How to create instance for Microsoft Dynamics NAV?
Hello,I know this is CRM community. I want to know few thing that I can get answer from here. Currently, I am developing plugins for Microsoft Dynamics CRM. I want to start development in Microsoft...
View ArticleDynamically Generating SSRS Report - MSCRM 2015 On-Premise
<< Long Post Alert.. Please help>>I am calling Custom workflow, which calls the SSRS report Dynamically and attaches the resultant .pdf file to the Email Activity. In Custom activity ,...
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while customizing the command using ribbon workbench?
Hello All Experts,My javascript is not getting loaded in debugger tool.i have customized the command using ribbon workbench for Close as Won button.can anybody let me know what is getting wrong in...
View ArticleOdd behaviour for users when connecting to Documents (Sharepoint 2016) for...
I have the server side integration in place between CRM 2016 (sp1) and Sharepoint 2016 which is working fine for all but two usersWhen trying to upload documents via CRM > Documents (they can get as...
View ArticleSum up the related records from a subgrid
Hello,I have a subgrid in an entity . I want to sum its one of the columns and bind the value in an attribute. How it can be done without using Rollup field?
View Articleneed enable store procedure for reports?
Hi, I have on premise installed. I customize report and upload to CRM. But it gives me error when using store procedure, and query text works fine. where should I enable store procedure for report
View ArticleCustom view does not open records
I have this strange problem where the custom view I created does not open records. When the form returns the records, if you attempt to click on any row it redirects to the create new form. Anyone know...
View ArticleDynamics 365 v9 - Outlook Client Deprecation
With the Outlook client being deprecated, does anyone know how we will go about tracking emails etc?
View ArticleDefault Team - C# - Dynamics 365
Hey,I have a scenario were we need to retrieve default team of an user, say we have USER A being part of TEAM A(Default Team) & TEAM B, now want to retrieve the TEAM A alone, how the Default...
View ArticleEmail Queue item automatically creates contact with just email address
Hello,When we get an email come into the queue, is there a way for it not to automatically create a contact if it is a new email address? Our users will either convert it as a lead or opportunity after...
View ArticleOwner of Workflow not updating
I changed the owner of a Workflow Process (creates Opportunities from a custom entity) thinking that it would change the Created By field of the resulting Opportunities. However, neither the Created By...
View ArticleSQL Server error
Hi,When I try to import a solution , I get an SQL Server error in opportunity rntity and solution Failed to Import. Whe I download log file I get following error....
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Fetch report won't import
Sorry if this has already been covered but the search on this thing is terrible.Using Visual Studio 2015 Professional to write a report for Dynamics 365 Online. The report generates fine but will not...
View ArticleKB Articles search on Case Form requires wildcard (*) to return search results
Dynamics 365. After creating Knowledge articles in the Interactive Hub I'm having issues with one of my environments where the search will only find the KB Article when a wildcard is used in the...
View ArticleQuote closing causes error - Cannot be saved... parent cannot be edited
I run frequently into this:People want to close a Quote (let´s say as lost) and cannot close.This error message comes up:"Product Cannot Be SavedThe product cannot be saved because the parent cannot be...
View ArticleUpgrade CRM 2015 to CRM 2016 errors
Hi,When upgrading from CRM 2015 to CRM 2016 we get the following errors:System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. --->...
View ArticleRelation Line of Business - Lead - Account
Hi all,I have recently created a custom entity called Branchen (german for line of business) with a single field called name.Here we want to associate different lines of business to leads and accounts...
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Calling EntityForm with querystring in Liquid Template
Hi there,I'm currently developping a portal and I stumbled on an issue. I know how to call a entityform with Liquid with this line of code : {% entityform name:'My_EntityForm' %}The question is, I have...
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The request for security token could not be satisfied because your...
Hi,I am trying to Create the Project using CRMPackage in visual studio 205.while I create the project its asking connection details of crm server.I have given respective details but it showing the...
View ArticleThe Official CRM nightmare
Ok, So the issue.. Well there are two different domains, one of which was a company they took over, the original CRM system was a 2013 version, which has been updated over the years.. Currently running...
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