CRM 2015, ADFS 3.0, IFD & WAP Nightmare
Hi, I've been trying to get my CRM install externally available via WAP but I'm having no end of trouble. I have followed a couple of different guides, all very similar but end up with more or less the...
View ArticleoData expand query not working on SystemUserRolesSet
Hello,I'm trying to get the current user's roles, and the data about said roles in one query (as opposed to using Xrm.Page.context.getUserRoles and then looping through all the results and querying the...
View ArticleMobile App unable to login "You haven't been authorized to use this app"
I've check all roles to ensure they include "Use with Mobile" setting. Curious that even the System Administrator role cannot connect when using the app. Also the System and User metadata are set...
View ArticleCrm Online and Crm OnPremises
A client of ours wants to have both CRMOL and CRMOP. How will the 2 systems talk? How will they be synced? How complex is that to setup?
View ArticleSecurity role needed to create personal/individual templates only
Is it possible to configure a security role so that a user can only create personal/individual email templates? Based on my testing, "user" level create permission for Email Template entity enables...
View ArticleUnexpected error
Please suggest when do we get Unexpected error message (Dynamics CRM 2013 , on-premise)One of the user when trying to navigate Service area ----- >subarea(eg report ), is getting Unexpected error...
View ArticleEmail Templates on CRM
Hi, I am running into this problem when associate with email templates on CRM. I really appreciate if anyone can help me with this issue.I created email templates on CRM with template type as Case,...
View ArticleSuggestions on Integration Package Run
How often should we run the Integration DTS Packages to update CRM Customers, Payments, DOI etc.?
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Marketing List Add All To List - Error
I am currently having trouble with setting permissions for adding Contacts to marketing lists. I want a user to only be able to add the contact they own - which I've got down. However, if I try to do...
View ArticleUnit of Measure based on the Product
Hello everyone. I am using Query Expression to be able to retrieve certain data from Dynamic CRM Online. Right now, I am trying to grab the GUID for the Unit of Measure.I over thought this- the...
View ArticleLink new Account in new Contact
I am creating a Contact in MSCRM and want to set a new account that I am creating the Contact entity Account field.The Contact creates right, the account also, but I can not link the account created in...
View ArticleCRM 2016: Is TLS 1.0 still required???
Does anyone know if TLS 1.0 is still required for IFD configured CRM 2016 (on-premise)? I tried disabling it and got many error events logged in the Application event log related to the e-mail router....
View ArticleSet field values for a contact that was converted from a lead
Is it possible to set the properties of a contact record that has just been converted from a lead? I have a custom field (on the contact entity) that I want to change if the contact has been converted...
View ArticleCRM 2016 and IFD with Multiple Organisations
I am trying and interesting configuration in my own test environment with IFD.Normally you would configure your different environments on different implementations and sometimes in different domains......
View ArticleConvert local time to all other time zones in javascript
Hi,I have a requirement where I have to display local time of CRM in all other time zones.This should include Day Light saving time. Are there any methods to directly convert the time ?
View ArticleCase/Incidents association through API
Is there a way to fetch all the attachment/Notes of a case/Incidents through API
View ArticleMultiple Users Editing Office Documents in CRM Concurrently
Hi guys, is it possible to allow users collaborate by editing the same Office documents such as Excel and Word in CRM? Can it be done via SharePoint integration? Thanks.
View ArticleClosing date in VOC
If I want to configure like below how canwe do?When the survey is sent to customer, survey should be closed after 14th day. If survey is sent to another customer on the next day, his/her survey also...
View ArticleMSCRM open dialog and close issue
Hi,As per our requirement we used below code to open poup in CRM Xrm.Internal.openDialog(webresourceurl, DialogOptions, null, null, callBackFunction);from popup we have to pass some data to the crm...
View ArticleQuick Create case form on click of a button on Account form
Hello everyone,I need some help from you guys on the code mentioned below. The requirement is that there is a button on the account form, on clicking of which a new quick create case form must be...
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