Blog Post: Connecting CRM 2016 to Power Query in Excel 2013 with updated...
In my previous posts we had discussed about how we can connect Dynamics CRM with Power Bi and Power Query . But with the introduction of API in CRM 2016, there is slight change in the OData feed URL...
View ArticleForum Post: RE: plugin? Workflow? Business Rules? Dialog Box?
Yes, you can. To make the verification process more simple I would have also added an additional page in dialog at the end to display the consolidated details there too. If the feedback answers your...
View ArticleForum Post: Dynamics CRM 2016 on premises - local mobile access
Hi, all. I have an MS CRM 2016 on premises installed with configured IFD and claim based authentication. But I can access this server deployment only from local network. I connect my phone to this...
View ArticleForum Post: Automatically create case from support mail, and assign to the...
Hi! Office 365 CRM Online 2015, Update (7.1.1.4312) (DB 7.1.1.4309) I have a mail address for support requests, that creates cases and puts them in a queue. When a support request is made, I need to...
View ArticleForum Post: Impact of a workflow in Waiting state for long time
Hi. A workflow in Waiting state for very long time may have impact on performance for CRM On-prem. Can this also impact the performance for CRM Online? Thanks.
View ArticleForum Post: RE: Impact of a workflow in Waiting state for long time
Yes it will also impact on the performance
View ArticleForum Post: why automatic case creation is not working ?
I m working with CRM online and trying to implement "Automatic Case Creation using Rules". What I expect is after that when I create a "Phone Call" a case should be created for it automatically which...
View ArticleForum Post: RE: Query which returns all the Opportunities and Cases for a user
Hi James, you can use the below query in your plugin to retrieve the opportunities of the current user if you want to retrieve opportunities for the specific user then replace the below condition :...
View ArticleForum Post: RE: Query which returns all the Opportunities and Cases for a user
you can use the below query in your plugin to retrieve the cases of the current user if you want to retrieve cases for the specific user then replace the below condition : with pass the guid of the...
View ArticleForum Post: RE: Impact of a workflow in Waiting state for long time
Hi Saima CRM Online has a limitation of 200 long running workflows, so this could eventually have an impact on your Async Service, I recommend you review the construction of your workflows, feel free...
View ArticleForum Post: RE: why automatic case creation is not working ?
Hi, As this automatic rules created a workflow process, so you can check the system jobs to find out the issue why the case not created.
View ArticleForum Post: RE: why automatic case creation is not working ?
Thanks Mohit. Sorry I m new to CRM, can you please guide how and where I can check system jobs ?
View ArticleForum Post: RE: why automatic case creation is not working ?
go to advanced find and search for system jobs and then click on results and in the system job type columns search for workflow Please see the below screenshot :
View ArticleForum Post: RE: Error on CRM email router
Hi, Thanks for the reply. I finally found the solution for this but it was difficult to reach that since error message was something unrelated to the solution. The solution was the permission issue on...
View ArticleForum Post: RE: why automatic case creation is not working ?
You can also find details of these workflow under backgroup process for your phone call, you should get two workflow there. Open your phone call and from related entities drop down available next to...
View ArticleForum Post: RE: Automatically create case from support mail, and assign to...
Hi Raz! Thank you for the answer, I am just having a difficulty in where to find these settings. Your answer is exactly what I am looking for, but I need to find how to apply it :)
View ArticleForum Post: RE: Automatically create case from support mail, and assign to...
Hi Erik, Raz is exactly correct. Here are the details... 1. Navigate to Settings --> Customizations 2. Go into Customize the System option on Customization page 3. Under Components on the left hand...
View ArticleForum Post: RE: How many RAM is it on database server of CRM 2016 online?
Hi Scott, One quick comment on the shared database... Microsoft identified in documentation that I have received that each Tenant gets their own dedicated SQL database for data isolation and that...
View ArticleForum Post: RE: Impact of a workflow in Waiting state for long time
You should also take care of the number of records in the AsycnOperation table, because if it has 1 million or more records, then you will be exposed to failure in async jobs because of lock problems,...
View ArticleForum Post: RE: Custom Entity : Plus Button Quick Create Behaviour
I have Just learned this : To control the behavior of the new record button on subgrids, look at the child entity being selected in the subgrid..If the lookup field for the parent is required, the user...
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