Advice on CRM Server 2016 on premises setup
I am looking to set up a new production CRM server. I have two VM's ( Windows 2016 ) which are hosted.Initially I need advice on setting up the CRM server as although I have set up a development one...
View ArticleSlow ExecuteMultiple update
I´m trying to update one field on 300,000 contact records in MS CRM. I´m using the standard way to update:responses = (ExecuteMultipleResponse)orgService.Execute(requests);However, the problem is that...
View ArticleHide Close as won on opportunity record when there is no record in the Quote...
Hide Close as won on opportunity record when there is no record in the Quote subgrid. when the user added atleast 1 quote in the subgrid then the ribbon button should be visible. how can we do it?
View ArticleHow can I import SQL data tables into Dynamics 365 CRM?
So far I have been trying to import data into dynamics CRM using SSIS but it doesn't work. Problem is I have SQL data which has no integrity constraints while Dynamics CRM has it. I just want to...
View ArticlePicking List Registration using x++
Hi All,I require to do pick list line registration with our mentioned quantity via x++ code. I am already having code to do registration of all lines at once but my ask is i need to do registration for...
View ArticleWeb API Helper Code
Hi, I am trying to connect dynamics 365 on premise with the official helper code in asp.net web api project. however, it stopped in the authentication part without error message, I tried the same code...
View ArticleEconnect no endpoint listening error
Hi ,I have a sql job that kick starts the smartconnect map which is running fine when i run it through visual studio or as sql agent service user but i am getting a no endpoint listening error when i...
View ArticleWe are on NAV 2013, In the Print there is PDF option, normally there is a dialog which shows OPEN, SAVE, CANCEL. But we have only one userr who does not have the dialog, and gets a Save As only dialog...
View ArticleCheckbox in a Quick View showing Yes/No
Hi all, I have a Quick View Form which include Two Option fields and show as Yes/No in the Quick View Form. Unlike the main form, the field properties in the Quick View Form do not have the control...
View ArticleSecurity roles is coming up as "Functional" instead of "Task"
This is on AX 2012 R3.We ran the "Named User License Counts" licensing report and found a few roles that were marked Enterprise that should be Task. For example, we were able to compare CSR and SYS...
View ArticleShowing the last activated BPF
HiWe have a plugin that sets/activates a new business process flow based on a certain opportunity attribute:service.Execute(new Microsoft.Crm.Sdk.Messages.SetProcessRequest() { NewProcess = flow,...
View ArticleCreate a Microsoft Forecaster 7.0 Job Queue in Sql Server Agent
A client has sent Forecaster jobs to the Job Queue, but the Queue doesn't exist in the Sql Server Agent.How can I create a Job Queue if Forecaster has already been installed?Thanks.
View ArticleSuggestions to replace dialog to update email entity custom field
Using dialog its possible to update email entity custom field (option set field). Are there any suggestions to replace dialog, as I dialogs are deprecated feature in CRM.Thanks
View ArticleMicrosoft Invoicing is blocking my ability to use the QuickBooks Data...
I’m attempting to migrate our QuickBooks (desktop version) data into a trial version of Microsoft Business Central. I want to use the QuickBooks Data Migration Extension to make this easy, but when I...
View Articlebest method for go-live Dynamics 365
Hello, what is the best practice method now for go-live deployment in 365?Is it to simply do the new "Promote Test to Prod" and then run migrations afterwards? Does Promote Test to Prod do any data,...
View ArticleGP Home Page - Microsoft Edge
My client is on GP2015 and for the longest time they've had Quick Links to their SQL Reporting Service reports. Now one user has updated to Windows 10 and the links are trying to open in Edge instead...
View ArticleModifying a report in the Report Writer
I modified the GL detailed report in Report Writer but it still does not show the modified version when I run the reports.Is there something else that I need to do in addition to adding the relevant...
View ArticleWant to Make A Custom Field As Mandatory on Lead Qualify Button Click
Hi All,I have requirement where i want to make a custom field called lead qualification comments as mandatory before user click on qualify lead button.Can anyone please let me know how can we achieve...
View ArticleInstall Project Service Automation from API
Hello, I want to automate a few things using PowerShell and I'm using a few modules (XRMToolingPowerShell, Microsoft.Xrm.OnlineManagementAPI, Microsoft.Xrm.Data.PowerShell).Is it possible to install...
View ArticleConvert Json to XML
Hi Everyone,I am trying to integrate a third party application with NAV 2016. I am able to send the request to application using API and also getting the response. In response, this application provide...
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