Reports and Roll up field
Hi Guys,I'm new to MS CRM and facing some issues it would be really great to get any help.My 1st question is:How to display opportunity stage categories on report?2nd question isI have a roll up(Sum)...
View Article*URGENT* Need advice, career move from .NET to Dynamics
Hi Friends,I have over 10+ years of very good experience in .NET Custom application development. My profile is of Full Stake Developer and worked recently in the capacity of Application Architect. I...
View ArticleBest way to pull data from CRM to hierarchical flat file?
Trying to pull some data from CRM to a flat file that may have multiple sub-headers in the file about vendors and their orders. Is SSIS the best way to do this or is some other way better?What I have...
View ArticleInstallation and use the Microsoft Dynamics 365 (online) or Dynamics CRM...
GOAL:I need to learn how to install, configure, and use the Microsoft Dynamics 365 (online) or Dynamics CRM Online to create a price list.Currently, I have access to Dynamics 365 for Financials on a...
View ArticleCRM for Outlook Client Upgrade 2011 to Question
In the next few months we will be upgrading our MS Dynamics from 2011 to 365. Currently, with out 2011 install we use the CRM2011 for Office Outlook client and the Set Regarding feature to track...
View ArticleOData get parent incident info
Hi, I am trying to get parent case type from a pop up task form, here is the js code, but I got "bad request" error, I tried to put the GUID directly, and it worked fine, please helpfunction...
View ArticleHow to copy Field A answer over to a new entity and placed in Field X?
I have a parent record where I need to copy the answer from Field A over to a child entity and placed in Field X, how can I do this?
View ArticleHow to add a child record to a parent record that is read only
I have a parent entity, and I have a record that is read only, I need to create a new entity under this Parent entity but the add new (to add a new record on this new entity) doesn't appear. How can I...
View ArticleAdd security settings to dashboards based on user teams
Hi All,I have a Dashboard called "Documents" and I have a requirement to make this Dashboard visible only to the users under the Team called "Document Admins", it should not be visible for other users....
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Provisioning Error for Talent
Received the following error while trying to provision Talent. Any ideas?
View ArticleA managed solution cannot overwrite the AttributeMap component ....
Hi there,I am trying to import an update to my current solution and am receiving this error."A managed solution cannot overwrite the AttributeMap component with Id=f3aa3ba7-997b-e711-810c-e0071b6a10b1...
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What does this Icon beside a Field Mean?
Hi all, i'm editing a form under the Account entity and I saw this "key" icon. I'm just curious as to what it means. Thanks!
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Issue with Mobile Sections Tabs Alignment
Hi Experrts,I have created a Multiselect field using Option set field as a base on Mobile form and I want to show in first Tab, But It is in UI displaying on next tab? Is there any limitation of...
View ArticleThe Hierarchy Tile Form - Can I roll up revenue for every child entity to its...
Hi all, I'm just getting back into CRM so forgive me if this seems elementary. I'm editing my Hierarchy Tile Form - and I got to thinking... is there away to display the parent and child accounts, and...
View ArticleHow to add instructions & increase field width for a step name in Business...
Hi There,I am wondering how could we add instructions for each step name in a business process flow. Currently we have 4 stages with 10 step names. I would like to add brief instruction beside each...
View ArticleCRM Mobile - Qualify Leads
From the mobile app, I do not see the Qualify Lead option, but the Disqualify Lead is present. I looked around online and found people with a similar issue, but it was usualy a security issue. I'm part...
View ArticlePopulating Field in Quote from Account
I have a Shipping Method field on both quote and account. They are option sets, basically I want to have it so that when I create a quote from an account, it will pull whatever shipping method they...
View ArticleMigrating from CRM Online to On-premises
We are looking to move from Microsoft Dynamics CRM Online 2016 to Microsoft Dynamics CRM 2016 On-premises. I can't find any info on moving from Online to On-premises. So my question is can it be done...
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Client Cannot Connect to Microsoft Dynamics 2016 Cannot Authenticate Credentials
I have added a new user to CRM, but when he goes to log in he gets the following message:When I log him in via the web portal his credentials work fine. Any suggestions? Here is the log file~
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Recreating a subgrid view as a dashboard view.
I need to create a view for a dashboard that displays all the opportunities a user is associated with. Currently, the "My Opportunities" view only displays opportunities when the user is the "principal...
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