how get name of duplicate detection rules in the plugin
hi.I have listed the duplicate detection rules for contact I need to get a name for duplicate detected of the list the duplicate detection rules for contact in the plugin.how can do that?thanks
View ArticleAdditional Order Product Calculations on Order Form
Hello,I am working on my first project in MS Dynamics CRM 2015, the main focus is on the "Sales" entity and I am using a lot of the OOTB functionality. I have encountered a problem and I would really...
View ArticleE-mail workflow fields, need explanation
Hi,Can someone please explain, on email alert form in workflow there is field "from":So if i want to send e-mail as a person that has modified the record, what steps do i have to do.Does the email need...
View ArticleAccount lookup
Hi all,I have created a new entity.All I simply want to do is create a field, lets say it's called "Customer".That field simply links to the account from which it was created.Using "Cases" as an...
View ArticleHide number in axis label on a chart
Hi,Is possible to hide the numbers in a label on an axis in a chart. An example would be JAN 2015, FEB 2015,MAR 2015...... Is there a way i can only display the letters?Thanks
View ArticleUnable to insert a product in a quote
Hi,in the last week end my company received the last update of Microsoft CRM 2015.Now i checking if any problems exist.The first problem I encoured was about the quote.I insert the header of the quote...
View ArticleFree Auto Numbering Managed Solution
Hi,I was searching for a free solution for auto-numbering in CRM 2015 Online. I found one on this website http://www.planetxrm.com/microsoft-dynamics-crm-2013-2011-auto-id-generator/ , but when I am...
View ArticleSubGrid for multiple Entity
Hello, I have doubt regarding subgrid. i have one "main" entity and it has 1:N Relationship with 5 other entities.I want bring records of different 5 entities in single subgrid of main entity. is it...
View ArticleLog when a user access/reads a record
HiWhat is the best way to log when a user access a contact record? With standard auditing you can only log changes on a record but I need to log every time a user looks and access a contact record
View ArticleDynamics CRM for Phone Upload Documents to SharePoint Online
Hi Guys,Just a quick question, anyone knows if we can upload documents from Dynamics CRM for Phone apps for Windows/IOS/Android to SharePoint? I can't find any function there, or maybe the web...
View Articleoutlook sync is not working properly
Hello team,My outlook is not sync in every 15 min its taking much time as i define in properties.plz suggest me the way how i can sync it in every 15 min.i plan to create a window background service...
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Install Outlook Plug-in for CRM on MAC OS
Hello All,This is Srivaths.We migrated a couple of users to Office 365 platform and they are currently using the Outlook Client on their MAC.They were interested to move to CRM Online but wanted to...
View ArticleNew workflow to change contract ownership
Hi All,We had a member of our admin. team add conracts to our CRM 2015 on premises system. This now meant that the admin user is the owner of the contracts and the account owners to whom the contracts...
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Security Roles - Show different Status values
Hello,I am implementing one CRM solution in Dynamics CRM 2015 online.I have cloned Lead form for 3 different security roles. And assigned roles accordingly.Now, when user clicks on Disqualify button on...
View ArticleProblem configuring IFD for MS Dynamics CRM 2015 on-premise
Dear all,We are trying to setup IFD for MS Dynamics CRM 2015 on-premises without any success.We verified multiple times the configurations did so far and we are really out of ideas.In short, we have...
View ArticleBug on forms based on security roles?
We have faced with our Dynamics CRM Online instance a bug with the security roles. We have defined for our different sales and service teams different views (accounts, contacts, opportunities). It...
View ArticleThe "Parent Account" and "Parent Customer" fields are unavailable in bulk...
The "Parent Account" and "Parent Customer" fields are unavailable when you try to bulk edit many Contact records or many Account records in Microsoft Dynamics CRM 2011 and/or 2015There is a fix for CRM...
View ArticleSolution Idea Request for Workload Management
I have a requirement in my system that the Customer Service team assigns incoming cases to Resources based on a rotation. I'm seeking creative ideas on how I might accomplish this out-of-the-box. I...
View ArticleHow to setProperty of an attribute in front end using Xrm
How to setProperty of an attribute in front end using Xrm and not in javascript / jqueryin javascript is equivalent to Obj.style.setProperty ("word-break", "break-word", "important");
View ArticleHow to reset Ownership of an entity?
Hi Everyone,I know you are going to tell me it is impossible to set ownership of an entity and will require a lot of work to redo everything. But hear me out please and see if you can come up with a...
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