Client 360 – Single View Component for Microsoft CRM
Hi,How can I put together some records in one Tiles?for example: All won opportunities with their Estimated ValueThanks
View ArticleTask Process
Hi,I have created a workflow to send an email notification to the owner and the creator of a task in CRM.I have set the condition to wait for Task due date to equal [Task.due.date] but I am not sure at...
View ArticleAzure aware plugin
Hi,We have requirement of sending data to azure service bus queue from CRM on premise. We are planning to write azure aware plugin for this. But we don't have internet connection on CRM server. Hence...
View ArticleQuick setting help - Outlook integration with CRM
Yesterday I was playing around with some settings regarding the synchronization of emails in Outlook with CRM. I made a change to synch "all emails" instead of the default. The problem I now face...
View ArticleSurface Pro + OneNote + SharePoint + CRM....sexy but not a lot of guidance...
The very reason I bought a Surface Pro (two years ago) was to be able to hand-write notes in OneNote and then find a way to link the notes to CRM. It didn't work without those links allowing people to...
View ArticleViewing users within a specific Security Role
Hi,In Dynamics CRM 2013, is it possible to view a list of users assigned to a specific security role. For example, if there is Role A, B and C, can I view a report/list of all users that have Role A...
View ArticleOperator List empty in a workflow process of a custom entity
HiIn a workflow that I am creating based on a custom entity, I have a step where I try to update some field of the entity. In the form that opens on clicking on the 'Set Properties', the operator list...
View ArticleCan I have more than 6 charts on a Dashboard....?
Hi,Is it possible to have a dashboard with more than 6 charts? At present it looks limited to 6 in Dynamics 2013.Thanks
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Queue missing from menu
HiI suddently lost Queues from my menu under service and the service calendar is the default entity when you open service. It also displays "Unknown75" as a header to service calendar. Does anyone know...
View Articleas is GenerateAuthenticationHeader CRM 2015
I have next code in crm 2013 and need replace for crm 215var authenticationHeader = GenerateAuthenticationHeader(); // Prepare the SOAP message. var xml = "<?xml version='1.0'...
View ArticleCreated a Infinite Loop Workflow
I accidentally created a infinite loop which is reeking havoc in CRM. I deactivated both process, tried deleting the record, tried canceling the process in system jobs. Nothing has stop this.. What can...
View ArticleRelating Entities and Fields Question
Hi all,The issue I'm struggling to get my head around is related entities.I have created a custom entity called 'Alerts'.On the Alerts form I have added a Client Name field that is 1:N with the...
View ArticleAzure connection with CRM
Hello,I want to connect CRM online from Azure web role. I have written code to connect to CRM and create contact in console application which works fine but when I try to use same code from Azure web...
View ArticleCan't find preImage
Hi all,I'm having a problem with a plugin, basically the thing is that when I try to retrieve the preImage I'm getting an System.NullReferenceException, here's the specific error:"Object reference not...
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Order Products - New Form - Related Entity
In CRM2011, the Order Products related entity was displayed on the left navigation of the order. So you could launch adding new products from there.However, in CRM 2013 the products are displayed on...
View ArticleCreating Services
Hi,We need to prepare our server for CRM. Do we need to create Service Accounts in our Active Directory Server or we have to create new services? As per the documents provided by the company it is...
View ArticleList of OrderDetails - where are they?
Where can I find the list of order details that are created? Are they deleted from CRM when the order it's attached to is deleted?
View ArticleProduct with specified unit does not exists in price list???
I was able to create a OrderDetail entity in CRM in C#. However, when I try to add a product line item to the order detail entity, I get the following error:"The following error occurred: Product with...
View ArticleChang Activities View Header Name Supported/Unsupported way?
Hello,I'm aware that changing the display name of the field changes label on both form (unless you change on field properties on form) and any associated entity views. I'm specifically looking...
View ArticleWorkflow triggers on initial creation
I have a workflow running on my custom entity that has a 1:n relation to opportunities. There is a field that needs to be calculated on the opportunity side. For a certain change in my custom entity,...
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