Calculated Fields
Accounts has a 1:N relationship with a custom entity OrigAcc. Can I use a calculated field on Accounts to count the number of active records in OrigAcc relating to that Account and if so how ?
View ArticleUnable to open any Dynamics CRM 2013 entity after enabling Organization
Hi All,I had to disable a Dynamics CRM 2013 organization few days ago. Right now I received a requirement for which I had to re-enable it. But when I enabled organization, I am unable to open any CRM...
View Articlefetch xml is not working
Hi I have wriiten below fetch xml to retrieve datavar fetchXml = ""; fetchXml ="<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>";...
View ArticleCRM 2011/MS Word 2013/MS Outlook 2013 - Email Merge Marketing List Mail...
We have setup a email template in CRM 2011, however when trying to do an email merge to send out the template we are hitting a hard recipient limit of 5000 email users.Our list has 11,000 users. We...
View ArticleEmail to Case: Neither Contact or Case is created for SOME users only after...
Hi, we're using CRM 2013 on premise (SP1). I have a case creation rule set up. I checked "Create cases for email from unknown senders" but it doesn't always work. Sometime a Contact and case is...
View ArticleWant to create new entity with 1:1 relationship to Account.. best practices?
The use case is that I'd like to add fields to the account entity, but these are not average 'account like' fields. Rather the information is a collection of values that are associated to a single...
View ArticleAdding Service Activity Appointmnt - Party Lists - Multiple resourses
Hi All,Hoping you can support on the best c# method for this using the organisation service proxy.I am in the process of creating a contact, creating an account, linking them together and then creating...
View ArticleCRM 2013 Workflow "To list" Semicolons are not visible after loading the...
Hi,I have implemented the Workflow to send a Email to Users on doing some operations.Functionality is working fine but while loading the email content semicolons are missing in between the...
View ArticleWhere to store CRM Dynamics custom code configuration settings
I am creating custom CRM Dynamics code that saves data to an external database when specific entities have been updated or created in CRM. Where the best place to put the connection string? Is it...
View ArticleDuplicate Attributes
Good morning, I have found that I have duplicate attributes is some of the metadata.attribut table.I found a great piece on the web concerning this, but I can't figure out how to the OUTPUT file to go...
View ArticleCRM 2011 Solutions Export and Import
I have an existing solution (unmanaged) which will invariably have development throughout it's existence,One such change I have recently had to make was to import a tonne of items into a number of...
View ArticleAfter editing the System - all active contacts view - I still get the Basic...
Is there anything that I Need to do? I edited the system-all active contacts view to Display more Information. In the edit view window it Shows me all the coloumns i added but in the original view it...
View Articlems crm 2013 lookup filter
Hi,I am trying to filter lookup by properties with created view. Want to set other then default lookup value(state).Lookup field shows proper filtered record But when i click on the lookup magnifying...
View ArticleHow to re-create child case grid in CRM 2015
Hi,When I modified the case form last month. I deleted child cases & merge cases view. How can I restore those views in the form ?I tried to go to Insert -- Quickview form but it doesnt have the...
View ArticleHow to unlock the tax field in a quote for MS Dynamics CRM Online
How can I unlock the tax field in a quote for Microsoft Dynamics CRM Online? I belong to a small company and right now do not need a complicated solution about inserting code or typing up a code. I do...
View ArticleSSRS Reports not returning data?
Hi all,Im fairly new to CRM and am trying to get a hold of reporting via SSRS. When i try to connect to my CRM 2013 instance it seems to be happy but then when i add fetch XML taken from a working CRM...
View ArticleUnable to Install CRM Outlook Plugin RU 17
Installed CRM with bat file rebooted ok. Unable to compete installation on roll up 17 with that attached error message. Tried to repair CRM install, tried uninstall and reinstall, cleaned registry with...
View Articlehow to view calender of other users in dynamics crm
Hello everyone,I am working on one of the features why client requested for.They should be able to see and print the calender of other users in dyanmics crm.As an extension of that I want to provide...
View ArticleBest Email Options for use with CRM Online
My organization has been using Dynamics CRM Online since 2009. When we setup everything initially, we used the CRM for Outlook client to sync all email activities with CRM. Since 2009, there have...
View ArticleCRM 2015 plugin on add products to opportunity - isv code aborted the operation
Hello,I´ve been trying to create a plugin that triggers an event on add products on opportunity subgrid that change the discount and final price.I tried with the "Create" opportunityproduct message,...
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