Setting Service Activity Duration based on Account field
If I create custom fields on the account entity for each month, like this:ABC AccountJanuary Hours: 1February Hours: 2March Hours: 4How can I use these fields to automatically set the duration of a...
View ArticleCRM Licensing
I view my license details1.) July 2015 - there is 67 FULL CALs. 2.) Nov 2015 - there is 72 FULL CALs.3.) Result Additional 5 FULL CALs is added? My question is why there is added 5 additional licenses...
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Sending an email on birthday
Hiii guys, i have this following workflows to send an email on birthday.Is this the true step to sending automatic email on birthday using workflow ?And how can i check if my workflow is working ?
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CRM 2013 form layout
Hi,We are currently using CRM 2011 customised to fit our needs. I’m about to migrate to CRM 2013 so I did the migration on my test server.On the forms the fields are not clearly visible only shows --....
View ArticleWorkflow issue
Hi,I added some option list fields onto opportunity tables. the option set consists of 4 options :Not requiredrequiredbookedcompletedI created a new workflow against the opportunity, with the option to...
View ArticleBulk import/update of N-N relationship data
Hello,Here is my scenario.I have created custom entity called "industry Group" and prepared a master of the same. My each account is falling into diff and more than one industry group which i want to...
View ArticleMicrosoft.Crm.Monitoring.Engine.MonitoringRuntime exception Event id: 18690
Hi All,I would appreciate if somebody give me a clue what could be probably wrong with our production CRM 2015 on-prem instance. Since sometime I see lots of errors from CRM Monitoring Engine on...
View ArticleHow to run create exe of plugin?
Dear Experts,i got a requirement of sending an birthday emails to employees every morning 6.I have created a custom workflow and with the use of process (waiting time 24hrs), i have achieved this...
View ArticleHow to access newly created user in trail version
Morning Guys i had encountered a tiny problem. I am new to CRM and created new users in Trail version to get exposure to security roles but after creating user could able to see this errorYou need a...
View Articleget webResource in plugin
Hi,I what to get one of my webResource in the plugin.There any way to do it?If not maybe someone has any idea to solve my problem:I am in one entity. and on save I want to create a record of another...
View ArticleWhy Microsoft Dynamics CRM development uses Dot net framework . Not java ?
Hi all,This is a small doubt !!! Can anyone tell me why Microsoft Dynamics CRM development uses ASP Dot net framework . Not java which is a cross platform language ?Thank you .
View ArticleAuto-populate options on lookup fields
Hi,We have recently loaded some data in a custom entity table having 2 Primary keys (PKs) A and B. The table had an existing record having value say A1 and B1 for the PKs. That was inactive. Now we...
View ArticleRollup Field to calculate Ratio CRM 2015
Hello Folks,As we know rollup field help us with aggregation functions.But i have to give a solution to a requirement where the customer needs the ratio on Account entity.Ratio is of the opportunity...
View ArticleRefresh CRM View
I have a custom entity [say A]. It has no record initially when user visits its homepage (CRM View).User later selects records from another custom entity [say B] homepage (CRM View), and add them...
View Articlecontact activity
hi ,when i opening an email activity from "contact" in the filed "from" there is no value .i want just like in phone activity -that the system will automatically put the owner name .p.s -1. the email...
View ArticleCRM for Outlook question about sync
I am planing to configure CRM for Outlook,Can someone answer:Is CRM for Outlook designed to sync contact from CRM to Outlook or from Outlook to CRM?If two persons have same contact in address book and...
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How to customize and add field on the windows in CRM FOR OUTLOOK : "Look Up...
Hello I would like to know on first time if is possible to customize "Look up record" on CRM FOR OUTLOOK becauseI need to add the field "Owner" for choice the owner on this windows thanks for you'r...
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CRM Online - Determining the version
Hi,How can we determine the CRM online update/version number from the build number? I cannot see 7.1.1.3157 anywhere. Thanks,
View ArticleModify security roles while users are logged in
Hi,Is it possible to modify a sceurity role while users assinged that role are logged in.If yes, should users logout and login before the modfications are applied/seen?Kr,Aziz
View ArticleInstall / uninstall failes after unsuccesfull install
We have created a CRM 2015 client deployment, but I noticed that when I do a silent install and the outlook.exe process is running the installation failed. After that is not possible to uninstall or...
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