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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

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Is it possible to use custom manually created tables as entities in Dynamics CRM?

I have an existing database with 40 tables. It contains relationships, keys, triggers, views, stored procedures, etc. I'm now looking into a way to integrate dynamics crm in the process. Question: Is it possible to create custom workflows / entities…
user194076
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Why can’t I change my personal settings in Microsoft Dynamics CRM 2016

I've set all my security roles in CRM but unable to select the Default Tab, see screenshot below. What am i missing?. Screenshot
MasterJay
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DocuSign: Error Description: Could not find a DocuSign User entity for the current user - transaction creation failed

I am using a DocuSign Custom Workflow and the DocuSign API. I am always getting an error, Error Description: Could not find a DocuSign User entity for the current user - transaction creation failed. I have tried many ways like refreshing the…
Judah Endymion
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On Page Load Hide Add new button of subgrid on form value in CRM 2016

I want to hide add new button of subgrid (Contact Entity) on page load (Account Entity). I have tried with following link, but its not working, Below is the red button in image that i want to hide. Please help me out.
Shahbaaz Ansari
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Launch exe file from network location using dynamics CRM plugin

I am trying to launch .exe file from network location in dynamics crm plugin using code snippet if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity) { Entity account =…
AQ Dev
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Set custom warning message in business process flow

I have a business process flow that has a "special" validation. At least one of 3 steps have to be set to "Yes" to be able to continue to the next stage. Here's my handler on stage change. var subStageRequirements = new…
Francis Ducharme
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Why NavigationProperty has ContainsTarget=false for all EntityType in $metadata?

I am working on $metadata of Dynamics CRM and parsing EntityType for the specific entity. I would like to know: Why attribute ContainsTarget has "false" value for all NavigationProperty. (considering false value as attribute is missing) ? Attaching…
Bhavna Gyanchandani
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Xperido Need steps for nested loop with condtion

Using Xperido with CRM , in a way i need to bind data to table for eg. Product with price list for yearly , Monthly Product Loop Pricelist loop so i have to loop these 2 and match it and find the data
PonVimal
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Filtering options on Business Process flow OptionSetValue step

I have a method that allows me to filter out certain options from an OptionSetValue field. It works fine on a form field, but when that field is in the header, for a business process flow, it "works" as in, through debugging I see the options being…
Francis Ducharme
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CRM 2016 On premise - Can not connect to CRM with Plugin Registration In IFD Mode

I have Microsoft Dynamics CRM 2016 On Premise and IFD Enabled On it. In this situation I can not connect plugin Registration to CRM. Even I can not connect with XRMtoolbox. My problem is what is Home Realm URL? Unable to Login to Dynamics CRM An…
Payam Zare
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Is there a single database in case such as multiple organizations on a single on-premise CRM instance?

Sorry for asking this basic question. But I am not having on-premise Dynamics CRM instance, and so I cannot verify this from my end, and also I couldn't find this information online. As On-premise deployment allows multi-tenant architecture, i.e.,…
Nirman
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Customize Activate and Deactivate buttons in CRM 2016

I have an entity with the following combinations of state and status: State / Status Active / Open Inactive / Canceled Inactive / Closed for Processing Inactive / Processed Given these sates/status the default tool tips and texts in the confirmation…
budahead
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TypeError: Object expected at eval code (eval code:1:1) on Jscript for Crm Dynamics 2016

When add this code in a form (OnLoad event), i receive this error : TypeError: Object expected at eval code (eval code:1:1) function OnAlert() { //Xrm.Utility.alertDialog('message'); window.alert('ok'); } Anyone help ?
Alejandro T
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Dynamics CRM Authentication Without Active Directory

We have employees that work in our company but not in the central office. We installed Dynamics CRM 2016 in the central office. Some users do not exist in the central office active directory. How can we define these users to authenticate and work…
amin
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Can´t Connect on Plugin Registration Tool Crm dynamics 2016 (On premise)

I can´t login into Plugin Registration Tool (Crm 2016 on premise), i use server IP, and the name of the server, and credential of a user with System Administrator role. When a not use a port (like 5555 or 443), the tool show me a list of my two…
Alejandro T
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