Automatic Parameters for an SSRS Report
How do I create a SSRS report so when it runs in CRM it defaults to only records edited in the current month that are owned by the current user? I do not want the user to have to "run" the report. I...
View ArticleWhy do Accounts and Contacts become inactive and get re-assigned randomly
Hi guysI do not know if anyone else is experiencing this, but I have noticed that some Accounts and Contacts become inactive and get re-assigned randomly. Even other members in my organization have...
View ArticleInstalling FantasySales Solution
In admin portal on portal.office.com - I don't see any solution available for installation. What are we missing?Earlier in the day, we got email from Microsoft that "Action Needed to Enable...
View ArticleDuplicate Detection Rule for Team
Want to create a duplicate detection rule for team, but cannot find out Team in Base Record Type drop-down list. Why is it not available here? Any risk/reason we should not create duplicate detection...
View ArticleCan Fantasy Sales Team Solution be installed in our CRM online Sandbox...
I ask because I when I installed the "Insights" solution in our Sandbox via O365 CRM instance picker, I installed the Solution in Sandbox but after the publishing it there, it appeared (with...
View ArticleFantasy Sales Team, Windows Phone App
Hi,We have signed up for the Fantasy Sales Team Preview but are missing an app for our Microsoft Lumia 950 and 950XL users. The app is only promoted as an Android and iOS solution. When will we see the...
View ArticleFormat date as MMM?
Hello, I am looking for a way to display date fields so that they only show the month in three characters, e.g., 1/1/2016 would display as "Jan". Any suggestions?
View ArticleHow to create unique Alphanumeric auto number for custom entity?
Hi,As per my requirement, I want to generate alphanumeric unique auto number for my custom entity.When I click on save it should be generate and every time I update the record it should not increase...
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SSRS Cant Find Microsoft Dynamics CRM Fetch in Embedded connection
Hi, i try to create a report using SSRS. But i can't find microsoft dynamics crm fetch. I am using sql server 2012 and VS 2010. Should i use another sql server version ?thnks
View ArticleCan't see new column when run View
HiAppreciate any pointers. I have added a new column in a View for Companies, however when I run the view the column isn't displayed. Have I missed something?ThanksPaul
View ArticleGet body of dynamics email template within plugin
Hi All Good Morning,We have below requirement Using plugin we have to send SMS template to the contact.On form we have field where we can select template for SMS and we will send message of this...
View ArticleError while adding SSRS reports in CRM-2013
Hi, I want to get the total number of leads and opportunity created by a person in CRM-2013.To do that i used "filtered opportunity " in Sql query to get the output and that was working in the ssrs...
View ArticleIssue with Product proerties
We have properties defined for Products in CRM.When these products are added to Opportunities in CRM, and users try to assign values to the Product properties they get an Insufficient permissions...
View ArticleDealer / customer set up
We are a distributor of motorbikes. we have multiple dealers (accounts, sure). They have customers.How do we record and manage both?Ultimately they are both our customers.
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How to install crm widget on existing IMAP account?
Hi,I have to configure crm outlook widget for outlook existing IMAP account and ost file (see screenshot). As we know, dynamics crm doesn’t support IMAP. What is less painful algorithm to do this?I...
View ArticleSaving a large amount of photos in CRM
Hello, how you can save a large amount of photos in CRM, without using ONENOTE.
View ArticleOn save Event
I want to call an event from an iframe when saving the form in CRMBut i need to call this function at the top of the event handler pipeline.the function addOnSave will add the function to the bottom...
View ArticleSMS Gateway Integration With CRM 2013/2015
Hello House,I have a task this morning to urgently Integrate my SMS Gateway (from www.clickatell.com) with CRM 2013/2015to be Enable CRM Send notifications/alarts and Receive Text Messages. Kindly...
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