Emails
I am having problems with emailing through CRM Dynamics when trying to send through a lead or contact? I open the lead go in to activities and new email, type email or use template and press send but...
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Opportunity form - no related objects on the Navigation Bar
Hard to describe, but look at the picture please. There is just no opportunity card on main navigation bar, so unable to get into opportunity related activities, orders or quotes etc. In the past I...
View ArticleAccess to CRM Customer Source Portal?
We are on 2015 On-Prem and no longer are working with a partner. Any idea how I can contact Microsoft to gain access to this helpful portal? I was told that If we already have Dynamics CRM then we...
View ArticleHow do I include a totals row in a view?
Hello,I have several clients that request a total row below the view, like excel.It is possible to do this?
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Any way to add UI options to a CRM dashboard
Hello,I'm looking for a way to make my CRM dashboard better for the user.What I would like to add is option so you can select different things. I know I can add ribbons but this is not what I'm looking...
View ArticleActivities Not moving after merging accounts.
Hi All,I merged two accounts today and was under the impression that all of the activities associated with the account would merge too.All of the Activities still exist in Activities>All Activities...
View ArticleDialog: No Next step when "There are no records to display"
Hi Community,The first stage of my dialog as a query listing all the contacts with the same email address (I have put this criteria in the FetchXML query directly).But the query returns no value and...
View ArticleEmails not sending as 'Campaign Activity'
Hi All,When I attempt to send sales literature through the CRM by selecting a recipient and hitting send, the email appears in my Outlook outbox and sends shortly after.When I attempt to send a...
View ArticleCRM / SharePoint Integration and Document Types
We are using CRM 2015 Online, Rollup 1, along with Office 365 (inc. SharePoint).We have used the SharePoint integration for some time, which allows documents to be stored against records in CRM....
View ArticleQuote Detail - StateCode and StatusCode
Hi,I am looking for a field that shows the information about the status of a quote product that is inside a Kit. So I want to enable some fields and the Save button but all of them are disabled.Does...
View ArticleLog From CRM Report Wizard Failure
Hi all,This is the log Im getting from the SQL server when trying to run a report from the CRM report Wizard.Any help m<Header> <Product>Microsoft SQL Server Reporting Services Version...
View ArticleLast run time of report
Hi ,Is it possible to get the last run time of a report in crm?
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rsProcessingAborted
I am having an issue rendering reports inside Dynamics CRM. I am getting a message like this: It is happening for all reports in CRM.When I access to the Report Server page I can see all reports but I...
View ArticleSales score solution
Hello!I am a student that recently started studying MS Dynamics and I have a problem that I can't solve. I want to create a sales score that gives the users 1 point if they close an opportunity as lost...
View ArticleDynamics CRM 2015 Outlook Plugin
Hi,We are rolling out Outlook Plugin for MS Dynamics on-premise CRM 2015. The client uses VDI to access their desktops. There are around 700 employees in the client organization. Not all of them are...
View ArticleCannot open account details after migrating data from CRM 2015 to CRM 2013
Recently we copied some data from a CRM 2015 to a CRM 2015. After the migration we realised that some of the users can no longer open an account information to make changes and the sub menu like...
View ArticleCancelling A Transaction Using Real-Time Workflow
Good afternoon all,I have a question regarding using the 'Stop Workflow - Canceled' ability in a real-time workflow to prevent an activity from being completed if certain criteria are not met. I have...
View ArticleSyntax Difficulty in C# Plugin Code - Specifying Entity Name
I started coding a plugin (using the following as a guide https://msdn.microsoft.com/en-us/library/microsoft.xrm.sdk.query.queryexpression(v=crm.5).aspx) to perform the objective listed in the...
View ArticleInconsistent Authentication Prompts in CRM/SharePoint Integration
In a CRM 2013 environment for one of my clients, there are a handful of users who regularly utilize the standard SharePoint document integration from CRM. They say some get prompted around once daily...
View ArticleJust viewing a record on CRM mobile app causing field change workflows to run
I have a CRM (2015) workflow that runs on Accounts when the primary contact changes. When a user views any account record in the CRM iPad app, it is causing that workflow to fire. Upon further...
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