Opportunity Access Teams and Templates
Hi everyone,I have an issue regarding access teams and access team templates which I'm hoping someone can help me resolve. On our Opportunities form we have a sub-grid to create access teams with read...
View Articlepinpoint
Hello,dear support.Please,tell me about some things:Is it possible to place (say 1000) markers (using set of LAT-LONG values) on Static Bing map image? Also, is there some sort of HTTP POST method to...
View ArticleCreate Users based on email Domain name and assign to account - workflow
Does anyone know of a way to automatically assign email senders to an account? I was thinking a workflow based on the senders domain name.So,If sender from contains xyzcompany then assign to account...
View ArticleTracing not appearing with diagnostic tool
Hi,I am having some issues with performance using Dynamics CRM 2011. I am using the tracing service to monitorize the timings between "actions" in the plugins.In my DEV environment the trace works,...
View ArticleOnly view (1) queue
Is it possible to create a security role that only has access to (1) queue.
View ArticleHow to retrieve all accounts from CRM in C#?
Hello! Right now I'm using the QuickStart project in Visual Studio that is provided by Microsoft to connect to Dynamics and retrieve/update/delete records, but there's one thing that I haven't found a...
View ArticleIssues in some javascripts after upgrading to Dynamics CRM Online 2016
Hi,We have just upgraded one of our Dynamics CRM instance from CRM Online 2015 to CRM Online 2016.While I could see rest of the functionalities working properly, there is a major show stopper for us in...
View ArticlePricing and Contracts
My organization has not used the Contracts entity in CRM previously, but would like to start. For some background, our pricing is not standard, but client specific. Our concern with adding pricing to...
View ArticleCustom Action Problem
I want to call Crm action from javascript but i am unable to do this is my javascript codefunction createPurchaseInvoice() { alert("start");debugger; var entityId = Xrm.Page.data.entity.getId(); var...
View ArticleAutofill field from parent account to child contacts
I have an optionset field on my accounts page that I want to autofill on the pages of contacts belonging to that account. I also want this field to update automatically for contacts when it changes...
View ArticleScheduled Duration - difference in working days
Hi, I'm looking to calculate the difference between the scheduled start and scheduled end date of a Custom Activity taking into account working days only. By default the Scheduled Duration Field takes...
View ArticleAccount Type in Accounts
What is the main intended purpose of this field?Is it meant to segment customers or is there another concept?Thank youChristian
View ArticleAutomatically creating a contact from a lead
I need to set up a rule/automation so that when someone creates a lead, a contact profile is automatically created.Please can someone explain how to do this.
View ArticleWhole number and Format Duartion
is it possible to add 9,10,11 hours after 8hours as its showing 1 day after 8 hours
View ArticleRetrieve Mobile Phone and telephone using Retrivemultiple C# FetchXML
Hi All,I am trying to retrieve contact info in console application using FetchXml and RetriveMultiple.I am using CrmServiceHelpers.cs and DeviceIdManager.cs from SDK.It is showing mobileInfo and...
View ArticleDecrease CRM Solution import and export time
We have a CRM solution having 132 entities. When we are trying to test it with "MPR Dynamics CRM 2013 Test Tool v4.4.7", solution is failed due to import and export time. It's import time is Apporx. 12...
View ArticleAdding a button like the "CRM Help Center" one to the Navigation Bar
Hi all,I would like to create a button with the same behaviour as the "CRM Help Center" one in the Navigation Bar (The one under the "Help Center" area in the top menu). What I need is a button next to...
View ArticleSometimes Disqualify button disappears
Hello, I have a problem, sometimes disqualify button just disappears and after a few days reappers again, maybe someone know, what is the cause of this? Thank you.
View ArticleExcel file formats
Hi,I want to know if its possible to change the way that CRM handles exporting to excel, currently all our exports are .xls which for some reason or another dont open at all, when i change them to xlsx...
View Article