Email Notifications
Hi there,I'm just wondering if it's possible to have email notifications sent when there is any update to a task and or a case? The owner should get a notification that a note/post/activity was created...
View ArticleTask Email Notification
Hi there,We have a process where task are only generated as part of a ticket (case). I've create a notification email that gets sent to the owner of the task however it doesn't show any detail of the...
View ArticleREST - Raw HTTP
I'm unable to find any concrete examples of how to interact with CRM using REST where we create the raw HTTP URLs in code.In theory I should be able to create raw HTTP requests and send them to CRM for...
View ArticleView of Active Cases with Associated Queue
Our firm uses Cases in Dynamics CRM to manage client service requests and internal projects. Some Cases are routed to a Queue so specialists can work through the Queue Items to resolve similar Cases....
View ArticleProduct Properties
Product Properties:-I understand that - product properties cascade down to each linked ‘child’ product in the family. - product properties would not directly affect the product price- product...
View ArticleHow to look up value from one entity and get two values from it?
For my Cases I have a service type, like TANF. This is a lookup from the Programs table. The Programs table has an attribute for the name of the person on the Finance team who works all requests for...
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Error when trying to export solution on CRM 2015 ONLINE
Hii, my CRM ONLINE trial is getting expired immediately. So i need to export my customization as a solution. But when i tried to export the solution. It shows me error message like this:And when i...
View ArticleSolution import
I exported 3 separate CRM 2015 unmanaged solutions to 3 zip files in May 2015. I have now created a new CRM environment and am trying to import the solutions but keep getting the error below for the...
View ArticleGetting message for custom option set value in campaign activity while...
Hi,Have added a custom option set value for channel in campaign activity, am getting the message "Distribute capability is not available for this channel in dynamic crm" while distributing a campaighn...
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SQL Server Error for some users after upgrading from CRM 2013 to 2015
Dear Experts,Our users are facing "SQL Server Error" after upgrading from CRM 2013 to CRM 2015. Below are some of the observations:1. User able to login into CRM, but no entity grids are displaying...
View ArticleData Import issue using OOB template
Hello All,I am facing a weird issue in CRM 2015 Production, when i do an data import in Lead using OOB template, CRM is not recognizing the actual owner field(full name) which is specified in the...
View ArticleAll the emails are recording to Activities.
Dear Support,I logged in CRM as administrator and I could see all the emails coming to outlook are captured in Activities. Im thinking it is waste of resources and I don't want all the mail to captured...
View ArticleMarketing List --> Members Section.
Can I customize the members section present in the marketing list entity...?? Can I change the views of the Account , Contact and Lead Entities present in that members section..??Thanks
View ArticleGetting "If a bundle is selected as an existing product, you can't change it...
Hi All,As per the client requirement I am trying to update product bundle price by webservice. But I am getting "If a bundle is selected as an existing product, you can't change it to another value"...
View ArticleExamples of DiscoveryService class usage
Hello!How can I use this DiscoveryService (not DiscoveryServiceProxy) class in my webservice? I see that it is presented in chm sdk but cant find usage examples on msdn. I want to get organization Id...
View ArticleWorfklow set date time field to today but time 00:00
Hi,I have a date time field (not date only) and want to fill in the value with a workflow execution time to today but the time should be 00:00. How can I do this ?Thanks.
View ArticleMS Dynamics CRM 2015 - Available tool to fetch and display CRM metadata.
HiI need a tool which can retrieve and display metadata for following 1) All Custom Entities along with its attributes (with details) and relationships2) Global Optionsets3) Custom Dashboards4) Custom...
View Articlecan't insert e-mail template into an e-mail
Hello keep getting error when trying to select e-mail template from the list . <ErrorCode>-2147187962</ErrorCode><ErrorDetails...
View ArticleHow to update values with data from another entity record after/while...
Hi, I have a master entity record with some common data.I need to import data through an excel template into the lead entity. And I want to add more data from the master entity record to all the lead...
View ArticleConvert the currency converter
Hi AllI have one requirement where my price list is in US and quote should be in INR ,Can any one suggest me to achieve this .Example :Product one is in US $ when i create the opportunity Detail...
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