Not able to inport Accounts Contacts and Leads
Hi All,I am not able to import accounts, contacts & leads which I have exported from CRM 2013.FYI I am importing record through import wizard and format tried XML, Excel, and CSV and ZIP but not...
View ArticleHow to create SSRS report for order invoice?
Hi Experts,I want to create SSRS report of "order" i.e. Invoice of order. I add all the product which is ordered,Account Contact,Shipment To, and total amountin report. How to create?Please give me...
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Expand/Collapse Tab based on stage of Business process flow
Hi experts,I have 3 stages in my BPF identify, research, and resolve. I would like to expand and collapse the tabs labelled General, Case Relationships, and Associated Knowledge Records. I would like...
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Can't make "Clone Children" workflow work - need this feature for a customer...
Dear Community ... help would be appreciated, since I'm on a customer project where we need this feature:I've created a new entity "Requirements" with a lookup to Opportunity. The idea is that when a...
View ArticleAutonumber CRM 9.0
Hi, I wanted to make a required field as autonumber, how can i do that(e.g: when i create an new entity, the "name" is a required field, i'd like to make this one as a autonumber)Thanks.
View ArticleCustomize entity views on Two Options Field not working
Hi All, I'm trying to customize the entity view to add icons. However the below link is used on options set values. But I have a two options field (False,True) having values(0,1).How to get value of...
View Articleis there a way where my emails are not visible to other people in CRM
Hi All,is there a way where my emails are not visible to other people? It’s sensitive stuff in there.is it possible to stop the sync for test@gmail only?
View ArticleUnified Service Desk client error - No applications are configured for your use
I've downloaded the latest USD version for CRM and copied the PackageDeployer (v. 3.3.0.929) on our CRM server. Then I ran the setup of the PackageDeployer and choose to install the package Unified...
View ArticleInbound via email ... auto create Lead?
Is there a way to have an inbound email sent to a specific address in Exchange auto create a Lead?
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Survey Dashboards: Loading and Spinning
Our survey dashboards have suddenly started to not load.All that happens is that the page loads we see spinning Loading icons.Is anyone else seeing this or have any ideas as to cause?Thanks,Donal
View ArticleDownload notes attachment in Mobile View
Hi all,I am new to CRM and I want to know is there any possibility that we can download notes attachment from mobile view? Currently it is showing only the name of the attachment without any hyperlink...
View ArticleLead Assignment though C# Plugin, while creating it.
Hello All, I had written a plugin code to assign leads to different users based on some conditions.Registed atmessage: createevent: Post OperationCode is working fine till =>...
View ArticleXrm.Page.getAttribute(“”).getValue() not retaining the new line characters.
Ex: In Case entity, description field has the below text“This is Sample Text.Please ignore.” When try to read the value using getValue() (Xrm.Page.getAttribute(“description”).getValue()), which is...
View ArticleHow to create CRM service in ASP.Net Web API
Hi,I am working on ASP.Net Web API and need to create CRM service to fetch data from CRM.As I am using Web API class library how to configure CRM URL, Username and Pwd?Please let me know what will be...
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Dashboard View Selector Missing Views
Good day. We are using CRM 2016 On-Premise (8.2.1.342). We are in the process of creating a dashboard to show views related to a custom "Approval" entity we created.Some of the views related to that...
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Disable Notifications
Hello All,Does anyone know how yo get rid of notifications on the top of navigation bar? i want to disable them permanently.
View ArticleCustom CodeActivity - update a quotedetail line with quote information
I am trying to achieve the following;A user updates a specific Product line in a quote, after this has been done a second Product line (if it exists) should be updated with some values. To achieve this...
View ArticleDynamics 365 v9 Upgrade Issue: Opportunity "Close as Won" button does not...
After upgrading from version 8.2 to v( (currently 9.0.2.54) - we've noticed a few problems with our system:On the Opportunity form, when we open the form, we get an error: "This site says...There was...
View ArticleCalculated Fields
Hi,I have created a calculated field which seems to be locked on the form. Is there a way that I can unlock it?I looked everywhere but I am not sure where to unlock it. I thought of business rule to...
View ArticleReporting in Interactive Service Hub
Besides dashboards, is there a reporting or advanced find -style of querying and reporting solution available in Interactive Service Hub?
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