CRM Data Import Successful, but data is not updated
Hi there,I've had this happen a few times: I've imported data using the CRM import template (exported from my view) - the first import works and updates the data. Then I see I've made some mistakes, or...
View ArticleMobile App and Server Updates
I have one user who gets stuck on the page for server configurations even when there is no prompt to download updates. So far it's only one user on ios 7, no other users have come across the issue so...
View ArticleCan I use workflow to fill in field with info from related record in...
Hi,the regarding field can contain related record from a wide selection ( Account, contacts, lead, opportunity etc. ) What I want to do is to fill in a lookup field (account) within a record but I need...
View ArticleOutlook Plugin 2010 vs 2013 Form Difference
Howdy,I have users who use Outlook 2013 which do not see all the Opportunity's form's fields / columns. I was wondering if there is something I have to tweak in the customization part. Thank you!
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Advanced Find Issue
Hi All,In 2015 on premise CRM Organization, Advanced find is appearing like the above (buttons are pushed down). Anybody faced this issue??Thanks,Naveen.
View ArticleCRUD operations in plugins
Hi All,I'm having a question regarding CRUD(Create, Read, Update, Delete) operations in plugins. My question is the following: When you Create/Update/Retrieve/Delete a record in a plugin(Hence, CRUD...
View ArticleCRM 2011 Advanced Find not showing Sub-Grid
All-I am working to create an Advance Find in CRM 2011 on the Opportunity Entity. This is my story... many different users work on opportunities. My co-workers want to see the system users displayed...
View ArticleCRM 2016 Excel Template Formulas Not Recalculating
I am using CRM 2016 On-Premise with excel templates. The feature is working fine for downloading spreadsheets with all the appropriate rows of data. However I added another sheet in Excel with a...
View ArticleDynamics 2016 Online - Table Relationship
Hi,I'm trying to create relationship between AccountSet, OpportinitySet and ContactSet, but I can't figure out what to use to create these relationships.In CRM2011 Online I was able to create them as...
View Article(2) admins with same permissions seeing different Contact record forms??
My admin counterpart is updating contact records and cannot see Post/Activities/Notes on his contact record form. I can't figure out why or how to fix. Any suggestions? We're both using same version of...
View ArticleThe accuracy of Orders create for the month needs to be right
Hello Everyone:I need to find a way to get an accurate number of Orders create for the month, using the create date will not work. I need to using the Date Won date. Is there away to get this...
View ArticleDeactivate cascade records in dynamics crm
I have three entities: A, B et C|A| 1 --------- N |B| 1 --------- N |C|‘A’ has a child records of type ‘B’‘B’ has a child records of type ‘C’The purpose : I need when I deactivate a record ‘A’, the ‘B’...
View ArticleCRM 2015 adfs error on first try at bring up CRM.
When we try to open CRM in the browser for the first time we get the following...
View ArticleGetting 404 and blank page after login
I have run this query on my LIVE server As a managed solution which solved my issue of solution import.======================================================================declare @AttributeId...
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Merge Accounts
Hi All,currently I'm having an issue trying to Merge two Accounts. Basically, after I click on 'Merge' the browser takes near 30 seconds and I receive and error, the thing is that is a non specific...
View ArticleReceived emails subgrid
Hi,How can I add a subgrid that shows the received emails on the lead form ?I means the subgrid will display the emails that were sent to the lead.ThxMounir
View ArticleUpdating the Accounts with an Account number
Hello Everyone:We want to add an Account Number to all the Accounts.Can we do this by import the Account Number to the Account?or Do we have to export the all the Account (Company info) info then...
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CRM 2013 - url addressable view in new window doesn't load main menu
I am opening specific view in a new window using following JS in CRM 2013var url = Xrm.Page.context.getServerUrl() + "/main.aspx?etn=" + [entityname] + "&pagetype=entitylist&viewid={" +...
View ArticleCRM 2015
I'm trying to setup a form to capture the required fields to setup new organizations and tenants - does anyone have a list or form used to capture the necessary fields to create? trying to allow...
View ArticleDelete Product from Active Quote
How do I stop users from removing products from an active (read-only) quote? It doesn't make sense that users can do this. The quote total remains unchanged, but the products prices no longer add up to...
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