SQL report writing
Hi everyoneI am a beginner in report writing for MS CRM,this is my question I want to show opportunities on my SQL report based on the probability value e.g Probability > 80 the select opportunity...
View ArticleHow to pull connections based on different Criteria in SQL reports
HI EveryoneI am currently writing a report and in my report I need to show the connections based on different filter criteria.e.gfor instance I have an account in that specific account I have a sub...
View ArticleHide Sandbox instance from non-admin
Many of our users have access to our CRM Online Sandbox environment for testing purposes. When the user selects CRM from the Office365 "waffle" they are redirected to a screen allowing them to select...
View ArticleHow to set value in lookup field in CRM 2015
Dear Experts,I am trying to set value in lookup field in CRM 2015 using following code but the value is not setting in it...var lookupData = new Array(); var lookupItem = new Object(); var lookup =...
View ArticleHow to edit the Stake holders view in Opportunity
Hi all,I want to edit the stakes holders view in the opportunity page of Dynamic CRM . That view is not editable at allSo if i create a separate view for that stakeholders that view doses not have an...
View ArticleGeneric SQL Error in View
We were recently upgraded to CRM 2015 (Online). Someone today brought to my attention a problem with a couple of Opportunity views we've had since before the upgrade. We get a "Generic SQL Error" when...
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What is wrong with this WF?
Scenario:Don't allow users to qualify a lead if they didn't fill "Purchase Process, Purchase Timeframe and Budget Amount" fields in the Lead record.Created a WF with the below configurationBut still...
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Duplicate detection 2 different warning message box
Hi,Can someone explain to me why do i get once one warning: and that in other situation other duplicate warning:Thanks in advance
View ArticleNative Quick Search - Extended Functionality - CRM 2015
Hello CRM Community,I have a problem and hope that someone out there has a solution.Scenario:I got one custom entity (Entity A) which has 3 n-1 relationships (lookups) to three other entities (Entity...
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Adding Filter criteria not working
Hello,I am having problem in my crm instance . I want to set some predefine criteria when anyone search on Account entity through lookup. see attached screen.I have added criteria on system view i.e....
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Roll up Post on Parent entity
I need to create a workflow that clones the post on a Contact record to it's parent Account record. I thought of doing this by checking the Regarding(Contact) if not null and if...
View ArticleIE 11 problem with sitemap
We have Dynamics CRM 2015, the sitemap works fine on Firefox and chrome but not on my IE 11. I downgraded to 10 and it works fine. Any specific setting I need to modify to get it to work on IE 11?Any...
View ArticleUpdate account using import
is it possible to update accounts using a simple import from csv
View ArticleCRM 2015 - Publish custom MVC 4 website to virtual directory
I have developed an MVC 4 website that interacts with CRM 2015 (via SDK) and it works fine from my VS 2012. When I publish the website to the CRM Server, I get an error with a dll which I am not using...
View ArticleEmail Campaign through CRM 2011
I want to send out an email campaign through CRM 2011. I want to send this campaign to 2000+ leads. I want it to look like it's coming from the owner of the records. All replies should go to the owner...
View ArticleRecord field not updating across business process flow stage advancement
So I have a custom Business Process Flow for the Case entity. One of the fields used in the BPF is the 'Status Reason' field, in which I've implemented transitions, so that only a set group of options...
View Articlesysnc time 15 mins in outlook,but its not sysnc.
Hello All,I am finding issue with sysnc. time.I have defined sysnc time 15 mins in outlook,but its not sysnc. sometime its sysnc on time some time its not it will taking around 30min,1Hrs...more...
View ArticleUser Related Records
Hi AllIs there any way to view all the records associated to a User in CRM 2011.??
View ArticlePulling Opportunity Owner into external reports
Hi - we're attempting to create some external funnel reports and are extracting opportunity data from CRM. When the OwnerID field is extracted, it comes into our reports as, it appears, the guid, a...
View ArticleAdvance BPF stage via workflow (2015)
I thought the ability to advance a Business Process Flow stage via workflow was going to be a feature of 2015. So far, I have not come across this yet. Is this still in development?
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