Quote entity missing the Background Process from the Sitemap area.
HI All,Kindly help me in finding the solution for the quote enity , as quote entity individual records are showing the Background Process Sitemap area. I mean on the top when we click on Drop Arrow key...
View ArticleHow to use the feature "Display Label on the Dashboard"?
I want to add a label to a component (list) on my dashboard. I checked the option "Display Label on the Dashboard", and view selector=show selected views. I couldn't see the label. If I selected "view...
View ArticleImprove Plugin Development skills
Hello,I want to improve my knowledge in Plugin development. I understand that Plugin development and c# coding are different ? From a few sources, I have gathered that it takes C# developers time to...
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How to sync appointments created in the web client to Outlook ?
Hi, I'm trying to sync my web client appointments to my Outlook. The opposite is working fine; when I create an appointment in outlook it's automatically shown in the CRM. This is my configuration...
View ArticleSSIS invoke Dynamics WS
Can we invoke Dynamics Webservice from SSIS package, if possible please share your experience or pointers to documentation on how we can achieve this. thank you,harihar
View ArticleConverting Lead to Contact
Hi Experts,I want to create contact from lead when the lead is qualified. I know i can map fields from lead to contact to do that. But my requirement is I want to copy all related records...
View ArticleAccount Disabled
I am really having a difficult time getting help with this issue. I'm hoping someone else in the community has had a simiar experience or any insight/suggestions. We are desperate. We have been...
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Offline will not load
I setup 3 computers with MS Dynamics CRM using these files:Everything worked fine with the exception of going offline. I then noticed that the last file No 6 & 7 should have been KB2963850 I then...
View ArticleCRM 2015 OnPrem: Unable to edit anything in workflow designer
Hi All,We have recently upgraded from CRM 4.0 to CRM 2015 On Premise. However we want to edit a workflow, when using the workflow designer we are unable to edit any of the fields, or even select fields...
View ArticleIssue with Business Rules in CRM 2015 Update 1
I have an issue with Business Rules in CRM 2015 Update 1. When I activate the rule, the text for the first 'Action' is translated into Italian. e.g. Imposta City su "Birmingham" when it should be Set...
View ArticleGetting error connecting to CRM Dynamics Online: An unsecured or incorrectly...
Our code is suddenly getting the exception below.This was referenced in another post on here last week (Oct 15):https://community.dynamics.com/crm/f/117/t/178881Exception information:Exception type:...
View ArticleOpportunity - Filtered Lookup not working - error
Hi, On an Opportunity, I am trying to set a filtered lookup where when the Company is selected, that the Lookup for Contacts only shows Contacts from that Company. I have filtered lookups set on the...
View ArticleValidate if a document as been uploaded
Hi would like to trigger an option set to yes if a document has been loaded to SharePoint. is this possible?
View Articlehow can i find value of drop down form list.
Hello all,I want to know How to find multiple form option set value from a form.Suppose i have an Opportunity entity and i am using three forms i.e. F1,F2....So,when i come on opportunity form i will...
View ArticleCRM Online - Async Plugin
Hi Everyone,I have a Async Plugin which creates 100 Task Records when a Task record is saved from the CRM task Form. the plugin is in inprogress state for a long time and after some time gets executed...
View ArticleReal-time workflow custom code activity
Dear all,I have built a custom code activity which grants and revokes permissions on record. It works fine on Create but on Delete I get an error. The system complains that I am refering an object...
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How to Create a Unique Identifier Field Type that Points to Shipping Address?
The problem I am trying to solve is I am using the Ship to Address on the Order Entity and I want to use this field’s value to populate a similar field on the Service Activity Entity when I run a...
View ArticleOpen proposals on account merge
When merging two accounts is there a system/business rule that indicates one of the accounts cannot have open proposals on it? I'm merging two accounts and get the error message: 'Active Proposal...
View ArticleChange status and update a record
Hi, I customised a new button for "close as won" an opportunity. This button launch a dialog box and after that I woudl like to change the status from "open" to "won" and update the form. For that I...
View ArticleContact to Contact NAV Card
Hello everybodyI need to integrate my ERP Dynamics NAV 2009 R2 with the CRM, for that I use Dynamics Connector Version 3.4.304.1I made the correct synchronization of the CRM entities from Nav but now I...
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