Forum Post: Map text to lookup using Dynamics Connector
Good Day, Any idea how can I map text field in NAV to a lookup field in CRM 2015 using the Dynamics connector v 3.4 ? For example if I have a field of value "candles" in NAV ,I want to map it in to CRM...
View ArticleForum Post: RE: Can't scrool picklist in BPF panel in opportunity entity
Reproduced this issue again. Looks like a bug of russian version
View ArticleForum Post: RE: The "S" problem with CRM 2016 Web Api...
Hi, you should try with xxx_optionses, I wrote a blog post about. www.crmanswers.net/.../crm-2016-web-api-and-plural-names.html
View ArticleForum Post: Practical experience: basic license and opportunity?
Hi guys, A read a lot of topics in community and other resourses, but the answer is ambiguous, so: Can users with Basic license crm online 2015 use opportunity entity, go and change states of BPF(not...
View ArticleForum Post: RE: Hide Button ---Associated View
Hi Suleiman, You can use the Ribbon Workbench to Hide these buttons from the form However If you do decide to hide these buttons i would recommend only hiding them based on Privelidges, as you may want...
View ArticleForum Post: RE: CRM 2016 Offline capabilities
Hi - With 2016 online if you have 30 or more pro/enterprise cals you will be able to have the mobile offline capability. This is in preview mode and targeting mobile clients. The offline line mechanism...
View ArticleForum Post: RE: Mapping two fields
Since this is an optionset, make sure that the optionsets have the exact matching labels and values. A quick trick is to use Global Optionsets in CRM, that way you can be sure and you don't need to...
View ArticleForum Post: RE: "No object matched the query crm" error when deleting record
Hi, I'm just guessing, but it seems like the contents of the database aren't what CRM thinks it should be - like if you were changing CRM data directly in SQL and didn't get something just right. Is...
View ArticleForum Post: RE: Como crear un campo donde se puedan adjuntar correos
Hi Tatiana, If I understand, you're trying to attach emails to a record in CRM? If you want to create a new email, you can do it like this:...
View ArticleForum Post: RE: 2015: View Opportunity Product Inline Edit View
I recommend this grid - fully customizable, and you get one free grid :) busiplanit.wordpress.com/.../a-free-customizable-editable-grid-for-dynamics-crm-20132015
View ArticleForum Post: CRM 2015 URL's of views/forms are not displaying inside IFrame of...
Hi Created a portal, hosted outside the CRM as a web application and not as a web resource in crm. And in this portal html page I have embedded the CRM form view URL inside Iframe. Text to show in...
View ArticleBlog Post: Dynamics PDF-Docs for CRM 2016 Word Templates
Dynamics PDF-Docs is an upgrade on our successful Dynamics PDF add-on for CRM. Dynamics PDF-Docs can generate PDF Word documents in CRM 2016 and, in one click, attach them to Notes or send them as PDFs...
View ArticleForum Post: RE: Populate 'Regarding' field on the task
This is what I have in my workflow. It runs as real-time workflow. When case status changes to bring forward, then some fields on the case are updated and a task is created. When I select "Regarding"...
View ArticleForum Post: RE: Plugin on Associate-message not working
In the case of AddMembers message for Team entity I was facing the problem and I was able to solve it by changing to AddMember. I use the VS CRM explorer and seems that this generates the code with...
View ArticleForum Post: RE: onReadyStateComplete iframe issue in 2015 7.1
Hi emanncsu , Have you tried switching back to use Legacy Forms instead of Turbo? It's under Settings->Administration->System Settings->General->(at the bottom) Use Legacy Form Rendering...
View ArticleForum Post: User Access upgraded org from 2013 > 2013 sp1 > 2015 >2016
Hello, I have been practicing my upgrade from 2013 to 2016 and everything seems to be going pretty well, except for user's getting adfs errors when they try to login to the 2016 imported org. If I...
View ArticleForum Post: RE: Email providers Integration (kinda poll)
Komiko allows you to focus on relationships, not management . It will smartly synchronize emails, meetings and documents. It will create leads, contacts, tasks and cases based on your settings. And...
View ArticleBlog Post: February 12 Blog Review
In honor of Valentine’s Day let’s start out with a list of things to love about CRM: 1. It is a great way to organize all your customer data and manage your business processes 2. It is extremely...
View ArticleForum Post: RE: Filter Criteria in Views CRM 2013 On Premises
Hi Alex Fagundes , Thanks for your reply
View ArticleForum Post: Plugin Profiler on OnPremise doesn't throw business process error...
Hi, I have tried debugging a plugin using plugin profiler but it's not really doing anything. Steps Followed to Install Plugin Profiler Installed plugin profiler and started profiling a plugin by...
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