Suggestions for documenting Plugin and Work Flow changes
For me and our other developers who write CRM Plugins and Work Flows I was wondering if anyone has suggestions or a template they could share showing how they document and plan plugins and work flows...
View Articleimporting base solution failed
we are running crm 2011 on premisesI'm importing managed base solution from DEV to UAT. It's failing with error. Log is below. how do I fix it? thank youDate/TimeItemTypeIdNameLocalized NameOriginal...
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Resco custom buttons on views that can assign a value to a field
Hi All,Could someone tell me how to create a custom button on a view that once clicked, will assign the user (systemuser) to a lookup field on form of the record that the view represented?The idea is...
View ArticleChange subgrid results on field change
Hello everyone!We have the following business requirement, wondering what the best solution would be for this;We have a date field on a record, along with several subgrids containing related records....
View ArticleExecuting workflow against multiple records
I have a situation in Dynamics Portal where I want to be able to select multiple records in an entity list and execute a workflow against each one (bulk execute), which would need to be executed by a...
View ArticleWhy is my bulk edit clearing data from fields?
We have a custom entity that has a few dozen fields. When we open a bulk edit window for a Results list in Advanced Find, we are checking a single checkbox (to mark the record as completed). However,...
View ArticleManage user - Dynamics CRM on premise
Hello,Looking for some some assistance here, the application is requesting that they would like to change the subscription of some reports distribution, sharing in their own words, after update the...
View ArticleIntermittent web services error - Could not load type...
We have a custom web page which retrieves dynamics crm (on-premise) data Via Web Services (XRMServices/2011/Organization.svc). Its working well except for the sporadic "Could not load type...
View ArticleBasic information required on dynamics 365 and office 365 to configure in...
we are trying to get the perfect naming convention for dynamic 365 to configure in Service Now ticketing Tool.Please can you provide definition and examples for my below question:what we need to call...
View ArticleRefresh Quote after adding product
Hi,I have a strange issue. I'm trying to update quote with some calculations after adding a product. I have a plugin that updates some number and a javascript that updates others. I can combine them...
View ArticleCRM AUTO SCALE at Azure IaaS
Hello,I have a scenario to install Dynamics 365 9.0 CE instance as multi-server deployment. 2- front end servers, 2 -backend servers, 2- SSRS servers and SQL with Availability. I have planned to...
View ArticleHow to design the solution to process large population of records in CRM
Hello Experts,Hope you all are doing well.Here looking for a best solution to address one business need. Business want to send SMSs to customer's to participate in the Poll.In CRM we have a custom...
View ArticleSales order detail
I need c# code that sales order detail from sales order dynamics crm
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Fetch Only Label and Value of Global Option Set using WEB API V9
Dear FriendsPlease guide me how I will fetch the only (Label and Value) of Global Option Set using WEB API V9. Currently I using the following but it shows whole metadata, But I want only Label and...
View ArticleSave and Refresh a Quote form from HTML button
Hi,I created an html button, I do simple calculations and want to save and refresh the form so the user does not have to?I've...
View ArticleCannot delete bookable resource booking from sdk method. Throws and error "...
Cannot Delete the record which is existing inside dynamicsIn result I'm able to fetch the record but still it throws record doesn't exisitsvar fetchXml1 = @"<fetch mapping='logical'> <entity...
View ArticleView Background/Realtime processes for opportunity
dear allhow i can view the Background/Realtime processes for opportunity , unlike the other entities (like CASE), there is no direct link from the upper ribbon to view these two processes.also...
View ArticleDoes i need to have an azure account to use Dynamics CRM Web API ?
Hello,I have to expose some data from my CRM using the CRM Web API. So i read somewhere that i need to have a Azure account to use this web API. Is that true ? I'm not sure if i correctly understood...
View ArticleMinimum permissions required to run JS on one entity (CASE)
Dear alli have created a new security role to allow certain users/teams to only login to the system and resolve certain types(subjects) of cases.the problem is that i have two CASE forms, one is the...
View ArticleHomologation Base
Staff, good morning,Can I test my Dynamics account for more than 30 days? OR do I get a licensee for a single license at a lower price?Thank you
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