Issue with the Opportunity Form
When we are creating an opportunity, in the "Potential Account" input box it is filtering by both Account and Contact, which as I understand it is due to CRM doing some stuff in the background with...
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default lookup value to be the owner the ( current user )
In CRM 2011 when opening new activity both organiser ( lookup field) and owner populate current user name(Owner) like thisI have set up test server to migrate from 2011 to CRM 2013. So in the test...
View Articleupdate values in a subgrid help using a loop
hello I have a realtime workflow that populates address data on a contact form based on a subgridsee I have a workflow that populates fields based on a value of yes from one particular fieldif this...
View ArticleAccessing Opportunity Close Entity in workflow
Hi,I am trying to include the description used in the opportunity close entity in a mail that is triggered when an opportunity is closed but the opportunity close entity seems to be not available in...
View ArticleHow many users have been setup CRM outlook client on their machines
Hi,Is there any way (database query) to know that how many users have been setup CRM outlook client on their machines for an organization?Regards,
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No Microsoft Dynamics User Exists with specified domain name and user id
Hi:I have created new user at my server, when I browse Dynamics CRM, I am getting following error message.How can I get solution of this problem?Thanks.
View ArticleLocalization Specific Question : In which language did CRM is most used (...
Its great that Microsoft CRM supports 44 Non English Languages + 1 English language version's .In Which language did MS CRM application is mostly used , in aspects of business and users etc ??
View ArticleGenerate Billing Information for Case Resolution monthly for contract or SLA...
Hi i have requirement like generate bills for the customer contract on monthy so how can i generate billing information that display number of case resolved with total time and final amount.is there...
View ArticleGet quick find search text entered
Hi,I intend to invoke a button on command bar and fetch the search text used to filter the view. Is there a supported or unsupported way to do this ?Will be of great help.
View ArticleConfiguring Oracle data source in Scribe Insight
Hi,can anyone please guide me how to configure a datasource for an Oracle db in Scribe Insight (on premise, not the online Version)?Which Drivers / Adapters are required for that?I tried to configure a...
View ArticleCreate Multiple records (array of records) using CRM 2016 web api
HiPretty simple & straight forward question.. Is it possible to create array of records with one CRM webapi service call ? I have an array of "custom entity" records which are coming by a html web...
View ArticleUpdate a field when the user add record to grid
Hi,We have two entities:1. families entity.2. programs entity.They have N:N relationship.In families form there is a grid to add programs.In programs entity there is a field: "numFamilies".How can I...
View ArticleHow to stop Quick Create form from saving?
Hi,I was trying context.getEventArgs().preventDefault(); to stop save, its working fine on main form, but in quick create from, it doesn't allow user to save after calling this? It keeps on loading,...
View ArticleCRM 2016 mobile client connection using self-signed certificate
Can CRM 2016 on-premise configured IFD by using self-signed certificate, connect to mobile phone or tablet (android, ios) ? I have access in browser to the https ip address, however I cannot access it...
View ArticleDifferent forms based on sitemap
could any one help me on find out solution for the following scenarioActually I have an entity called Incident in my crm2011 applicationwe have 2 forms for that entity for example FormA and FormB....
View ArticleUpdated Certifications for Extending CRM 2016
Hi guys,I know I'm not the only one who waited in vain for an updated Extending CRM 2015 exam. Right now we have new exams for 2016, but none of them seem to cover the Extending CRM material, so are we...
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building first SSRS Report
Hi:I have created a SSRS Report in Visual Studio following this URL.But after generating report, When I run program in Visual Studio, I am getting following error message.When I browse ReportServer URL...
View ArticleHelp with constant error for the end-users of CRM
Hi,All the end users of CRM get a annoying error during usage.The error lets them continue the work but it is really annoying as they always see that pop-up and have to click on Send Report or Don't...
View ArticleSecurity role based access to SSRS report
Hello All,I am using CRM 2015 Online and i have some customized SSRS reports in CRM online. The requirement is that i need to show these Custom SSRS reports only to some specific security role. How to...
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