Report showing child entities data for Accounts
Hi Guys,I am looking for help to create a report which will return selected child entity data for a specific account. I could do this in Access without any issues but I am lost in CRM 2013.I am looking...
View ArticleConversion Rate Reports
Hi EveryoneI am looking to design a report that will show our lead to opportunity conversion rates as a percentage by campaign and also by salesperson.Can anyone advise the best way(s) to do this?I...
View ArticleMigrate Security roles
Hi All,i' m new on Dynamics crm 2016 (on premises version). and i need to know if there is a way to migrate user and security roles form development environment to productionthanks in advance for your...
View ArticleHow can I show All cases for the account of logged in user in CRM portal
Hello All,I have a requirement on CRM portal, where I have to show all cases of the Account to which logged in user belongs. It was possible in on-prem ADX portal by creating a record for Case access...
View ArticlePartylist lookup & Normal Lookup
Hi all,I want to know the difference between normal lookup filed and partylist lookup filed. Where Should I use partylist lookup filed?
View ArticleWord templates have incorrect Entity Type Code when uploaded to new organization
Hi,I've been developing word templates and a CRM solution with a custom entity used in the templates.Once everything was build, I've imported the solution and then upload some word templates, however...
View ArticleCRM Charts data plotting
Hi,I am working on CRM chart tool, which mocks behavior of CRM chart but I am failed to understand data plotting. I am stuck at plotting data of StackedColumn chart. Please let me know if anybody have...
View ArticleTypes of services & Their Uses in MS Crm
Hi Guy, can Any body tell me or give me links about the types of services that are in crm or plugin
View ArticleMS CRM Certification / Exams for PreSales and Application
Hi All,today I passed my Sure Steps Certification and want to go on with further exams. I´m planning to do PreSales and Application in Dynamics CRM. For both topics I am not sure which exam I should...
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Queue Lookup defaulting to Business Queues
HiDoes anyone know how to prevent the Queue Lookup from defaulting to "Business Queues"?Steps to reproduce:1. Open a Case2. Click on the "Add to Queue" button3. Select "Look Up More Records"4. Lookup...
View Articlejs function call
I have two webresources (js), one is my crearted, second is added from other solution (Add existing). I try to call function from second webresource and retrieve error 'function not defined'. How can...
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Starting Report Server task failed.
Hi, Getting the below exception when I attempt to start the report server.System.ServiceProcess.TimeoutException: Time out has expired and the operation has not been completed. at...
View ArticleDisable MRU doesn't work in CRM 2016 Online
Hi,I've disabled MRU for two lookups, Contacts and Users, and it still shows the most recent used list. This is in a custom entity.At update 1 of CRM online.Why is happening this?
View ArticleFailed Workflow showing Status as 'Waiting'
I'm looking into detecting and sending alerts for failed workflows.To create a failed workflow to test my alerts I've created a workflow that creates a record in a custom entity on update of a Lead. I...
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Products quote - does not appear trash icon
Hi,After performing the Windows Updates i don't see the trash icon for delete a product of a quote.It happens even with the administrator account. It's strange that when the page loads the trash icon...
View ArticleCreating an Option set field Label as Empty (Blank) i.e No punctuation or...
Hi guys,I have requirement here where I am using a custom option set field. As per the business requirement,I need an option value (label) to be Empty (Blank). No text or punctuation to be used as a...
View ArticleCase Resolution
Hi , We are using CRM 2015 Online. When a user tries to resolve a case using the external web address for crm online (xycrm.mycompany.com) they can resolve a case successfully. But when resolving a...
View ArticleDynamics CRM for mobile devices not working since iOS 10 upgrade
iPad not working with the iOS Dynamics CRM app since upgrading to iOS 10. I keep getting the message "You're signed out. You'll need internet access to continue. Correlation ID:...
View ArticleDynamics CRM developer Question :- Linq Query to do 2 left outer join on...
I am trying to use Linq query to get the Opportunity data and its Parentaccountid Account Fields and its ParentCotnactId contact Full Name in one Linq query.Most of the time Opportunity may have...
View ArticleCRM Online - Data migration
Hello,How can i move data (opportunities, accounts, leads, contacts) from sandbox to production server and keep the connections between them?/Mikael
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