A secure (https) site is required for claims-based authentication while...
I've been running a preview build of CRM 2016, I then uninstalled the preview build and try to install a newer build. In the setup, I select to upgrade if possible an existing organisation, and point...
View ArticleHow can I dowload all the records from an entity to a XLS file
Dear all,Please I would appreciate your help for telling me how can I donwload all the records from an entity to an Excel file.I have tried to download them through an advanced search but I just only...
View ArticleAccounts Activates
Hello Everyone:At one time when I made a Opportunity, Quote, or an Order that info would go into the Accounts Activates, not Post.Now it does not. How do I fix this.All the Activity Feeds Rules are...
View ArticleAutomatically link record to opportunity if involved
We have many different lookup fields for Accounts/Contacts within each opportunity. I would like these Accounts/Contacts to be linked to the opportunity in the "Recent Opportunities" view on the...
View ArticleCreating child records
Hi, I am working on a custom entity with two forms and based on the security roles, we are letting users access those forms. Now, I am trying to copy a form1 data to form2 along with its child...
View ArticleUnable to add Product Line Item in Opportunities (even on system...
I was able to do add product line item back in mid-October. After getting reports from other users I went back to see if I can duplicate this problem. After creating an opportunity, when I click on...
View ArticleEmail to Case Creation for a User stored in custom entity
We are using CRM 2013 SP1 and implementing a functionality of creating a case when an email is received. We want to convert the email to a case with the known values of user etc.Our user is stored in a...
View ArticleCRM 2013 on Azure VM - AlwaysON Issue
Does anyone have a proper documentation or link to follow to configure CRM 2013 on Azure VM for AlwaysON.I have tried it but the CRM server does not recognizes the Listener and hence not able to...
View ArticleCRM 2015 Where in settings can I keep track of currency exchange rates?
I always thought there was somewhere under system settings where currency exchange rates could be manually updated.... I can't seem to find it though.... I am using CRM 2015 Online
View ArticleGet Account ID
Is it possible retrieve the current account id from a sql query. Much like the(ownerid = dbo.fn_FindUserGuid())
View ArticleProblem sending emails from another User
I have administrator rights on my CRM. We do not have Outlook connected and use the email Router. My User setting in the File/Options/emails area is set to allow others to send emails.I have set up a...
View ArticleAutomatic Record Creation
Hello,We have CRM 2015 OnlineI have two questions I would like to know if anyone could help with.1. We have automatic case creation enabled for when our customers send email to our support email...
View ArticleHow to login using SDK in visual studio on Multi Factor Authentication...
* Development Enviorment- ADFS 3.0- IFD - Dynamics CRM Server 2015- Using Software Development Kit- Multi-Factor AuthenticationI installed MFA service in ADFS 3.0. In the first page, I have to input...
View Articleclose the tasks for last oppurtunities
Hi Team,We have a requirement where we have to close all the open tasks for the lost opportunity.I am thinking to achieve this through Plugin.It will be helpful if any one can give me the related...
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Insert Into MS CRM Online From Sql Server Database
Hii guys, im trying to create a new record in ms crm whose data i take from sql server database.I followed exactly like this article:...
View ArticleCRM Outlook client on Outlook 2016
Hi guys,I have managed to install CRM Outlook client with Office 2016 and CRM 2015 on prem, however am having an issue with email templates. When I select "insert email template" and then "more email...
View ArticleUsing Notes View in Dashboards
Hi - this is my first post, so I hope someone can help me!I've created an Advanced Find for Notes, however Notes entity is not available in the list of Records to allow me to add the Notes AF I created...
View ArticleNeed a java script for block and Unblock page
Hi ,i got a scenario where i have created a custom button and one JavaScript function is calling while clicking on the custom button. So page should be block wherever click on custom button(that means...
View ArticleCRM Organization deployment
Hello All,I am new to CRM and currently I am creating a new organization for demo testing purpose. The issue is that this operation of creating new organization is taking forever to complete. It has...
View ArticleMoving Bulk of contacts from inactive account to an active account
Hi All!!Hope you all doing good!!I have a doubt whether we can move the contacts from inactive account to an active account??If it yes, Please suggest me how to achieve this..Thanks in...
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