Data Migration in CRM Online 2016
Hi,We have data in bulk. As the size of data is huge, we can't go with data import. Any suggestion for this.ThanksAmit
View ArticleMultiselect option on CRM form
Hi,I have a requirement where i need to add a "multiselect functionality" so that user should be able to select multiple options from the drop down. As it's not feasible OOB, any suggestion to achieve...
View ArticleLead Qualification
Hi,Is it possible so that when a lead will be qualified the activities such as appointments, phone calls will be created along with Account, Contact and Opportunity.As per my understanding, activities...
View ArticleOnline CRM 2015, 2016 and Dynamics 365
Hi,Can some one provide me a comparison list of new features, newly introduced SDK messages, Deprecated messages between Online CRM 2015, 2016 and Dynamics 365.ThanksAmit
View ArticleExchange Rate between CRM Sales Order and NAV Sales Order
Hello,If I have an order on CRM created yesterday and submitted today to NAV. would the exchange rate be the one at CRM or exchange rates are not mapped thru the connector and the exchange rate on the...
View ArticleAppointment to Auto contact record creation
Hi,Note: Both Users have configured outlook in their respective systemsI would like to create an Contact in CRM automatically when External user send an Appointment/Meeting request from his outlook to...
View ArticleCannot Edit Portal
Hi,I already set my web role as Administrator in portal but upon accessing the portal I cannot still view the menu for editing the portal like the child page, navigation and etc.
View ArticleSynchronize more fields from Active Directory
Dear reader,even though I'm pretty sure the info is there, I couldn't find any usable about this quest (too general search terms).Any of you have experience in retreiving more fields from Active...
View ArticleHow to Create a Record using Java Script in "Dynamics 365"
Can some one guide me how to create a record using Java Script in Dynamics 365. Is it same way how we do in 2011 using ODATA,XMLHttpRequest?
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If condition in Word Template(XML Mapping) to compare the content control values
I I need to display a value on Report(Word template) based on the value of a content control. Here I am trying to display the fullname based on gender but this doesn't work. Please help if we have any...
View ArticleCRM Duplicating Records on Save
I have an issue with CRM2015 - When a new record is created and saved, if the save is not instant and the user double clicks the save button, on occasions the record will duplicate. We have the same...
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Dynamics 365 on Windows Server 2016 - IIS crash when exporting solutions
We are planning a migration from Dynamics CRM 2013 to Dynamics 365, but recently i noticed a major issue with our servers.When exporting a specific solution the IIS crashes, in the system event viewer...
View ArticleDocuments Views (SharePoint Integration)
Hi,I've been given the requirement to display all SharePoint documents uploaded against an account in its related documents section, along with the documents of an account related by a custom lookup...
View ArticleField Validation - Opportunity form
Hello,We have 2 fields in our "Opportunity" form called:"First Revenue Date""Estimated Close Date".My question is:Is it possible to somehow make field validation, so that the "First Revenue Date"...
View ArticleRecord security depending on record OptionSetValue field
Is it possible to give a user access to a record depending on a field of that record? The entity I want to control access has an OptionSetValue field with different values. Every user has access to 1...
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Lookup Field with custom Many to Many relationship in between
Hello, I have some trouble to get the right results in a lookup field. I’m wondering if this is possible with OOTB functionalityI have set up a manual NN relationship entity between Contacts and...
View ArticleIncoming new email what regarding to case, sending email notification to case...
hi,how can i do it? with some workflow?Thanks a lot!-Vera
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Instead of Id I want to show some text or any other field in Queue items when...
Hello, When I search for an opp from the top search bar and choose Filter with as Queue Items. I can see search result with an ID. I want to show either an opp name or any custom text. How can I...
View ArticleHide or Show a ribbon button using javascript based on certain conditions
Hi,Are there any APIs present to hide or show ribbon buttons using javascript based on certain conditions like , the ribbon button must be visible only when an account field is selected and has an...
View ArticleDynamic CRM IFD
Dear Team,I am planning to Install Dynamic CRM 2016 IFD Implementation.I have the below Servers for the Implementation.1. Windows Server 2012 R2 for CRM 2016 Installation2. Windows Server 2012 R2 for...
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