Tagged Content List

CRM 2015 Very Slow Performance Compared to Older Versions

I'm probably stating the obvious, but does anyone else out there notice how as Microsoft "upgrades" versions of CRM, it just gets slower and slower? I'm talking from experience using CRM 4.0, 2011, 2013, and now 2015. I was using CRM 4.0 IFD (partner-hosted server) with Windows Server...
Forum Thread | on 11 Feb 2016 by BIMalippiatt

integration with skype !?

hi how can i sync Dynamics CRM and skype for business ? i know i can use click to call for out going call but what can i do for receive calls ? i need caller id plz help me Best regard Mani
Forum Thread | on 10 Feb 2016 by BackTrack

Head field of Contact

Hello all CRM friends, I have unusual problem. When client open a contact the header page is correct while loading but when full loading finished part of name slip behind of image field and not visible. There is no warning or error message. It is happining with some contacts not with all of contacts...
Forum Thread | on 4 Feb 2016 by necsa

Dynamics CRM integration with AX

Hi I'm wondering how the integration between AX and CRM goes for Quotes. Let's say we have an extended product library in AX, which I don't need in CRM. I want to be able to see quote information in CRM, but the quote is always being generated in AX. Am I able to define to only synchronize...
Forum Thread | on 3 Feb 2016 by sclarebout

Online Data Migration Entity Order

I am preparing to migrate an on-premise CRM organisation to CRM Online, which obviously involves migrating data. We are planning on using Scribe for the migration. The question is: where do I start? What order do I do things in? I cannot find anywhere a rough guide to the order in which entities...
Forum Thread | on 1 Feb 2016 by TWild

Auto-fill Parent regarding field in Outlook / CRM

Hi guys, I wanted to know if it is possible to auto-fill Parent regarding field in Outlook. When I receive an email from someone that is a contact in CRM, It is being tracked in CRM and outlook. But is it possible that it tracks the same communication inside the related Account as well as Opportunity...
Forum Thread | on 1 Feb 2016 by Shabeer CRM

Test Strategy CRM

Hi Guys, I am currently a CRM developer and was assigned to as a QA/Tester for our next project. Can anyone suggest a Test Strategy/Plan? I also need to provide a Test Script. Thank you! Regards, Coline
Forum Thread | on 31 Jan 2016 by coline


Hi, I want to retrieve only the needed fields for my sdk.rest.retrieverecord this code does his job, it copies the address of the account to the contact. But I get all the fields of the account.. this is not performant. I want only get the fields like address1_line1, address2_line2, etc.. Any hulp is...
Forum Thread | on 29 Jan 2016 by Selim0910

Duplicate Contact? (C#/SDK question)

I want to accomplish this feat in programming in C# for CRM. Check if the contact exists, if it does not, then create the contact. The conflict I'm facing is if the contact exists, only the last name is a required field which makes checking the data challenging and there may be more than 1...
Forum Thread | on 23 Jan 2016 by tekwise

Slow Loading of Sharepoint online integration with On-Premise CRM

Dear members, I have a question regarding CRM sharepoint integration. We use an iFrame to load sharepoint in CRM, but loading the iFrame lately takes more than 20 seconds. We have a single sign-on and the latest list components installed. Does someone know what caused the loading problem? Thanks...
Forum Thread | on 20 Jan 2016 by Kawai

How to Access Steps in a workflow from Lead

I am creating a work flow and the basic requirement is that if the Step Existing Contact has data in it then get the contact info and populate the Lead with it. How do I access the Steps in a workflow Thanks :)
Forum Thread | on 18 Jan 2016 by Shabeer CRM

Local CRM is not loading correctly

Hi: I have installed Dynamic CRM 2016 at my local server, and it was loading fine. I also imported solutions and it worked well, but now I open the Dynamic CRM at my local server, it is showing nothing, following is clear picture describing the scenario. this snapshot is taken after a long wait,...
Forum Thread | on 15 Jan 2016 by Shakeel_Dynamic_CRM

Forms starting to not load in CRM 2015

My company upgraded to CRM 2015 from CRM 2011 about 3 months ago. After many, many trials & errors, our system now seems to be running fine. Yesterday, after making some enhancements in one of our solutions that is on our Development server, I imported it into our Test Org. As I started to test...
Forum Thread | on 12 Jan 2016 by Erie County Programmer

CRM > SQL: 5 Account Records not alligned

Hi, I'm currently in the process of migrating data from a 2011 On-Prem system to a 2016 Online system. When exporting Account Records from CRM 2011, I have noticed 5 Account Records have the Relationship-Type label of 'New Prospect', but when exporting them to an Excel spreadsheet...
Forum Thread | on 11 Jan 2016 by JDMCRM

CRM Sitemap and Icons

Hello, I created a custom section and want to use for the same area 2 different Icons. 1 In the Outlook client and the other in the Live CRM. I used Toolbox Sitemap and as far as I've seen I can only upload 1 for the Area. Anybody knows how to do it or can find information regarding this? ...
Forum Thread | on 11 Jan 2016 by Baileys1991

Problems refreshing data in dynamic excel sheet connected to CRM

If I click "Refresh from CRM", I get an error from the Excel Addin saying: "An exception occured while calling function "HrButtonOnAction". The exception message is: Object reference not set to an instance of an object. Whenever I use "Refresh all" in my worksheet...
Forum Thread | on 11 Jan 2016 by Erik T.

Error: 'functionname' is undefined, Javascript

Hello everyone, as mentioned in subject, I get this error when I try to hide/show subgrid based on other's field value. I create library, write a JavaScript code (down below), add function to onchange event and publish solution. When I try to change field value in client, i get this error Error...
Forum Thread | on 11 Jan 2016 by congoedin

Supported method of loading CSS stylesheets to Forms in CRM 2015/2016

Hello! Our company has been using CRM for over a decade and it has become a very important part of our business. We are currently on CRM 2016 on prem. We are very happy with all of the improvements made however, our users absolutely hate the new color scheme. In addition, we need entity specific and...
Forum Thread | on 8 Jan 2016 by jccjohn00

Dynamics CRM - PowerBI Connector

Hi! We at Fenix Solutions are proud to announce Dynamics CRM (Online / OnPremise) and Power BI Connector! It's free to download and use! Check it out here: http://www.fenixsolutions.fi/microsoft-dynamics-cr​m-and-power-bi-connector/ Any feedback is appreciated! -Micke
Forum Thread | on 8 Jan 2016 by mickemakela

Saving Attachments in CRM2o11

Hi Guys, which one is the best solution for savin multiple attachments (from a custom web page) to a dynamic entity in CRM2011? do you have some examples, please? (i should be able then to open the attachment from the custom page, but also from the crm, and i should be able to delete or add more...
Forum Thread | on 8 Jan 2016 by Alessandro Cortese