Accounts without a complete appointment in 90 days
Is there a way to create a view for all accounts that have not had a completed appointment in the last 90 days? I've looked at the Neglected Accounts report but it doesn't give me what I need. I'm...
View ArticleCreating a self-updating list
I would like to create a list of accounts with criterias that removes automatically from the list if there is activity (phone, appointment) within the last 6 month.Would should I be using to create...
View ArticleAssociated view brainteaser (connections, references)
Dear all,I have the following situation: On the one hand Entity X has a lookup ref to Account (main type) and on the other hand Entity X has connections with Account (support type). Entity X is needed...
View ArticleCRM Online 2015 FetchXML for all users that haven't logged in for X months
Hi All,We are currently running a CRM 2015 Online instance (just about to go to update 1) however we haven't been able to get a report out of the system for users that haven't logged in for greater...
View ArticleHow to search for data in other column in a view?
In an active view, I can found the result only if the search value in the first column (first field). How can I make the CRM search function search for any field in an entity?I'm using CRM 2015 online....
View ArticleMS CRM administrator Role
Hi Guys,what are the works come belongs to CRM administrator. Please list out. Regards,Kannan. S
View ArticleSend Email using an email Template -- Sender should be a queue
Hi,Problem - I need to send an email with following details ->Sender = A queue (i have the GUID)To = a List of "systemUsers" (i have the list)template = I have template GUIDI cant find the code or...
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At least one recipient does not have an email address or is marked as "Do Not...
Hi,When I am create appointment using CRM 2013 one notification comes "At least one recipient does not have an email address or is marked as "Do Not Allow" email.". Please suggest if any setting i...
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CRM for Outlook firewall issue
I am getting issue on my Outlook. See the screenshot below.
View ArticleTime Off Entry in Online CRM 2015 through C#(plugin or otherwise)
Hi there Ladies and Gentlemen,I have a requirement to do the following( I am using .net 4.5, online crm-2015)1. A particular Equipment and Facility resource may not be available for scheduling on a...
View ArticleCreateInlineDialog not working
In CRM 2015,Create Inline Dialog not working?Is there any alternative of this?
View ArticleYammer on Different domains
Can we have yammer / crm integration if both are on different domains? Example : For CRM, the users are in Org1 domain & for Yammer, the users are in Org2 domain
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Customizing relationship-buttons using Ribbon Workbench
Is there any way of "hiding" the Documents-relationship on the Opportunity form based on a user’s security role?I do not want to remove the privileges in the security role, as I do not want to "hide"...
View ArticleHow to debug the Custom Workflow in CRM 2015 Online?
Hi all, Can any one help me to debug custom workflow in CRM 2015 Online.Please give me steps if you know.Thanks.
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All the Ribbon button in subgrid puzzling moved to Form
Hi,I use Ribbon Workbench to edit ribbo,but there is the problem.I dont know why this happens !Give me some suggestions ?THX!!
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Email Messages - is it possible to have a View that can sort by who the email...
We have this View below for Email Messages and we are displaying who the email is from , To, Subject, Date Received etc. however we are unable to click on the To field within the View to actually sort...
View ArticleQuestion about duplicating record in entitie
Hi,Is the a possiblity to duplicate record inside one entity?And is there a possiblity to run template to copy some predefined tasks to record?Thanks in advance
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Hide some entities in drop list on entity Activities
Hello, I need to hide 2 entities from drop list in entity Activities. In more detail: Go Sales-> Activities->All Tasks . Hide Fax and Phone call.
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CRM online FetchXML + SSRS report
Hello All,We are using CRM 2015 online. There is a entity which contains an option set field oc_categorycode having values as (Quality, Inspection, etc). Now the requirement is that based on the...
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