Tagged Content List

New non production online instance

Hi All, I've developed an solution in a free trial account I span up but now want to place in in another online instance however the online instance in trying to move to is an older version which stops me from importing the solution. I've recommended we get a non production instance as its...
Forum Thread | on 28 Apr 2016 by Truezplaya

Business Unit ID Error

I am trying to query Business Unit ID from equipment, but i am getting an error QueryExpression qe = new QueryExpression(); qe.EntityName = "equipment"; qe.ColumnSet = new ColumnSet(); qe.ColumnSet.AddColumns("equipmentid", "name", "businessunitid"); //var fullname...
Forum Thread | on 27 Apr 2016 by Rahul G J

Using the SDK

Hello We're first time users for the CRM SDK. We were trying to complete the exercises provided in the walk-through , and we found an error. We weren't able to make heads or tails of it and then encouraged strongly to make a post to solve our confusion. Attached here is a screen shot of what...
Forum Thread | on 26 Apr 2016 by Alexander.Ane

CRM Certification Training

Hello, I am looking for a CRM certified trainer to train me on Customisation & Configuration and Administration. I work as a Systrems Analyst and I have been learning CRM basics from Microsoft Customer Source. However, my goals for the next month is to get to the next level. I want to be a...
Forum Thread | on 25 Apr 2016 by Imran Faroqui

RE: Native Dynamics Crm KB vs Parature

For what it's worth, it seems Parature integration can be useful when you look at the knowledge base management from the customer portal perspective. When there is a Parature portal, you can have an integrated knowledge base which will be shared between Parature (which means customers will have access...
Forum Reply | on 25 Apr 2016 by Alex Shlega

Is there a "Login with CRM feature"; can we use OAuth to login CRM?

Hello. The following scenerio works with Chrome incognito mode I open a new tab and login to gmail.com I open another tab and go to stackoverflow.com. (not logged-in before) Stackoverflow has 3 login options: Google, Facebook, Sackoverflow I clicked "Google" to login to stackoverflow...
Forum Thread | on 24 Apr 2016 by rebulanyum

Soap Service and CRM Integration

Hi All, I am new to CRM, doing some integration of CRM+ Client system via soap service, usage I am sending some data(XML posted below) from CRM via soap service to external system. Soap service is showing its schema with "?wsdl", without wsdl in url it throws 500 internal error . With the...
Forum Thread | on 22 Apr 2016 by ashish261988

"Error: Undefined" on new opportunity, quote and order view

Hi! Does anyone have any idea what might be the reason for "Error: Undefined" message when creating a new Opportunity, Quote or Order record? I've started to get this and don't have a clue how to find the reason for that. It's a simple popup box saying "Error: Undefined"...
Forum Thread | on 22 Apr 2016 by lauris

Error When Importing Patch Solution

Hello guys, I'm currently exploring and testing the new CRM 2016 feature which is solution patching. I have this base solution which I have cloned using Clone Patch. I added few things to edit and I exported the patch. When I tried to import the patch to target environment, the import failed at...
Forum Thread | on 21 Apr 2016 by Alvin88

Contacts in Outlook stop being tracked - why?

Hi, maybe someone has an idea what's behind this. I have a setup with Dyn CRM Online + Office 365&Outlook. Everything on latest version. Contacts are being synchronized to Outlook via CRM for Outlook. Once the organization has been configured the synchronization happens without any problems...
Forum Thread | on 20 Apr 2016 by lauris

Getting Error: 400 when querying using XrmServiceToolkit

Hi there, I am trying to query the database using XrmServiceToolkit and i am getting a Error : 400: Bad Request: Identifier expected at position 47 . It seems to have something to do with the way Birthdate is being set. XrmServiceToolkit.Rest.RetrieveMultiple( "IncidentSet", "...
Forum Thread | on 19 Apr 2016 by MVJ

CRM Goals and Goal sums: please help to understand

Hi! Could someone please help me understand the concept of individual and aggregate team (or - Parent) Goals in CRM? Let's imagine I have a Parent sales revenue Goal of 100k USD. Let's say it is a sales team goal for a specific month. Let's imagine there are 3 sales persons in the team...
Forum Thread | on 19 Apr 2016 by lauris

Possible Bug while deactivating a view

Hello, While I was doing some customizations on views in account entity today, found a really weird issue. I deactivated a public view and without publishing the entity just refreshed the accounts view area and guess what the view got deactivated. But how can this be possible without PUBLISHING an...
Forum Thread | on 19 Apr 2016 by meetdynamics

Validation of text Fields in CRM form

Hi All, I have created few text type fields in CRM form. I want to validate the fields in below formats and restrict users to enter other characters and special charcters without showing any alert message on front or showing any customization on front end of CRM. Number1:: format1: 12/456/4589...
Forum Thread | on 19 Apr 2016 by MaddyBoss

Unexpected Error occuring on clicking open the case records.

Hi all, I get the following error on clicking open on any of the case records. Rest all the other entity's records work fine on clicking open. Why does it happen. I tried: 1. Restarting the CRM services. 2. Setting the request limit of Query String and URL to 16,392 bytes. 3. Restarting IIS...
Forum Thread | on 18 Apr 2016 by Prem Prakash

Remove icon ("CRM-app for Outlook") from Outlook

Hello, i would like to remove the CRM-App icons in outlook. (see picture) Before we add the app in Online Exchange as Add-In and in CRM. I n both cases, we accept to add the Add-In automaticly to every outlook client. Information use: - CRM 2016 Online - Outlook 2016 Regards, Ser...
Forum Thread | on 18 Apr 2016 by Serone36

Hiding a tab with required fields.

Hi all, I have a tab on case form which has a few required fields. I hide the tab if the case type is of not a particular type.lets say, (if case type!=3) { //hide the tab using setVisible(false). } here i want to clarify that those required fields in the tab are of relevance only when the...
Forum Thread | on 18 Apr 2016 by Prem Prakash

How to add a button to Dashboard Homepage? Ribbon WorkBench

I'm using Dynamics CRM 2011 and want to add a button to the Dashboard Homepage. I can successfully add buttons to Entity Homepage and they all work great. When attempting to add a button to a dashboard via solution - I get an error message stating that I need at least one entity in the solution...
Forum Thread | on 15 Apr 2016 by Adam M