Any Update to quotedetail entity does it's changes only after another update...
==Edit==The problem persists in the Plugin too, I suspect something is weird with the relationship of quotes and quote details.==Original==Hello Community, thanks for having me.I come with a big issue...
View ArticleSystemUserBusinessUnitEntityMap and PrincipalObjectAccess following CRM Upgrade
Hi,We recently upgraded from CRM 2011 (rollup 6) to CRM 2013, on Premise. We are encountering an issue with XRM when attempting to query data. The results of the query is returning null due to the fact...
View ArticleNotes security
Let assume,we have two department A and BDepartment A user has taken notes for some contact Like Rahul and now Department B user comes and take note for the same contact Rahul. Now my requirement is A...
View ArticleEstimated Revenue Field on Opportunity not calculating
Hello,We use the native Price List/Opportunity Product set-up in Dynamics 2015 (latest update). The Estimated Revenue field is not calculating. I've toggled the "Revenue" field from User Calculated to...
View ArticleWorkflow Email Reminder for Specific Products on Order
Hello,I would like to develop a workflow that sends reminder emails to sales reps about follow-up based on the specific products in the Order.Is this possible?
View ArticleCRM 2015 Notes Automatic Title
We recently upgraded from CRM 2011 to CRM 2015. When creating a note, it was very convenient that the title of the note was automatically created in this format:"Note created on MM/DD/YYYY H:MM PM by...
View ArticleVisual Studio and CRM online
Hello everyone:I need to know what version of Visual Studio to use for CRM online.Also I need to know how to recreate a Neglected Report for Accounts.What do I need to accomplish this ie any tool kits...
View ArticleMulti column sorting in CRM 4.0 Look up view
I'm trying to add multiple column sort for a look up view of entity in CRM 4.0. I tried exporting the customization for an entity and then edit the fetchxml by adding extra <Order> tag, saved the...
View ArticleValidation Rule: If "Contact" field and "Report Broker" field have been...
Basically what the title says. Validation Rule: If "Contact" field and "Report Broker" field have been updated then "Report Level" field must be updated/or have input. I've heard the use of If change...
View ArticleLatency in the Australian (CRM6) datacentre?
Howdy,anyone already in the CRM6 (Australian) datacentre's yet? If so, have you run the diags to check the latency?Just interested in find out what its like, esp. from a Sydney CBD location. 150ms to...
View ArticleCRM Event
Hi Guys,Does any one has any information related to any MS CRM event to be held in India in the coming days.Thanks in advance!
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User Survey in Microsoft Dynamics CRM 2013 or 2015.
Hi All,Today I am stuck in one of the business requirement. Actually my Business User wanted to have a satisfaction survey on time to time basis from the user side. In the survey they want to ask some...
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Notes section random button icons appearing on form
Hi community,When viewing the notes section, there are buttons just hovering on the form. It appears to be similar to how it would look if there was an attachment in the note - in this example however...
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Adding a Button to a Sub-Grid in CRM 2015
I am trying to add a button to the sub-grid, e.g. here on the sub-grid of contacts connected to the account:I am using Ribbon Workbench for that. I opened a solution with only the contact in it, I...
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How to insert an Image in workflow
Hello All,I have created workflow in lead creation to send email to owner,Here i need to insert an image in email properties,can any one help me on this??
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Quick view control showing 2 error image for mandatory lookup field
Hi All,I have a lookup field that associate a Quick view control. That lookup is mandatory. If we come out the cursor from the Activity lookup without selecting any value , instead of showing one cross...
View ArticleLooking for previous versions of Development Kit CRM 2011
I encountered a problem with 5.0.18 SDK version. When trying to create or edit workflow in VS2012 I got "Could not generate a view for a workflow". Error is caused by lack of resources in dll file...
View ArticleDynamics Connector with NAV - Help Needed
Hi,I am trying to sync CRM cases with NAV custom page i.e. Cases Header. I have created a map for the same. I am trying hard to sync it. Bad luck. Can anyone send me across some dynamics connector map...
View ArticleCan I link Order product to activity or Case ?
Hello,I want to be able to create a case or activity and link it to an order product. This is to be used post sales process, that is when a client claims that he has received a damaged order product.I...
View ArticleCampaign Response in Dynamic CRM 2015
Hello,When an email activity in a campaign is sent, the responses are listed in the campaign response section, however upon opening it does not show the reply message.Is there any way to read the email...
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