MS CRM-Workflow job failed/Waiting
Workflow job failed: System.Data.SqlClient.SqlException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #77421863.The workflow sends email.But it...
View ArticleUpdate Record brings up the wrong form
Hi GuysI'm building a brand new process for sales team and I need to create a workflow to update the Current Stage field every time when the user will progress to a new stage. All good so far but in...
View ArticleAutoSave
I have override Save button functionality adding custom ribbon button. But can not override, customize autosave button working, any ideas ?
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Office 365 Outlook, CRM Online
I am not sure if this is a problem with Outlook or just with CRM. But when we set the regarding of an email to an account the email does not show up in the account. I did a test as example:Here you can...
View ArticleConvert to opportunity column pre populate
Folks:I have a column on Appointments form as 'Products' which is a lookup. I also have a column as 'Products' in the 'Opportunity' which is also a lookup. When I convert a Appointment to Opportunity...
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Issue with Organization Service URL
Hi All,I am new to Microsoft Dynamics CRM 2016. I want to extract data from Oracle database using Talend Open Studio (ETL tool) and load the data into CRM database .I need to communicate using...
View ArticleSolution Deployment Issues
I came across some issues when deploying a solution, both unmanaged and managed, into another instance. Some customizations and configurations set in exported solution did not propagate into new...
View ArticleBest practices for Custom entities used to summarize data for a report
Hi,I was trying to build a CRM Online FetchXML report fetching more than a million records (the SQL equivalent had several JOINS, cases, nested SELECT and etc.), so I've resorted to create a custom...
View ArticleDisplaying all Child sub grid values in parent account
Hi,Thanks in advance for the help !I want to roll up all child account's sub grid values to parent account and display in parent account. Also it should allow for quick create? Vamsi.
View ArticleIs there a way to view email processing logs on CRM?
I would like to diagnose the issue of not receiving external emails to a particular email in CRM. The email is being received within the Gmail service, but it is not being created as an activity on CRM...
View ArticleCRM 2015 export data format different from CRM
Hi,We hava a old pivot table that my company uses to predict incomes from opportunities. We need to add add new collums to the file so we can get more details from the export. for this I created a new...
View ArticleAcces denied for cross-domain IFrame in CRM 2016
Hello,I am using CRM 2016I am trying to display a page from another website on an entity form. https://www.google.com for example.So i created an IFrame with a link to the page.But i am getting "Acces...
View ArticleAuto Numbering with ADX Studio
Hey guys, looks like the ADX Studio is a bit out dated. I'm not too sure how to edit a current auto-numbering definition and request within the Adxstudio CRM 2011 Productivity Pack.Any thoughts?
View ArticleCRM Plugin not connecting to CRM Server
Hi guys,First attempt at posting in this blog - hopefully you can help or guidanceI am attempting to connect the outlook CRM plugin to a CRM solution which is being provided to us by a 3rd party CRM...
View ArticleAdd 'Write-in Product' to Custom Opportunity Product Sub-grid
In order to fix other functionality issues we replaced the default sub-grid with a custom sub grid for Opportunity Products within the Opportunity.The problem is, now the only option when selecting the...
View ArticleAdding the Site Entity to the Service Calendar "Type" pick list
Hi there I am looking to add the Site Entity to the Service Calendar "Type" pick list & the resulting sites populate in the Service Calendar. Is this achievable? & if so how much customisation...
View Articlecorrect a spelling error in customer's account name
One of our customer accounts has a spelling error in the Account Name (required) field. The users are tracking this account with the outlook CRM connector. If I change the name in the CRM (2015...
View ArticleCRM 2016 MB2-713 Sales Exam - Need Pre-Test Samples
I'd like to find a CRM 2016 MB2-713 Pre-test sample test format. I need to re-certify on CRM 2016, and not wait until September. Can anybody share with me whether there are any pre-test sample...
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CRM Opp Save creating duplicates
Hello,We're running into the following issue. It isn't happening consistently though, it seems to be random.When creating an Opportunity when hitting save, the following message pops up:"Leave this...
View ArticleCRM Online Trial cant receive email using exchange online
Hi,I have a problem with server side sync.I'm preparing demo for one of my client using crm online, and already trial office 365 with E Plans.but, when I try to test and enable mailbox using exchange...
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