Downgrade CRM version
Hello,I need to make an upgrade of our CRM, but need to downgrade it, because changed the version.I mean I had a CRM 2011 Professional, I need to have CRM 2011 workgroupthen I'll update to the 2015...
View ArticleBlock Files without extension
Hi,Is there any way to block attachment files with no extensions, since CRM only allows to set the file extensions to be blocked. But what about files with no extensions?
View ArticleBusiness rules
Hi all,In the case entity, I have several custom fields.I have a business rule that sets them to visible IF a certain case type is selected.if NOT, then the several fields are set to not visible.My...
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CRM Reports with SSAS connection to datasource
Hi all,I have created a report in visual studio that connects to a datasource using a SSAS connection. The report runs fine here as below: but as soon as i inport this .rdl file into CRM 2015 i get the...
View ArticleHow to put the products list in email template type Quote
i think is clear my question, y would like to see the product details on the email that i sent to the client using workflows
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How to set lookup value with business-rule in CRM 2016
Hi all!I've got strange behavior of business-rule in crm 2016.I create a simple business-rule to set any lookup field value.For example - if Company contains data then set Contact to value...
View ArticleAdding Opportunity Products to Email notifications
Hello,I am working on an email notification triggered by field changes on an opportunity record. This notification is supposed to pull in the opportunity products that have been associated with the...
View ArticleAuthentication w/ web services - MS Dynamics 2016 API
Hi,I need to create a node.js service that can query MS Dynamics CRM for data regarding contacts (kind of a bridge on top of the Dynamics Web API). I have read the documentation but I am confused as to...
View Articlelocation of file attachments
(sorry - new admin trying to figure things out) - we're upgrading to CRM 2015 from our current CRM (it's many many years old). everything was imported/migrated into the new CRM with no apparent...
View ArticleOrganizationService error "Expected non-empty string. Parameter name:...
Hi, all.I am using custom WCF Service which invokes OrganizationService.Create method.When I am using it from visual studio debug - it works well and successfully returns me guid of created record.But...
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CRM Connector? - Other Core CRM Application Dependencies
Hi we are new to CRM, I am trying to create and run sales reports but I am getting an error which is pointing back to us not having reporting services running on the SQL server. (Reports cannot be run...
View ArticleGenerating and distributing Service Report to customer
I'm looking for thoughts and experience with generating a service report for a customer from CRM/FieldOne. Our proposed process is as follows:Tech arrives onsite, interacts with FieldOne using his...
View ArticleEdit FetchXML query in Excel Dynamic Spreadsheet
I working on creating an excel report for CRM Online. I have exported a dynamic worksheet from CRM - all working fine in Excel. I would however like to edit the fetch XML in Excel because the advanced...
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ColumnLabelStyle - Label at the base of the column instead of at the top of it
Hi, relentlessly I've searched the Internet for a way to display the labels of a column chart series at the base of the column instead of at the top of it.What am I missing?<Series...
View ArticleBulk Update of Contact Records not updating Owner field
Hi there,I am using Dynamic CRM 2015 on-site and am trying to perform a bulk update of Contact records. However, I am having issues getting the owner field to update - it seems to ignore the updated...
View ArticleError checking in C#
what is the easiest way to check if a field value is null or nothing is returned in a collection? Try catch works for one or two fields, but I have like 15 that I need to use to create the sales order...
View ArticleRounding Error Calculated Fields
I have a fee calculation tool that is incorrectly calculating a % due to a rounding error. Basically the calculation is fees/assets*100=fee % The specific calculation in this case is...
View ArticleInbox syncing with CRM instance
We have a user who's entire Inbox is syncing with CRM and we cannot determine why. Their mailbox is setup like other users. Other users are able to read their mail. Anyone have a good idea on where to...
View ArticleUSD agent script before a session starts?
I wish to start the Agent Script before a contact is selected from the quick find search. This so we can make consistent the welcome and pre-validation customer experience. Problem is the Agent...
View ArticleFantasy Sales Team - User population
I currently have our CRM instance authorized and connected using the credentials provided in the Fantasy Sales dashboard settings.For some reason when attempting to set up a new game (by adding users...
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