Import fails on a missing view
Hi I am trying to import a solution but get an error based on a missing view per below. I have the student entity ( Umanaged) and Contacts (Managed). where shall i create this view? is it in Contacts?...
View ArticleCRM 2015 Publish product FAIL
Hi, The product entity we don't any customize. use OOB.Today, when create a new product and then I publish. I get the message here.Can anybody help me why ?Thanks,<?xml version="1.0"...
View ArticleCRM 2015 outlook Client giving authentication error
Hi,We have CRM 2015 that is hosted on premise in US. We have users across different country in different domain. Outlook client is working perfectly for US users in same domain but for users in other...
View ArticleNew Field Under Accounts Card
Hi, We created a new entity named Tenders. This entity can be seen under Sales part and we are recording our coming tenders and following them from this entity. Date of tender, Company name, Status,...
View ArticleCRM 2015 Online "This case has already been resolved. Close and reopen the...
Hi,We have recently migrated Resolved cases from CRM 2015 on premise to CRM 2015 online. While migrating Resolved cases we used workflow to resolve the case, Since import wizard doesn't change the...
View ArticleCopy tracked email from account to opportunities
I want to do following case (logic not smart, but let's try to help)Click track button in Outlook on email - worksGet email in account social pane(feed) automaticaly- works Somehow copy email(or make...
View ArticleHow do I create subgrids for OneNote, Posts and Notes?
Hi all, At the moment I can see all "Activities", "Posts", "Notes" and "OneNote" posts in the tabs in the default "Notes section" on the customer form. Is there however any way of creating separate...
View ArticleMicrosoft Dynamics Training Material for Course Number 80679 & 80665
Does anyone tell me from where I can download Microsoft Training Material (PDF) Courses for 80679 & 80665? I mean student training material for CRM 2015 PDFs. Microsoft still have PDFs for CRM 2011...
View ArticleOpen Form on Iframe
Hi,I am just wondering, what does this statement means:Displaying an entity form within an IFrame embedded in another entity form is not supported. from...
View ArticleImporting Data Using Importing Templates- CRM-2013 On Premises!!
Hi All!!Good Evening!!Hope you all doing good!!I have doubt in Importing data using Importing Templates in CRM, so when am downloading templates, its contains all the unused and newly added fields!!,...
View ArticleQuery Records based on ReferencingEntity of OneToManyRelationship
Hi,I want to fetch all records which are linked as onetomany to current record.Therefore I fetch the entity information using retrieveentity and I get the OneToManyRelatipnship as described here:...
View ArticleList warnings when trying resolve before upgrade from CRM 2015 to CRM 2016
Hoping to resolve the following warnings when trying to upgrade from CRM 2015 to CRM 2016:The indexes on the Microsoft Dynamics CRM database are not consistent with Microsoft Dynamics CRM indexes.The...
View ArticleCRM 2016 Server Best Practices Analyzer
Is there a release of CRM 2016 Server Best Practices Analyser ?
View ArticlePre sales questions
HiI would like to ask some pre-sales questions about Microsoft CRM to determine if it can achieve my goals for a small business.Where is the right place to ask pre-sales technical questions?Thanks
View ArticleCustom Javascript Rule - Ribbon Workbench
How to Custom Javascript Rule in Ribbon Workbench - CRM 2015?Any suggestion...Pgopal
View Articlecrm online 2015 - add Contacts from Outlook in the form
Hi,Our customers want the option to add contacts (in the form) manually or from the outlook.How can we do that they could add contacts from the outlook in the form?thanks!
View ArticleInventory, Sales, Retail Management System
One of our customer is looking for a complete solution from managing Inventory to sales to retail management. On exploring I saw that microsoft has the Retail Management System (RMS) then CRM for Sales...
View ArticleUpdate Multiple Records N-1Relationship CRM 2016
I have Entity-A with N-1 relationship linked to Entity-BI would like to update a field on Entity-B after a filed had been updated on Entity-A The Field on Entity-B is a lookup field which existing on...
View ArticleHow can I sync the Notes entity between Opportunity, Contacts and Accounts...
HiI am having an issue where I want to be able to sync the Notes entity between Opportunity, Contacts and Account. Does anyone have any idea how to do that. I am able to transfer the notes from lead...
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