Stack Overflow
Stack Overflow

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
0
votes
0 answers

Best Scribe Integration approaches between flat file and CRM 2016 online?

My requirement is to set up an integration to between flat file (this could be tab delimited or csv) and CRM 2016 via Scribe. Due to many limitations the flat file will be a complete extract and not just the delta. So we’ll need to isolate the delta…
Rakesh
  • 65
  • 9
0
votes
2 answers

SSRS : How to get multi values from two tables in same column

I got 3 datasets in my SSRS project they're :- Visit ExtraDeductionDS CheckListDS I have table in DB (Database) called "Visit" it's 1:many relation with "ExtraDeduction" & "CheckLists" tables. First dataset bring the "VisitID" and "Name" with all…
Majed Al-Omair
  • 61
  • 1
  • 12
0
votes
1 answer

Changing an existing field's format without dropping, recreating

I've tried changing the format attribute of a field (from Text to URL) without dropping the column and recreating it. I know this isn't supported, but it seemed simple so I thought I'd give it a try. I came up with this SQL script based on this…
Francis Ducharme
  • 4,848
  • 6
  • 43
  • 81
0
votes
1 answer

CRM WebAPI 2016 with node js

I'm trying to use node.js with CRM 2016 webAPI . I'm building a service using node.js which will be running in background and part of it is it will retrieve the events form CRM using WebAPI. The problem is I don't know how to authenticate using…
mohamed khairy
  • 27
  • 9
0
votes
1 answer

Relationship configuration not deployed to target environment

I have made many changes to the cascading configuration of 1:N relationships in the Account entity, everything works as expected in my development environment, but it's not being applied to target environments when deployed. Here's an example in…
Francis Ducharme
  • 4,848
  • 6
  • 43
  • 81
0
votes
1 answer

How to allow HTTPS site to access HTTP enables site in Dynamics CRM 2016 on-prem?

I am trying to add autocomplete functionality for Country/Region field on account form in on-prem environment of Dynamics CRM 2016 by following the post. My CRM environment is HTTPS enabled here in post it is mentioned that to add autocomplete…
AQ Dev
  • 43
  • 3
  • 14
0
votes
1 answer

MS-CRM 2016 - Authenticate against Azure AD as Confidential/Daemon with logged-in user, NO REDIRECT

I have a very specific setup: Logged-In CRM User - Client-Script makes RestCall to MyRestServer (Node.js) makes WebApi-Call to CRM NOTE : NO User-Redirect (no adal)! everything must work "under the hood", the user must not log-in or anything (as…
IntegerWolf
  • 1,232
  • 1
  • 11
  • 21
0
votes
1 answer

Javascript or jquery validating the date of the application for the user to re apply again

I'm currently using dynamics CRM and adxstudio and I was wondering if there's some sort of jquery or javascript code I can use to validate the date of the application. So basically applicants can only re-apply within 4 weeks of their current…
Ejay
  • 25
  • 1
  • 5
0
votes
1 answer

Retrieve triggering an update in plugin

I've got a plugin on Update (pre-op) of InvoiceDetail, in which I'm retrieving the associated Invoice to get some more information from it (ie: the tax profile that was selected at the invoice level) in CRM 2016. Here's how I do it: //xrmObjects is…
Francis Ducharme
  • 4,848
  • 6
  • 43
  • 81
0
votes
1 answer

Issues with the "setDefaultView" in CRM Online 2016 Update

I have written following code in the page load to filter a lookup based on a view. function SetDefaultViewOnSalesManagementLookup() { var control = Xrm.Page.getControl("header_process_sfw_bidauthorisedbysalesmanager"); if(control){ …
Nirman
  • 6,715
  • 19
  • 72
  • 139
0
votes
2 answers

You don't have sufficient privileges to open lookup dialog box error in CRM Online 2016

I have exported a solution from one of my existing CRM Online instance, and imported to another new instance which is also CRM Online 2016. The solution contains customized Opportunity entity (forms, views, fields, processes, etc), and a custom…
Nirman
  • 6,715
  • 19
  • 72
  • 139
0
votes
2 answers

How to change the appearance of a button in the ribbon bar?

I have added some new buttons in the ribbon bar of Opportunity entity using ribbon workbench solution. They are all working fine at the moment, but the only issue is that, I am unable to get any option in the ribbon workbench to change the…
Nirman
  • 6,715
  • 19
  • 72
  • 139
0
votes
3 answers

How can I get password of logged in user in Dynamics CRM on prem?

I know how to grab guid and User Name of current logged in user in Dynamics CRM 2016 on prem. But I also need to grab the password for some business reason and pass it to another application for managing documents of the user. What I have searched…
AQ Dev
  • 43
  • 3
  • 14
0
votes
1 answer

how to find entity resides to which Module in crm

I wanted to know how to find entity resides in which Module in crm. (progamatically) Example: "Accounts" entity resides to which module ? I need to develop a code which tells me "Accounts" entity resides in Sales/Service module! Thanks
Rahul J
  • 103
  • 1
  • 11
0
votes
3 answers

Is it possible to multiply by -1 in a CRM Dynamics 2016 Workflow?

I'm trying to create a workflow that would make the target field value a negative number. I want to create related records as credits and debits and then be able to sum them up to get a net value. I've tried to update the field to -1 and then…
Jared
  • 48
  • 1
  • 12
1 2 3
…
46 47