What is the best way to assign leads using round robin method to team?
Hi Techies,I have a requirement where i need to assign leads to particular team on round robin method. My understanding is to maintain a Boolean which says that lead yet to be assigned or already...
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Why I cannot get the GUID for SALESORDERDETAIL?
I am getting this error when I'm trying to create a salesorderdetail in CRM. I am trying to add a product to the order I just created. Here's my code:// Define the IDs needed for this example private...
View ArticleGet all the plugins that were triggered
Hi All,Using CRM 13 and having a problem related to Email entity, the thing is that there's a plugin that make some changes on the email before sending it and this process triggers another...
View ArticleHow to get current logged in user session id in javascript and how I can...
Hi,Here is my situation, in my js web resource I need to call external web services hosted somewhere else to read/write data to external system. I want to have some kind of user authentication on these...
View ArticleCRM Online Entity Primary Field Name
I am looking to assign an auto-number to the Entity Primary Field name so that it can act as a unique ID / system ID for the records in that entity. However the only option I see in the dropdown is...
View ArticleCRM 4 Upgrade to CRM 2015 - Guidance required
We have a customer who runs a CRM 4 deployment with Custom Entities , Scripts (Javascripts to enhance some functionality) and also Custom Reports in addition to the regular Out of the Box CRM features....
View ArticleAll business rules not firing if Quick Create used
I have an entity where Quick Create is enabled and it has the following Business Rules:1. Business Rule: Calculate Gross FeesIf Units contains dataAnd Unit Cost contains dataSet Gross Fees to Units *...
View ArticleWhat operands are available in workflows?
It appears you can only do an increment, decrement, and multiply in workflows. I've tried multiply, but can't figure out how it works. Is there a full set of operands available in workflows that I'm...
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online CRM 2015 and email router configuration
Hi,We are trying to configure Email router for online sync process but getting error on first step.we have configure outlook with exchange account.please suggest.
View ArticleHow to use SdkMessageProcessingStep in WorkFlow Activites?
SdkMessageProcessingStep :This entity defines how a plug-in or custom workflow activity should be registered in a stage of the event execution pipeline and under what conditions it should be...
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Cant setup Mandrill smtp for mailbox
HiI am going to use mandrill smtp service for outgoing email in dynamcs crm 2015. Here is my configuration for email profile, And here is the mailbox configuration:SSL is disabled and I test smtp with...
View ArticleDeploy SSRS Report on Dynamics CRM 2013
Hello Guys,I have restored the Dynamics CRM 2013 database on separate SQL Server then create new SSRS report. Now I want to deploy this report on Dynamics CRM 2013. Can you please suggest me how...
View ArticleSecurity roles and Activities
Hello everyone,since my last problems with security roles and subcompanies, I've got a new question.Situation:Parent Company 1 - User MikeChild Company 2 - User TomTom has created an account "Company...
View ArticleService Update 2 for Microsoft Dynamics CRM Online 7.1.1 ?
Howdy,we got a notification that Service Update 2 for 2015 Online was due for release this week, but the KB link on the email does not work, and I can't seem to find any other data on what's in the...
View ArticleCreate Report With Multiple Groupings - Urgent Help!
Hi Guys, I am trying to create a Chart in a report for Microsoft Dynamics CRM 2015 Online. I am using SQL Server Data Tools for Visual Studio 2012.I have an entity that holds the records of every...
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Create Report With Multiple Groupings - Urgent Help!
Hi Guys, I am trying to create a Chart in a report for Microsoft Dynamics CRM 2015 Online. I am using SQL Server Data Tools for Visual Studio 2012.I have an entity that holds the records of every...
View ArticleRestrict Contact Creation with No Email, InvalidPluginExecutionException();...
Objective : To restrict the creation of Contact where email address is not there (null or empty).Points may help:tried same code with Pre-Operation and Pre-validation with Sync mode.Debugger reaching...
View ArticleIdentifying security roles and visibility
Hello All,I am very new to CRM online. Our company has all the users hosted in Office 365 with Directory Sync server. Once i activated the CRM online subscription i saw all the accounts created in...
View ArticleHow to customize quotes
Hello,How to customize the interfaces of quotes generated by CRM online. Becuase i need to add our company logo to each quatation which we created.I ma very new to the CRM SYSTEM,Please...
View ArticleAdd SharePoint metadata at the point of email tracking in CRM for Outlook
HiI'm working on a solution for my client where we are stripping the attachments from the emails tracked in Outlook and uploading them to SharePoint.Is there a way to request a user to provide the...
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