Forum Post: RE: Removing User from Access Team
The first access team is named using the GUID of the record - but then they are random GUIDS after that. There is a regardingobjectid field on the Team entity that links it to the record it belongs to....
View ArticleBlog Post: How to use the Microsoft Dynamics CRM Training and Adoption Kit
(Please visit the site to view this video) Use the materials in the training and adoption kit for Microsoft Dynamics CRM to customize training content for your organization. For more information about...
View ArticleBlog Post: Microsoft Dynamics Customer Service Capabilities for Property &...
(Please visit the site to view this video) This video demonstrates customer service capabilities for property and casualty insurance companies featuring Microsoft Dynamics CRM Online. To be successful,...
View ArticleBlog Post: How to connect Microsoft Dynamics CRM to Microsoft Dynamics Marketing
(Please visit the site to view this video) Synchronize your Microsoft Dynamics Marketing and Microsoft Dynamics CRM data with the Dynamics Marketing Connector for CRM. This deep-dive video guides you...
View ArticleForum Post: RE: What does Server-side Synchronisation do??
Hi Darren, and thank you for taking the time to explain this to me. I think my confusion stemmed from reading this FAQ yesterday:...
View ArticleForum Post: RE: create a new record from existing record
my suggestion would be "simple workflow" if you dont have any complex business logic and asynchronous process is fine for you. Otherwise I would like to go with plug-in. I am NOT suggesting to going...
View ArticleForum Post: RE: create a new record from existing record
Hi Roxanna, An On Demand workflow would be best for your scenario. You could make the field on the old entity a lookup, and in your workflow you create a new record and then you can set that on the...
View ArticleForum Post: Get Account and Contact information when the get connected
i want to write a plugin to get connection data for example. I have contact A and i want connect to Account B.So i have registered the step connection in plugin registration. And i need the Name of...
View ArticleForum Post: RE: Odata Query Result retrieval
Hi, I'm not positive if this is a problem in JS, but in C# you'd get an error because the Case var is out of scope when you reference it later in your method: if (CaseObject != null) { var Case =...
View ArticleBlog Post: Change Management for CRM Implementations
In the last few weeks I have again been reminded that as CRM 2016 nears there is a huge amount of technical and application related tweets, blogs and other postings filling the airwaves, the list of...
View ArticleForum Post: CRM 2015 update 1 Workflows will not run
Hi All I have a new install of CRM 2015 Update 1. No workflows will run either in realtime or background. if in background the workflow just stays in the "Waiting" state and if in realtime I get the...
View ArticleForum Post: RE: CRM2015 - Opportunities, Resellers - Accounts?
Thank you for the advice on Connections. I don't quite understand how you can create a contact as the direct customer. Somehow, I need to have contacts as well that are associated with a reseller...
View ArticleForum Post: RE: Odata Query Result retrieval
Hi , I did try this and even when i am trying to use this Odata query for other entities, it's giving me error message which i configured in error function. It's working till "odataquery" as i am...
View ArticleBlog Post: Tip #522: Escape CRM Online sandbox
I said it before and I said it again that presenting at the conferences like eXtremeCRM can be a real eye-opener. You quickly learn, for example, that Bob could not make it and you also learn how much...
View ArticleBlog Post: Tip #523: Tipster guide to invoking custom actions without code
Hey, it’s Friday and time for another video tip. In the last week’s video we talked about how to create custom action, add parameters to it, define conditions and steps, etc. This week we continue by...
View ArticleForum Post: RE: Odata Query Result retrieval
Hi I got this. For 2015 Online CRM, we should not retrieve organization unique name while building Odata query. So the correct way for odata query is by removing "Xrm.Page.context.getOrgUniqueName() "...
View ArticleForum Post: RE: Quick Search: How to limit quick search to search current...
Unfortunately, this is not possible, but In this case, you can use Advanced Find.
View ArticleForum Post: RE: Not able to save Case
Try add your CRM url into compatibility view. Click F10 >Tools >compatibility view setting, add your crm url.
View ArticleForum Post: RE: Quick Search: How to limit quick search to search current...
Hi Dominica It is not possible Because when you use view -> It will use filter criteria as defined in the view But when you use quick search find -> it will take 'keyword' only + the defined...
View ArticleBlog Post: Microsoft Dynamics CRM vs Salesforce: Missing Functionality and...
When comparing the costs of Microsoft Dynamics CRM versus Salesforce.com, it’s critical to evaluate the functionality to make sure that you are comparing apples to apples. To make sure you get what you...
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