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Creating Report from RDL generates errors
Hi all,My goal here was to download an .rdl file from a report in Dynamics CRM 2011 pull into VS2012.Here I made some slight formatting changes by repositioning elements and adding some text boxes.I...
View ArticleI can access the CRM dashboard from the server but I still can't do it...
I installed the CRM 2016 I'm trying to configure the AD FS, but I still can't access it externally.Do You know what are the next steps?I'm using win server 2012 R2
View ArticleProblem with workflow executing
Hi. I have 100 000 records that need to be inserted into CRM. After insert I run workflow for each inserted record.this is my code: public static void CallWorkFLow(XrmServiceContext crm, int i,...
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Click2Export – Personalize the exported file name
Introduction:Most applications including Dynamics CRM supports reporting and with the reporting tool in our case being SSRS it supports the options to either Print the report or save the report to a...
View Articlecreate custom product entity
how can I create a custom entity that functions similar to products?I need to be able to include a list of potential products offered in an opportunity. I want to track 2 properties of a potential...
View ArticleCRM online and SharePoint online - Authentication on calling SharePoint...
I want to upload a document to SharePoint online document library(using code) from CRM online plugin. Earlier I was having on premise CRM 2011 and SharePoint 2010. There authentication worked fine as...
View ArticleMigrate data out of MS-Dynamics
Hi,I am a beginner to MS dynamics.I have a requirement in which we have to migrate the data from MS-dynamics to Salesforce.The migration involves Account, Contact, Oppportunity, Opportunity...
View ArticleGetting value from either Target entity or PreBusiness entity if it exists in...
Hi all. I need to check attributes in an entity but they could exist in the target if it was changed during the transaction or on the Pre Business Entity if it existed before but didn't change....
View ArticleCRM 2016 Online OnChange Event Not triggering the Javascript function when...
Hi Team,I have added a Custom Ribbon Button on the CRM form which updates the OptionSet Value of a field on the form.The field is getting updated but the OnChange Event Registered on the the field is...
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Deep Linking for Dynamics CRM Tablet Client
IntroductionWith Dynamics CRM Tablet client now supporting web resource on tablet client, it is now also possible to open the CRM record through a hyperlink in the web resource.It has been a common...
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CRM 2016 Online Email Signature issue
I have created a email signature in my personal options, however, whenever I click on "insert signature" I get a generic error - "An error has occurred. Please return to homepage and try again". I...
View ArticlePrompt user before adding case to a queue based on multiple fields
Hi All,I was wondering how and in what way the following requirement can be achieved.On my Case entity form I have the below fields:"Case Type" as an option set field."Case Disposition" also as an...
View ArticleSSRS report into PDF and made attachment in a email
Hello All, I need to convert SSRS report into PDF and made attachment in a email.Please suggest me how it can can done.I am using 2016 online version.
View ArticleValue of option set when it is imported??
There are two servers A and B. if a solution id exported from A as Managed and imported in B. This solution has an option set with default value of 10 in account entity. After import in B, the default...
View ArticleSteps to integrate Office 365 with CRM 2016 on-premise environment
I want to integrate Office 365 with CRM 2016 on-premise environment, please share the steps to integrate for the sameThanks in AdvanceRegardsNilesh K
View ArticleCannot connect Dynamics 2016 (online) and Sharepoint (online) due to...
This is a new environment. No previous document management has been configured. I am trying to enable Server-Based Sharepoint Integration between Dynamics Online and Sharepoint Online and when I...
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Inogic at CRMUG Summit 2016 for the First Time – Join us at Tampa!
CRMUG Summit 2016 to be held in Tampa, FL from 11-14 October 2016 promises to be the can’t-miss annual conference for Microsoft Dynamics CRM users. With a theme of “Count In. Count On”, the conference...
View ArticleHow to close opportunity using Organisation services.
Hi,I have requirement to close opportunity using asp.net application. Please share if any example.Thanks,Sandeep
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Unable to create a quote . From opportunity page . Error occured
Hi all,When i try to create a Quote for a opportunity the quote is not creatingThe following error message is displayed. "AN ERROR HAS OCCURRED . TRY THIS ACTION AGAIN"No plugin, is running baground....
View ArticleGuide to upgrade Dynamics CRM 2011 to Dynamics CRM 2016
Hi Team,I need to know if there is any good documentation that explains how to upgrade Dynamics CRM 2011 to Dynamics CRM 2016.I have one another question: There is any Microsoft courses that I can take...
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