Social media integration
Hi There,Looking to integrate a section on the main dashboard or account page where all users can see Tweets/ linked in posts from their accounts/contacts> can someone suggests a solution excluding...
View ArticleYou don't have sufficient privileges to open lookup dialog box error in CRM...
Hi,I have exported a solution from one of my existing CRM Online instance, and imported to another new instance which is also CRM Online 2016.The solution contains customized Opportunity entity (forms,...
View ArticleService Level Agreement Microsoft Support
Hi there,Is there an SLA from Microsoft available about the support they deliver to Microsoft Partners if you request a support ticket?If this is available, where can I find this?Thanks in...
View ArticleCRM 2013 Javascript for override click event for salesorder entity form...
Hi,I want to override the click event for salesorder form subgrid nav button(here on "Test Order" highlighted with yellow) as shown below.By , default the salesorder header page opens without...
View ArticleNeed to shown grid in other custom entity.
Hello All,I have contact which having 1:N relationship with X custom entity and its grid i can able to see in contact form.Now,I created a Y custom entity and here i want shown that previous grid(which...
View ArticleInvitation Code Registration
Hi,When creating an invitation to invite contacts to register for a portal account an invitation code is automatically generated e.g., Gi7p/Hp9+xt...The problem occurs when following the registration...
View ArticleInherit relation
HelloI got a requirement for new process and I will be glad to get your advice: The account entity has 1:N relation to the account entity , that represent the son accounts. I created a new entity for...
View ArticleBusiness Rules Not Running
I have created some rules to automatically calculate TAX to Quote Products. A new field has been created called VAT that calculates the VAT/Sales Tax amount based on the Amount / 100 * 20. this works...
View ArticleSecurity for iphone app
Is there a way to force a password entry for the CRM iphone app every login? We plan to put in a lot of confidential information and are afraid of the idea of an employee losing their phone and...
View ArticleActivity Dialog page - Opportunity Subject cannot be displayed ?
Whenever I view my dashboard for activities, I like to see what must I do for all my Opportunities..I can only see Opportunity Number, but the corresponding Opportunity Subject data field is NOT...
View ArticleSmall Section in entity
HiI have page entity with 5 list/charts, i have problen with the one list that it is small.(The lower list)I try to change the rows number from 4 to 6 but it is still not good and the size not changed,...
View ArticleProblem with MS Dynamics CRM Plugin 2016 SP1 for Outlook 2016 "Cannot insert...
Has anybody seen such a Message and can help me to solve this Problem.One of our sales-staff got these notification two times this day.Has anybody a clue what cause this Problem?Greetings
View ArticleQuick find not displaying all records possible for Processes entity
I recently upgraded our CRM system from Dynamics CRM 2011 to Dynamics CRM 2016 on premise. When users or myself attempt to search Processes using the quick find search on the entity, it only displays...
View ArticleCRM 2013 Rollup 4 SQL question
Hi AllI am just planning the next set of rollups in our environment. We have a development environment which as 1 full server setup and 1 separate SQL server box.We tend to roll these updates out via...
View ArticleGet ID of record onSave in Quick Create form - CRM 2016
Has anyone successfully managed to retrieve the ID of a newly created record in the OnSave of a CRM 2016 Quick Create form.We want to fire a function that generates child records and associates them...
View ArticleDashboard Question
can I have the following on the CRM dashboard fairly easily? CRM will allow totals to show as part of a graph or chart (see Closed Opps by Lead Source, Lost Opps by Region, Distributed Leads)CRM will...
View ArticleHow to create Word Template which extracts x attached images from notes?
In CRM Online, is there a possibility to also use Note attachments to be used within Word Templates?
View ArticleAutomatic Case Creation - case only created if personal email is included on...
Hello,I am trying to set up automatic case creation for Dynamics for our support desk. I've followed the instructions that I have found online and have created a queue, record case creation rule and...
View ArticleOrganizationServiceProxy via reverse proxy - Basic Authentication
Is it possible to use OrganizationServiceProxy via reverse proxy that requires Basic Authentication?
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