Syncing photo back to Outlook
HiDoes anyone know if it is yet possible to sync the CRM images stored against Contacts back into the associated Outlook Contact record? I've seen some articles for earlier versions of CRM that suggest...
View ArticleHow to create plugin to change the field dynamically based on another entity...
Hi all,I am new to plugin crmI have two Entities - [ WorkOrder and Agreement ]Workorder [Priority-Lookup]. It contains Name,Level Fields-[optionset-1,2,..10]Agreement [missed visit,sla penalty]...
View Articlehow to get guid of current record in javascript included in html (inserted on...
how to get guid of current record in javascript included in html (inserted on form)
View ArticleGet the selected E-mail template using JS
Hi guysDo you know if is posible to dectect the email template selected by the user and then execute a js code?The requirement is to use a JS that gets a table of all the cases that matches a query...
View ArticleOpportunity ID field
Hi everyone,We use CRM 2015 online. We want create a Field with a unique ID for each opportunity with a prefix depending of the year the opporutinity is created.Ex.: 15-00001 (created in 2015)Each time...
View ArticleClik here to view.
SSRS Charts / Gauges on Dashboard
Hi all,I have a number of CRM reports created in SSRS Visual Studio that i want to show within my CRM Dashboard.I have created a new Dashboard, added an iframe and copied in the URL of my report. The...
View ArticleThis workflow job was canceled because the workflow that started it included...
I've following code snippet to update the child accounts. But I got the exception that This workflow job was canceled because the workflow that started it included an infinite loop. Correct the...
View ArticleAutomatically Match Contact to Parent Account
I already included this question in another post, but it was bundled with other questions, so I decided to start a new post.What I am trying to do is this: We have cases automatically created from...
View ArticleRun Business Rule on Result of Calculation
I have a Number whose value is set by a business rule. I then need to evaluate if that Number is > another field already set and, if so, display an error. It appears that within a Business Rule one...
View ArticleMouse usage extremely limited in body & subject of Email Template
In the subject & body of the Email Template, I am not able to use the mouse to highlight information, nor am I able to do a right-click. It forces me to use the keyboard (eg shift + arrows to...
View ArticleValue cannot be null ClientCredentials.UserName.UserName
Running into this error when trying to run the console sdk sample apps against my 2015 online instance. I've walked through the code and it appears to be setting the UserPrincipalName correctly and all...
View ArticleUsing 3rd party assembly like PDFsharp or ITextsharp to create a PDF in MS...
Respected Members,I am working on creating a PDF on fly means user click on Save button for a record the PDF should be generated with taking values from the same record and also from some other entity...
View ArticleProcessing client-side business rules - the dilemma
I have a Purchase Order to Payment scenario. Each PO can have many payments, which decrement it's initial amount.When creating the Payment, I want data from the PO to auto-populate and I need business...
View ArticleCustom URL Field Text
Currently I use Javascript to generate a URL to a website that has a long URL. I would like to have it say "Click Here" instead and link that URL. How would I do that?
View ArticleQuick Find vs Global Search
When I am on the Contact entity, and looking at the quick find that searches across all of my contacts, I come up with 130 results when searching on the name "*Michael". The last name is the quick find...
View ArticleSuggestions after failing MB2-707
I failed the MB2-707 MSCRM Customization and Configuration exam on the first try. I went through the skills measured section online and wrote out and performed all the tasks listed in it. I also...
View ArticleEnable custom button on Home page of entity
Hi I need to clone selected records in Home page. Clone button should be visible only on following conditions.1. Only one record is selected.2. attribute(<Option set>) value should be one of then...
View ArticleIn-place upgrade from 2015 on-prem to 2016 on-prem
I'm trying to upgrade a 2015 on-prem installation to 2016. I'm using the same admin account to install as when I installed originally, same service accounts specified, etc...When I get to the "System...
View ArticleQA Restore not allowing user to login in DEV Env
I have multiple Org in my DEV environment and everything working fine but only QA env which I restore in DEV I am facing below error messageException: Message: The user for which we are checking a...
View Articleopportunity Notes At Account
I have Opportunity attached to an account.Now when ever i will take notes on this opportunity the same notes has to be shown account noteThanks,Rahul Tiwari
View Article