Dynamics for Phones and Tablets doesn't work on IOS 9.2
We have dynamics online and have tried installing the IPhone app. The App seems to work on IOS 9.1 but hangs on first startup and then gives a permission error when trying to access again. It also...
View ArticleRenew Expired Entitlements
We currently try to renew expired entitlements. When we choose Renew, CRM tells "Error" with "Error Happened". There is no custom LOG to download or more to say. I just created also case with Microsoft...
View ArticleAsync Pop-up alerts when new queue item is created?
Hi all,Hoping someone can point me in the right direction. We have a requirement on a project to create an pop-up alert to owners of a queue whenever a new queue item appears in a queue that they own....
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Actual owner of the account should be the Sale person 1
Hi AllCan anyone help me please.If actual owner of the account is : XYZthen Sales person1 in the quote should be XYZ as well.Please can someone help. Thanks
View Articlehow is status of a KPI like non-compliant or non-compliance decided?
hi,i have inserted a timer on my form and timer failure field is set as Resolve by field of applicable SLA.i have also set warning condition on resolve by status (nearing non-compliance), now i want...
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CRM 2016 on-prem missing survey module (Voice of the Customer)
Hi,As we are planning our upgrade to CRM 2016 we noticed that the survey module was unfortunately left out in the release in december last year. According to the updated preview release document this...
View ArticleExport records to excel and selecting the option "make available for...
Hello everyoneI am trying to export records from CRM 2013, but when the option "make available for re-import" is checked, I get the this error:Insufficient Permission - You do not have access to theses...
View ArticleProblem with Merge plugin in Dynamics CRM 2013
I'm facing by problem in my plugin to Dynamics CRM 2013 Service Pack 1 (SP1) (6.1.0.581) (DB 6.1.0.581) On-Premises, the plugin fires on Merge post-operation SyncI have one...
View ArticleYou do not have permission to access these records. Contact your Microsoft...
Hello,Something strange is happening here, users who are using a different browser then IE are receiving this error. They are getting this for Edge, Chrome,Firefox. Does anyone have any ideas?? Users...
View ArticleSet an Order Product's price, when the Product is not part of a Price List
Hi,I am working on an integration between CRM and Axapta and I am fetching the created or modified Orders for the current day from Axapta and I am creating or updating them in CRM.When there is a price...
View ArticleQuote appear as an activity in Case
Is there anyway to have a quote appear as an activity in a case? If not as an activity, then is there a way to enable quotes elsewhere on the case form?Thanks
View ArticleUnderstanding Leads and contacts in CRM Dynamics
I know that when creating a Lead, It asks me to put in a Name (mandatory) and Topic. If I have a situation where I am pitching a campaign to 3000 different companies, I don't necessarily know the...
View ArticleCustom Auto-number Field
Hello,I did create a custom field and a plugin to generate an auto-number but i am wondering if this plugin could be triggered by multiple user at the same time that it will give multiple record the...
View ArticleHow can I auto create Contact and Account in Opportunities
If a random person contacts me and tells me that he is interested in buying my product, but he is not part of Contacts in my CRM Dynamics system. It does not make sense for me to create a Lead and then...
View ArticleSetting Lookup field in Plug-in?
Hi, I am trying to set a lookup field in my plug-in, but the behavior is strange because it only works for a few opportunities but not for others. Here is my code:var res = from c in...
View ArticleEnhanced Skype/Lync integration
As you may know, there's the possibility to integrate Skype's click-to-call feature into MS CRM for outgoing phone calls. Thus, one can click on the phone number of a contact on the CRM GUI and Skype...
View ArticleBusiness rule not working on Opportunity entity
Hi,I have a business rule that says where a field = a certain value AND the sales stage = Develop, then make certain fields mandatory.I've put both fields on the form and the odd thing is that the...
View ArticleAccount field update to Contact
Hello Everyone:Is there away when a field is updated (Payment method) from Account it will automatic update the Contact Payment method field?Any help would be great.
View ArticleActivities
Today on one of my accounts historic activities all changed dates to today's date. Therefore actions that had been on the account previously, for example, phone calls and emails that had been logged in...
View Articleremoving bloat from AsyncOperationBase in CRM 2013 On premise
This article descrivbes a process to remove unwanted bloat from the AsyncOperationBase for CRM 2011, but dies this work for CRM 2013, or does anyone know of a different process?...
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