Cannot add new Processes component into solution
Hi All,We are using CRM 2016 On-premise and while setting up the Business Process Flow on Custom entity we found out a strange issue in BPFs. After adding multiple conditions with AND operator in BPF,...
View ArticleActivities shown in Social Pane
Hi everyone,we are using Dynamics CRM 2015 Update 0.1 On-Premise and are having some problem with the Social Pane.For us it is not clear, which activities are shown in the Social Pane. For example, in...
View Articlemark a relationship as enabled for hierarchies not possible
Hey, I tried to mark a relationship as enabled for hierarchies but I can`t press the "done" button. What am I doing wrong?Thanks and best,Amber
View ArticleHow to change where cursor appears when form loads???
When our form is first loaded it is bringing the user to a field at the bottom of the form and thus we all have to scroll up which is annoying...Is there any way to choose which field the cursor will...
View ArticleLimits in programmatically creating new attributes in CRM
Hi,Are there any limits in programmatically creating attributes in Dynamic CRM 2016 aside from MaxAllowedAttributesForEntity and MaxAlloweColumnsOnSqlViewOrTable. I'm trying to build a solution that...
View ArticleDuplicate columns in reports
Hello, We are creating custom reports in our CRM 2013. I have set up the columns and groupings that I need. However, when I run the report, every column is duplicated. I do not have the "Include...
View ArticleImpact of Admin Account
What are the risks of using one CRMAdmin account on development and production server?
View ArticleActivityPartyBase Supported Delete Options CRM 2013 O.P
I am looking for procedure to reindex for Dynamic's CRM 2013 On Premise specifically on the "ActivityPartyBase" Table. There is msdn documents which utilizes the CRM2013 SDK for the...
View ArticleFantasySales, what happens when you "reset jobs"
Hi,In our sales competition FantasySales shows different points in different views which are "Leaderboard" and "Chart by points". Of course this seems to be some internal problem in FantasySales but...
View ArticleCRM2016 add custum button to processus
Hello, its possible with CRM 2016 To customise the processus (business processus flow of lead for example) to add a button in the processus ?thank you for your help
View ArticleHide OOB "NEW" button using ribbon workbench
Hi ,I have to hide OOB " +new" button in some forms of contact entity using ribbon workbench.and it should be available on some forms too.How to achieve this ??/
View ArticleHow to update a field on a list of Closed Opportunities?
I have a "Segment" field under "Opportunities" that looks up the information from Accounts. For some reason it did not lookup the field and some of these opportunities have now been "closed" with...
View ArticleHow to use Web API Action to update the Status of Record in MSCRM2016?
Hello All, I am trying to update the Appointment Status by using the Web API action,can anyone please share the pseudo code/steps to do it.Thanks !!!
View ArticleCRM Emails looks like plain text
Hi GuysI'm trying to send some CRM emails to my email accounts on (hotmail, gmail, yahoo, etc), the problem is that in CRM those emails have a good format (italic, links, font color) but when is...
View ArticleRename file name for Share Point
Hi, does anyone know how can I change the file name when user upload a document to Share Point. If user upload a file name abcd.txt in CRM for Share Point, I like to change the name to efgh.txt.I can't...
View ArticleCouldn't see html button controls in CRM mobile app.
Hi ,I have used html buttons on entity form. I couldn't see buttons when I try to view in mobile app.Please suggest.Thanks
View ArticleAmending deactivated contacts
A bit of an odd question but is it possible to amend deactivated contacts without activating them.We have about 50 contacts with personal and sensitive information on their records and I would like to...
View ArticleNot able to run dialog on appointment page?
Hi there,I am trying to create a custom dialog that will prompt a user to create a task after marking an appointment as complete.I have everything setup (dialog, js, button via ribbon editor) and went...
View ArticleHow to update changes from sandbox crm instance to production crm in crm 2015...
Hi Recently in my Sandbox instance,I have added html web resource and removed some fields in my Account entity form as well as added javascript then removed some onload events on form.Now if I want to...
View Articlemark a relationship as enabled for hierarchies not possible
Hello, I tried to mark a relationship as enabled for hierarchies but I can`t press the "done" button. What am I doing wrong?Thanks and best,Amber
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