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Adding a "type" field to CRM's Account

I need a way to categorize my accounts. Is there a way to create a field for type of account? 

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Deleting a file on a file server, triggered by a CRM 2015 on Premise Workflow...

Hello,We have a database of 'plan revisions' in which there is a PDF of the actual plan revision on a separate file server on our network.  When we delete the plan revision record we need to delete the...

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Set Regarding an email from Outlook

Hi Team,When I set regard an email from outlook to CRM, I don't see the date and time when that email was received in Outlook?How can this function be activated?ThanksAdi

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Analytical accounting or project accounting?

We would like to implement either analytical accounting or project accounting. We are on GP2016 R2, we do not use SOP, POP, PR or inventory.  We import sales transactions from another system into AR....

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Incorrect label for "Status Reason" on Deactivate window

The label on the above dialog is incorrect.  I'm told there's no way of changing this. Does anyone know if this is logged as a bug somewhere and when I can expect it to be fixed?Edit: Here's why I say...

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Location Specified on Formula/BOM Master

I know that it is possible to specify a location on a BOM/formula associated with a production order, but is it possible to specify this on the master version?  The location field can be added to the...

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Microsoft.Xrm.Tooling Thread safety

Hi all,First of all, I am a total newbie. I am starting playing with the SDK I already have 3 questions :1) CrmServiceClient : IDisposableThe sample code from...

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ADX Studio Portal Entity Permissions required for EntityView and FetchXML...

This is in the 8.2 ADXStudio Microsoft portal release. If you have issues with any entityview or fetchxml liquid tags on a web page or custom javascript that previously worked, and now mysteriously...

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What is the best way to merge multiple Accounts?

Have a situation where we needed to have multiple accounts created for each of the accounts different physical location for our quoting software to work.  We are now moving away from that software and...

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LCS Documentation on environment management and deployment

Hi All,Can any one provide any document on LCS   environment management and deployment 

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Change tracking on data entities

Hi All,Can any one help me with this feature "Change tracking " on data entities why do we use it and how do we achieve it.

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[Sales]How to get payment which not affected to invoices

Hi allAs described in the title, is there any standard report which gives the payments not affected to any ivoices ?Thanks.

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How is the 'Portal User Attribute' filter condition used?

Hello,I've been researching how the "Portal User Attribute" filter condition on an entity list is used however I am unable to find much detail.In the documentation I find:Portal User AttributeAn...

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POS: Void payment doesn't work

Hi all,We are using two currencies at POS (USD & KHR).I did setup Voide payment function, system always default payment type "Cash-USD" as below screen shot:Then when I do transaction, customer...

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GST India Calculation in Ax12

Dear Expert,Is it standard Tax localization for GST India in Ax12 not using salex tax group and item sales tax group anymore? it will use location vendor (tax information) and location service. To...

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Create several records from single row in Excel

 Client will give us the Excel file Format shown above .. We will run our JOB which will read the excel and store the values in the Table in the Table in the pattern shown ......PROBLEM .. At the...

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Count and Summary on SSRS Report Data Provider

Dear Experts,I use Microsoft Dynamic AX 2012 R3 CU9 and Visual Studio 2013I create a Report using Report Data ProviderIn RDP Class, I populate some table into 1 table temporary (tempDB)This is the...

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case management solution

do we have existing case management solution to customize and use directly?

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Add ParmMethod in document service class that affect to .net also

please any Suggestion 

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Cant change document status

Hi,At the Service order card when I try to edit the document it says. The contact does not exist. Identification fields and values No.="(Select refresh to discard errors)Any thoughts?

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