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Questions tagged [dynamics-crm-2016]

Microsoft Dynamics CRM is a multi-lingual Customer Relationship Management software package developed by Microsoft. It has built in support for Sales, Marketing and Service. This tag is reserved for Dynamics CRM 2016.

Microsoft Dynamics CRM is a multi-lingual Customer Relationship Management software package developed by Microsoft. It has built in support for Sales, Marketing and Service.

This tag is reserved for Dynamics CRM 2016.

Olders versions

704 questions
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Dynamics CRM -'Mark Complete' button on Task is not working

My problem is almost similar to this thread. We are using CRM 2016 online. The "mark complete" button on Task activity is not working intermittently. It is unclear as to which scenario is causing the issue, however, we do have a validation (due…
Rajesh
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Excel not getting data from SQL Server

We have dedicated cloud server hosting SQL Server 2014 and Microsoft Dynamics CRM 2016 which is working without issues. I have got a query that gets data out of the FilteredOpportunities view that I can run in SQL Server Management Studio as a…
Sean Mullen
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Label of an entity not getting updated while importing an unmanaged solution in CRM 2016

I need help with updating the terminology used in one of my organizations. I have on-premises CRM, one dev organization and one test organization. I have created an unmanaged solution in dev organization and updated the entity messages, display…
Mahesh Padekar
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Dynamics CRM iframes

Is it possible with javascript to dynamically add iframes to one form? We have a form with one Notes tab, so for each new note the user can attach a document. What we need is: for each note that has an attached document, to have an iframe with the…
Sean
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Create valid CRM 2016 Alternate Keys

I'm currently able to successfully create Alternate Keys in my Plugin by passing in string values. However, when I try to generate one for 'opportunityproduct' using 'productdescription', I get an error. Attempting to create one through the UI…
zabby
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Save MS Dynamics CRM Records as PDF

Recently, I had been asked by a client that they require to download all CRM Records of all entity as PDF. I tried with html2canvas and jspdf libraries , but i was not able to download the form completely(form was scroll-able), It gave me only what…
mahesh
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MSCRM 2016 Share privilage not working

Can any one help that why user is not able to share his personal chart if he has the permission to share the chart at User level. He is not system Admin but share permission is given clearly. Thanks in advance guys.
Anish
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CS file from WSDL

I'm trying to create working CS file from WSDL - my command is: C:\Program Files (x86)\Microsoft Visual Studio 14.0>wsdl /out:"f:\tmp\crmws.cs" http://myserver/myorg/XRMServices/2011/Organization.svc?singleWsdl /u:user /p:pass /d:dom CS is being…
pen2
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Prevent download of files from Notes in CRM 2016

Is it possible to prevent the download of a file in the Notes section of some forms, depending on the user's role?
Sean
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Display status reason for activity entities

I have several custom activities. I would like to list them in one view which I add to the activitypointer entity. This works great. Now, I would like to add the Status Reason (statuscode) to the view. That seems to be impossible. Is this…
Sparhawk
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How to auto-update a "Status Reason" field of a CRM entity, based on specific condition?

Following is the exact scenario in my CRM implementation: There are two entities: Customer >> Customer Name, Auto-update customer orders? Order >> Order Date, Order Amount Order entity has standard status and status reason fields, where status…
Nirman
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Different view on tablet than in laptop

We are using Microsoft Dynamics CRM 2016 on premise. When I open the system on my Android tablet with Chrome, I don't see the "settings" and "reports" tabs/menu items. I also get a different start screen than which I configured under user settings.…
Sparhawk
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How to know the created date/ last modified date of Field Security Profiles in CRM?

Currently I am investigating for few issues in my CRM implementation, and I believe some of the changes were not done by me, especially in Field Security Profiles and Teams. Do we have any provision in CRM which can show who has done what changes…
Nirman
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how to retrieve select option ids and values via the web api

I'm using the api/data/v8.0 API endpoint of a microsoft crm 2016 and I can retrieve and update a specific entity using GET and PATCH on api/data/v8.0/accounts(063e4c86-e7f0-e511-93f7-123456bb6ce7). That entity has a property called jobtypecode (I…
cherouvim
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How to add data to a relation between Dynamics CRM entities?

I created a new custom entity "car types" in my Dynamics CRM 2016. The entity "car types" should be a list of car types that can be found at customers (account entity). I would like to track the car types per account entity. An account can have N…
capfan
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