CRM SSRS Report Cascading Parameters on 1 Record Report Run
I have a report in CRM that is used to run on one record at a time and involves 2 entities in the data retrieval. I am trying to get SSRS Cascading Parameters to work and am having difficulties...
View ArticleField Service - Send email message when appointment is set
Hello,I have a requirement to send an email message when an appointment is set in field services. I am using the bookable resource booking entity start time to trigger the workflow, but I need to...
View ArticleNotes
Hi,is it possible to configure the note section in a form so the user can only add 1 only note and not multiple notes.
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Plugin Assembly - Import Solution Error
Can someone help me to resolve this error, I need to load this solution and I'm having an issue doing so.Here's the log file I got with the above screen shot. <?xml...
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Import Solution - Plugin Assembly Error
Can someone help me to identify why the solution is throwing this error when I try to import the Plugin Assembly?<?xml version="1.0"?><?mso-application progid="Excel.Sheet"?>-<Workbook...
View ArticleMaintaining disabled field state when saving and when save is cancelled by a...
We have javascript on our form that runs in the onchange event of a field. It sets a second field's value based on the first field's value, then disables the 2nd field.When the form is saved, we have...
View ArticleSupport to configure IFD
Hello,I'm having a problem when I try to configure the IFD for the dynamics CRM 2016. The deployment is ok. I can access it externally on the browser.When I was adding the relying part...
View ArticleWhat MS accounts/services needed for creating app that makes Web API calls to...
Hi,I'm trying to figure out the process for creating and testing an "app" that will use the Microsoft Dynamics CRM Web API to push/edit data to a customers instance of Dynamics. I'm unfamiliar (ms...
View ArticleSharePoint link not opening from CRM Sitemap Link
Hi Folks,I have configured Sitemap link to navigate to SharePoint page. but facing below error.This content cannot be displayed in a frameTo help protect the security of information you enter into this...
View ArticleSending email to the every 10 th phone call record
Hello Team,I have a requirement where I have to send an email to contact whenever a 10 th phone call record is created.Can this be created through workflow or plugin? I am assuming that this can be...
View ArticleUsing the view link after the jump, navigation disappeared, what reason be?
Using the view link after the jump, navigation disappeared, what reason be?
View Articleunable to update Createdon field??
try { var fetch = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false' count='100'><entity name='kp_opportunityheader'><attribute...
View ArticleAssign custom entity to sitemap
Hello Everyone,I am developing a solution ,and created a unmanaged solution that have custom entity will be show in sitemap menu.I have compleated this and export solution as managed but when i am...
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How to reduce the height of footer in CRM form
In my CRM form i have BPF which contains some fields. I want to apply JS on one of the BPF field, so i have added that field in CRM footer, i have hidden that field not to show on form so that i'd be...
View ArticleReport on which users "follow" which contacts
Hi,Does anyone know if it is possible to create a report which lists contacts in CRM and the users that "follow" each contact?Something like...ContactContact OwnerContact Followed byJohn DoeBob...
View ArticleCheck , Attribute is not available in entity using IF condition
I can retrieve the entity in objRecord variable.Entity objRecord = service.Retrieve(<here retrieve>)If the value available in new_fieldname it will return in objRecord . so i will check like the...
View ArticleKey in "incident" entity
Hi guys. We need to create a key for the "incident" entity and the field we would like to use for it is "ticketnumber". The problem we have is that the field is not selectable for this key, does anyone...
View ArticleCan I set different Entity Permission for notes and attached files in Entity...
I want to attach notes and files to the entity in Entity Forms.But, some notes and files should be only for internal CRM users, and some others are allowed for Portal users.Entity Permissions can be...
View ArticleCRM 2013 OnLoad event not triggering after Save.
Hello All,We recently migrated from CRM 2011 to CRM 2013, in CRM 2011 onload events get triggered after save event but the same is not happening in CRM 2013.
View ArticleDashboards access in ASP application.
Hi All,I have a requirement where I need to display a dashboard within my .Net application on an asp page(can use i-frames or any working solution), the dashboard is hosted in crm online in this...
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