Forum Post: Position Hierarchy and Filtered Views
Hello All; I have a CRM 2015 on-prem. Hierarchy Security is enabled for positions. We want to include the opportunity entity, but we've also included opportunity_relationship and opportunity_close as...
View ArticleForum Post: RE: LINQ query to get the first contact?
Hi, If you have the ID of the contact you can retrieve it directly instead of querying: public void Execute(IServiceProvider serviceProvider) { IOrganizationServiceFactory serviceFactory =...
View ArticleForum Post: RE: Setting a field value in one entity based on field values in...
Hi, You can do this but it'll have to use custom code. You couldn't do this in a workflow because you can't query for related records. You'd want to put a custom plugin on your custom services entity -...
View ArticleForum Post: Email Router Update 0.2 - Incoming Emails Not Working
After applying Update 0.2 to the CRM 2015 Email Router all incoming emails stopped tracking into CRM. I've tried rebuilding the Email Router settings, rebuilding the mailbox records, restarting the...
View ArticleForum Post: RE: Error generates when saving templates
RU12 was the first update with cross-browser compatibility and all of the forms code was rebuilt. While it worked well enough there were definitely some bugs. Also update 12 is approaching 2 years old...
View ArticleForum Post: RE: New Excel Extract formatting is behaving strangely
This is an example of losing sight of the original purpose of a function. What should be a simple bullet-proof activity has been buried by the complexities of re-import. Ive spent most of the day...
View ArticleForum Post: RE: + button not working on Opportunity Product subgrid on...
Did you solve your issue? I didn't change anything on the form and since the update to CRM 2015 the "+" button stop working.
View ArticleForum Post: RE: + button not working on Opportunity Product subgrid on...
Did you solve your issue? I didn't add any customization to the form or changed the name, it just stop working after the upgrade to CRM 2015.
View ArticleForum Post: Unable to create an Opportunity Product "+" button on sub-grid...
Since the update " CRM Online 2015 Update (7.1.1.4314) (DB 7.1.1.4309 )" the "+" button to add new opportunity product stop working, nothing happens when clicking on it. I found someone with the same...
View ArticleForum Post: Integration with a survey tool
Hello, I found on google some survey tools which can be integrated with MSCRM, but not with MDM. Do you have some suggestions ? Thank you, Nicolas
View ArticleForum Post: RE: Dynamics CRM 2013 UR2 Update Hangs
Was a solution ever found for this? I have a development environment I am putting together to test some solutions in 2013. I am installing SP1 which includes UR2. It hangs on an .rbf file. I am a...
View ArticleForum Post: RE: Custom Auto-number Field
Hi Mahmoud, Yes there is a new Web API in CRM 2016 but I believe Upgrading to CRM 2016 shouldn't cause you any issues with the Autonumber solution. The Only thing that might need to be updated is the...
View ArticleForum Post: Hidden Fields and Duplicate Detection Rules!! CRM-2013 On Premises
Hi all!! I have a doubt in a duplicate detection rules, till yesterday I thought the duplicate detection rules will be applied & detected to those fields which are visible in forms, but today I had...
View ArticleForum Post: RE: Hidden Fields and Duplicate Detection Rules!! CRM-2013 On...
Hi, I'm pretty sure duplicate detection doesn't care about the field's visibility, it runs based on how you configure the duplicate detection rules (as least what I took from)...
View ArticleForum Post: RE: Hidden Fields and Duplicate Detection Rules!! CRM-2013 On...
Hi Aiden, Thanks for your reply! I would like to know , how the duplicate detection rules is working behind the screen in CRM. If we are configuring an new duplicate detection for some fields how it...
View ArticleForum Post: How do I set up the HTTP Header to include the authentication...
How do I set up the HTTP Header to include the authentication credentials when I have to access a WEB API Restful resource using java script (or postman/fiddler) for a Microsoft Dynamics On-Premise...
View ArticleForum Post: Email Description being stripped of line breaks
I am sending an email via a plugin and the description is coming across as an unformatted text email. In the description attribute I have tried putting \n, \r\n, and even . I have tried running...
View ArticleForum Post: Cannot open an appointment from Service Calendar after it is...
Hi, I just add the service calendar onto dashboard by following this article: https://community.dynamics.com/crm/b/misscrm360exploration/archive/2014/07/17/want-to-see-service-calendar-on-crm-dashboard...
View ArticleForum Post: How do I remove all information/activities/data from a deleted user?
Hi All, Thank you for your help! I deleted a user, the user was "User Demo". This was an admin account that was used when we were trying out Dynamics. I no longer have the need for this User Demo...
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