How to handle several competitors in an opportunity
Hi everyone,I have small doubts how the CRM handles the competitors within one opportunity. Let's say I add competitors A and B to my open opportunity. The opportunity will appear as open on both...
View ArticleOptionset height is too low
I set 20 items in a option set, and put it in a tag's section. there is only one option set filed in this section. So the height is too low. But I don't want to add some spaces to increase the height...
View ArticleCompare new date with Existing date
Hi Experts,I have one custom entity and in that I have two fields that "Valid from" and "Valid to".These two are indicates that a work starts from and finish in between these two dates.Now my...
View ArticleUse external list to identify contacts within CRM
We have a need to contact a number of people from our CRM2011 database that have been identified outside of Dynamics and I am trying to work out the best way to pick out these specific contacts in...
View ArticleSecurity level
hii have 2 users,with same business unit and same security rolein activity record ,their privilege just write user,but one of them has full access,how it's possible?
View ArticleHow to set custom Option set on Runtime?
Hi,I want to create a custom option set with check box available to options on 'onload' event of the entity.Also i need DISTINCT data which can be used as options to this option set.Using of odata is...
View ArticleDocs to cover CRM 2015 features
Hello!What documents I need to read that cover all CRM 2015 features for developer?Thank you.
View ArticleSecurity on Articles inside CRM Online Not working!!
I have updated a users permissions to give them access to articles, I have given the below access however when the try to open the ribbon to select the article button its missing any idea where I'm...
View ArticleHiding OOB fields without customization in MS CRM 2015
Hi,I need to hide an OOB field in an entity but the catch is that it shouldn't be done with any javascript. Business rules and server side code are permissible. With business rules, I see that the OOB...
View ArticleHow to get proper error Message, thown by IOrganizationService
Hi,I am using IOrganizationService to import solution in CRM 2013 and i want to catch all exception related to IOrganizationService.I am getting error Message from below code is - "Solution manifest...
View ArticleFetchXML Sub queries
Hi,I dont write reports, and we have an on premise installation at the moment that one of the people who does write reports is using some tool to publish reports he made in SQL.These reports have sub...
View ArticleDynamics CRM Campaign and Campaign Activity Process / Status Reason Transition
Hi, good day.I am searching for the campaign and campaign activity process, how does it move from one status reason to the next, on what events or circumstances it will move and such. I am only seeing...
View ArticleFetch XML Business Logic
With several limitations in FetchXML, such as the in-ability to use subqueries, how can I apply business logic to a CRM Online report?Currently, we use CRM On Premise and have many custom reports, with...
View ArticleFantasySalesTeam Installation Failed
Hi,I have tried repeatedly to install the FST solution in my CRM Online instance but always get the following:"Solution installation failed. Please try again later. If the problem persists, please...
View ArticleThird party assembly in custom workflow CRM 2015
I have used a third party assembly in my custom workflow. But I have added that third party assembly into GAC in the CRM Server.But still I m getting this error:Could not load file or assembly...
View ArticleDynamics CRM 2013 to Outlook Contact field mappings
Hi All,I am trying to locate the official documentation from Microsoft relating to Outlook synchronisation, the area I am interested in is the Contact field mappings.The only documentation I have been...
View ArticleMerge two records
I want to merger two account entity records ,while i was merging the two records below mentioned error message is coming"Try this action again. If the problem continues, check the Microsoft Dynamics...
View ArticleInvitation
Hello,I have waited for my invitation for over 24h. When is it expected to arrive? I'm eager to roll this out in our produktion environment! :)
View ArticleQuick Create form Close from Javascript
Is it possible to Close Quick Create from javascript. We can use Xrm.Page.ui.close(); to close the main form. Like that do we have any JS to close quick create without using the...
View ArticleOffline capability CRM app phone/tablet
With the new update of the CRM app for phone and tablet "full offline capability" was announced. When trying the new app connected to CRM 2016 Online, it looks however that not much has been changed in...
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