copy from one field to another at crm on-line
Hey, I have an issue about leads. I have excel file which I would like to import to my CRM on line.I would like to know it the lead already exist at the CRM , if it exist then I would like to update a...
View ArticleThe type or namespace name 'XRM' does not exist
Hi,I'm receiving the following error in visual studio community 2013 while working with Dynamics crm online.The type or name XRM does not exist in the namespace 'Microsoft'(are you missing an assembly...
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The mail processing is disabled for this mailbox.
Hi everybody, how are you?,I configured CRM 2016 Online for use with GMAIL, the situation lies that I can not run with GMAIL, and check the doc of MS, so such as forums.Left image, maybe one happened...
View ArticleEmail settings
I have started at a new organisation and need to confirm the system settings for emails.It is CRM online with Exchange online, all users also have Outlook for Dynamics installed.The requirements of the...
View ArticleJavascript Mobile
Helloi want develop code that work in CRM Mobile,can anyone please tell me if this javascript functions work in CRM mobile or...
View ArticleChange the Date format
I have the o data method returning result of date field as "Thu May 21 00:00:00 UTC+0530 2015 "...how can i change the format to dd/mm/yyyy . Thanks,Mohammed Waseem.
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"View Regarding" Option in Outlook 2010
Hello Guys,My customers are facing some issues in Outlook 2010. They integrate their CRM 4.0 with Outlook 2010.When they create/view Task from Outlook the Option "View Regarding" is disabled.I have no...
View Articlechange values for subject entity in crm
Hi, I would like to use subjects for Cases. I search both the subject entity and the case entity to see if there is anywhere i can edit the option set, but I cannot seem to find it. Can someone help me...
View ArticleCan I Import Products with Family Hierarchy (Parent Product Family)
I want to import products with Parent product families already, so that I do not have to publish the records one by one, but instead publish just the Product family. Is this possible? I understand I...
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FetchXML returns same record multiple times
I designed a report using FetchXML to display multiple records in a table. When the fetch is executed in designer, it properly displays all records associated. However, when the tablix is associated...
View ArticleHow to find CRM users when they last accessed ?
Hi,Can someone please help me that how to query all CRM users when they last accessed? I checked with audit but am not sure if we can get for all the users as it has thousands of records.Thanks in...
View Articlecrm 2016 set regard value clear when forward email
Hi all, we have noticed that crm 2016 clear the value on set Regard field when forward email to a staff member . earlier version we didn't have this problem. Please advise did I forgot to turn on...
View ArticleMulti-level, Multi-Dimensional Relationships - Any Ideas??
Hoping someone out there has done this and can give me some insight on how I can make this happen.Scenario:I have an Account - this Account can be associated to Many Groups - The Group can only be...
View ArticleThe first plugin's execution takes a long time
I have a plugin that updates the opportunity product quantity after a bundle is added to opportunity. The first time that the user adds a bundle to opportunity, the plugin's execution takes long time,...
View ArticleOne Contact and associate to two accounts
Hello,We have a requirement to have one contact associated to two accounts. I saw the articles showing to either do a N:N Relationship or connections. My question is how would i show on the contact...
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Trouble with Dynamic Values in Form Assistant while building a template for...
Hi All,I'm having a lot of trouble dealing with the form assistant trying to create a message template within a process. When trying to insert "dynamic values", after I save and activate the process, I...
View ArticleWorkflow for Entity to Deactivate current record when you Create New Record
Can I use a workflow to deactivate the current entity record on creation of new entity record?Eg. I'm taking Surveys. I want a history, but only want the most current to be Active.
View Articlepass field name as a parameter to get value of field
hiI have a date field I want to use across many forms and I do a date check off number of daysand I check multiple fields on the date formI created a javscript to do the date check and I want to know...
View Articlecreate custom entity for opportunity to maintain fields audit history
Hello All,I need to create custom entity for opportunity to maintain fields audit history(estimated close date, estimated revenue, status and account change). Custom entity what i created with column -...
View ArticleCRM C# Update is failing (System.InvalidCastException: )
All, I need help. Can someone please tell me why I keep getting this error when I try to update the salesorderdetail entity? I get this error on the...
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