Installing CRM On-premise on a Server on Public IP
Hi all,I need some suggestions/clarifications on my following concern.I have access to a server on cloud, now if i install CRM Application on this server will it be accessible to all (outside the local...
View ArticleExecute fetchxml issue in web api
Hi,We have created the personal using advance find by adding lookup field in where condition and when we try to execute this view using web api (execute fetch xml of view) then we are getting...
View ArticleCan not delete Managed Solution (v7.0)
Hello MS Support team,My name is Aleksandar Kirilov - a developer from Concep and we would like to ask for a help with a problem related to customization we develop for Dynamics CRM 2013 (version...
View ArticlePossible to hide the attach button on Notes?
Can we hide the attach button on Notes or set access based on roles?
View ArticleLearning Path: Content Library link in Help menu is missing
HELP!The link to the content library has gone missing in the Help section of the ribbon. Anybody have the actual URL or a fix?PS: it did work before and all groups etc are set up. Thanks!
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FetchXML
Hi all,I was building a FetchXML based report for crm 2013 on premises, when i try to see the preview i receive the following errorAny suggestions? I am not sure where it is going wrong
View ArticleTwo clients with identical
We have two records with the same name. They have different roles. The more recent contact is the more active record. However, when I type in the last name I can't even see that record nor can I tell...
View ArticleImport data download template corrupt
When I'm in contacts and select Import data and download template for import I get an error message when excel opens:Excel cannot open file 'Contact.xlsx because the file format or file extension is...
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Can you prevent a Dynamic CRM Workflow from sending an email to a Disabled User?
I am using Microsoft Dynamic CRM Online and have a workflow issue. When the status of a case is modified, there is a workflow that kicks off to send members of the case team an e-mail. The problem is,...
View ArticleCustomer Portal options confusion!
Hi,I am working on introducing a customer portal for a local council who currently have- Dynamics CRM 2013 (on-premise and supported in-house) mastering external customers and case data- Forms (third...
View ArticleAn error occured while processing this request.
I am trying to save the record at Microsoft.Xrm.Sdk.Client.OrganizationServiceContext.SaveChanges(SaveChangesOptions options)var lead = this.GetLeadPopulated(leadLog, language, Event, account, brand,...
View ArticleError when clicking on Activities tab on Social Pane
Hi AllI'm getting the below error when clicking on Activities tab on Social Pane, contact entity. Posts and Notes tabs won't return an error. This is only happening for some contacts but not for all....
View Articlecustomize case resolve window
Hi, I am wondering if we can customize the case resolution window. when we open a case, and click the resolve button on the bar, a window pop up, can we customize the fields in that window?
View ArticleEnquiry View Issue
On eof the user is able to see some of the enquiries of other user as readonly. The shared summary cannot be taken out as for few month the audit was disabled. How can I remove those enquiries from...
View ArticleApprovals
I wonder if there any tool already exist to handle if I have two entities and both of them has the right to accept or reject what will be the result of one of them approved and the other rejected ?...
View ArticleCustom report issue when uploading to CRM
Hello,I have written a custom report with VS2016 with SQL based query with SSRS. All is ok when I run the report or publish it to Reportservices I can see the report and charts.When I try to copy RDL...
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CRM 2011 On-Premise: How do I find the Back end server?
HelloI have a CRM 2011 On-premise instance, in the deployment manager I can see there are two servers (as in screenshot).- Front End Server- SQL ServerWhere can I find the Back End Server? Reason I ask...
View ArticleRecord copy that works on mobile?
I have a client that is looking to copy a record with the push of a button, or similar. The trick is, they're mobile-only, and frequently offline. I don't know of any record copy tools that would be...
View Articlebing map control for case entity
Hi, Can I insert the map control in a case form, it is greyed out. currently
View ArticleHow to track length in current status (option set value)
I have an option set field on the opportunity and I want to track how long (x days) the opportunity has been in the current value of the option set. Is this possible via workflow and not code?
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