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Microsoft Dynamics CRM Fetch Type is not Available
Hi Guys,In BIDs , there is no Type "Microsoft Dynamics CRM Fetch". I have Visual Studio 2013 & SQL Server 2012.I also installed "Microsoft Dynamics 365 Report Authoring Extension".
View ArticleDynamics 365 Online Pinning Specified Chart on Individual Entities
Hi there,I am struggling to figure out how to pin a default chart on an individual entity when you open up the chart pane on the likes of Account or Opportunity. At first I thought it was alphabetical...
View ArticleSample code to get rolename based on userid provided.
Hello All Experts,I want to get the Role Name using c# code based on userid provided .how to get it.can anyone provide me with a sample code.
View ArticleRecommended MAXDOP for SQL instance
Hello,One of our customer is using SQL Server 2008 R2 in association with Dynamic CRM (DCRM) 2011 - Underlying physical server got 60 CPU and there is no other application running on underlying host.I...
View ArticleHiding ' Add New ' from a Custom View
Hello , Can anyone help me out to hide a '+' on a custom view on dashboard ?Thanks in advance
View Articlegrid Filter crm 2016
hello buddies, actually ,my requirement is to filter my grid of prescription based on issue.here I have to get only that data of prescription which is belong to that issue only....issue is my lookup...
View ArticleEntity Permission in Dynamics 365 portals
Hi,I Have 2 user in Dynamics 365 Portals.In Dynamics CRM Portals, I have 2 Entity List for 2 custom entity - 1. Custom Entity 1 and 2. Custom Entity 2.According to my requirement,User 1 can only see...
View ArticleUSD CTI Integration
If I want to integrate USD with CTI, how I should go about? What all is required ?
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Custom Filter on add Existing Product to Qoute / Order
Hello,I was trying to build custom filter for adding product to the quotation or order that shows only the bundlesso when you click on the Existing Product:we want only the bundles show on the search...
View ArticleImporting document templates between organizations
Hi guys,Do you know if there is a way to export document templates (Word, Excel) from one CRM organization and import them to another one? I cannot find any information about it.Regards,Anna
View ArticleDeploying CRM 2013 for Outlook to Outlook 2016 in SCCM
Previously posted in SCCM but was told to come to outlook... and now here, 3rd times a charm!!Hello, Advice very much sort and appreciated!I'm trying to do a deployment for CRM 2013 on Outlook 2016 and...
View ArticleUpgrading CRM 2013 on premise to CRM 365 on premise
Hi, how to Upgrade CRM 2013 on premise to CRM 365 on premise
View ArticleMS CRM 2013 new installation missing data source connection with fetchxml for...
Hi All,I have installed ms crm 2013 with sql server 2014. Operating system is 'Window Server 2012 R2'.I have installed Visual studio 2010, 2012, and 2015.While created ssrs report for crm fetch xml, i...
View ArticleThe command bar disappeared from all forms
Hi all,We met an issue on Saturday morning, the command bar "disappeared" from all the forms on all the environments. "Fortunately" a hard refresh was enough to fix this but the impact on the customer...
View ArticleConnect to CRM as specific user from WebAPI application
I have a question related to create programmatically connection to CRM from external app.So, I have WebAPI application with Windows Authentication. In the same domain i have on-prem CRM instance.I want...
View ArticleDynamics 365 Portals
Hi!As I understood I could create only one portal for subscription.But I need few portals like customer/partner/government/community/...Could I do it?Have anybody some ideas about it?
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Pass client record to It's Phone call record
Hi all,I have a client form as shown below:When I click on add phone call as shown below:When I click on add phone call, I have a form as shown below:What I need here, I need client's phone number and...
View ArticleCan We create and sync Meeting Invite of Outlook into CRM. Appointment i have...
Can We create and sync Meeting Invite of Outlook into CRM. Appointment i have sync but need to know can we sync Meeting Invite of Outlook to CRM and for that to we need to Create a new custom entity...
View ArticleAuto Populate Option set fields based on Country and State
In my account form i have added 2 custom drop down fields(Option Set) called country and state and i want to populate the state field based on the country field value.Is there any possible way to...
View ArticleCustomer Self-Service Portal in Dynamics365
Hi, I am not able to create a case from the portal itself. it is giving an error while creating the Case. An unknown failure has occurred. Error ID # [df3d8591-0f5c-49bc-9962-4f5d5f34a60c]
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