Forum Post: CRM 2013 Client will not install to Outlook 2013
CRM 2013 Client will not install to Outlook 2013. I am getting a notification that Outlook is not installed on my computer. I have uninstalled and reinstalled Outlook and I'm still getting the same...
View ArticleForum Post: RE: Formatting for Scribe Integration
help.scribesoft.com/.../round.htm Drew, The above link shows how you can use the "ROUND" function in scribe to trim the decimal places you are using.
View ArticleForum Post: Plugin/workflow when user adds a Document to Opportunity
Hi, I've installed Out of the box Sharepoint in CRM 13 and I would like to know which will be the best approach to detect when a Document is uploaded to an opportunity. The approach that I tried was to...
View ArticleForum Post: RE: Email Subject is not updating to UNSUBSCRIBE when click on...
Well you could open the contact and check weither you can find the mail in the closed activities? More interesting it would be if the workflow has been triggered at all. You can check this directly in...
View ArticleForum Post: DB Migrations: Importing previous notes/history into contacts
We have moved over all our contacts and companys, but is there any easy way to know import all our notes/conversations from each contact? I see there are 3 fields present, POSTS, ACTIVITIES and NOTES,...
View ArticleForum Post: RE: Plugin processing failed: Web service call failed: The...
Thanks Aiden. I checked the web service configuration within SmartConnect and I was using the .SVC web service and I changed it to the .ASMX Web Service and the status reason in System Jobs was marked...
View ArticleForum Post: RE: Dynamics CRM 2016 On Prem Mobile App
Hi, I found this in the log, the org name is wrong that org was deleted, and I have uninstalled the mobile app and even tried on phones that never had the app and it still tries to use that where do I...
View ArticleForum Post: Is there a supported way via JS to filter Party Lists?
In our organization we want the Email entity's "To" party list to be limited to just one custom entity which will basically act like our internal address book in Outlook. I've searched all over the...
View ArticleForum Post: RE: Issues with CRM for Outlook 2015 and Windows 10
Hello Robert, What is the version of CRM and Update rollup installed ? Please ensure that the Exchange Cache Mode is enabled. Piyush CRM Support Engineer.
View ArticleForum Post: RE: Windows Phone App not able to sign in (Oops...)
Were you able to fix this. I'm having the same issue with an IFD installation and Dynamics CRM 2015 French
View ArticleForum Post: RE: OData and OAuth on Dynamics CRM 2015 On-Prem
All - sorry if I was unclear. My question is ==>What specific version of OData would a developer of code interactions with MS Dynamics CRM 2015 on-prem use" ==> Not how does a developer use OData...
View ArticleForum Post: Business Process Flow updating the Stage Category field
Hello Everyone: Where can I find the field for Stage Category within the Business Process Flow. So I can update the fields.
View ArticleForum Post: RE: Business Process Flow updating the Stage Category field
Damon, If I understand correctly what you're looking for, it's a global option set. Just look under option sets in the left hand navigation for customization. Mike
View ArticleForum Post: Business Process Error
I'm a new non-technical admin trying to get the CRM set-up for users effectively. My users are currently getting this error message when trying to create accounts, contacts and opportunities: "Business...
View ArticleForum Post: Setting a field value in one entity based on field values in...
Hopefully I can explain this clearly... In our Cases entity we have a section where we add different types of third party vendor services to the case (subgrid). They are things like Electrical,...
View ArticleForum Post: RE: Business Process Error
Do you have a custom entity called new_cntoppty? Go to the custom entities tab on the security role and make sure their have append to privileges for it. It sounds like you may have some sort of custom...
View ArticleForum Post: RE: Windows Phone App not able to sign in (Oops...)
Hi christian, IFD in terminology is indeed being able to just access the website from an external address, however, IFD for crm is not the same. This is something that has to be enabled in the...
View ArticleForum Post: RE: DB Migrations: Importing previous notes/history into contacts
Hi newrecruit02, I would suggest migrating your history notes/conversations with Scribe Insight into the notes-entity. It is perfect for situations like this, you can for instance use lookups to your...
View ArticleForum Post: LINQ query to get the first contact?
Hi, I have a plug-in with a LINQ query to get the parent contact of an opportunity: var tempContact = (from c in ServiceContext.CreateQuery("contact") where c.Id.ToString().Equals(contact_guid) select...
View ArticleForum Post: CRM 2013 and Outlook issue
I have CRM 2013 onsite and Office 365 online. On my computer I have the CRM for Outlook successfully installed. I have been unable to install this add-in on anybody else's computer. After a successful...
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