Resetting CRM while preserving data
Hello Everyone,We have been using CRM for several years now, through the years there have been a number of add-ons, extensions, custom fields, etc that have been added and (attempted to be) removed. We...
View ArticleWhat's the best approach for automatically checking new opportunity vs...
It's common for us to receive RFQ's from multiple sources from the same thing, in some situations a partner may register the opportunity as theirs in that case we don't want to allow quotes to go out...
View ArticleRe-import Error Message: The following option set values could not be mapped
Hi,I have exported all of my records from an entity in CRM and made the needed updates and are now trying to re-import that same file as an xlxs. When I brows my file for import I get the following...
View ArticleCRM Online Adaption Customizing RDL file editing in VS15
Hello community,I wanted to ask if you know competent CRM experts in Vienna, with experience in CRM customizations and RDL file editing.I use too much time for it and come to point, where I would like...
View ArticleSeeking definitive answer on what versions of Office 2016 are...
Our corporation is in the midst of a large Office upgrade program where we are moving everyone from Office 2007 to either Office 2013 (on premise desktops) or Office 365 (w/ 2016 code base) for...
View ArticleInline View Lookup will not display optionset value
We have an account lookup field on the case entity... when we initially attempt to lookup an account (inline) and it is supposed to show the first three fields, however, the view will not display an...
View ArticleBusiness units, teams, and restricted access
Hi I'm trying to set up business units and teams with restricted access to read/edit opportunities. What's the correct method to implement?My sales team users have the same security role with user...
View ArticleCRM Online Plugin connecting to an internal service
I want to write a plugin that utilizes a web service on a server running on an internal server (private company network). Can the plugin connect to an Azure VNET and by extension connect to a computer...
View ArticleDuplicate Detection View
Is there really no way to easily see the total number of duplicates? You have to scroll through all pages of 12 to find out how many you have.Also, is there a way to export your duplicates for off line...
View ArticleMicrosoft Dynamics 365 for Phones - Search function doesn't work - This view...
When using the mobile app for CRM, clicking the search button generates an error saying "This view is unavailable." I am assuming that the form/view needs to be enabled for phone express and mobile;...
View ArticleDynamics 365 Plan1 Licensing
It's to my knowledge that there is a minimum of 20 enterprise licensing for a tenant in Dynamics 365 Operations & Dynamics 365 Plan2; but I'd like to know what is the minimum for licensing Dynamics...
View ArticleDynamics 365 for outlook - Email sent stucked on "tracking pending"
Hi,I have an issue with the new Dynamics 365 for outlook app. When we track an email that have already been sent, the status stay to tracking pending indefinitely. I have the latest outlook version and...
View ArticleTimeTrackingCacheLoader Operation encountered some errors-SLA-CRM 2016
HelloPlease your help, I have a Customer of CRM 2016 On-Premise which has: Enhanced SLA with Calendar and Holidays. The Architecture is: 3 Servers (Web, App, BD).Looking at Settings/System Jobs/ See...
View ArticleEditable grid - Can't edit from lists
Hi,We have a problem where only one of our user can't edit from the list editable grid. It works as intended in subgrids and the layout in lists is the one of editable grid but when he select a field...
View ArticleChange business process based on field entry workflow not working in dynamics...
Hoping someone can shed some light onto this issues I'm currently having with a workflow.Up until now our company has only used Opportunities and had the Leads tab hidden. Going forward we need to...
View ArticleYou can’t track an appointment that was created by another user.
Hi,I am a user of a CRM organization, and I am using the CRM Outlook client. When I try to Track/Set Regarding an Outlook appointment that is created by another CRM user, I get the error message that...
View ArticleCreating self referential relationship for setting up Hierarchy
While creating self referential relationship for setting up Hierarchy settings, the "Hierarchical" option to select "Yes" is disabled. I am unable to change from No to Yes. Is there anything I need to...
View ArticleMarketing Lists
I am new to CRM and am trying to create a marketing list. I am using Static and Account. I was under the impression that if I chose Account, the list would include all contacts within that account....
View ArticleDynamics 365 (CRM) - On Premise - Is top navigation pane covering Command bar...
We're just trying out the Dynamics 365 release. It solves a couple big open help desk calls we had and I'd like to get it tested ASAP. But I immediately notice it has a huge issue. In all browsers,...
View ArticleCRM 2016 - How flexible is CRM 2016 Customization?
Hi All,I'm a junior CRM customizer and I would like to know how flexible is CRM 2016 Customization? I use the built-in tools to create forms, dashboards, and views but the tools just allow to create...
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