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Change default period in Interactive Hub

Default setting of the interactive hub is to display the current quarter.I would like to always view my dashboard with the corresponding incidents for a longer period then the current quarter. I know...

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Planning task / appointment for another employee in CRM syncs the task /...

When I plan a task or appointment for an employee the task / appointment also shows in my agenda / calender in outlook which of course is not correct. I changed the owner of the task / appointment in...

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Customizing the social pane on the account view in CRM. Under activities we...

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Read-only Mandatory Fields Got Caught In Required Fields Validation

Hello guys,I've got a confusing problem here. There's this form with a mandatory field that has been set as Read-only field (greyed out). This field's got caught in the 'required' validation when I...

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Create E-Mail for Team Administrators

Hi everyone,I recently tried to write a workflow, which creates an e-mail automatically once a task is assigned to a team.The team administrator is supposed to be the receiver of this reminder...

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Mismatch between form value and in code for Currency field

Hi,There is a Currency field on form in CRM 2015.When i get the value of this currency field in Plugin code,the value got change like if there is a value of 1200000 in form then in code its showing...

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CRM Case - Resolved on & Resolved by

HiNever understood why in CRM there is not a resolved on and resolved by fields which would be helpful. Does anyone have any work-abounds for this?Thanks.

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CRM Unlock footer?

HiIs it possible to completely unlock the footer on a form and the fields within? I can unlock fields in the header but not in the footer?Thanks

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Are price lists carried over with solutions on deployment?

Hi All,I have developed a solution in a test environment, we are ready to go live in the next few days however, something is worrying me.The solution developed uses the SALES functionality of CRM, the...

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A Record with these values already exists.

Hello,Users are receiving this error in Outlook. They will be even doing something unrelated to CRM and will receive the popup. The record it seems to be trying to create is an email activity. Here is...

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How to be a dynamics crm consultant?

Hello Everybody,I am aiming to be a dynamics crm consultant someday, and i want to make a plan for that so i can follow it over the time.what are the important steps i have to follow?how can i prepare...

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Error: When Update the Case in CRM

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]:...

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Image not visible in email body for MSCRM 2011

I am using email router to send emails for CRM 2011. I have created an Email template. In this email record, i have pasted an image embedded and static text content:I used this tutorial to embedded...

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Dynamics CRM "Lightweight" App for Outlook 2016 Desktop Issues

I'm trying to use this app add-in on Outlook 2016 (32-bit)/Windows 10, and it's very flaky with regards to opening and authentication. We're on Office 365 (Exchange Online) and CRM Online 2016, server...

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Getting a invalid token after upgrading to CRM 2016 OnPremise

I have a windows 8.1 app that is using ADAl to connect to CRM 2015 and also the Microsoft.Crm.Sdk.Mobile PCL to get data from CRM. I upgraded one of my environments to CRM 2016 OnPremise and now I am...

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CRM have SQL Server inside?

Hello,I just wonder if CRM use SQL Server to perform all actions?Every sintax on the CRM Database is the same of SQL Server?How it storage the information in the database? use tables? view? how? Thank...

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Deactivating a Parent record still allows child records to be changed

When deactivating a parent record, is there a way to also have it automatically deactivate the child records?I have  Purchase order with a 1:N relationship with purchase order line items.  If I lock...

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Evaluate text field as numeric field with WF?

Hi guys,We have a connector with a 3rd party company that sends us (push) information to our CRM. They send us the number of employees (any value) and we capture it with a TEXT field (numeric won't...

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Closing Won Opportunity as Lost

Hi,As a part of a clean up we are taking out opportunities on a condition and closing them as lost, i am able to achieve the same using the code below however this code fails when the opportunity is...

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Unable to sort custom field on Account form

So I created a new custom field for Account called "Total Potential Revenue" of type Currency. But when I click on the field name to sort the data, it shows an "up and down arrow" like sorting but the...

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