How to add Reports to Workplace for a user
CRM 2011 on-prem installationI have a new user, and even though her permissions give her access to Reports, the link to Reports is not appearing in Workplace. She does not have the link option...
View ArticleCRM 2015 - Getting Attachments to show up on the Task page
Hello,I am trying to get the "Attachments" field on the "Task" page. The way it shows up for "Email" under activities.I looked to get this done through the "Connection Roles" but "Attachments" does not...
View ArticleCRM emails getting stuck in the outlook queue
I am hoping someone can shed some light... we are using CRM 2011 on premise and it is using exchange web services to integrate with Outlook to thread mail. Quite frequently messages are getting stuck...
View ArticleReceiving the following Exception Message hoping to get a little feedback 4
Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]:...
View ArticleOpportunity Status - status other than Open, Won, Lost
Why are Open, Won, and Lost the only status entries available? Why not include dead or closed (project/opportunity was simply never completed).
View ArticleWhich version of Microsoft CRM should we go with?
My goal is to move our M&A data to MS CRM so that more staff can access and contribute to it. I want to maximize the integration capabilities with Outlook. There may be potential integration...
View ArticleMigrating email from Exchange (on-premises) to Office 365 (in the cloud)
Hello,We are wanting to Migrate email from Exchange (on-premises) to Office 365 (in the cloud).I was wondering if there will be any conflicts/issues with our CRM (2013 Onprem)Does anyone know of any...
View ArticleUpgrading Office 2013 ProPlus to 2016 ProPlus - 2015 CRM client configuration
Hello,I'm currently testing the upgrade from O2013 ProPlus to O2016 ProPlus for when it starts to roll out this month.Upgrading seems to be fine, however we use the 2015 CRM client for Outlook on over...
View ArticleNo Notes found error
GooddayI am having an issue, that when you select Notes on the social pane, it shows a glimps of the notes on the account/contact and then comes up with a message "No Notes Found". This is happening on...
View ArticleForcing Multiple Workflows to Process in Sequence
I'm hoping someone may have an idea for this issue. I have a workflow that calls a DistributeOneToMany Child Workflow create Projects and the copy data from an Opportunity to the created Project....
View ArticleIs it possible to change the owner of an email tracked with Set Regarding
CRM 2015 on premise, Outlook 2013 with Exchange 2013 on premise. Using the CRM Outlook Client and doing Set Regarding on an email - 75% of email is meant to be open for collaboration throughout the...
View ArticleOverride Default Price in Product Line Items in Opportunities - CRM Online.
Hello - I've seem several posts, however none seems to authoritatively answer whether it is possible to change the default price per unit for an existing product for CRM Online. I've tried to set the...
View ArticleExchange server, server side integration configuraion
Hi I have couple of questions on Exchange server side integration.1. When we are trying to integrate CRM with Exchnage server, what credentials do we have to use for authentication? Our exchange team...
View ArticleNo OOTB way to validate date selected isn't before TODAY?
I must be missing this very basic requirement to validate the date a user enters isn't before TODAY. I can't see where this is possible with Business Rules. Am I missing something?
View ArticleLast Activity Date - Historical
I'm interested in creating a list of neglected contacts/accounts. I have created a Last Activity Date field on both the contact and account entities, and have created workflows corresponding to each...
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Where sub grid records are Saved
Hi:I created a Many-to-Many relationship in an entity named as Target.In target entity, I added a subgrid on form and records are shown in the subgrid that I can add from add button on this grid.I want...
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Fetching the Values from an Entity - Asp.net Application- CRM 2013 On Premises
Hi,I would like to fetch the values from contact entity and show in the Grid in asp.net applications, I had achieved this, but when am fetching the 'parent customer id' & owner details of the...
View ArticleCan we connect Buisiness Rules and Ribbon workbench
Hi all ,Can we add MS CRM business rule in ribbon workbench?
View ArticleAssigning record to user from different BU
Hi,In CRM 2015, a record owner of a BU is able to assign the record to any user from a different BU. These 2 BUs are child BUs of the parent BU and have no other relationship. There is no common...
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Possibilitys to realize Links to Local Filesystem
Hello!We are using Dynamics CRM 2015 (on premise)Just a short question: Ist it possible (and how) to realize a link to a local resource, like a file on a share? It would be great to have link in the...
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