CRM Outlook client not configure properly
Hello ,We are using CRM outlook client. We have outlook 2013 and crm 2013 on premise. We have 15 users and system configuration are same for all user but one user is facing CRM outlook client issue....
View ArticleMailbox setup not working
After configuring Server Side Sync and testing a mailbox I get the below error. The user that was test has a Dynamics 365 licence assigned to them. What could be causing this issue?mail can't be sent...
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Workflow did not start even if activated
Dear all,I have a invoice form on which when the invoice goes to paid and complete status, I send an email to customer for payment confirmation.For that I have define a workflow as below :After...
View ArticleMail router configuration with office365
HI,I am trying to configure my CRM2011 to use office365 for inbound and outbound email traffic but I am getting the HTTP Status 401.it seems that this is a known issue and I need the patch KB2702300,...
View ArticleN:N relation in Security Roles
Why we don't add N:N relation in security roles entity with another entity.
View ArticleCan I get the active view for an entity?
I've made a custom chart using webresource for a entity. In the view I can select several different "System Views". How could I get the id/name of the selected view so I can get the right data context...
View ArticleFiltering the column in a view based on a condition
Hi,I have to filter a column (not filter the whole view ,the data should display(Hide or Show ) in the column based on a condition in the related entity of the column i.e Account) in a view created...
View ArticleDisabling Child forms
Hello,My requirement is that in Contact entity,if a specific condition is true, i need to hide all the child forms associated with it. How to do this?Thanks for any help!
View ArticleRibbon Workbench Customization
Hi,i have to unhide the ribbon button "Close as lost" in opportunity entity form , i try to "unhide" this button from "Hide Actions" in "Solution Elements" it will remove the button instead of unhide ,...
View ArticleCRM encryption queries
Hi,I am investigating adding a CRM encryption key to our CRM server so we can use the email features but I can't seem to find an answer to the question I have.If something goes wrong with the...
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Opportunity Import missing Topic,Potential customer and some custom Option...
I've tried to import opportunity in my CRM system . The Opportunity Text field details are imported without the topic and Potential customer information. Please give solution for this problem.
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Power BI in CRM dashboard stopped showing
Hello,We have a Power BI report with several visual tiles. One of them, a multi-row card, is used on a dashboard. Three days ago, it suddenly stopped showing in the CRM dashboard. I have tried to...
View ArticleEdit and Delete of 'Recurring Bulk Deletion System Jobs'
HelloI was able to create a 'Recurring Bulk Deletion System Job' for keeping my system clean and I want slightly modify the conditions and this thing drives me crazy. I don't see any edit buttons as...
View ArticleCustomer Service Portal Multiple lines of text read only fields showing up...
Hello, We have a standard customer service portal. After the summer suddenly all multiple lines of text fields that are read-only on the form, keep showing up double underneath. If i set the field to...
View ArticleRetrieve attributes from a record with a plugin triggered on Delete record event
Hello everyone,I am implementing a plugin which get triggered on delete event from Order Line entity. In my scenario, i created relationships between Order Lines and Product entities and between Order...
View ArticleFetch xml - Group by
Hi,I need to grouping result by some attribute,I tried like on picture below, but without success.<fetch top="5000" aggregate="true" ><entity name="a24_event_journal" ><attribute...
View ArticlePlugin Exception - create record
CRM Online, latest version.I have a scenario where I need to record the fact that an exception has been thrown. In this instance it's to record that a dodgy email has attempted to be entered against...
View ArticleWhen I insert entity1 fileds value it will auto insert into entity2 fields?
Hi,both entity in a relation.If insert value in entity-1 fields then through plugin code it will put into entity-2 fields. Both entity field value same.Here the code which i written , but not...
View ArticleNested tables in Word Template
Hi!I need to create word template with few nested tables (Quote - Products- Items).Have anybody some ideas to solve it? Thanks!
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