List possibilities
HelloI have few questions regarding views.Is there a possibility to align and/or group data in entity view?Also is there a possibility to change column name in view?Thanks in advance for answer.
View ArticleAbout rollup fields
Hi all,I just created a rollup field, and a question still surrounds me.I created a rollup in the account form that sums the revenue of all won opportunities from this account this year.so my question...
View ArticleTasks and Outlook
Hello,Can someone explain to me how are tasks synchronized with Outlook.Can this be done only by installing CRM for Outlook application and enabling server-side synchronization, can this be done...
View ArticleJavascript in mobile app
Hi i'm using Dynamics 2015 on-premise and mobile app express. I'm trying to use javascript in mobile forms like in the web app but i don't know where to write js codes. In web app i have some fields...
View ArticleSales Force Automation - CRM Basic licence
Hello,By reading CRM Licenses restriction i found that, among other things, basic licence cant accesssales force automation. Can someone explain what does this in practice mean, user cant access what...
View ArticlefetchXml reports and wrong dates .Urgent plz
sHello,May be this is old but I really need help.I have an fetch xml report that has two dates conditions (on and after & on or before condition).The report is getting wrong data because of the...
View ArticleImport issue. Product has price set to 0 but after importing Order Associated...
I have a problem with Order Associated Products import.I have configured the product and set its price to 0, I have included the product in a price list and set its price to 0. I have entered "0" in...
View ArticleAuto-Reply Email to Customer on Case Receival and Creation
I am a beginner in Microsoft Dynamics CRM Online.I was asked to be provide a functionality such that as soon as a case is created for a customer, an auto reply email is automatically sent to that...
View ArticleRemoving and reassigning CRM Professional license to user does the data...
Hello,For one of the user I need to remove the CRM Professional license in Office365 user management .And after sometime again I need to reassign the CRM Professional license to the same user So...
View ArticleStacked Column chart multiple conditions in Fetch XML failing
Hi I want to show data in Stacked columns how many items consumed ( Less than equal to 10 , greater than 10), per office, Per month wise. Because it is not possible(cluttered ... ) to show per office,...
View ArticleCustomerid (Potential Customer) Field ina Lead Record
I am struggling to understand how the customerid field works in CRM 2011.If I enter it in manually in the Lead Record when I qualify the Lead into a Sales Opportunity it does not seem to be used for...
View ArticleNeed help from experts for opening Quick view form in modal window
Hello All,I am in the need of some solution for opening quick view form in modal window with selected rows record. Is this possible?How can I open a record in the quick view form using modal window?As...
View ArticleEmail activity - insert template - An Error has occurred.
Dear AllWe are having a problem with new emails in CRM 2015 on premises When we create a new email and click insert template, we choose the template and then click select then we receive an error...
View ArticleAction invocation request in batch WebAPI
Does any one know how to call action in odata batch request. received following error"VerifyCommitted - Transaction has not been committed"
View ArticleBulk import Addresses CRM Online 2015 Update (7.1.1.4210) (DB 7.1.1.4210)
Hello everyone,After a long search in the web I cannot find the answer for my problem. When I try to bulk import addresses, I get this error:Column "Description": The parent is not validColumn "More...
View ArticleSend email through CRM with Lotus Notes
Hello,I'm setting a Dynamics CRM 2015 for a customer who uses Lotus Notes like mail provider. My customer doesn't need a whole integration Dynamics with Lotus, he only needs to send email from...
View ArticleOpportunity Graphs by specific process stage
Hi,I've had a bit of trouble making some graphs by the specific process stage. For example I have a custom workflow, with stages named Raw Lead > Lead > Search after which the opportunity is...
View ArticleWorkflows paying not nice with Quick Create
I am having a terrible time with a workflow that is supposed to run in RT on record create when it's created with a Quick Create form. I have confirmed it works properly if I turn Quick Create off. I...
View Articleopen record in modal window for Quick view subgrid row on double click
Hi All,I have scenario for which i need solution as i referred many blog posts but didn't help.On phone call entity form i have placed/ inserted a subgrid of quickview for customEntity1. As i can see...
View ArticleUnified Service Desk 'Manager Screen'
Hi,I have a requirement for 'Manager Screen' which shows the session timers of all users on a call center.Does anyone implemented this kind of screen (hosted control)?
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