Custom Entity - can only add existing and not add new
I have created (and tried to recreate) a Custom Entity called Salesreport..I connected this to my Account-entity through N:N and added in the left toolbar.When I open an account and click Sales Report,...
View ArticleCRM Online Plugin Action + ADAL Authentication - Sandbox issues
Hello,We're trying to use the library Microsoft.IdentityModel.Clients.ActiveDirectory; for acquiring authorization tokens from Azure AD in order to use with the new PowerBI API. This code works fine...
View ArticleSet Zoom Level to Page Width in Report URL to display in Dashboard
Hi,I tried to set the 'Zoom level to Page Width' to the report URL in the Iframe that should be displayed in the dashboard in crm 2013.Just like below...
View ArticleError Reports
I seem to get a lot of error report messages on CRM asking to send report to Microsoft or Don't send report. It's really annoying that these keep popping up and I know that I can change the...
View ArticleEmail Templates
Can you make email templates visible to only two users, I seem to only be able to set them as visible for the organisation or personal? Or would I have to set up the templates as personal on each...
View ArticleHyperlink in Email template
Hi ,I wanted to add hyperlink to record URL in an email template.in order to do so i have created a workflow which (on create of record ) stores the record URL in a field of type URL.This field i have...
View ArticleCRM Typing Issue on Safari
When I type in CRM (I've noticed it in Working Notes, maybe other notes) at random times, it erases 3-5 words that I've typed in the middle of my typing. Any ideas why? I am on CRM online 2015 using...
View ArticlePlugIn on import-messages never fired?
I registered a plugin to handle import-functionality. Therefore I registered steps to listen to nearly all available import-messages ('Import', 'ImportAll', 'ImportCompressedAll', 'ImportWithProgress',...
View ArticleWeb to CRM
Hello,I'm looking for a way to connect a Website with a Customer Form (Name/Phone/etc...) to CRM 2015 onpremise.If a Customer klick a Button a new Lead in CRM should be created, i read that ms have...
View ArticleMain form overwritten after upgrade to online CRM 2015 upgrade 1
HiWould moving from CRM 2015 to CRM Online 2015 Update 1 revert the Main account/contact forms to their original, un-customised state?Thanks
View ArticleHide Advanced find option in MS CRM 2011 in-premise based on Security role
HI,I want to hide Advanced find option in MS CRM 2011 in-premise based on Security role.Please suggest any one.Cheers,Kannan. S
View ArticleSiteMap Editor: Issue while creating New Area
Hello,I am developing a solution on Dynamics CRM OL.I am trying to add new Area and it should land on custom Dashboard.When I have added that using XrmToolBox Sitemap editor, it is showing me...
View Articlesynchronizing appointments, contacts, and tasks
Hi ,I have a problem with set email router to synchronizing appointments, contacts, and tasks to one of the users (the first one I try ) .I do successes to sync incoming and outgoing e-mails .About the...
View ArticleError CRM 2013 SP1 - AppPool Runtime Error
Hello,we use CRM 2013 SP1 in our DEV Environment. Since the last 2 Weeks we have the issue that at irregular times CRM is not available und display an Error. When i restart the IIS or the AppPool the...
View Articlemultiple choice
hi ,i have a question about multiple choice option in microsoft crm .i did the instruction in the link below :www.forceworks.com/dynamics-crm-2013-feature-dive-multi-select-option-list/and everything...
View ArticleError While Importing Products
I am attempting to import products into my CRM system using the import template and import wizard. I continue to get the error "The unit schedule ID is missing. To create a unit, specify a unit...
View ArticleGUID fetching im Ms crm Plugin (MS crm 2011)
I have a Entity "Test" and I have created a plugin as create and pre operation.Now I have one more entity "counter" I need the GUID of this entity in my "Test" plugin.I could get the direct GUID for...
View ArticleHOW TO MANAGE USER RÔLE ?
Hi, Here is the context. Client has 3 levels of division in the CRM : Level 1 for the all group, Level2 for region and level 3 for the store.Needs : We need to allow users to see only opportunities...
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Reports - How can I remove the failed report and subreport attempts from the...
Now that all the ins and outs of getting reports and subreports uploaded have been solved, there are a bunch of failed .rdl report files still visible from the SSRS studio and I'm not sure how to...
View ArticleError when saving a new form
Hello,In Microsoft Dynamics CRM, i create a new principal form for custom entitie.When i save the form i have an alert popup "L'objet ne gère pas la propriété ou la méthode "toLocaleString""I click...
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