use SDK to...
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Quick Create Deactivate and Lookup Field Issue
I turned off quick create for the case entity. Now if you try to associate a parent case but click the "new" button at the bottom from the lookup, CRM tries to open a quick create form but shows an...
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Validation Error when using server based integration for crm 2016 +...
I have an on premise 2016 CRM and I am setup with AD FS and IFD. Everything works perfect. I am trying to setup Onedrive for Business. In order for it to work, I have to setup server based integration...
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How's the "update" method work on updaterequest ??
Hii guys, i've made simple windows form application to create new account records.Here is the snippet code that i use to create account:private void btnUpload_Click(object sender, EventArgs e) {...
View ArticleChange Lookup View Logic
Hello Guys,I am stuck with one problem faced with a client of mine.We had a Custom Entity with 3 subgrids to Lead, Account and Contact. We had given some criteria to those Subgrids that is to a Lookup...
View ArticleCustomize Entity Records page
Hi:Can I customize the page where Entity's records are shown?As I clicked on Student in Menu and it shows active Records of Student Entity.I don't want to see the default layout by student records. I...
View ArticleCalculate the sum of amount field using oData
Hi,We have a requirement by adding all the amount fields in the subgrid the sum of the amount should be equal or less than that of the amount field present in the tab in case screen. I used oData to...
View ArticleLoad all Entity Record using in a sub grid using HTML Web Resource
Hi:I have an Entity named as Student. When I clicked on Student, it loads all student records.I want to grab all these student records and put them in a sub grid on the same page using HTML/JS Web...
View ArticleHow to Create Custom View using Fetch XML in MS CRM
Hello All,My client using one third party solution if he imports the solution(Managed) in Dynamics CRM,one view(Account Lookup View) getting overridden with some filter criteria,Please see the script...
View ArticlePlugin / Custom Wokrflow Assemblies Partial Trust Issue
Hi,I have changed the name of my Custom Worklows DLL (say from "MyOrg.ModuleA.CustomWorkflows.dll" to "MyNewOrg.ModuleB.CustomWorkflows.dll") ( Done this change by from properties of my custom...
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