Data Management -> Import not accessible
Hi,I want to fix Account data so I exported a worksheet, fixedt he data and imported it back.Some of the records are updaed as I see the correct data. But now I can't go to Data Management ->...
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Background Workflow no longer assigning records
Hello -I just patched our On Premise Dynamics CRM 2015 to 7.0.3.144 and noticed some odd behavior with background workflows. Any background workflow that assigns a record to a team or user no longer...
View ArticleDynamics CRM - Word templates with macros
We are using Dynamics CRM in a Domain (Win Server 2016/Sharepoint 2013). Some GPO´s are disabling documents from the internet or includes macros. We´re using Microsoft Baseline settings.To create...
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Sub Grid in CRM
Hello good day. I have added a sub-grid in the form (Account) referring to the entity (Contact), and I get this form:when performing the action of adding a new record (Contact), a form is placed at the...
View ArticleCampaign activity channel letter via mail merge create activity record
Hello,Is it posssibe to create Letter activity records in CRM when distributing a campaign activity via the channel Letter via mail merge. Currently at the end of the mail merge there is no option to...
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Cannot Open Debug Function From Plug-in Registration Tool
I have set up a Profiling event on a step but when I hit “Debug‘ nothing happens.I have tried things like logging out and back in.Thanks,Steve
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Troubles with Ribbon workbench in Unified Interface Dynamics 365
Hi Guys, I'am trying to add a shortcut to my on demand workflow, I'm following Scott durrow's blog :...
View ArticleHow can we set color to Rating Option Set field on Lead Form.
I am Looking set color or change the for different Rating Option Set field on Lead Form like red color for HOT, Yellow for WARM and Blue For COLD. could you please suggest how can I do?
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Preventing BPF to move to next stage without satisfying the condition on the...
Hi All,I have a scenario in the Business process flow to not to move to the next stage until it satisfies the condition in the current stage.I have 5 stages and in each stage, I have a condition to...
View ArticleCRM portal down after deleting unwanted webpages
I did a terrible mistake by deleting unwanted webpages in CRM portal which has changed the behaviour of the portal and the complete portal is down. I m not able to access anything. Can someone please...
View ArticleHow to move accounts and their associated contacts from one owner to the new...
Hello Expert,How to move these accounts and their associated contacts from one owner to the new owner in bulk record ?
View ArticleLink 2 separate D365 user accounts?
HiMy organization recently set up their CRM environment based off one Admin user account (Enterprise license).is there any way to replicate this environment (including all the data) on to another...
View ArticleUnable to create new record from sub-grid view
Hi,I have (M:M) relationship b/w case and contact ,Add sub-grid view on case form but when i have created a new record from sub-grid view but it could not able to load form .so plz any one suggest...
View ArticleAdd a new record from a subgrid with N:N relationship
Hi,I have an N:N relationship between Case and Contact and when I am going to create a new contact record within the subgrid then using "New" button then it not launch the contact form properly.I want...
View ArticleYammer Integration
Hallo,i wanna to know if it is possible to deactivate the connection to yammer from dynamics crm online ?if yes can someone say me how ?
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Get error on save opportunity
HelloI get this error when i am save opportunity record.i dont get on main opportunity form but after creating new one which has less field compare to main opportunity form overther i am get this error...
View Articleis it possible to set a Personal View as the default view on a System...
Hi,can anyone advise if the above is possible>
View ArticleDynamics on Premises not accessible for external URL
Hello All,I have been reading this forum for a while, a lot useful information can be found here but this is the first time when I have to ask for help.Recently we have set up new Infrastructure for...
View ArticleHow to programmatically detect when a team member has picked up an item from...
Hi All,Is there any possible way to detect when when a team member has picked up a record of the team queue using code - c# preferably ? Pls any one with this knowledge should share. Thanks
View Articletext in alert dialog (Xrm.Navigation.openAlertDialog)
HI I am trying to create a dialog box in js (https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/Xrm-Navigation/openAlertDialog)my code:function confirmdialog() {...
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