Make sure the fields has the data before openning the close opportunity form...
Dear all;i have field on opportunity form ,so when i click the button lost opportunity on that i want to check that this field has data in it if not then close opportunity form should not come up ....
View ArticleSAVE & CLOSE button on Order Form doesn't CLOSE
Since the CRM 2016 Update 1 Online was applied - the SAVE & CLOSE button is not closing the modal form, but reloading the ACTIVE Orders view instead!Can someone tell me how to fix this and/or why...
View ArticleCRM SDK Connection String to CRM Online with Federated AD
Hi allI am looking to connect Visual Studio to CRM Online, in a situation where we are dealing with a customer's CRM Online which has been federated with their AD for single-sign on. At this point I...
View ArticleExecute Workflow using Web API in Dynamics 365
Introduction:In every release, Microsoft comes up with some new and interesting features. With this Dynamics 365 release, the WEB API platform has been enhanced further. Microsoft has introduced many...
View ArticleCRM 2016 Word Template with values of current user and if condition
Hi there,can anyone answer this two questions:1) Is it possible the get all the values of the current system_user which is using the Word Template feature? For example to insert values like name and...
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Opportunity Creation bug (via workflow) Please Help!
Hello,When an opportunity is created via a workflow none of the account information pulls through within our Opportunity view. Had to black out some PII, but the Topics that contain DATE TIME - OPEN...
View ArticleCustom knowledge base in CRM2015
Hi,I am looking for some ideas on how to implement a custom help feature in our on premise CRM 2015. Currently we have our help content(forms, articles, videos) in Sharepoint site but we are not really...
View ArticleData Import shows no records imported?
So I exported a view from a dev environment and imported it into our QA environment. Even though the file has 200 records and there's no errors indicated on the import, it shows that 0 records...
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Insufficient Permissions Error on Assigning a record in Dynamics 365
IntroductionWhile working on one of our client requirement, we came across with one interesting scenario about security roles access level setup for Read and Assign privileges, which leads to errors on...
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Send email notification to Owner when new Opportunity is created
Hi everyone!I have a strange bug. I want a simple email notification when a new opportunity is created.When i choose to edit the email properties i can't choose any other value for the To field , other...
View ArticleHow to generate reports in ssrs to show monthly wise data in ms crm
Hi,Does any one have idea on how to get monthly wise data in SSRS reprots in a fiscal year in ms crm.Regards,Tejas
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Roadmap to Get your First Dynamics 365 Trial!
Microsoft has unveiled Dynamics 365 a game-changer bringing together best of CRM and ERP cloud offerings. Dynamics 365 is a complete suite of intelligent business applications including; Sales,...
View ArticleMS Dynamics CRM 2016 Online Javascript Error
Hi I have applied below javascript code on change of "Account Name" field of contact entity but I ma facing below error message on change of Account Name field.One of the scripts for this record has...
View ArticleData Import shows no records imported?
So I exported a view from a dev environment and imported it into our QA environment. Even though the file has 200 records and there's no errors indicated on the import, it shows that 0 records...
View ArticleCustom knowledge base in CRM2015
Hi,I am looking for some ideas on how to implement a custom help feature in our on premise CRM 2015. Currently we have our help content(forms, articles, videos) in Sharepoint site but we are not really...
View ArticleClik here to view.
Send email notification to Owner when new Opportunity is created
Hi everyone!I have a strange bug. I want a simple email notification when a new opportunity is created.When i choose to edit the email properties i can't choose any other value for the To field , other...
View ArticleIs there a way to get the ID of the Record being deleted from the...
I am writing a solution for Dynamics CRM 2013 and as part of that, we need to track deletion of Opps/Leads/Contacts/etc. The path we have selected is to have our own "HistoryRecord" that simply tracks...
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Minimum Privileges required to Login Microsoft Dynamics 365
Introduction:We have been working a lot with security roles recently. Earlier we had the issue with insufficient permissions and then a few days later we had a request to fix a new security role...
View ArticleInitialize service using admin guid in javascript
Hi All, I have a requirement that need to Initialize service using admin guid in java script. i need to get some entity data on client side where users don't have access to it only admin had access to...
View ArticleFiltering SubGrids with Javascript on Dynamics CRM 2016?
Hi to everyone...Well, i'm developing an script on MS CRM online 2016, i'm trying to use the old method with fetch and lookup field, but nothing happends... someone could gimme a clue? this is my...
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