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Email Templates; Security Permissions required
HiAs a System Admin I can assign any email templates I create to the organisation.I want non-system admin users to be able to do this. They have the following security permissions.They still can't...
View ArticleCRM 2011 Plugin exception for Oracle Connection.Open()
Hi,I am trying to insert the record into Oracle database, sometimes insertion is happening but sometimes it gives below error in the event viewer. But if I try to debug the plugin it is working...
View ArticleWon Form
Right now on won form copetitor is greyed, Can we open the same for user, as I understand the form are uneditableRgds,
View ArticleHow to get attribute values of a related's related entity
Hello All,For some custom requirement, I have to write custom code to replace the tags values of a Word Document Template from a C# code. The code should not be written for specific CRM Entity or...
View ArticleDisplay dashboard on the form
Hi ,I have a requirement where i have to show a dashboard on account form like 365 degree view with all the related entities of that particular account based on status with chart like a out of box...
View ArticleGet Current AsyncOperationId in CodeActivity
Hello guys,I am currently working on some new CodeActivities for CRM 2011 and I got stuck with one particular problem.The new Activity is supposed to execute a given Subworkflow every X Seconds for...
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"Property" is required when Exporting my solution
HiWhen Exporting my custom solution, it prompt me the following message:But I cant find those components to add to my solution.
View ArticleCondition operator 'NotNull' requires that no values are set. Values.Length: 1
Hi,I'm deriving new workflow step from an existing Codeplex solution (https://msdyncrmworkflowtools.codeplex.com) step "Update Child Records"). I'm trying to add possibility of filtering child...
View ArticlegetSaveMode() always returns 1 on email
Hi!I've added a function to the onsave event in MSCRM which is supposed to check the save method and do some stuff if the email is sent.According to Microsoft's documentation it should be possible to...
View ArticleOpen OneNote documents directly in OneNote app (not mobile)
When you setup the OneNote integration, you can add OneNote documents to your records.If you have linked a document and wish to open it, this will by default always happen in OneNote online. From there...
View ArticleDisable Explore CRM Pop Up upon login from CRM 2016
We are using Dynamics CRM 2016, on-premise. When users log in, they always receive the pop-up that says "Explore CRM" with a tutorial that you can click through. Even when you click the option to...
View ArticleMapping custom Lead to Opportunity Fields not working
I'm trying to map the custom fields I created when qualifying a Lead to an Opportunity. I go into the "Create Field Mapping From Lead to Opportunity" and select my Source Entity Fields and my Target...
View Article"You can’t track an appointment that was created by another user" error when...
Hi All,We use CRM 2016 Online and use "Microsoft Dynamics CRM for Outlook" synchronization mode.Also we set "Appointments, Contacts, and Tasks" to None for global Email Setting and for each user...
View ArticlePROD 2 DEV
Hi All,I want to create DEV Environment from PROD any ideas?Please Guide!Thanks
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How is the contact communication card configured?
Hi folks,Getting varying results with what fields appear on the communication card for a contact in the mobile app.In the example below, the 'no' refers to a custom field that we have on some of our...
View ArticleDifference between Instance & Solution in Dynamics CRM
I really can't find the difference between Instance and Solution in Dynamics CRM.I can understand the difference between SandBox instance & production instance.And also I get what solution means in...
View ArticleAlways-up CRM (in this case 2013) -- solution updates
Can you direct me to articles and documents covering the use of load balancing to conduct solution updates. I've seen the NLB setup articles and I read that they can be used to apply updates, but I'm...
View ArticleCan you build relationships for three entities?
I am trying to create a relationship between Account, Case and a custom entity (subscription). So, these relationships already exist:1:N Account:Case1:N Account:SubscriptionIs there a way to create a...
View ArticleAccount view
From the account view, under cases, clicking the “List” view does not display the expected list of cases.
View ArticleAdvanced find-case
When creating an advanced find or custom view there is no way to pull in channel.It is not an option when selecting query attributes and is not available when adding columns to the query results.
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