View the children of an opportunity in a subgrid
Hi,I want to display all the children of an opportunity in a subgrid, i already done that for the account so i don't know why it's not working. I created a view that record all the opportunities with a...
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Create record using sdk.rest.js
Hi all,I am creating record from js. I used the following code:function Configuration() { debugger;var account = {}; account.Name = "Test Account Name"; account.Description = "This account was created...
View ArticleLatest releases
Hello,I have got downloaded the following Dynamic applications (with the versions listed):eConnect for Microsoft Dynamics GP 2016 (16.00.0406.000)Integration Manager for Microsoft Dynamics GP 2016...
View ArticleSynchronize the data from Salesforce to MS Dynamics CRM
Hello Everyone, I want to sync Salesforce data (records from custom object) with MS Dynamics record in real-time. I've similar data structure in both systems with unique Id to match the record in both...
View ArticleFetchXML - struggling to return records with no child
I have two records, projects and time entries.I'm trying to make a view that shows all projects with no child time entries.I've followed this https://msdn.microsoft.com/en-gb/library/dn531006.aspx but...
View ArticleCRM 2011: C# Console app errors while creating a Contact record
HiI have written a console app which will retrieve values from a database and will create Contact records in CRM.I am getting an error at service.Create(Entity) and it says"The server was unable to...
View ArticleJavaScript error after upgrade to CRM 2016
I'm tracking down and trying to fix a number of javascript errors that have appeared after we performed a move to CRM 2016. JavaScript I'm comfortable with, but I do not know anything about CRM. Some...
View ArticleCRM On Premise and ADXStudio
I have a deployment of three CRM instances all are on premise and would like to use ADXStudio to create my Internet Portal and I have been told that Microsoft has stopped selling an on-premise version...
View ArticleJScript to fill state field on Contact from Account
What script would I write that pulls the State value at the Account level in to the State field on the Contact form when creating said contact?
View ArticleQualify Leads related to a customer when the user is added as a contact
HelloWe have two avenues of business when dealing with customers one being prospective customers which we would like to use Leads for and another for actual customers validated via another system that...
View ArticleJavascript to copy field value to other field on Order Product
I created a new field (Field B) on the Order Product entity and I want to automatically pass over the value of an existing field (Field A) to this new field (both fields are on the order product). I...
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Reformatting Portal Entity List Column Values
I am trying to reformat the values for specific columns in my portal Entity List so that all whole number/currency fields have matching formats. The format I am aiming for will have all number fields...
View ArticleDynamically navigate to Documents view of the navigation bar in dynamics 365
Hi,I'm working on creating a ribbon that dynamically navigates an opportunity record to the SharePoint document view that can be accessed through the navigation bar.Is there a way to dynamically get...
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Cannot set Field Level Security on Service Activity Scheduling fields
I went to set FLS on scheduling fields in S/A today (as admin) and FLS is restricted.Does anyone know if this is normal?If so, does anyone know why?We need to be able to prevent end users from changing...
View ArticleWeekly Time Cards - Roll up individual records to related entity record based...
Currently I have users submitting multiple timecards per day. For reporting purposes, I want to create weekly timecards for each user to track their utilization for that given week (sum of...
View ArticleCan state be set automatically after changing status reason from web portal?
Now I have a new question. Web portal is able the send request to Dynamics CRM via call CRM API. One application has two state:active and inactive. and within"active" we have :approved, on hold,...
View ArticleField maximum length not updating on managed solution
Hello,I have a managed solution and installed with a name field on a custom entity.We created a 2nd managed solution which has the same field with increased max length.When the 2nd solution is...
View ArticleCreate HTTP request when creating a custom activity
I am trying to figure out whether it is possible, and if so how, to fire an HTTP POST request every time a custom activity is created. Any ideas?
View ArticleCRM server keeps locking out account
Hi,We have a CRM Setup in our office that keeps having my account locked out, I changed the password yesterday, but today the password has been reverted to it's old one and I am still having these...
View ArticleCase reassign got triggered when resolving a case.
Hi, We have a case custom workflow triggered by case reassigned to fire an email notification to new case owner. It works very well in CRM 2011/2013/2015. However, in CRM 2016, it gets triggered when...
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