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How to load CRM view using liquid in Portal page.

Hi,I am loading CRM entitiy view using liquid script. Please let me know if any possible way to do this.Thanks,Sandeep

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ID3082: The request scope is not valid or is unsupported.

Stack Trace::at System.ServiceModel.Security.WSTrustChannel.ReadResponse(Message response) at System.ServiceModel.Security.WSTrustChannel.Issue(RequestSecurityToken rst,...

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Need to get server side sync working so that when a task is created for...

CRM2016 need to be able to be able to create a task and it auto appear in outlook.

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CRM 2015 - URL Shortcuts not working correctly

Hi, Wondered if someone may be able to help me or point me in the right direction?I have a customer who has CRM 2015 and before they upgraded to 2015 they used to be able to go into reports, run a...

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Find CRM Client URL in the Plugin or Workflow

I need to find the Server URL of the client using the current context, and I need to do it directly from the Plugin, not by passing it as an input using JavaScript like (getClientUrl();).Note that I am...

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Running Javascript from an HTML WEb Resource

Hello,I added a HTML webresource in a CRM Form. When I try to run the javascript from a simple button it does not run anything, not even an simple alert. What should I add to the code to be able to run...

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Calculate data

Hi, so I have immigrated some ERP data into two custom entities ("sales", "salesDetails") and now my supervisor ask me to calculate some fields. So I need to synchronize these fields with the actual...

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Delete Plugin child from parent entity

Hello,I need delete Plugin code when parent record delete child record should also be delete

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CRM 2016 Document Templates

In Word you can select the entities and relationship you want so you can map fields on a Word document using the XML Pane Mapping on the developer tab. I was able to create field mapped Word document...

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Prevent preloading Project Rates when Project is created

We have an automation setup that is pre-loading a set of 34 project rates whenever a project is created. We no longer want these project rates to auto-populate. Where in my solution would I be able to...

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Custom View in Advanced Find

Is it possible to create a chart that shows the number of activities per type, as well as subtype. It would be like this (see image), but Appointments would be broken down by In Person/Virtual

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How do you calculate Buddle price ?

Dear all,I have a create a Buddle package wich contains some product which has been defined as Optionnal when added to the buddle, because those product can be sold also separatly.Each individual...

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MS Dynamics CRM 2015 integration with Project Online

What is the best practice to integrate MS Dynamics CRM 2015 (on prem) with Project Online? Is there native integration available or would this require a 3rd party product.

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Can Bring Maps allow for query based on distance from a city?

Basically looking to pull a query for Accounts within 100 miles of Dallas, TX.  Can the Bing Maps integration allow for such a query?

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CRM 2015 - Limit on Workflow Process

I have a workflow that has a series of If/Then statements.   It works great for the first 4 statement, but then it doesn't progress to the final two.  The Status Reason just says 'Waiting'The reason I...

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Getting Subgrid Values that is not related to the entity

I have a subgrid in a Customer form. The subgrid is showing everything related to "Customer" and "Product" Entity. But inside the subgrid there is a column from the "Product/Services" entity. I'm...

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Access token expired

Hi,I followed the steps in the article http://dynamicscrmcoe.com/part-2-register-a-third-party-application-with-microsoft-azure-active-directory/to get an access token to call CRM WebAPI. But the...

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Filtering custom activity in activity wall/social pane

We have a custom activity which we do not want anyone to see except one role.I tried 3 approches but not able to get this going.1. "Control" object handle using XRM Model - iterated all controls but...

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The screen turns "Blank" after clicking on "Resolve" Button

Hello!Please your kind suggestions over the following issue:In a client of 150 users, suddenly  after clicking on "Resolve" button in Case Screen, all the data on the screen disappears.  --This...

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How to update Appointments associated with Service Activities

We would like to be able to dynamically update Appointments with Service Activities (S/As).  Specifically, we have a workflow that creates a travel start activity for any field service S/A's, and also...

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