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SSRS report parameter error
I need to open SSRS report from case form using a field value (URL) as below/crmreports/viewer/viewer.aspx?action=run&helpID=” +RdlName+ “&id=%7b” +ReportID+ “%7d+ “&p:Parameter=” +ID +...
View ArticleCan't add a field to a view - strange behavior
HelloI am trying to update / create a view for the LEAD entity . For some reason , one of the fields (system field - companyName ) can't be added - it is not on the list .It is defined as searchable...
View ArticleHow to make some Accounts Global visibility
Say, we have accounts read visibility set to Parent/Child BUIn this case, on an opportunity, when you select Account look-up, opportunity owner can only see accounts from his parent child BU. How can...
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Error dynamic excel
Hi,I am trying to have a dynamic worksheet (online version, both 7.1 and 8.0)after i export a dynamic worksheet i have two buttons on the excel file that might be applicable for refreshing the data:1....
View ArticleHow to efficiency qualify or not a lead
Dear all,Based on your experience in your business, what is the process that you are using to qualify or a not a lead ?I have been told that a Lead needs to be qualify or cancel as soon as possible.My...
View ArticleHow to Calculate time by days ,hours, and mints no code?
Hello guys Good day to you all, I'm a new administrator of CRM 2013 on- premise. Actually I have many status reasons in the order entity and I want to count days and hours between the changes of these...
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Programmatically Change System Job Postpone Until
CRM Online 2015 Update 1.When I update the Postpone Until value I am seeing strange behavior. The Postpone Until value changes but when it hits the new value, it automatically re-adds the configured...
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Create invoice with custom fields from order (newby)
On my salesorded and invoice form I have added some custom fields for billing references.When I press the Create Invoice button from the sales order, I need the fields to be copied on the invoice.I...
View Article2016 iPhone App - Company record - Notes not available (yet available elsewhere)
Mobile enabled, users can install/access records, however the company records do not have the "Notes" page. All other entities display notes (cases, opportunities, contacts). Logging into the app as an...
View ArticleMark complete won't fire again after preventDefault called
I have a situation where if the user is marking an activity as complete, certain fields become mandatory. So on Save, I check the save mode, and then if Mark Complete, and if fields aren't filled in,...
View ArticleWildcards allowed in changing multiple contact record fields?
I want to globally update a group of 150+ contact records whose company email address domain have all changed. I can select the records using a wildcard to find those where the domain is wrong, but the...
View ArticleRecord Creation between Two Different Organization
Hello Guys,This is one of my client question and requirement. They are having two Organization (say Org A and Org B)both are 2015 online version only If they create any record in Account entity in Org...
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CRM Rest Builder not showing correct child type in dropdown.
Hi:I am using CRM Rest Builder to develop an Association query..., but I am not getting correct child type in the list.How can I get this thing?Currently I am getting this thing.but I want to get the...
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Set default view in inline lookup.
Hi All, I have requirement to set another lookup instead of associate lookup coming here bydefault. kindly let me know the supported way to done it.
View ArticleLinux Browser compatible with dynamics CRM
Hello All,I want to ask about browser in Linux OS that compatible with dynamics CRM, Because I have been tried newest browser update Firefox and Chrome in Ubuntu 15.04but it cannot compatible with...
View ArticleCorrect SPF Record for Emails from CRM Online Organizations in My Region
My CRM Online organization's URL is https://[organization].crm4.dynamics.comI am using SPF records for my company's domain (because we are on Office 365 and this is recommended by Microsoft). I...
View ArticleAttach document sharepoint using web service Microsoft Dynamics CRM
the ability to attach a document to an entity by adding on a sharepoint using Web service CRM.Any ideas ? Thanks in advance.
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Showing a SSRS report in Dashboard iFrame
Hi all,I have a SSRS report that gets data from a data warehouse via SSAS. This report runs fine on the CRM server as a standalone report and also on a dashboard using an iframe but when I run CRM from...
View ArticleWhat is the best practice of relating work orders
Although I'm working with FieldOne for a few months now I'm still pretty new to it. As of a week we are having our first case for a customer and I could use some help.I would like to create a...
View ArticleCRM quotes
when we create a quote in CRM and download the same to print, the entire formatting of the quote changes. The logo of the company goes out of the margin area, the figures go to the next row, there is...
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