How to add a new state to a record
Hi everyone. How can I add a new state to a record? I see "statecode" but there's no place to change anything.
View ArticleDynamic CRM will not work in either Edge or IE11
As stated in the topic. Microsoft Dynamics CRM will not work in Edge or IE11 for me. It worked fine last week, but has stopped working. When I try to access it through the Office 365 portal I get an...
View ArticleLookup Field
Good afternoon,I am using the code below to get the name and id of a Lookup which is in the Product entity.I'm able to bring the result usually, but I'm not getting fills the lookup with the...
View ArticleCRM 2015 - Creating a Field with the option set to check all that apply
Hello,I would like to build a Field inside an Entity that will allow you to click all that apply. For example: Let's say the field is for a Laptop purchase order. And you build a field that has all...
View ArticleShow/Hide section based on Related Entity Associated View
I am trying to put in a small section containing the bank information for Lawyers on my account form. I would only like this section to be visible if the "Category" of the account contains the "Lawyer"...
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Getting a error code when I create a Quote
Hello Everyone:We are getting an error code when we create a Quote from the opportunity.Any help would be great.
View ArticleChanging the BU of a user using the SetBusinessSystemUserRequest request
Hi All,I am trying to change the BU of a user using the SetBusinessSystemUserRequest request from a plugin. Below is how I create the request - SetBusinessSystemUserRequest request =...
View Articlecan i know what is action and business process flow in crm 2015 ?
can any one help me to know what is action and business process flow in crm 2015
View ArticleReport data not loading
Hi guys,Please I need help here. I have a custom report where data is being pulled from some CRM entities and also from some external data.A user with system administrator role can run the report with...
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CRM 2015 - Opportunities - "Closed as Won" and "Closed as Lost"
Hello,I am trying to modify the "Closed as Won" and "Closed as Lost" fields (See Screenshots). But I am unable to find where they are to modify them. Any direction would be most helpful. Thank you...
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CRM Online - Import Error: The entity relationship role of the referencing...
Hi, has anyone had this issue when importing a managed solution from a sandbox environment to a production environment in CRM Online (2015 May update 1)? Both sandbox and production have the same 2015...
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E-mail template error in Outlook
I am having this error when trying to use e-mail templates. Outlook will not bring up the "more templates" window under the "insert templates" for some reason I can only access ones that were...
View ArticleCan I associate more than 1 owner to a single contact
I have contacts whose business dealings with my company cross into different business units and each business partner needs the client contact information. Currently only the "owner" of the contact...
View ArticleMass notifications in CRM Online
We are considering implementing CRM Online for customer relations but I was also wondering if there is a mass notification feature in CRM Online (something comparable to Everbridge)?
View ArticleQuote with Account Ownership
Hello Everyone:When creating a quote we want to have the Ownership of the Account to show in the Quote Record.Is there away to do this. I did a workaround and created a field (Account Owner) in the...
View ArticleJavaScript Intellisense
Remember back in CRM 2011 days, there is this XrmPageTemplate.js file from CRM SDK? Visual Studio will give you nice JavaScript intellisense if you refer to this file from your JavaScript. My question...
View ArticleMap from a lookup to a party list?
Hi!I would like to make a relationship from a custom entity's field that is a lookup to Contact (the "responsible party") to a Phone Call, as in auto-populate the Call To field; can this be done with a...
View ArticleCRM 2013 & IE 11
Hi All,I may have to open a ticket with Microsoft regarding this one but I need to find out if there is a reason why IE 11 slows down over the course of a day while using CRM 2013 (web version). I've...
View ArticleEmail address not resolved
Hi everyone, I'm working on a migration from CRM 4.0 to CRM 2015. The client works with the email router, and I've noticed that most of the time, the email router does not recognized the "from" email...
View ArticleCRM On premise authentication models?
Hello, i'm new to the Dynamics CRM world, and was wondering a few things about security in CRM. 1. what are the CRM authentication models available out of the box with 2015?2. For IFD or internet...
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