ObjectContext.SaveChanges Method saves all field values and kicks off workflow
Hello,I am running an SSIS package to import CRM contacts. As part of the import, if I find contacts which already exist, I update one field in the contact entity. It is an option set field. I then use...
View ArticleFetch-based reports
How do i create fetch base reports. I currently use Visual Studio and the Server Report builder. Is there an extension for VS or is there something on the server side.
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Pluginregistration.exe from the SDK Toolkit Will not fit on Screen
Please forgive me if this is the wrong forum:I cannot run the pluginregistration.exe from the SDK tools because I cannot get a resolution high enough for the whole thing to fit on the screen,...
View ArticleIE crashes when using CRM in multiple tabs
I have a user group that uses CRM heavily out of multiple tabs at once - 6, 8, sometimes up to 12 tabs open with Cases, advanced find queries, and Accounts.Since about Oct 22 they've been reporting...
View ArticleMicrosoft CRM integration with HP Service Manager
I did some research and could not find any documents for what I want to do.Any one have worked with integration MS CRM with HP Service manager? How can I do this?Thank you
View ArticleRun Workflow via JavaScript?
Can I launch a Workflow via JavaScript the same way I can launch a dialog i.e. via the URL?https://msdn.microsoft.com/en-us/library/gg328483.aspxexample script:function openDialogProcess(dialogId,...
View ArticleWorkflow Deployment - Configuring Fields
Hi All,I was wondering if there is a standard, best practices method for configuring lookup fields within a workflow when deploying the solution to another server? I am often finding that when I move...
View ArticleCRM 2015 - how to bypass the owner of the note upon creation
Hello,I currently have a workflow that will run upon creation of a note on a custom entity and create a note in the accounts notes section . If a user creates a note; the workflow runs to create the...
View ArticleCRM 2013 plugin on Export message?
I have registered a simple plugin against the Export message. However, I am not seeing my plugin execute. Is is set as pre-validation plugin. The plugin itself just throws an error. Since it's...
View Articleoauth issues when trying to access odata endpoint
I am working on an on-premise IFD installation of CRM 2015. I have followed the instructions here to configure CRM and AD FS to allow an external application access to the odata endpoint. I have also...
View ArticleOutlook Sync : Error as Create access missing on ExchangeSyncIdMapping entity
Hi, We have enabled outlook sync for few users in the CRM 2015 On-Premise CRM ORG and we get below errors filling our CRM TRACE for Asynchronous Service. It read as user missing the create access on...
View ArticlePrinting Invoices
I cannot find a way in CRM Online to print an invoice. A printed invoice is the be all and end all of a company. In this community it is said in various posts that there is no ribbon for this. And...
View ArticleCan I Restrict Plugins to Online Sandbox Mode
Hello everyone.My client is running a CRM on-prem implementation where it hosts many of its departments as individual Organizations (Think of it like a centrally hosted CRM Online). We would like to...
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server-side synchronization error - not have read/write privilege over the...
I configured Email server profiles with "credentials specified in email server profile", and setup username/password, and set this user's impersonation on Exchange server.When I test and Enable users,...
View ArticleCalling Rest Api From Plugin
I have created a plugin which get activated when any new connection created.And in plugin i am calling a REST api to store data in our OLD system.But when i am calling like belowbytes =...
View ArticlePerformance of CRM 2013 import does not utilize any CPU
I have two local CRM 2013 virtual environments which, when importing a solution, highly utilize CPU, using the UI or and when using PowerShell scripted XRM toolkit.I have another local CRM 2013 virtual...
View ArticleFiring Jscript automatically on multipe forms
Hi there!Is there a way to fire Jscript on multiple forms on a daily basis without loading each individually?Info: The JScript is currently onChange on a calcuated field that updates every day...
View ArticleAdvanced find/report based on sales team member
I feel like this is an easy question, but under opportunities I'll have them owned by a certain user, but then under sales team I add other users there, sometimes from other business units and then...
View ArticleFetch VS SQL
Is it possible to filter a SQL query to the results of a MS Dynamics CRM Fetch query in the same report. I need fetch to pass back the user id which i can't do in SQL. Is there a better way to...
View ArticleLookup field read only
hi,We created the editable grid in opportunity .Now when i select the lookup it fetch the data from from lookup record and lookup field is editable i want to make it read only after data inserted in...
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