CRM for Outlook 2016 Ribbon
Hi All, We are using CRM for Outlook 2016, with Office 2013 pro plusI will break the issue in different parts for the sake of clarity:When CRM>Household/Contact><Record> is selected in...
View ArticleClone a record and its related entities
I have a requirement to clone a record and all its related entities. I know there is a method EntityExtensions.Clone(entity, true) which does this in CRM 2015. On Dynamics 365 online, this method still...
View ArticleWeb API query
Hello,I'm facing a problem to add members in team, the structure of my collection doesn't pass, any help please? here is my code generated by CRM BUILDERvar parameters = {}; parameters.Members =...
View ArticleDynamics CRM 365 App: Track Custom Entities
The new Dynamics CRM 365 is supposed to track custom entities. But I'm only able to track contacts and accounts.anyone got an idea? thanks
View Articlesending wait condition email
hi, I am having two date fields A and B and an option set with values X, Y, Z .Step 1:when ever a record is created and date field A contains data and B does not contain data, I have to send an email...
View Articlewill my workflow which is triggering on create work if I import new records...
Hi, There is a workflow running on create of a record. Will my workflow trigger if I import new records into CRM using import data from spreadheet.Thanks
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Data type : Customer when creating new record , showing contact dialog by...
HiWhen new field in case form as Customer and data type : Customer. So when I'm trying to create new record in this field- I should get look up field but getting only contact dialog default ! I wonder...
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AdvancedFind Results Grid Alignment Issue in MS CRM 2015 in IE Browser
I'm getting issue while querying the results in IE Browser in ms crm 2015(on-premises)
View ArticleFetchxml link entity help?
Hi everyone!I need some help to construct my fetchxmk although i don't know if it is possible.In my Service Activity form i have a field (out of the box) Site where we lookup the Sites. I have another...
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Global Search Dynamics 365 On-Premise
I am not able to create record using "+" on global search which is next to Accounts, Contacts. Do we need to enable it manually?
View ArticleHow to achieve the dev functionality.
Hello Guys,I have customized the opportunity form in dev environrmnt using ribbon workbench.on the production side somebody already done changes on opportunity form.when we are bring up the...
View ArticleEditable Grid on Case form not working?
Hello,I can't get editable grids to appear editable on the case entity. Doesn't matter what entity the grid points to - custom entity, activities, child entities, standard entities... Nothing becomes...
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Scribe online setup for dynamics 365
Hi guys,I am trying to setup the scribe online connector for dynamics 365, but i face one error can anyone help me out in this.Actually i am using scribe to access my local db data from dynamics 365...
View ArticleCustom Button is not visible
Hello Guys,There is a button which i have put on the opportunity form using ribbon workbench.It has one custom rule and JavaScript function attached to it.when i am filling the form values specific to...
View ArticleUsers not able to view form for new custom entities
Hi all,I have developed few entities on my default production instance. I have also created related forms for each entity. After publishing, the forms are visible to me as admin/owner but the forms are...
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Dynamics 365 On-Premise - Global Search stopped working after December Update
Hello everyone,We've recently upgraded our CRM 2016 on-premise organization to Dynamics 365, December 2016 update for Dynamics 365 was installed, which upgraded our current build version to 8.2.0.749....
View ArticleWeb to lead from external web/html pages/forms
Hi,In Sales-force I noticed that we can embed a simple code to any external web page/form and when the form is submitted, a corresponding record (lead, case, etc) is created in Sales-force. How could...
View ArticleFetchXML condition not working ?
Hi everyone !I' m using the following fetchxml :var siteIdText = Xrm.Page.getAttribute("siteid").getValue()[0].id; var fetchXml = "<fetch version='1.0' aggregate='true' >" +"<entity...
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Help! toppedMy Web client s working and wont install after attempting to...
Hello,I had Microsoft NAV server 2016 initially installed with a functional Web server, then i tried to install CRM 2016 on same server but i overwrote the existing web server during this installation....
View Articleexchange / outlook
From outlook i can link activities, tasks, contacts, phone calls, appointments, but when i click on keep it up (i'm not sure or this word is right, i use it in dutch) there happening nothing. But when...
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