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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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Scribe Insight: Migrate Principal Object Access table data from CRM 4.0 to CRM 2016

I am using scribe to migrate the Principal Object access data from CRM 4.0 to CRM 2016 DB. The source adapter is a SQL Data Adapter which reads the data from the POA table in 4.0. The destination adapter is the CRM Adapter and I have an insert step…
mahajan
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Activities in Social Tab is not hidding in CRM 2016 using JS

I am following [this][1] blogpost to hide activities tab in social pan in Dynamics CRM but it throw following exception: Exception TypeError: Cannot read property 'children' of null at HideSocialPaneItems…
AQ Dev
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Dynamics CRM 2016 (Online) - Retrieve appointments

I'm trying to retrieve all the appointments from our CRM online environment using a LINQ query (I'm a newbie with programming). Getting the appointment data is easily done but I also want to retrieve the Required Attendees for the appointments (this…
TOC112
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How to set Invoice ID in plugin pre-operation in Dynamics CRM 2016?

I am using following code snippet to set the Invoice ID of Invoices in plugin pre-operation. But I am unable to do so. I want to seek your kind suggestion to set the value. Update QueryExpression qe = new QueryExpression { …
AQ Dev
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Passing Date Expression in SSRS using fetchXML for CRMDynamics 2016

Quite new to this area so apologies if at all I sound vague. I am trying to create date parameters in SSRS for CRM Dynamics2016. Objective: To create a drop down containing: Last Year, Last Month, Fiscal Year, Year to Date and use them to filter…
Salman.Syed
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Dynamics CRM 2016 c# use id of not yet existing entity

for my project, I have to create multiple Quotes and add products to it. For performance reasons (about 5000 quotes) I am using "ExecuteMultipleRequest()". This is about what I've got: var quote = new Quote { QuoteNumber = "123", Name =…
Simon Balling
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Run Action in Microsoft Dynamics CRM 2016 using Javascript

I've created an Action under Process for a custom entity new_enrollment. I've created no I/O argument for that action. Now, by using following code snippet I want to run that custom action so that when action is executed a plugin get fired and…
AQ Dev
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Filtering Sub-grid records based on Lookup in MSCRM 2016 Online

I want to filter Subgrid based on lookup value in Microsoft Dynamics CRM 2016 Online.
ipman.dev
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Dynamics CRM 2016 not tracking email replies

When a case is created, and emails are sent to the client, the mail syncs correctly between exchange/outlook, and CRM. However when a reply comes back from the client to the service representative, the mails are not automatically tracked as part of…
Christo
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Dynamics CRM 2016 on-prem: Unable to access organizations using Plugin Registration Tools

I am trying to connect to Dynamics CRM 2016 on-prem environment using plugin registration tool. I can surf the url in browser but I am unable to connect using plugin registration tool. I would like to seek kind advice from the experts. Following is…
AQ Dev
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How to update file name after attaching to notes in Dynamics CRM 2016?

I am attaching documents to notes on order form. the requirement is as soon as a file is attached its name should be updated by the order number For example, if file name is latestOrders.csv and the order number is ABC-123-XYZ then after attaching…
AQ Dev
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Open file dialog in Dynamics CRM using Subgrid button

I've a custom entity in on-premise environment of Dynamics CRM 2016, namely Documents. Also, I've placed a sub-grid that on accounts form to add documents. Now, I want to open the file dialog using the system button of that subgrid. Any idea is…
AQ Dev
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Dynamics crm filter state drop-down based on country selection

I am using Microsoft's dynamic crm 2016 online. I have two drop-downs, one for country and other for states. I want to map states drop-down with country so that once user selects a country, only related states appears as option. how can this be…
Anup
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Access to web resources within a javascript ribon/command bar rule

I have a ribon rule to either show or hide the Deactivate button for accounts. It's pretty straightforward if (typeof (XTC) == "undefined") { XTC= { __namespace: true }; } XTC.RibbonRules = (function () { AccountRules = { //see if…
Francis Ducharme
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Fetchxml throwing exception for checking not null values of a guid

I am trying to grab a list of invoices where *customerid* is not null. I generate fetchxml query from advanced find and then put into a function of XRMServiceToolkit but it throws following exception. Exception Error Code:-2147220989 Message: An…
AQ Dev
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