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The specified record type does not exist in MS Dynamics CRM - Error when...
Hello all-We are having an issue with several users that are trying to set regarding to emails (and some appointments) in the Outlook client and getting an error message that says "The specified record...
View ArticleCreating a Global OptionSet via the SDK
Hi,I have the following code which allows me to create an OptionSet and within it I have multiple languages tied to it. I would have thought that when I do this, CRM would display which options to...
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Setup
hi, i'm mister mourad , i'm trying to set Microsoft Dynamics CRM extension for Outlook but i'm facing this issue: thank's
View ArticleSearchable fields (namely, the SIC Code field)
i've been tasked with doing some sys admin for CRM (i'm new to CRM). We're upgrading to CRM 2015 from an older version (from at least 6 years ago - yes, we've neglected this app for too long I know)....
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Workflow Wonder re: Email Event
I created a new workflow that would trigger an email to be sent if a certain link was clicked. However, even after multiple tries of applying the workflow to the email event, I haven't seen what I was...
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Most Recent Version of App Validation Message - Safe to Use?
Once activated FST Preview on Dynamics CRM Online the following message appear:You do not currently have the most recent version of this app. Please update by installing the newest version availableThe...
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Case Form's Contact Lookup & 'Filter by related Company Name'
According to my CRM instance (on-prem 2015) the Contact field is filtered by the related Company Name from the Customer field and the option to uncheck this option is disabled in the Lookup more...
View ArticleExport to Excel with hyperlinks?
Hello all:Is there a way to export a View to Excel (I'm supposing it would have to be a Dynamic sheet) where the links for records are preserved? In my case, I want a view of Accounts in CRM; the view...
View ArticleOneNote Integration in CRM 2016 on-premise
Hello communityHere's our configuration:- Dynamics CRM 2016 Workgroup on-premise. Claims and IFD are activated (over AF DS 3.0)- SharePoint 2013 Enterprise SP1 on-premise. No claims or IFD, only...
View Articleaccess Business Intelligence CRM 2016
Hi Guys,I was wondering how to access Business Intelligence Reporting service in Visual Studio 2015 to amend SQL server reporting services (SSRS) for CRM 2016 reports?Many thanksPJ
View ArticleServer-side synchronization - CRM 2016 On-Premise vs. Exchange Online
Hi,I see that CRM 2016 Online has capability to user server side sync between again Exchange on-premise. This is new feature of CRM 2016 Online.I don't understand why Microsoft doesn't support server...
View ArticleSecurity based on Time
I'm looking for ideas to implement security based on the time lapsed.Ex: Lead created by user1 from BU1 should not be visible to User2 from BU2 until 60days. After 60days, the lead should be visible...
View ArticleCRM 2015 Opportunity products returns $8 no Matter what product I select
Does anyone have any idea what may be casuing this? We were told by out contractor that our Product did not have a default pricelist or list price defined. As you see, in the videos, there is pricing...
View ArticleJavaScript on QuickCreate disables non-targeted business rules
I have three lookups on a QuickCreate form. 2 is filtered on by 1 and 3 by 2. I added JavaScript to clear the filtered lookups when the parent changes. But that JavaScript prevents other business...
View ArticleDynamics CRM onpremise (2015) - Users from 2 different domains in same...
Hello,I would like to setup access to my CRM 2015 onpremise tenant to two different active directory domains (AD-Domain1 and AD-Domain2) in the same company. I know that it can be possible by adding 2...
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How to open MS CRM URL field in Dialog box
Hi All,I Have URL format field on my CRM form (which is not a CRM URL it's simple external website URL). Actually I need to open this URL in a Pop-up Dialog Box. Currently by default URL is opening in...
View ArticleBest Method to import 1 Cr data in CRM
Hi,We have to upload 1 Cr record in CRM for different entity.Please suggest which one is best method to import data in CRM.Data will be available in Sql Server or Oracle.Please suggest method which...
View ArticleIdentify From Where the Quick Create form is open using Javascript
Hi,How can we identify from where the quick create form is open using Javascript.
View Articlegetattribute returns a null value when trying to retreive information from a...
Hi All,Just to confirm that I have run the following code through the Code Validation tool and all checks out well. I have also confirmed that this code works well when I use the "Legacy Form Rendering...
View ArticleDuplicate Contact? (C#/SDK question)
I want to accomplish this feat in programming in C# for CRM.Check if the contact exists, if it does not, then create the contact. The conflict I'm facing is if the contact exists, only the last name is...
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