Hi All. I am trying to install the report wizard in Dynamic crm2016. finally I am getting the error "ActiveDirectoryRightsValidator.Failure.Groups PrivReportingGroup" Here I mentioned the screen shot.Please suggest me How to fix this issue. Thanks In Advance.
Hi
Is there any way to change State field labels for Lead entity like this.
I'm having some trouble getting relationship assistant to configure
I've gone to settings->administration->system setting-> previews
turned on Enable Organization Insights Preview
turned on Enable Auto capture
turned on Enable relationship assistant
turned on email engagement
Then gone to settings -> relationship insights -> install
When I go to the Dynamics 365 administration center I see the below. It still says Dynamics365 relationship insight is not configured.
Please help!
HI,
Please let me without creating the quote. Can I create order with opportunity line items..?
Hi All,
I have a requirement that , when a work order is generated in dynamics CRM, and we assign the work order to a resource or multiple resources ,when the Work order is Completed ,we all know that a Invoice is generated through the Work order. I want to fetch the Resource details such as "Resource name", "Resource Work hours Logged" and some other details in the Invoice Form.
And also if more than one resources has worked on a particular Work order ,I want all of them in the Invoice Form.(Like a Grid) in CRM.
How can I achieve this? Anyone has worked on related issue. please guide.
Is it possible to export records from an entity list using a sepcified excel or word template using configuration rather than code? If so, how do you do this?
Hi guys.
I'm not able to setup the any entity for SharePoint folder creation on CRM. The follow error message appears while trying to setting up:
Any suggestion? Could it be a SharePoint permission error?
how to data will appear in grid as a automatically while enter respective data in crm 2013 ?please find below screenshot file
because am trying read data from other form to here in grid view while enter respective data
Hello All,
Is there any feature in Dynamics 365 something like 'RECORD TYPE' as we have in Salesforce. In Salesforce, Record types let you offer different business processes, picklist values, and page layouts to different users.
As I know, we can create multiple forms and can set security profiles on forms. But do we have record type which will just a OptionSet & based on selected value my assigned form will be displayed to the use. Or can I go with Custom work as I create an Entity which will hold one OptionSet with two values say 'FINANCE' and 'HR'. If Finance is selected then I will open a form which will be for FINANCE & if HR is selected I will redirect user to the HR form. Is this a good idea to copy how Salesforce is redirecting user to the correct page layout?
Regards,
Zeshan Khan
CRM Consultant
There is an Last viewed List in Dynamics:
There is functionality to fix elements in it (As you can see on screenshot there are 4 elements fixed).
But there is an issue:
When some time (i don't know now, how many time) pass, this elements will disappear from this list.
2 questions:
1. Did Somebody meet this issue?
2. Is it some receipt to fix it?
Hi,
I am using Dynamics CRM 365 Online version. I have requested microsoft for the top 10 tables consuming too much storage and found that AsyncOperationBase, WorkflowLogBase tables have consumed close to 6GB space. Please let me know what are the steps tp delete data from these tables so that i can save some space and performance speed.
Thanks
Najm
Hello, my question is:
Can I use LOG(),EXP() or other math functions to build a calculated field in CRM online?
Hi,
I am new to Dynamics 365, and I have been tasked with configuring external openid connect authentication on a customer portal with our corporate single sign on application. The SSO app has been built on top of IdentityServer3.
I have got the portal and the IdentityServer working together by creating the following portal site settings:
And I have created a hybrid client in my Identity Server configuration with matching values. This has enabled me to login to the customer portal using an account in my Corporate Identity Server.
I have inspected the sign in page HTML and the network traffic and have derived the following process:
My next task is to try and pass some additional query string parameters in the authorization request that gets sent by the customer portal to the IdentityServer, so I need to somehow tap into the Account/Login/ExternalLogin method to do this.
Anyone got any ideas how this can be done?
Hello,
We successfully installed the CRM app for Outlook when the user has exchange mail account following the instructions here:
https://technet.microsoft.com/en-us/library/mt812179.aspx
What we are trying to figure out whether it is possible is to integrate the CRM app Outlook using gmail account. We successfully configured the server-side synchronization for gmail account, but in the Apps for dynamics page instead the option for installing app for outlook this message appears:Your account's email settings aren't configured to use this app. Learn more.
What might be the reason for this? Is anybody successfully use the CRM app for outlook with mail provider different than exchange?
Hi
Today i'm having a problem that the information in Customer portal is not updating and it's reading from old data from CRM
for example if i delete the content of entity list and refresh the page the deleted information will keep shewing in the portal
in the beginning i though the issue is happening because of browser cash but i tried 2 different browser also I'm using Private Browsing mode in Mozilla or incognito mode in chrome and still the portal will return the old information for me
the only solution fix the problem for me is restarting the portal from Configuration panel but this is not a resolution for my problem
any ideas
We are using CRM 2015 on premises and are getting the error below:
Current key (KeyType : CrmStaticVersionScaleGroupKey) is expired. This can indicate that a key is not being regenerated correctly. Current Key : CrmKey(Id:b4f8a142-5aa8-e711-8131-00155d326606, ScaleGroupId:00000000-0000-0000-0000-000000000000, KeyType:CrmStaticVersionScaleGroupKey, Expired:True, ValidOn:10/03/2017 16:45:28, ExpiresOn:12/02/2017 16:45:28, CreatedOn:10/03/2017 16:45:28, CreatedBy:NT AUTHORITY\NETWORK SERVICE.
We previously had a similar issue with the expiry of the CrmWRPCTokenKey key and this was fixed by running microsoft.crm.tools.wrpckeyrenewal.exe /r
However this tool does not fix the issue with the CrmStaticVersionScaleGroupKey key.
Any ideas? I have tried:
* microsoft.crm.tools.wrpckeyrenewal.exe /r
* iisreset
* reboot
Good Morning!
I am attempting to recreate the resolve case button within Unified Service Desk as part of a call script.
Is there a supported way of doing this? Do i create a resolved entity and then update the case? Or is there an OOTB action call they snuck in to help with this?
Hi everyone,
Here are the details to my question regarding field mapping:
| Entity | Field |
| Account | Account Location Code |
| Opportunity | Account Name |
| Quotes | Account Name, Account Location Code |
When I am in the quotes form: I need to choose the relevant opportunity (opportunity entity) from the quote. Opportunities will be linked to some relevant account (account entity). And accounts have a field called account location code.
So within the quotes (quote entity) form first I have to choose the opportunity (opportunity entity), it has to identify the account name (opportunity entity) linked to it - then it has populate that account's location code (account entity).
This would involve three entities. How can I perform the same?
Thank you!!
Hi All,
I'm trying to trigger a plug-in / custom workflow from the ribbon button by using a Custom Action. I'm able to call the Action from the button, (tried both Global Action and entity specific Action, again tried both with parameters and without parameters) but every time it's throwing internal server error.
If I've removed the custom workflow (as a step) / or a plug-in that is being triggered on the Custom Action message and add a step within the Action to create an annotation record instead, then it's fires the Action successfully and creates the annotation record.
Something is stopping me to trigger the Custom workflow / Plug-in using the Action name as the message and every time it's throwing this internal server error without any further description or message.
Any help Appreciated.
How to get status code of retrieved entity?
I used ColumnSet(true) for the retrieved entity but entity.statuscode = null.
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