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?
View ArticleDeleting 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...
View ArticleSet 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
View ArticleAnalytical 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....
View ArticleClik here to view.
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...
View ArticleLocation 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...
View ArticleMicrosoft.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...
View ArticleADX 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...
View ArticleWhat 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...
View ArticleLCS Documentation on environment management and deployment
Hi All,Can any one provide any document on LCS environment management and deployment
View ArticleChange 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.
View Article[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.
View ArticleHow 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...
View ArticleClik here to view.
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...
View ArticleGST 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...
View ArticleClik here to view.
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...
View ArticleClik here to view.
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...
View Articlecase management solution
do we have existing case management solution to customize and use directly?
View ArticleClik here to view.
Add ParmMethod in document service class that affect to .net also
please any Suggestion
View ArticleCant 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?
View Article