Forum Post: RE: How to customize the form Contact and Companies in MDM?
Hi Can you show me exactly where you see the filed Year? Attach a screenshot. Thanks Cata
View ArticleForum Post: RE: Error while opening User page in CRM 2015 Online
Hi, Thanks - will raise ticket straight away. Yes, our CRM was upgraded skipping a build in between.
View ArticleForum Post: RE: error connecting to CRM
Hi! That's not a CRM error, that's coming out of the C# project you're writing to hit CRM. You're getting that error because the project don't know where to start the program. It looks like either a...
View ArticleForum Post: RE: SharePoint Integration
Being On-Prem doesn't mean not connected to the internet. I am getting a feeling that we can still have a hybrid integration with CRM Online and SharePoint On Prem
View ArticleForum Post: RE: [Help] Trigger action on User Registered
Hi, Did you activate the campaign? What start and end dates do you have? You can also check the next processing time. You should see it at the bottom of the page when you double click on the marketing...
View ArticleForum Post: Customerid (Potential Customer) Field ina Lead Record
I am struggling to understand how the customerid field works in CRM 2011. If I enter it in manually in the Lead Record when I qualify the Lead into a Sales Opportunity it does not seem to be used for...
View ArticleForum Post: RE: Removing and reassigning CRM Professional license to user...
removing license wont delete any data from crm. He should be able to access the records based on his security role after reassigning the license back.
View ArticleForum Post: Connecting CRM to MDM
Hi, We are looking for a connection between CRM and MDM. We have CRM on premise and MDM is installed in Azure server on cloud. We would like to do uni directional data transfer i.e from CRM to MDM. We...
View ArticleForum Post: RE: Import to update CRM records using Contact.contactid
2 possibilities I can think of, without code: 1) Indirect import. Create a custom entity called ContactUpdate. Add fields to hold the data you need, making sure to match field data types, length etc to...
View ArticleForum Post: Need help from experts for opening Quick view form in modal window
Hello All, I am in the need of some solution for opening quick view form in modal window with selected rows record. Is this possible? How can I open a record in the quick view form using modal window?...
View ArticleForum Post: RE: Need help from experts for opening Quick view form in modal...
You cannot open the quick view form outside of another form. You would need to create an HTML Webresource that retrieves the record data and displays it. You can then open this webresource like a...
View ArticleForum Post: RE: CRM 2015 Online SSRS Report
Hi Rodrigo, first of all thanks for this quick response , your solution worked fine.it was really simple thanks again
View ArticleForum Post: RE: Use the Entity class to create orders in CRM - please help!!!
How did you get on with this?
View ArticleForum Post: RE: About rollup fields
in fact there is this option to hierarchy and I setted up to Yes, and I thought it would work as you said, so I checked some accounts and the values were somewhat the sum of the below accounts, but it...
View ArticleForum Post: RE: About rollup fields
When you change the field definition it does not recalculate anything for 12 hours. Have you manually recalculated a field to check if it is working?
View ArticleForum Post: RE: Need help from experts for opening Quick view form in modal...
Hi Scott, Thanks for your reply. Do you have any reference or sample for the same which will be a great help.
View ArticleForum Post: Email activity - insert template - An Error has occurred.
Dear All We are having a problem with new emails in CRM 2015 on premises When we create a new email and click insert template, we choose the template and then click select then we receive an error...
View ArticleForum Post: RE: No attachments are sent after upgrade to CRM 2015
Same here, the CRM Online update does not fix it. Beginning to regret our choice on CRM Dynamics more and more with this kind of service.
View ArticleForum Post: RE: About rollup fields
yes, I created it with the option in hierarchy set to "Yes", and manually calculated some accounts to check.
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