Reportviewer not working after upgrade to CRM 2016 0.1 in IFd-mode
Hi,After upgrading an IFD-configured organization to CRM 2016 Update 0.1, reports are no longer worker when using the internal URL. All report controls are disabled... I'm seeing the following errors...
View Articleactivities and closed activities access
Hi,I use dynamics crm 2011. The tab of a person contains records of activities and closed activities. I need to know that can limit the consultation of these activities to those created by the user....
View ArticleActivity updating ownership
There are a few activities which I need to update the owner of the record but they are in Completed status or Open. With completed, I cannot edit the record anymore.Is there an easy way to update the...
View ArticleCRM 2016 on-premise problem transferring SLA between instances
So, I set up an SLA (default) for cases in DEV and pushed the baseline solution including SLA to TEST.Then the requirement for the SLA was clarified and I changed the SLA in DEV.In fact there was no...
View ArticleOWA and MS Dynamics
Has there been any progress made with utilizing MS Dynamics full functionality through OWA (Outlook Web App)?
View ArticleKeep Notes formatting from CRM 4 to 2015
Hello!We are migrating from CRM 4 on-premises to CRM Online. I exported the data from NOTES entity (through a View) and imported it to CRM Online, but the formatting of the note is not kept. When I...
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MS CRM for Outlook 2015 - Incompatible!
Hi,I am having an issue while I try to review the synchronization settings within CRM for Outlook.The software versions are the next:OS: Windows 7 Professional Service Pack 1 (64 bit) - SpanishMS...
View ArticleThemes default color is showing up for some users?
Folks,We customized a theme for our crm to show red color in the navigation bar, but some users are seeing the default dark blue color. I didn't found any resources, could anyone share their...
View Articlehow to stop Lead conversion from creating an Opportunity
Assuming this is a pretty common scenario for many here. I want to restrict CRM from creating an opportunity when a lead is converted to An account. Right now I am using status Reason 'Account Created'...
View ArticleProviding Promo Code for Fee waiver
Hi All,We have program in places where we allow selected customers a fee waiver when they apply to become our customer. We are using ADX portal to receive application data in CRM. One of the challenges...
View ArticleCRM contacts not seen
I had a customer contact me today who runs a small business with SBS2011 and Dynamics CRM. One employee who normally works remotely came into the office today and logged into a computer and setup...
View ArticleCRM 2015 Outlook plugin in Citrix. Cannot display folder.
Hi all, I’m having problems with the CRM 2015 Outlook Plugin running in Office 2013 32bit. It’s a Citrix XenApp 6.5 environment on Windows Server 2008 R2. The Outlook client connects to CRM Online,...
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Unable to track / associate emails with leads and opps (in Dynamic CRM...
I have been trialling Dynamic CRM online of late. So far I could not manage to attach or associate an email in my outlook client, to an existing lead or opportunity in CRM online.I have made sure that...
View ArticleGood tutorials for learning plugins for beginners
Hi,Can anyone suggest good blogs or videos for learning plugins for beginners , please help me in this I want to practice myself to develop plugin by my own. I am not expert in dotnet ....Thanking you
View ArticleSetting a proxy server in plugin
Hi I am trying to access a webservice through plugin and it works fine until I try to set a proxy server. I am using the following code to set the proxy //Create the SOAP binding for call...
View ArticleSet Filter On Of Associated View
Dear All,My developer want to set Filter On of Associate View of Contact, Account, Opportunities to All not the default of the system. But it is not working, he has tried to use java script for...
View ArticleHow to Restrict the Products based on Business Unit to the BU users
How to Restrict the Products based on the business Unit to the Business unit users.. For example, Indian products are not visible to the Singapore Business unit users, as Singapore Products are not...
View ArticleIs it possible to create a new CRM Online Organization using C#.NET...
Is it possible to create a new CRM Online Organization using C#.NET application ? If YES then please provide some code for it.
View ArticleStatus of disqualified Lead
Hi everyone,yesterday i was running into some troubles with the status of a disqualified lead.I tried to do add a new reason for the disqualification of the lead. The standard ones, lost, no contact...
View ArticleUnit Conversion Concept in CRM
Hi,Do anybody knows the concept of unit conversion in Microsoft Dynamics CRM 2016?
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