Odata tool downLoad version 7.1 crm 2015 online
Hi,I want to use Odata in JavaScipt.so I try to bring the Odata tool file (zip) to crm,but I get this note: This organization can be imported only with Solutions Package version 7.1 or earlier . In...
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View to Show Enquiries that belong to Me, or My Tem of Members of my Team
Hi I'm trying to create a View of Enquries Queue that will show the items that either belong to :1. Me (so current User) OR2. My team (so current Users team) OR3. Someone that is in my current...
View ArticleUpdate list view
Hi,I have created a dashboard. On that dashboard there is a pie chart and list view. Is it possible for the list view to update with whatever segment on the pie chart was selected. I know you can does...
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Count forward from date
Hi all,I have a date field, lets say it's 01/01/2015. I have a separate field containing a number of months, lets say 6 months.So "Contract start date " = 01/01/2015"Length of contract" = "6""Contract...
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CRM 2015 - Opportunity Form - Social Pane - Stakeholders Field
Hello,I am trying to add some selections to the "Stakeholders" field on the Opportunity page. (See screen shot below.) I would like to add more selections under the "Role" but I am not sure how. When...
View ArticleCan't Change 1:N Relationship Type from Referential to Parental
I have a custom entity called Sales Summary that's N:1 to Account. There are a lot of Sales Summaries in the system, happily linked up to Accounts.The entity relationship was created as Referential to...
View ArticleCRM 2015 Workflows
How do I create a Workflow which clears certain fields when the Status of a record (Lead) is changed from Inactive to Active?I know it's simple, but I can't see the wood for trees this afternoon!Many...
View ArticleInactive Accounts
Hello Everyone:Question about Inactive accounts and their contacts.Does the contacts become inactive as well. if not how do we inactive themAny help would be great.
View ArticleAutomated alerts
Is it possible to set an automated alert, perhaps an email, notifying members of a team when a Lead or Opp has been assigned to them?
View ArticleException: Attempt by security transparent method...
While registering the AddActivity (sandbox) provided in Microsoft.Crm.Sdk.Samples using the 2011/2013/2015 SDK PluginRegistrationTool, following error is encountered and the plugin registration...
View ArticleError message when opening Opportunity site
Hoping someone can help me. I'm new to Dynamics CRM (come from a Salesforce background). I have a user who constantly gets an error message when trying to navigate to Opportunities.Already tried two...
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Error with scheduling report
Hi Guys,Has any one seen this error before? This happened just agfter clicking on the schedule report button on the ribbon in report page for a selected report.The error message is : "Error occurred...
View ArticleProblem with “Phone to Case Process” business process flow
We am having problems adding the “Phone to Case Process” business process flow to a solution, and exporting that solution. When we add it to a solution it does not detect that it depends on the “Case”...
View ArticleDynamics CRM 2013 on-prem Maintenance Jobs missing
Hello,I have a small dynamics cluster with 2 servers and a separate sql server. I've been running for about 2 years and one of my Dynamics admins pointed out that the database could use some...
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Report Columns Duplicating
When running a report using the MSCRM 2013 Report Wizard we are getting duplicate columns for any numeric or date type field. Does anyone know why this would be happening?Report wizard columns:Report...
View ArticleDialog for Disqualifying a Lead
Hello everybody!I'm looking for a way to have a dialog ask for a brief description field when disqualifying a Lead. I created the dialog with the prompt and the update record, but the question is how...
View ArticleAzure to CRM 2013 call failures
Looking for ideas/thoughts on what might be the problem. We have an Azure based application that makes calls to our on-premise CRM 2013 solution (IFD configured). Everything was communicating fine....
View ArticleEvolving From a Shared Email Inbox - 2015 On Prem
We are currently using email to manage customer support via a shared inbox in Outlook and Goldmine where users are ALL cc’ed on various email distribution lists such as: support@ | info@ | sales@...
View ArticleSearch for Accounts
Hi, I've a kind of 'Noob' question: How can I find in Advance Find Accounts that only have Resolved Cases?I was trying to do this but I Couldn't.Thanks in advance.Regards.
View ArticleHow to use mail merge using Microsoft word to crm online?
Hi guys!We are now on the process of importing microsoft word document and import it to crm online. We are aware that we need to process mail merge for that. In creating mail merge do we have to create...
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