Sharing records
Hi,I have to share accounts based on a field in the account, let say Category which has blue, green, red so on. How can i do this. I know I can do an advanced find and select all and give access to...
View ArticleCRM 2016 On-premises: Opportunity Close activity should not be on Account form
Hello,We have requirement not to display Opportunity Close activity on Account form. Is there an ability to resolve this issue?
View ArticleRefresh Application Ribbon when user changes the Dashboard
Hi we have multiple Dashboards based on selected dashboard we need to change Ribbon button,Is there is a way that can identify which dashboard is being displayed and according to that we will change...
View ArticleMS Dynamics CRM Word Templates - 2016
Hi, We have a requirement where we need to create a document for the customer with associated open opportunities, we've to generate the document by using word template and for showing opportunities we...
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Route Planning in CRM 2016 Mobile app
I have developed Route Planning in CRM 2016 using google map java script code and registered as web resource in CRM entity form . It is working fine in CRM tablet application but not working in crm...
View ArticleQuick Create form for Opportunity Products Grid
Hello, We have a requirement where we need to open 'Quick Create' form for opportunity products on click of opportunity product grid plus '+' button on 'Opportunity Form', We've enabled the 'Quick...
View ArticleCRM Online Word Template - Maximum Number of Repeating Rows
Hi guys,I have a Word template set up that exports a list of all Contacts against an Account, however when I export it I am missing some Contacts that I know exist in the system. I can't see any...
View ArticleXrm.Utility.openEntityForm: causing an issue with Outlook Client
Hello,I have one issue with Xrm.Utility.openEntityForm.I have created one ribbon button on SubGrid of one of my custom entity.The custom entity SubGrid is situated on Lead entity.I have a functionality...
View ArticleReg : Sitemap Customizations from Dev to Test
Hi Experts,I customized modules in CRM using Sitemap Editor. (I remove Marketing,services Areas).While import solution, This Editor not effected. So how can I care about this Sitemap Customizations...
View ArticleApply field level security to the Account Name
I would like to apply security to the account Name, so that only a small set of people can update it.I have read...
View ArticleEdit Multiple Personal Views Same Time
Hi,I have more than 400 Personal views of the users that i have created myself for them.Now there is a small change that i want to update in those views,I want to add a same column in all those...
View ArticleOn-Premise roadmap? Dynamics 365? Editable grids?
So I am slightly confused as to what the current On-Premise offerings are for Dynamics CRM customers. I know that CRM 2016 was available on-premise but up to what version? I also see now that Dynamics...
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The selected data extension MSCRMFETCH is not installed or cannot be loaded
Hi, i need help.I'm tring to connect a report to Dynamics 365, but when I select the datasource type doesn´t appear "Microsoft Dynamics Fetch", instead i see MSCRMFETCH.When I tried to use that, so...
View ArticleCan we use Audit History to create a report where we can see the length of...
Basically we have opportunities with different statuses (Open, In Progress Close)Is there a way to create a report where we can see how long opportunities stayed within each stage?
View ArticleAdding Carrier to Carrier Contract Issue
Hi, I have a user who is trying to add a carrier to a carrier contract, but when go to select the carrier they can't view them all? The carrier they are looking for is owned by the same team the user...
View ArticleAdx portal 7.0.0023 Sign In pages is absent
Hi guys,Just implemented authentication based navigation menu (using liquid templates) for latest Adxportal version and found that "Sign In" link doesn't work.Investigation show than recommended by Adx...
View ArticleHow to force two entities to synch a lookup field
I have two entities - Case and Sales Order (custom)We do a lookup from Sales Order to Case, and also from Case to same Sales OrderIt seems redundant and inefficient to do this twice - I'm thinking...
View ArticleActivities created from quick campaign are set regarding to the quick campaign
Hello,Activities created from quick campaign are set regarding to the quick campaign.What I would like to happen is the following:Once the quick campaign activities have been created, I would like the...
View ArticleGet and set information into a text field througth web resource
I am trying to add a web resource in a form, this web resource is only one button, and when I click on it, it has to get the information into a field and set in another field but doesn't work, can you...
View ArticleTotal in SSRS
Hello, I am trying to build an SSRS report to show the total amount on a quote based on quote type. Example: TypeAmountA3000C4000D7000B2000I can build a list of quotes based on their type and amount,...
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