How can I get the OwnerID Value of a former employee
How can I get the OwnerId of all users, including former employees? I've looked in Advanced Find but I am just not seeing it.Thanks in advance
View ArticleCalculated Field Not Working
We have a business rule (8 of them) being used to set whole number values in eight different fields. We also have a calculated field (whole number) being used to add up all of these fields into one...
View ArticleUsers are overwriting default view criteria and saving over defualt views
I have an issue I've been unable to troubleshoot. I have 1-2 users who have been accidentally overwriting system views like "Open Opportunities." They are using that as a starting point to create a...
View ArticleMS CRM 4.0 compatibility with Microsoft Edge
Hi,My organization uses MS CRM4.0 on internet Explorer which runs perfectly fine. However due to Windows 10 migration, the on-premise solution doesn't open properly on Microsoft Edge browser. I wanted...
View ArticleThis operation failed because you're offline
Hi, I would really appreciate any guidance with the following issue:Scenario:Dynamics 365 OnPremise running on top of Windows 2016 servers (front end and backend)IFD enabled with ADFS running on top of...
View Articleincident incremental suffix number for case number
Hi, I plan to have a suffix number for each case, for example, if case number is existed, I want to add suffix incremental number like "-001","-002", it seems like I have to create another entity to...
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[Help] Creating Connection String
For the past week I've been following every video, and tutorial on the web and have not been able to create a successful connection string.My company has a server established remotely and when i try to...
View ArticleStart Date shows yesterday's date on new activities
We have recently noticed an issue with our Dynamics Online instance. When we create a new phone call record, the Start Date field is set to yesterday's date at 8:00 PM. It appears that this may have...
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Best practice for solution use
Hello,I am seeking knowledge regarding best practices for solution use. I have a solution (Dev2Prod) that I've used for several export/import migrations from Sandbox to Production. My challenge, I...
View Article"My Open Opportunities" view won't load on IPad for only one particular user.
Hi I got this specific user, who is not able to open "My Open Opportunities" on IPad, when he changes the view to "My Open Opportunities", after loading for a while it throws a pop-up saying "An error...
View ArticleUsing the Accounts table and Contacts table in the same report
For some reason I am unable to use both the Contacts table and Accounts table when I am creating a report in Report Wizard.I am sure its a user problem. Can someone tell me what I am doing wrong.
View ArticlePortal - Direct link to SSO login on header
Hi, my customer asked me to go directly to SSO login page when clicking on "Sign in" hyper link on the header of the web site, without visiting the page with the local login and the federated login...
View ArticleCRM Restored from backup, and emails sent off automatically. How to prevent...
Just recently had to recover from a disaster. After restoring from the backup, some emails went out that were not suppose to. How can we prevent this in the future. Normal processes during the day...
View ArticleModal window is not launching
I am getting an error when I try to launch a modal window from an entity list. URL is not capturing the id field. I see the following error when inspect in chrome.URL of the hyperlink :...
View ArticleImporting Leads to Existing customers
Hello everyone!I have an excel file containing around 300 leads from a trade show. I'm certain about a third of them are existing customers in the CRM already, but I would like to import the leads...
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Work On (Queueitem Button) Lead View
From the Dashboard Queueitem subgrid when I select a record it enables the workon button and assign a lead to me or a user that I select.I am trying to do the same functionality of the Work On button...
View ArticleHow to find which clients have contracts in CRM or which clients do not have...
I am in the process of looking through CRM 2016 to determine which clients have contracts in CRM or which clients do not have contracts in CRM. Currently, I am manually checking each active client...
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Changing colors of interface sections
I just watched a video where they show a complete customization of the Dynamics CRM interface. https://www.youtube.com/channel/UCJGCg4rB3QSs8y_1FquelBQIn this video, they show that you can have line...
View ArticleN:N relationships not associated after creating from subgrid
Hi all,After upgrading from CRM 2016 to CRM 365 (v8.2.1.342) on-premises, the following situation doesn't work any more.Let's say EntityA and EntityB have a N:N relationship.On EntityA is a subgrid of...
View ArticleCRM 2016 on prem Migrating to new ADFS
Hi My company has a new owner and need to migrate our on prem CRM 2016 to new Domain.I cannot find a path to do it. could you help me with some how-to links on this process.?Thanks
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