Need to cancel particular record or fetch subgrid row id.
I have a subgrid of case on contact ehtity and i want to cancel the particular row of this grid on selection , so how can i use achieve this task. i have already put custom button using ribbon...
View ArticleResolving Duplicates in Products in Dynamics 365 CRM
In my Dynamics CRM, I have several products which are duplicates. I want to clean them up without affecting other places where these Products are already used.What can be the best approach to work...
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Customize Dynamics 365 for phones and tablets
Hi all,I am reading article from TechNet from the link . I am seeing Customer Service Manager Dashboard instead of Sales Dashboard as shown below:Why this happening with my default app? Thank you...
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Single Line of Text to Option set
Hi all,Is there any way to change single line of text field to Option set field of Managed Fields.On contact entity i need to change the 'State/Province' field to option set,Which is Inbuilt field.Thanks
View ArticleChange error message in editable grids
Hi all,Is there a way to change the default error message of the editable grid using javascript?Right now the error message says "There is at least one error that must be fixed before you can proceed"I...
View ArticleSupport for older versions of CRM 2016
Hi, I am a bit confused regarding the CRM 2016 support lifecycle. I know that Microsoft provides support for 24 months after a new Service Pack has been released, but what about the Update packages...
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Website Header example not loading css
When using https://community.adxstudio.com/products/adxstudio-portals/documentation/configuration-guide/liquid-templates/examples/example-website-header/ for a custom page when we can have a control of...
View ArticleXRMToolBox Connection String Error to 365 with MFA
We are new to the online 365. I am trying to connect the newest version of XRMToolBox and have a question. Per guidance on the XRMToolBox site I am to use a connection string and define the...
View ArticleRegarding Importing of a record from Production to Development
Hi,In production , I have a lookup field called Price List . The same field in development .I have some javascript regarding this field , to set it as default lookup to Standard record. Standard (but...
View ArticlePublish report through CRM plugin
Hi all,I am trying to publish report from plugin. But i cannot able to read the .rdl file . RDL file was saved in the local drive. Is there any way to publish reports with .rdl file in my local...
View ArticleCRM 2011 - Changing recipients email address used to distribute a Marketing...
Hi all,i'm about to implement Marketing Campaign on CRM 2011. My requirement is to distribute the campaign to different email address. As i learnt, CRM natively sends email to EmailAddress1 field of...
View ArticleDynamics CRM 2011 on premises.
Hi Guys,I would need to develop some public API for dynamics CRM on premise, what would be the best approach. It should be hosted on my server. Expose on premise CRM 2011 to web? How it would be...
View ArticleQuery CRM OnLine
Dears, good morning,The CRM that I work on is online, is there any solution getting the CRM Rest Builder where I can perform querys in the database?Thank you
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Add Activity Type - LinkedIn - to contacts (need to support social media...
Our level of interaction using social media platforms like LinkedIn continues to grow. We send/receive messages on LinkedIn from prospects, customers and vendors.Since we're a distributed marketing...
View ArticleField Option Set including Free text Field
Hi there,I want to generate a field which has a drop down menu (CRM calls it Options Set), including the option to use a free text field.Is there a nice solution for this issue? thx
View ArticleHow to search for a field in CRM 2016
Is there a way to search for a field without knowing what entity that field may be on? If so, how?
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CRM 2016 design issues
After upgrading our CRM version 2011 to 2016. There are so many design related issues in CRM 2016 compare with 2011. The look and feel also CRM 2011 is best compare to 2016. Few designs issues i stated...
View ArticleCRM 2016 On-Premise, restore (override) the database without import Org
Hello,We are considering best approaches to rollback if in case of any issues during maintenance activity.We have tired below approach and its working fine in our test environmentApproach:1. Take...
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Notes/Activities Default
Hi Guys,This may sound like a silly question. In the notes section there are activities & notes, however activities seem to be default. How do I make Notes to be default and not Activities ?Thanks
View ArticleOrganizing email templates by language
Looking for suggestions on how to organize a couple hundred email templates ( >250) we have that represent 11-14 languages. Users have scroll thru a lot to get to the correct template and...
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