Blog Post: Tech recruiters failing their clients
I get a fair number of resumes emailed to me. From friends and professional peers, from recruiters, from random people that find me online. Today brought a resume that had far too many issues, and it...
View ArticleForum Post: RE: Account manager needs to oversee multiple products / regions
Hi Dave, 2. No, other users can send email from sales and support email addresses. There may be more than one sales person using those addresses. -> And maybe some user cannot send email, right?...
View ArticleForum Post: RE: Opening Interactive Service Hub in USD
Thanks, I tried again today. It "works" for me. That is if I fire a navigate action with data set to "url=http:// >/nga/engagementhub.aspx?org= >". And my interactive service hub loads in a tab....
View ArticleForum Post: Export data from CRM Online to .csv and transfer the data to...
Hi All, I am newbie in CRM 2016 Online. I want to do some integrate which, once user press SAVE at Quote Form, data will be export to a .csv file. Then, FTP a file to an external system. Currently, my...
View ArticleBlog Post: Centro de Servicio Interactivo - ¿Cómo personalizar la barra de...
La publicación Introducción del centro de servicio interactivo da un panorama general de los elementos claves. Un colega, trajo preguntas comunes acerca de la personalización de Centro de Servicio...
View ArticleBlog Post: Voz del cliente (encuestas) - Preguntas más frecuentes (FAQ)
Voz del cliente (VoC por sus siglas en inglés) – La funcionalidad de encuestas inicialmente estuvieron disponibles de forma preliminar, ahora ya están disponibles de forma general. Este blog anunció la...
View ArticleForum Post: Scribe and Dynamics CRM to handle large record processing
Looking to get some insight on the pros and cons of utilizing Scribe to handle some large record creates/updates when the source and the target is CRM. We have a number of situations in our system...
View ArticleForum Post: RE: Selecting a business process workflow
That's how I thought it should work. The problem is I'm not getting the switch flow button. I've created the process, and enabled a Security Role to have access to it. I login as a user with that...
View ArticleForum Post: RE: Dynamics CRM app not working on desktop / laptop
Hi Dermot, We were also facing this error on our tablets. We have fixed the error in the below way. Actually when you are signing-into the CRM App, at that time Default dashboard is getting loaded. And...
View ArticleForum Post: RE: Selecting a business process workflow
Hi crmISApain, You can use javascript to set the processid at OnSave event when new record is created. The processid & stageid are default at form if entity is activated business process flow....
View ArticleBlog Post: Json2csharp Converter
With the recent updates of Web API in Dynamics CRM 2016 it seems like this RESTful API will be the future of Dynamics CRM API. One of the drawback of REST API is the absence of the service client...
View ArticleForum Post: Updating/importing Large Amounts of Records
Hi Everyone, I have a quick question. MS Dynamics CRM 2016 Online What is best practice to "import data to a new field on an existing account records" for a large amount of accounts. I have an excel...
View ArticleForum Post: RE: Updating/importing Large Amounts of Records
New field is of what type ? You can create a utility which will update your field with the data you want to update it.
View ArticleForum Post: RE: Updating/importing Large Amounts of Records
Hi CRMGuy, You can write 1 middle ware application for importing data. 1. You can use UpSert - new message for CRM 2016, it is very helpful for importing data. 2. Combine UpSert with SSIS package (In...
View ArticleForum Post: RE: JS to reload parent on subgrid change - different for 2016?
Hi Allision, Please try to use the refresh method of subgrid instead of Xrm.Page.data.refresh(true). You can use like below code function SubGridRefresh() { var grid = Xrm.Page.getControl("MySubGrid");...
View ArticleForum Post: RE: A duplicate lookup reference was found
Hi, Please let me know what can be done in such situation? Am I missing something in it. Thank you, Prashant
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