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Sharepoint integration wrong documents are opened
Hi Guys,We are facing very strange issue, we are using CRM 2016 onpremise with sharepoint integration.We have uploaded few documents to the Account entity. We have some .doc,.jpeg,.xls,.pdf.So the PDFs...
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Set the metadata of a SharePoint file using REST
Introduction:In our earlier blog, we discussed about creating folders and uploading files on the SharePoint Online through workflows/plugins using REST.In this blog, we will see how we can set the...
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Exporting and Sharing Dynamics 365 Reports Made Easy!
Business reports are a primary mode of communication in an organization that adds immense value to the business processes. One of the primary reason why organizations choose Microsoft Dynamics 365...
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Sharepoint integration wrong documents are opened
Hi Guys,We are facing very strange issue, we are using CRM 2016 onpremise with sharepoint integration.We have uploaded few documents to the Account entity. We have some .doc,.jpeg,.xls,.pdf.So the PDFs...
View ArticleUpload documents to SharePoint in Plugin
Hi,In my project we are integrating CRMOnline to SharePoint using server side integration. All works fine. Now there is requirement to upload the document from plugin to SharePoint. I am able to find...
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Set the metadata of a SharePoint file using REST
Introduction:In our earlier blog, we discussed about creating folders and uploading files on the SharePoint Online through workflows/plugins using REST.In this blog, we will see how we can set the...
View ArticleProgramatically render reports from CRM Online?
Hi - I would like to render reports from CRM Online as PDF from within a plugin or a custom workflow, and attach them to an entity or email within the system.Is the SSRS webservice available to be used...
View ArticleSales opportunity stage is "(Blank)" on dashboard when it is...
Our first opportunity stage is "Intro" but when we start a new opportunity even though the opportunity is in the Intro stage, it shows up on our dashboard as "(Blank)." In order to fix this, we have...
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Maplytics August 2017 Release – Uniquely Yours!
Gear up Maplytics users, the Maplytics August 2017 Release is here, and it is power packed with new capabilities to further elevate your geo-analytical mapping experience within Dynamics 365 Customer...
View ArticleUpload documents to SharePoint in Plugin
Hi,In my project we are integrating CRMOnline to SharePoint using server side integration. All works fine. Now there is requirement to upload the document from plugin to SharePoint. I am able to find...
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Unable to Load View in Dynamic 365
Introduction:Recently, we upgraded Dynamics CRM 2011 to Dynamics CRM 2016(8.2). Everything was working well except for one View that was unable to Load and was throwing an error as shown in the...
View ArticleCRM Online Web API Error 401 : Unauthorized : Access is denied
Hi All,I have been trying to test the CRM Online Web API, to verify if it could be a good solution for my PHP public web site to input data into CRM.The goal here is to create a new Contact in CRM...
View ArticleRead/Write access to external users
Our customer has a few internal users who will have a full CRM licence and a lot of external users who need read/write access to mainly Leads, Account and Contacts etc.It seems the Team licence for...
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Send Invite to Contacts automatically for Microsoft Portal in Dynamics 365
Introduction:After installing/configuring the Portal for Dynamics 365 online, the first question that comes to our mind is, how will we give the Portal access/login to contacts?In this blog, we will...
View ArticleCRM Online Web API Error 401 : Unauthorized : Access is denied
Hi All,I have been trying to test the CRM Online Web API, to verify if it could be a good solution for my PHP public web site to input data into CRM.The goal here is to create a new Contact in CRM...
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Tip – Composite Name field in Dynamics 365
Introduction:Recently we had a requirement to show the middle name in the Composite Name field in Dynamics 365.Currently, the composite name field on the fly out only shows the First Name and the Last...
View ArticleUsing non Microsoft phone systems with CRM
Hello,My company has MS CRM and wants to use click to dial with our non-Microsoft phone system.Currently when we click a telephone number in a contact record the system seems to want to launch Skype...
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Changing the title of a custom Signature tab in Resco
Introduction:Resco is amazing, and as we dive deeper, we are amazed at the flexibility the app offers to customize various aspects.Be it a form, view, or a custom tab, the extent to which a particular...
View ArticleDynamic Content in Document Templates
Hello, I am playing around with the new Document Template feature for in CRM 2016. I am easily able to include fields in my documents by inserting the content controls as plain text from xml parts....
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Make the Business Process Flow fields to be required conditionally
Introduction:Recently, we had a business requirement to make some fields, present in the Business process flow stage, to be required conditionally based on the value selected in one of the fields in...
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