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Assign records to users using web resource
Hi:I have an Entity named as Target, I have a web resource that is getting all Targets. and also shows that Target Records are assigned to which users.... i.e User-One, User-Two, User-three etc...the...
View ArticleChinese characters in mail received by iPhone and iPad
Hello.I have created a template to send a mailing. To include a clickable image (let's say with a link), I have put it in a public page in Sharepoint. Then, from Explorer I copy it and paste in the...
View Article2015 to 2016 upgrade
Hi all this is satish. we are planning to upgrade our crm to 2016. Currently we are working with 2011. We are already started upgrading to 2015. If we try to update to crm 2016 from 2015 what all the...
View ArticleEssential License vs Basic License
Hi guysI'm confused right now due to the different info I found about the Licensing for CRM online. I checked the Microsoft Dynamics CRM Online Licensing and Pricing Guide December 2015 - Final.pdf for...
View ArticleExport data from CRM using SSIS
I have been using the Kingswaysoft SSIS Integration Toolkit for Dynamics CRM (http://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-crm/download ) up until now for...
View ArticleWhat is the better way to deploy solution ?
Hi everybody.At the moment we have one huge unmanaged solution in our CRM and all changes are made there. When we need to deploy it to production environment we just import and export it. It takes...
View ArticleTeam - purpose of administrator
Hi,what's the purpose of the "Administrator" of a team?Does this have to be a user with a System Administrator role?Or would this be the manager of that team from a business point of view?Are any...
View ArticleOutlook plugin exceeding the maximum Folder objects
We are seeing users who are using the CRM plugin for Outlook that are experiencing frequent crashes and the Outlook plugin disabling itself. These same users are also generating errors on the Exchange...
View ArticleConnection entity -synchronous plugin on pre create event
Hello All,I have written plugin on connection entity on procreate event and want to throw exception from it. On connection entity I also have duplicate detection rule. I have created one duplicate...
View ArticleCRM 2013 Asyncoperation from Locked to Ready state.
Hi All,I have one Async workflow enabled on entity status change.Now, Somehow yesterday, while changing the status of that entity async request went in some how in Locked state.Do you know reason...
View Articlehow can i use customer level ?
HIin dynamics crm 2015 anywhare i search i cant find it . and any think like it , customer must have level like gold , silver , ... in dynamics crm we have SLAs and contracts but this entity are for...
View ArticleUser mailbox setup
Hi All,I have emails from a workflow that are getting stuck as pending. The workflow is successful but the emails aren't sending.We are running CRM 2015 online and some users (hopeful most/all soon)...
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OrganizationService vs OrganizationServiceProxy
Hi everybody,I have a small technical question: Could someone tell me the difference between class and OrganizationService OrganisationServiceProxy (which are both descendants of...
View ArticleCustom Duplicate detection rules?
Hi, the out-of-the-box duplicate detection rules seem very limited. I m on Microsoft Dynamics 2015 Online.It seems if I have multiple fields for emails or phones I can't cross check all of them if they...
View ArticleHybrid CRM
Hi Experts,I just want to know more about Hybrid CRM implementations. Is it possible to combine CRM Online with On-Premise CRM Database? We got a CRM On-Premise implementation and the business is not...
View ArticleSkype Incoming Call Integration with Dynamics CRM
I understand Skype for Business (formerly Lync) is integrated with Dynamics CRM such that users can click on a contact's phone number & it will automatically dial the contact via Skype but my...
View ArticleCapturing Multiple Data into a Single Field during Lead Qualification
Please I need your recommendation on this challengeOn the 'Leads' form, an additional field 'Vendor Source' was created to capture the 'source from where the leads were purchased from' e.g. from Vendor...
View ArticleNew CRM Megu Menu Navigation - Available On Premise 2015?
Hi everyone,Does anyone know if the new navigation with the drop down mega menu vs. the 2013 type navigation is available for On Premise for CRM 2015 or do we need to upgrade to 2016 to receive this?...
View ArticleUpgrade CRM dynamics Online 2015 to Version 2016
Hello,I have a question about the date of the upgrade instances of online CRM 2015, in order to switch to the 2016 version.Is there any date announced by Microsoft for providing automatic upgrade for...
View ArticleC# Script to Intelligently Upload Data into CRM
Frequently I have need to upload 'Phone call' activities from MS Excel sheet into Dynamics CRM but this can be very time-consuming & tedious especially because Dynamics CRM does not automatically...
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