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CRM 2011 Dialog Step Send Email - Create New Email - Dynamic Values in Email...
Hi,I have a Phone Call that I set up a Dialog to run. One of the steps is to create an email. The email body contains the following dynamic fields:In the body, the First Name is NOT displaying and...
View ArticleIf a bundle is selected as an existing product, you can't change it to...
Hi I am trying to update a custom field on a salesorderdetail record for bundle product for when order product is created or on update (bundle product not bundle items!) Condition:...
View ArticleFilter ServiceAppointment (Activity) by Customers
Hi Everyone, I have a problem with ServiceAppointment filtration. I have a list of Service Appointments belong to many accounts. When I created ServiceAppointment I used following code var...
View ArticleSLA Success Actions
I have created an SLA that sends an email(failure action) after 1 day if a field does not contain data, and if that field contains a data it should update a date time field(Success action) with the...
View ArticleCreating Service Appointment With conflicts handling
Hi everyone, I have a critical problem with service activity (appointment). How can I check if resource (Equipment) is free before I can create new service appointment. With my current code, system...
View ArticleRename Opportunity Close
I have renamed Opportunity to Enquiry. When we close Enquiry as Won or lost , can I change the name as Enquiry Close instead of Opportunity Close.
View ArticleState code is invalid or state code is valid but status code is invalid for a...
Hi, I have a similar issue. After I migrated to CRM 2016 from 2015, when trying to deactivate a custom entity record, I get the below error. State code or status code is invalid. State code is invalid...
View ArticleCRM 2016 Data Import - Limitations ?
Hi All, We have a requirement to Import bulk data(more than 1 million) in CRM 2016, Need clarifications on the below mentioned questions 1) WHAT ARE THE LIMITATIONS(SIZE(other than 32MB file) /NUMBER...
View Article[CRM 2015] Sharing records between different business units
Hi,We have the following business unit setup:BU A - root Business UnitBU B, C - child Business Units to BU A at the same levelWe want to share all records of an entity type (i.e. Account) between...
View ArticlePrint & Send to Excel Force Dialogue
We have a couple of pages in our CRM that behave in different ways when we Print & Send. One opens up the data directly into Excel and the other gives us an Export File dialog with option to Open,...
View Articleconvert personal dashboard to system dashboard
Hello - I've created a dashboard with some default webparts. I think the components used to be called webparts in SharePoint, what are they called in CRM? Anyway, the dashboard I've created is only...
View ArticleInactive Contact can be found using Advanced Find but is missing in View
I have a couple of DEACTIVATED contacts that I can see by using just the Last Name in an Advanced Find Query. But I cannot see them in the Inactive Contacts view. The records open as Inactive. Why am I...
View ArticleRetrieve all security roles of user
Hello,I would like to retrieve all security roles names of a specific user. I want to use generic Entity object (like Entity('account').Thank you in advance. Regards, Kevin
View Articleretrieve all fields in form
Hi ebI just discovered forms xml can be found in CRM dynamic replication SystemFormBase table.I need now to traverse this XML and extract from it all field names that it includes.This is a general XML...
View ArticleTrying to mass update records in subgrid
I'm using Dynamics on premise 2016 and one field in my associated products for an order was originally set as a number field, however now it needs to change to a text field. I've added a new text field...
View ArticleCRM 2015 To get the Caller Origin in Plugin
Hi,I have a plugin where i am checking the depth property if(depth > 1) return;since i do not want this plugin to get fired from any other plugin, However i have custom workflow through...
View ArticleDynamics CRM SDK : Unsecured fault in the long run
I have a job written in C# that uses the Dynamics SDK 2016 to feed quite a lot of data into an on-premise Dynamics CRM. It's basically allOrgProxy.Create()'s and Associate's and some queries, using the...
View ArticleCRM changes field name when using new 2016 web api
Hi,I'm trying to use Web api to get list of entities, and found strange behavior of CRM.I have entity - "my_entity" and it has field called the same name "my_entity"When i try to use this url:...
View ArticleHow to compare two Date fields in CRM Workflows
Hi,I want to compare two date fields (Only date) in CRM OOB workflow. Is it possible?If not how to achieve this in custom workflow activity?I want to compare two date fields and return true/false.If...
View ArticleHow to update option set values in Cancelled state through plugin
Hi All, In service activity entity cancelled state i added 2 option set values A, B. I created one option set on the form Test type, values are A,B. when i am clicking cancelled button on ribbon bar...
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